Simulated workplaceCAQA Meridian Business Group is a fictional business created by CAQA for training and assessment. It is not a real company and no person, client or record here is real.About this simulation
BSBCAQA MeridianSimulated workplace
Simulated workplace
Department

Client Advisory

Delivers business advisory retainers and planning projects for owners, executives and boards. Advisers run quarterly reviews, prepare management and board reports, facilitate planning workshops and coordinate the other Meridian teams on behalf of each client so the client has one point of contact.

Advisory Practice Lead11 staff
Home/Departments/Client Advisory
Responsibilities

What the team is accountable for

  • Onboard new clients and agree the scope of each engagement
  • Run quarterly advisory reviews and planning workshops
  • Prepare board and management reports
  • Coordinate other Meridian services for each client
  • Record every client interaction and action in the client system
Performance measures

How we know it is working

4.6 / 5
Client satisfaction
93%
Retainer renewals
96%
Reports delivered on time
People

Who works here

DO

Daniel Okoro

Advisory Practice Lead

Daniel leads the advisory team, runs the largest retainers and has advised family businesses and not for profits at Meridian for eight years.

Systems

Where the work is recorded

Client Relationship Manager

Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.

Projects Register

Tracks client and internal projects with their manager, dates, budget and stage, and holds milestones and status reports.

Scenarios

Assessment tasks in this department

Intermediate

Prepare a quarterly advisory review pack and onboard a new project

You are an Advisory Analyst supporting the Advisory Practice Lead.

Advanced

Lead the advisory team through operational planning and a team meeting

You are the Advisory Practice Lead.

Documents

Documents the scenarios use