Establishing the Vision:
1. Discovery - ask questions, get to the root of the problem. Don't take the first set of concerns as the real root. Clarify restate until you and your customer feel you have a good grasp on what they are trying to achieve. Make sure you ask about future direction and plans.
2. Re-educate - you may have to backtrack to make sure that your solution is understood. Tailor your discussion to the key issues you uncovered in the Discovery phase. Address them all!
3. Look Ahead - take the customer to a place 5 years from now and make sure they see the bigger picture and establish the foundation to that 5-year plan NOW! Take in to consideration and elaborate on present and future costs to the decision they make now.
4. Make it personal - Today's decision will effect their success 2-5 years from now. Make sure you tie their success to the vision you are creating.
I owe much of my most recent learnings to my current mentor and boss, Ed. Thanks Ed!
