Project preparation
Preparing a project for an initial discussion
The information that makes an initial project review useful.
Start with the need
Explain what you want to achieve, the project stage and the role expected of a partner. A precise request helps define a useful assignment.
Separate facts from assumptions
Distinguish documented information, estimates and points requiring verification. State the source and date of significant figures.
Share information progressively
A non-confidential summary is enough for initial contact. Detailed commercial or financial records can follow through an agreed process and channel.
Prepare the next step
Identify the decision-maker, availability and purpose of the next discussion. The first meeting should establish what information and checks are needed.