Saturday, June 23, 2012

Client engagement started!


Deloitte has a formal process of defining summer goals and project scope. All the goals should be made SMART (Specific, Measurable, Attainable, Relevant and Timely). Then I will review the goals with peer advisor, my consoler and my project manager. They will also provide some suggestions for the goals, then I will update accordingly. After everybody agrees on the goals, I submit them to HR. My summer performance will be measured against those goals. It is a very transparent process.  
For the second week, I was on the beach which means I am not working on a client engagement. At that time, I did some practice development work, which is doing some research on a specific topic and increase knowledge of the firm. It is a very intensive project. I ready technology white papers, industry report, companies’ financial report and analyst report to get familiar with the topic and also collect raw materials for my deck.

Starting from the 3rd week, I was staffed on a client engagement project. This project is to help client build an information technology roadmap to align with company development strategy. At the first week of the project, we conducted a series of interviews with stakeholders to understand the current situation and future needs. It is a really nice experience, not only that you could talk to many people from the management team, but also a great way to learn consulting. There is a small tip when conducting interview. One of my job scopes in the project is to collect raw materials, so I take meeting minutes during the interview. As non-native English speaker and freshman to the industry, I know it will be difficult to follow the conversation at the beginning. So I suggested my supervisor to record the meeting with my phone. My supervisor thought it was a good idea, but we have to check with clients before we do that. It turned out to be a great help, because the meeting schedule is very intensive and there is indeed a lot of new information. The recording helped to fill in many gaps in our meeting minutes. 

Well, here comes the boss. My supervisor is from Ohio. You know what I mean. But he is really a nice guy. He gives me many tips about client engagement, and told me many fun facts about the firm. At my side, first of all, I try to focus on my job and get the work done. I also try to be honest about my progress, asking for advice and help if needed and updating my progress regularly. 

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