Johanna Rosenbusch
Customer Facing Circle
Purpose:
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Creator
für specific projects (cf. Approach backlog)Purpose:
Cutting edge content for our dG approach libraryAccountabilities:
- Researching, creating, authoring new (and previously missing) elements and approaches upon request
- Regularly harvesting expert knowledge (e.g. methodology, best practices, workshop designs) about transformation work in confluence as raw material for our dG approach library
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Engagement Lead
für specific projectsPurpose:
Awesome management and coordination of consulting projectsAccountabilities:
- Contacting current leads (=potential clients) on request by @Staffing Sparring
- Publishing client requests on Slack to allow for challenging by @Do or Die
- Developing cutting-edge proposals (incl. pricing in accordance with @Pricing Strategy) upon request of a customer.
- Selecting suitable @Evolutionary Catalyst or Project Partners for client projects after integrating feedback of @Staffing Sparring
- Deciding the staffing of specific workshops within the project, based on transparent decision criteria
- Contracting with the clients on an ongoing basis to align expectations & logistics and adjust agreements as engagement needs evolve, saving related documents/emails @projects
- Forecasting needed consulting resources and sharing relevant information with all @Evolutionary Catalyst or external Catalysts "Project Partners" involved in the project - prior to project launch and throughout project
- Scheduling and facilitating regular staff meetings 1) for mutual updating of project-relevant information in the particular project staff and 2) for developing/improving the quality of the consulting strategy/work in a particular consulting project 3) for learning purposes & know-how transfer
- Storing relevant project documents and emails directly on dG Google drive preferably in Google-doc format under the respective project folder
- Providing relevant odoo data to @Project Backbone (Accounts, Projects, Sales Order Information)
- Setting up initial project and governance structure according to policy "Large Staff project in Glassfrog"
- Acting as by default @Ecosystem Partner Relais for Project Partners invited into projects for the first time.
- Informing @Ecosystem Partner Relais Shepherd about new Project Partners and add relevant data to the project partner list.
- Adding and updating opportunities in Odoo Pre-Sales Module, creating MVP-Sales Order(s) after proposal is confirmed by client
- Making agreements regarding the daily rate with involved project partners - taking into account the current Ecosystem Partnership Framework - and integration of feedback from @Pricing Strategy, if required.
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Evolutionary Catalyst
für specific projectsPurpose:
Cutting - edge consultancy services with impact for the client systemAccountabilities:
- supporting the @Engagement Lead in developing client-related documents e.g. crafting offers, proposals, design, photo protocol etc.
- making all client related documents (e.g. offers, proposals, design, photo protocol etc.) accessible and findable using project structure on the dG Google Drive provided by @Project Backbone
- providing and facilitating excellent consultancy services
- reflecting regulary the quality of delivery and the relationship with clients through peer to peer reviews inside dG and/or external coaching
- building relationships with potential clients to acquire new project opportunities that fit to dGs purpose
- leveraging contacts for dG initiatives
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Accountabilities:
- Providing customer with further information in a timely manner, in particular whether we can process the request and, if so, who their contact person will be.
- Exploring client requests in a caring manner so that a relationship is built (even if dG has no resources to do a consulting project)
- Capturing leads in odoo to expand our lead base