What to Do During Your First Days with a New Client
After reviewing the responses to your potential client questionnaire, meeting either in person, virtually, or by phone, and putting the finishing touches on your contract, you’ve landed a new client.
This is part of the on-boarding process, where you’re brought on as a consultant or contract worker for a new project. And since I do most of my consulting around program design and evaluation work, I’m going to speak within the context of working with a new client who has hired you to either develop a program theory model or to design an evaluation specific to an existing program.
To start, most evaluation projects tend to last for an agreed upon length of time. If you’re hired as an external evaluator, and you’ve never worked with this client before, you’re already at an advantage. An evaluator works with program directors and executive directors to “tell the story” of their program through identifying potential outcomes for the program activities, creating a data collection process that aligns most with the program and what questions the organization is expecting to answer, and analyzing the results. As an external evaluator, you’re the ideal person because 1) you’re the expert, 2) they may not have the staff capacity to do what you’re about to do, and 3) you don’t come with “baggage” (i.e. you’re not intimately involved with the goings-on of the program, thus being more objective and impartial.)
Despite this, being an external evaluation can also work against you if you don’t make good use of your first days with a new client.
Before you start discussing qualitative versus quantitive data collection or what to highlight in an executive summary, you need to understand what’s going on with the program you’re evaluating and the environment you’re going into. It’s like your first day on the job as a full-time employee. The more you know, the more ahead of the game you’ll be. (more…)