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Tips For Guidesheets and Sourcing

The document provides a detailed guide on creating guide-sheets and managing client interactions over a 10-week timeline. It emphasizes the importance of preparation, clear communication, and adaptability when working with clients, as well as strategies for sourcing clients effectively. Additionally, it outlines the process for creating a Statement of Work (SOW) and encourages reaching out for clarification and feedback.

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shradha
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18 views2 pages

Tips For Guidesheets and Sourcing

The document provides a detailed guide on creating guide-sheets and managing client interactions over a 10-week timeline. It emphasizes the importance of preparation, clear communication, and adaptability when working with clients, as well as strategies for sourcing clients effectively. Additionally, it outlines the process for creating a Statement of Work (SOW) and encourages reaching out for clarification and feedback.

Uploaded by

shradha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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IT YOUR TIME NOW GUYS

How to make guide-sheets


●​ Start off with an overarching plan: 10 week overview
●​ Here are some of the relevant weeks
○​ Week 1 & 6: set the foundation, background research, material creation, fill in the
appendix using literature reviews
○​ Week 2 & 7: frontload the work to show client progress- week 2 work is only done
by week 3 and it takes time to make changes/ change scope + make the
midpoint storyboard (if you haven’t already- it is helpful to make it at the start of
the semester) and identify what synthesis slides need to be made
■​ Often times scope is easier to clarify with more tangible evidence
○​ Week 3 & 8: synthesis slides, concrete research time
○​ Week 4 & 9: midpoint/final prep (finish any missing slides and practice)
○​ Week 5 & 10: final/midpoint time (there should be no missing slides)
■​ The focus should be on content revision not on filler slides

●​ Some of this will not go the way that you want it to go


○​ Scope could change
○​ Work needs to be improved in terms of content- cut the slide/ ask them to change
it completely
○​ TBG expectation vs. client expectations vs. mckinsey expectations vs. personal
expectations

Talking to client contacts


●​ Know your material- as a PL/SC try to have some of the answers before you do the work
○​ You should know the material just as well if not better than the consultants
because you are the client’s first point of contact
●​ Have an agenda every week- either mentally or type out a list of things you want to cover
in a weekly check-in and lead with that
●​ Clarify all of the questions you have whenever you have them - emails work too don’t
always wait for the call (lets keep the exclamation points in emails to a minimum)
●​ Express your own needs and see if they can accommodate them
●​ If there is nothing to talk about- don’t have the call!!!
●​ Be formal- no inappropriate jokes, no giggles, no informal language, no hehes
●​ A touch of informality is needed- make small talk, talk about interests, talk about their
work NOT about their personal life (unless they bring it up)
●​ Set midpoint and final times 2-4 weeks earlier than the actual presentation
Sourcing a client
●​ Go for the big names (highkey) but also the small ones (you want a client at the end of
the day)
●​ Start as early as possible (you don’t have to follow the TBG timeline- but ask for
permission before)
●​ Aim to send 250-350 emails (TBG will suggest 120+)
●​ Find 3 contacts for each organization- higher up in the org the better
○​ Apollo, rocket reach, hunter

How does sourcing work?


Ziyana & Shradha Sourcing Spreadsheet manually update everything just in case! (make
sure all missions start with a verb)
Initial Outreach Template
CSR Intial Outreach Email
The Berkeley Group Pitch Deck

Take all of this and mail-merge! Whoop!

Your PVP will explain taking initial client calls and all of that stuff!
-​ Typically you have 2 calls after which you can send over a CA
-​ 3-4 calls and then you can send over a SOW
-​ If you really like a client get the CA and SOW signed ASAP

How to make a SOW


-​ High Key not that serious- just follow the examples and BS your way through it
-​ Don't be afraid to reach out to your client contact for questions/feedback
-​ Always clarify confidentiality
-​ EXAMPLE: [PATH] Statement of Work FINAL

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