Small Business Bookkeeping Need Assessment – Lessons Learned

I conducted a needs assessment to determine the most effective ways to update a billing and bookkeeping system for a small consulting firm. In this video, I discuss the background for this project, the data collection process, 3 lessons that I learned during the project, and 3 tips for others including:

  • The importance of remembering the four stages
  • Why “getting to know you” questions are critical in the interview protocol
  • Keeping an open mind
  • Creating a project timeline
  • Tracking themes
  • Avoid making recommendations prematurely