Client contact details Full name★ Required
Company / organisation (if applicable). If you are part of a larger business group please give full details and website.
If you are a sole trader, recent start-up, or pending start-up, please explain.
What type of services or products do you offer?
Do you have a physical office space, home office, virtual business and/or online presence? Please explain.
Name anyone else who will be involved in the decision-making process for this project.
Do all members of the senior leadership team feel as if there's a problem that needs solving? Please explain.★ Required
Who will be in charge of this project's implementation, and who will make the ultimate decisions? Please explain.★ Required
Does your group, team, board, company or business welcome change or resist it? Please explain.★ Required
Project summary In order to see progress, we must clarify where you, the client, currently stand. We need to know full details of the current situation that you are trying to solve, and get some insights into the business's current project management efficiency, as well as other related processes.
Project summary, issue description or specific problem ("pain points"), challenge that needs solving.★ Required
Can you give us a brief background on the situation/issue you're hoping to resolve?★ Required
How are you currently dealing with the situation/issue?★ Required
Is there anything you, or your staff, are doing that might be impeding the achievement of this goal?★ Required
In which areas are things now performing effectively, or poorly?★ Required
Are there any financial limitations stopping you from working efficiently?★ Required
What is your primary goal for this consultancy? (e.g. improve system efficiency, implement new software, upgrade hardware, troubleshoot specific project problems)★ Required
What are the desired outcomes of this project? What do you feel we can do to provide you with solutions? If you had control of the situation, what would you do? Please name some of the biggest barriers or challenges that are stopping your company from achieving success.★ Required
Technical environment What is your current IT infrastructure like? (e.g. cloud-based, on-premise PCs and servers, specific operating systems, intranet)★ Required
What software and applications do you currently use?★ Required
Is there any specific hardware or software you want to integrate or upgrade?★ Required
Preferred technologies or tools (if known)
What is your current network setup? Do you have an index of usernames, logins and passwords?★ Required
Internet provider
Business and budget Are there any particular challenges or limitations you foresee? Known challenges in your line of business?
What makes your business different from your competitors, and how can IT support that?★ Required
Target audience / end users
References or competitors (URLs / names)
Additional notes: is there any other information you think is important for us to know?
How did you hear about our consultancy services?★ Required
