Instructions Self-assessment and reflection Case study 2 This case… InstructionsSelf-ass
Instructions Self-assessment and reflection Case study 2 This case… InstructionsSelf-assessment and reflectionCase study 2This case study relates to, “Embracing opportunities for enhanced relationships.”William decided to introduce a planning-session meeting for his key clients at the beginning of the new financial year. He decided he would restrict the planning session to just his top five clients and see how well the idea was received. All of the clients he discussed the idea with were delighted to be involved. William structured the session around the following agenda:Planning Session AgendaIdentify the key objectives for the businessIdentify three goals to be achieved this yearIdentify the most pressing issue to be addressed urgentlyIdentify the key milestonesSWOT analysisIdentification of client’s strategic planReview organization chartAllocate responsibilitiesIdentify accountabilitiesBudget and cash flow: set date for completion and reviewOther businessSet date for next meetingWilliam was pleased with the response he received from his clients when he started working with them on the planning for their businesses. He had assumed most business owners spent quite a deal of time on planning already and was surprised to discover that most spent very little time on this most important aspect of their businesses.There was only one client who was not particularly interested in assistance from William. After discussing the reasons with the client, William discovered that the client considered William not particularly skilled in this area and preferred that William stay in the accounting arena! However, all the other clients were delighted to take up William’s offer for assistance with their planning.One of the key results of the planning session is to establish key milestonesachievements that the business seeks to reach throughout the year. Achieving them lets the business owners know they are on track to achieve their full-year goals. It also means William gets to meet the clients at regular intervals throughout the year, which gives him the opportunity to provide additional services and generate additional fees.(This case study is also based on a true story.) Question: Craft a reaction paper citing to Embracing opportunities for enhanced relationships. Arts & Humanities Communications Marketing CBA MM3210 Share QuestionEmailCopy link
