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"Evaluating Client Proposals: A Comprehensive Checklist for Actionable Insights"

This guide provides a structured checklist for evaluating client proposals and presentations using the "So What?!" framework. It ensures that ideas are actionable, specific, testable, and appealing. By assessing whether the proposed actions are explicitly stated and feasible within the client's budget, it allows for better decision-making. The guide also examines the relevance and insightfulness of the content, aligning with the engagement objectives. It emphasizes the importance of practicality, making sure that the client can realistically implement the recommendations and gain meaningful value.

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"Evaluating Client Proposals: A Comprehensive Checklist for Actionable Insights"

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  1. Useful Tests for “So What?!” MULE Actionable What ideas does it provoke for possible next steps? Specific Are the actions explicitly stated? Testable Can all required testing/investigation be done within client’s budget? Appealing Why is it insightful? Are benefits clear/obvious? Relevant Does is sufficiently explore the client’s issue(s) or is something missing? Does is support the EO? A STAR Meaningful • Why does it make a difference? Useful • What can the client actually do with it or is it just nice to know? Logical • Are all aspects logically related to the engagement objective? • Does it make sense without oral narrative to clarify? Executable • Can client realistically take action or is it out of reach?

  2. CHECKLIST and REVIEW GUIDE Value Test (for Proposals and Presentations)

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