It’s the end of the year and your clients are planning for the year ahead. They’re reviewing budgets and determining which vendors they’ll continue using and which they’ll discontinue. Will your consulting services make the cut?
With a thoughtful and well-executed year-end review, chances are, they will.
A year-end review is a look back to the prior year to measure achievements against goals, celebrate successes, and document the progress made.
Keep in mind that a year-end review is a strategic event—not a tactical one. This isn’t the time to discuss the details of a particular issue, but rather to reflect on the work that’s been completed and the results your clients have achieved.
Annual reviews help rate the perceptions of your consultancy’s performance over the past year against your client’s expectations for key metrics.
This is your opportunity to showcase how your consultancy has benefited your client’s organization. Use the following prompts to facilitate a group brainstorm to gain alignment and gather the information you need to craft a year-end review.
Gather the results from your brainstorming session, and compile them in a slide deck using the structure suggested below.
Year-end review suggested deck outline
Throw your brand design on the slides, and get ready to present to your client!
Be a true strategic partner by adding PI to your consultant toolbox.