Essentials of Client Contracting and Engagement: Getting Agreement, Setting Boundaries and Managing Expectations
Joe Willmore, President, Willmore Consulting Group
ASTD Member: $395
Nonmember: $695
Regardless of your area of expertise, practically every internal and external consultant has to work out agreements with clients about work. Call it engagement or contracting, this process is a critical element to training, OD, performance analysis, quality, and HR consulting. In this interactive virtual classroom workshop, you will learn proven techniques and practice using a range of different tools to improve your ability to obtain agreement, set boundaries, and manage expectations with clients.
By the end of this workshop, you will be able to:
• Identify critical issues to address during the initial client interaction
• Practice using a range of tools and job aids to help you with define expectations and boundaries
• Determine what engagement issues create problems for you and tactics for addressing them effectively.
About the facilitator:
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Joe Willmore is president of the Willmore Consulting Group, a performance consulting firm in northern Virginia. He has over 20 years experience as a consultant, with a wide range of clients in the corporate, government, and nonprofit sectors throughout the United States, Russia, and Central Asia. Previous clients include Intelsat, Lockheed-Martin, World Bank, USAID, U.S. Navy, EPA, Booz-Allen & Hamilton, National Geographic Society, the Smithsonian Institution, U.S. Geologic Survey, Sandia National Laboratory, Amtrak, Walter Reed Army Medical Center, and TRW.
Until recently, Wilmore served on ASTD's Board of Directors and ASTD's National Advisors for Chapters. He has been a contributor to T+D Magazine, HPI Essentials, What Smart Trainers Know, and Consulting Annual (Jossey-Bass/Pffeifer). He is also the author of "Managing Virtual Teams" and ASTD's Infoline on scenario planning. He has also served as a faculty member at George Mason University and University of Massachusetts. |
For more information about the Essentials Series, click here.