KEY POINTS
> Confidentiality
> Scope of survey (topic, timeframe…)
> Sources of information (accounting, financial reportings, time reports, interviews…)

WHAT HAS TO BE DONE
> Frame survey’s objectives
> Identify pyramid and business model
> Identify information sources with Finance Department (CFO)
> Analysis of competitors' positioning and pricing
> Analysis of time reports and chargeable ratios
> Prioritize results and recommendations with firm's strategy

RISKS
> Having a cost + approach
> Reliability and availability of information
> Be overwhelmed by quantity of information
> Set up unrealistic objectives
> Too wide scope

DELIVERABLES
> Business model analysis
> Pricing strategy
> Business development tactics
> List of sources
> Recommendations
> Presenting survey to Partners/Managing Directors