When setting up a business chart, what do you do? Do you just step into the process blindly, or do you have a plan that saves you and your client time and money? This lecture features some key components leading to an optimum outcome. Like any other thing in life, you have to have a structure in which to work, fully aware that everything isn’t perfect, either. Georgia Stathis walks you through this process.
The process requires some careful forethought. For one, make the client work — they need to tell you the time frame in which they wish to work. I have a questionnaire that I’ve designed for those clients who want me to analyze their businesses, but that questionnaire can easily be changed to herd in your client’s ideas regarding when they wish to start. Secondly, this is important because it saves both your time and theirs and their money as well (always a good selling point). Thirdly, it sets some of the responsibility on the client so that they have to work at it, rather than just sitting back.
I think this process also helps them clarify what it is that is really important. You may not get the time frame pick right out of the ballpark the first time, but you will be close within the next two calculations. In addition, remember that there is never a “perfect” time. There is always going to be something in the sky that isn’t particularly friendly, particularly since we are having the transit of Uranus squaring Pluto over the course of the next few years. This doesn’t mean that all people start functioning. People will actually start some pretty innovative projects with this aspect.