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The initial meeting with Underpin Marketing and Business Consultants is always the most important. It sets the stage for successful collaboration and project execution. Lewis, the project manager at Underpin, believes in a collaborative marketing consultant approach, emphasising the importance of understanding project goals, methods, and success criteria.

In a real-world example involving a project with Somerset County Council, the initial meeting between Underpin’s marketing consultant with team lea’s approach.

The discussion covered key aspects, such as introductions, project goals, working methods, timelines, budget allocation, and the creation of a comprehensive project brief. This proactive engagement with the project leader ensures alignment, and a shared understanding of success, laying a solid foundation for the upcoming project.

The next step involved formalising the discussed points into a project brief, which undergoes thorough review and approval before commencement. This transparent process enhances clarity, providing a clear direction and fostering shared ownership among stakeholders. The involvement of various council members in the review process, as shown in the Citizens Advice project, cultivates a sense of collective responsibility, significantly impacting project buy-in and overall success.

Underpin takes an approach rooted in several principles during the initial meeting.

1. Understanding Project Goals: Meeting the project leader helps establish a shared understanding of project goals and ambitions, serving as the bedrock for the entire project.

2. Collaboration with Diverse Stakeholders: Working with advisors and involving diverse stakeholders ensures that the project aligns with broader organisational objectives and is driven by the right motives, fostering teamwork and shared responsibility.

3. Adaptability in Communication: Adapting communication styles to suit individual preferences shows skilled project management, promoting effective and clear interaction.

4. Clarity on Project Details: Discussing project goals, timelines, and budget during the first meeting ensures transparency, preventing potential issues later in the project lifecycle.

5. Involvement of Stakeholders: Engaging stakeholders early on fosters a sense of ownership and dedication to the project’s success, increasing the likelihood of positive outcomes.

6. Creation of a Project Blueprint: Transforming discussions into a formal project blueprint provides a clear direction and ensures unanimity among all parties involved, reducing the risk of scope alterations and facilitating expectation management.

7. Personalised Presentation and Q&A: Presenting the project plan in person and addressing questions early on promotes clear communication, enhances understanding, and facilitates agreement among all stakeholders.

In summary, Underpin’s approach to the first meeting champions effective communication, collaboration, transparency, and openness in the initial phases of a project. By aligning all parties involved, this strategic foundation-building increases the chances of project success while reducing the risk of misunderstandings or scope changes. The expertise of Underpin Marketing and Business Consultants is clear in their tailored and inclusive approach to marketing consultancy.

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