The Green Organization has been very impressed with your work as a Performance Consultant. The CEO emeritus and current CEO both tell you they really appreciate your work this past year and the care you provided to their "family" business. They have made several warm referrals to their corporate friends that if worked well will expand your consulting firm exponentially. Excellent work.

It is time to complete your own evaluation of your firm's performance. Part of being an excellent consultant is being able to identify what is working and what is not. Identify the areas that worked and those that will benefit from improvement. Address what will be done to make the necessary and desired changes to improve your firm's performance.

(This is a made up scenario, no real data is necessary)