Annual Planning Meeting - work for a small consulting firm for which we interact with multiple service providers for our clients.
Anonymous
Annual Planning Meeting - work for a small consulting firm for which we interact with multiple service providers for our clients. At this meeting we discuss our goals, new business, strengths and weaknesses and financials. There is one service provider who has become "chummy" with the owner of our firm - you know "golfer and enjoys cocktails". This provider has been "invited" to our meeting - they were out one nite cocktailing.. and asked to participate in our meeting. Guess it was the topic of conversation.
My POV is that the provider should not be attending this meeting as we are not partial to ANY provider.. What would a client think if they found out? The owner sent an agenda and included the provider as an attendee. Would you express your opinion to the owner of the firm or just let it go? PS It was mentioned that any Financials will be discussed internally at a separate meeting (without the service provider)
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