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THE CONSULTING PROCESS

DEFINITION OF THE CLIENT'S PROBLEM

Identify the client'sobjective Define the scope of the project Define the purpose and intended use

Effective date of the service

Identify the real estate (if any)

Describe limiting conditions

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PRELIMINARY SURVEY AND CONSULTING PLAN

Data needed

Data sources

Personnel needed

Time schedule

Flow chart

Fee amount and contract

 

 

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DATA COLLECTION AND ANALYSIS

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General Data

Economic Locational
Market analysis National
Financial Region
Economic base Community
Trends Neighborhood

Specific Data

Subject Comparables
Tide and records Sales
Characteristics Listings
Cost/depreciation Costs
Income/expense Rentals

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MARKET RESEARCH AND ANALYSIS

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ANALYSIS OF CLIENT'S OBJECTIVE(S)

arrw_d11.wmf (392 bytes)

Course of Action

Identify Alternatives

Identify Constraints

Identify Resources

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IDENTIFY THE OPTIMUM COURSE OF ACTION

arrw_d11.wmf (392 bytes)

CONSULTING REPORT

arrw_d11.wmf (392 bytes)

Bonsai.gif (2384 bytes)THEN GO HOME

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