How do we begin working with your organization?

Objective: 

To establish rapport, understand the client's needs, gather relevant information about their organization, clarify goals, and identify stakeholders.

Preparation:

We will research your company's  industry, company background, any challenges you may be facing, define objectives, create an agenda, and involve key team members.

Conducting the Meeting:

Questions will be provided to uncover goals, objectives and expectations. Examples include:

-What are your primary health and safety goals ?

- What challenges are you currently facing?

- How do you envision our collaboration benefiting your organization?

- Are there specific areas you want to focus on, such as compliance, training, or incident reduction?

Outcome: 

The outcome of the discovery meeting should include a comprehensive understanding  your business health and safety needs, prioritizing goals and challenges. 

A summary of the meeting capturing key points and decisions will be documented and shared with the client to confirm understanding. 

The meeting should strengthen rapport and trust, establishing a foundation for ongoing collaboration and support in enhancing the client’s health and safety initiatives.

Objective:

The objective of needs assessment and strategy planning following a discovery meeting focused on a client's health and safety business needs is to identify gaps between the current state and desired outcomes. 

Analyze information from the discovery meeting to create a tailored strategy for your organizational needs.

Assessment:

Review discovery meeting notes to identify key themes and priorities, and conduct any necessary additional research. 

This process includes data collection, regulatory review, risk analysis, stakeholder engagement,  gap analysis to determine strengths and weaknesses, resource assessment, prioritize needs, and feedback loop.

Strategy Development:  

Outline a strategic plan aligned with client objectives, including:  

- Specific goals and deliverables  

- Required resources and tools  

- Implementation timeline  

- A proposal detailing the strategy, outcomes from the assessment stage, risk mitigation measures, training required, communication strategy, monitoring and evaluation models, etc.

Presentation: 

A follow-up meeting will be scheduled to present the findings and strategy.  

- Use visuals to communicate effectively and engage the client.  

- Be open to feedback and willing to adjust the strategy accordingly.  

Outcome:

 A tailored strategy with prioritized action plans and resources required, and risk mitigation measures, monitoring framework to track progress, enhanced stakeholder engagement, and and improved safety culture, ultimately improving safety performance and ensuring regulatory compliance.

Objective:

Execute the strategy while ensuring clear communication and nurturing the client relationship.

Implementation:

- Execute the strategy as outlined, ensuring team alignment on roles.  

- Set milestones and metrics to track progress.  

Communication:

- Schedule regular check-ins (weekly or bi-weekly) to update the client, address challenges, and gather feedback.  

- These meetings will reinforce the relationship and show commitment to success.  

Relationship Nurturing: 

Post-implementation, we will continue engaging with the client by providing value, such as insights and industry updates as required.

Outcome:

Build a strong, ongoing relationship that fosters trust and loyalty, leading to ongoing support.