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Project Format

Project Format. From discovery call to close-out, how to make a project work smoothly. My Perspective. National Center for Economic Gardening Team Leader, National Strategic Research Team Business Incubation Executive Director of the Business Incubator Center in Grand Junction, CO

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Project Format

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  1. Project Format From discovery call to close-out, how to make a project work smoothly

  2. My Perspective • National Center for Economic Gardening • Team Leader, National Strategic Research Team • Business Incubation • Executive Director of the Business Incubator Center in Grand Junction, CO • A client and graduate of the Incubation Program • Entrepreneur • Worked in start-ups from restaurants to retail to manufacturing

  3. Preparations

  4. Discovery Call • The majority of the team leader’s work is completed in an effective discovery call. • Set accurate expectations • Develop a rapport, put the company at ease • Get to the point where the company is as open and comfortable speaking about what they do not know as what they do know. • Understand enough about the company that you have a good picture of their growth strategy • Use the notes that bring the specialists up to speed quickly and efficiently.

  5. Clarification call • Formal and efficient • Make sure all tasks fit with growth strategy

  6. Check in • Review of work • Keep the client engaged • Encourage follow-up conversations with the specialists • Allocate any additional budget

  7. Wrap up • Review of work • Connect the dots….link the deliverables to strategy • Get feedback

  8. Questions? Christina Reddin Economic Gardening National Strategic Research Team Team Leader (970) 433-1238 christina@thinkmotus.com

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