Convivio Cookbook
  • Introduction
  • Our Business
    • The Convivio brand
    • What do we do?
    • Our work for clients
    • Our Purpose
    • Our Pulse
      • Big Rocks
      • Problems
    • Company Policies
      • Environmental Policy
      • Anti-Bribery Policy
      • Fair Tax Policy
        • Dividends policy
        • 2020 Results and Tax
        • 2019 Results and Tax
        • 2018 Results and Tax
        • 2017 Results and Tax
  • Our Team
    • Help! I'm new. How do I get started?
    • Starting at Convivio
    • Staff Benefits
    • Being a buddy
    • Having a buddy
    • Free-Range Working
    • Convivio Fridays
    • Notes: give & receive feedback
    • Security Screening
    • Submit Expenses
    • Purchases
    • Your home working environment
    • People Analytics
    • Recruitment
      • Help Card: Writing a Person Profile
      • Help Card: Writing a Job Description and Advert
      • Help Card: Publishing a Job Advert
      • Help Card: Reviewing CVs
      • Help Card: Preparing and Conducting Structured Interviews
      • Help Card: Preparing and Conducting Remote Working Interviews
    • Team Policies
      • Security Policy
        • Acceptable Use Policy
        • Business Continuity Management
        • Data Usage Policy
        • Document Access Policy
        • Mobile Equipment Policy
        • Two-Factor Authentication (2FA)
        • VPN Guide
      • Equal Opportunities
      • Grievance Procedure
      • Disciplinary Procedure
    • Taking time off work
      • Holiday
      • Sickness
    • Peer reviews
    • Mental Health
      • Mental Health Training
      • Mental Health First Aid
      • Returning to work
      • Resources
    • Continuing Professional Development
      • CPD Annual Planning
      • CPD Sprints & Scrums
      • CPD Annual Review
      • CPD Annual Retrospective
  • Our Clients
    • Principles For Building New Client Relationships
    • Researching
    • Connecting
    • Nurturing
    • Assessing
    • Learning and Thinking
    • Pre-qualification questionnaires
    • Proposing
    • Agreeing
    • Beginning
    • Inspiration
  • Our Marketing
    • Content Publishing
      • Git Repository Conventions
      • Help Card: Writing a Case Study
    • Brand Guidelines
      • Content Guidelines
      • Branded Documents and Reports
  • Our Tools
    • Infrastructure
      • External Firewalls
  • Internal Projects
    • How we improve our business
  • Client Projects
    • Delivery Launch
    • Delivery Team
      • Convivio People
      • The Coach
      • User Researcher
      • Other Team Members
    • Digital Strategy
    • Discovery
      • Discovery Briefing
      • Discovery Planning
      • Discovery Modules
      • Discovery Findings
      • Discovery Principles
      • Prepare for prototyping
    • Prototyping
      • Inputs to Prototyping
      • Prototyping Objectives
      • Prototyping Inception
      • Prototyping Sprints
      • Prototyping Outputs
    • Build
      • Inputs to Build
      • Build Kickoff
      • User Stories
      • Backlog Management
      • Backlog Scouting
      • Sprint Planning
      • Sprinting
        • Daily Standup
        • Story Lifecycle
        • Design in Sprints
        • User Testing in Sprints
        • Quality Control in Sprints
      • Sprint Review
      • Sprint Retrospective
    • Service Management
    • Digital Service Standards
      • Delivery Methodologies
        • Scrum
        • Kanban
        • Lean
          • Technical Standards
        • Code Quality
        • Testing
        • Automation
          • Security Standards
          • Quality Standards
          • Risk Standards
    • Delivery Governance
      • Steering Group
      • Risk Management
        • Risk Attitude
        • Assessing Risks
    • Delivery Help Cards
      • Help Card - Sprint Planning
      • Help Card - Sprint Review
      • Help Card - Sprint Retrospective
      • Help Card - Product Owner Feedback
      • Help Card - Common Issues
      • Help Card - Slack
      • Help Card - Github
      • Help Card - Trello
  • Our Recipes
    • Convivio Classic Cocktails
      • Ingredients
      • Tips and Techniques
      • Martini
      • Negroni
      • Manhattan
      • Old Fashioned
    • Potage Dubarry (or, creamy cauliflower soup) with spiced green pepper
    • Roasted Sweet Potato in a Herb and Nut Salad, with Maple Chilli Dressing
    • Aubergine Curry
    • Vegetarian Paella
    • Easy Ice Cream
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On this page
  • Retrospective
  • Contract
  • Sign off
  1. Our Clients

Agreeing

PreviousProposingNextBeginning

Last updated 7 years ago

Once we have to the client we then need to agree to work together AND agree on the way in which we'll work together and what we'll do - or agree that there isn't a good match.

Retrospective

Either way, we'll want to do a thorough retrospective of our process at this stage

Steps to take

  1. Schedule a retrospective with everyone from Convivio and our partners who were involved in the process.

  2. Use the (the link is to the template folder, there will be a copy in the google drive folder for this opportunity)

  3. Step through discussing the points, and looking for outcomes at the end

Contract

If we're agreeing to work together, a contract should be put in place to support the successful collaboration, not just to deal with imagined future problems.

In agreeing the contract we should remember our principles for building new client relationships, and our 'delivery recipe'. The contract must be compatible with these.

It should also be balanced and fair. It is not a partnership if the contract is not balanced.

It's likely that there was a gap between what the client thought they would buy, and what we proposed. It's important to make sure any difference is explained, understood and agreed at this stage.

Sign off

We only proceed to the next stage, , once the contract is signed.

presented our proposal
retrospective worksheet
beginning the relationship and our work together