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TRUE/FALSE. The client should participate in the assessment phase but need not play a major role in the planning process

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FALSE.

  • The client should ideally participate actively in all phases of the professional services including assessment and planning.
  • While the professional may adopt a directive approach during assessment to quickly evaluate the requirements, the planning phase in particular should be highly collaborative and client-centric.
  • The client's objectives, preferences, constraints and project priorities should drive the planning process to ensure the solutions meet the key business goals.
  • The client's involvement and direction is crucial for developing a comprehensive and optimized solution roadmap.

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