Our Negotiation Methodology Demystified
We outline actionable frameworks and tailored approaches to effective communication for financial recommendations and budget negotiations.
Meet Our Negotiation Specialists
Olivia Harding
Senior Advisor
Olivia brings over a decade’s experience in guiding Australian organisations through complex negotiation scenarios. She excels at distilling complicated issues into manageable steps, building trust with all parties. Her facilitation style is approachable and outcome-focused.
Mark Stevens
Negotiation Lead
Mark is committed to transparent negotiation processes. With a background in both finance and psychology, he helps businesses achieve agreements that last. Clients value his ability to listen, mediate diverse views, and craft win-win recommendations.
Helen McFarlane
Principal Consultant
Helen’s career spans financial planning and negotiation strategy. She is passionate about open communication and ethical practices, working closely with management teams to facilitate solutions that meet organisational priorities.
Our Step-By-Step Process
See how we combine communication frameworks, stakeholder mapping, and evidence-based recommendations to facilitate smoother budget discussions.
Initial Assessment Meeting
We start by understanding your unique negotiation challenges, gathering input from key decision makers and stakeholders.
Setting Clear Goals
Identify the specific negotiation or communication issues your organisation wants to address.
What We Do
Schedule a structured, confidential discovery session to learn about your business context, priorities, and any previous approaches you have tried. Document pain points and recurring roadblocks.
How We Do It
Use open-ended interviews and anonymous surveys to ensure all views are represented. Focus on transparency and inclusivity.
Tools We Use
Stakeholder map, intake questionnaires
Results and Outcomes
Written summary of findings and initial recommendations
Dialogue Strategy Planning
We craft a negotiation framework tailored to your organisation’s structure and communication culture.
Setting Clear Goals
Develop a communication plan that maximises understanding and participation in financial discussions.
What We Do
Analyse team dynamics and previous negotiation outcomes. Establish custom rules for engagement, timeframes, and escalation processes where needed.
How We Do It
Apply evidence-based techniques to create a supportive negotiation environment. Facilitate the setting of shared objectives.
Tools We Use
Workshop materials, planning templates
Results and Outcomes
Custom dialogue plan and facilitation guide
Guided Negotiation Sessions
We facilitate live budget meetings, helping steer discussions toward objective, productive outcomes.
Setting Clear Goals
Keep negotiations focused, avoid misunderstandings, and build trust among participants.
What We Do
Provide neutral facilitation and monitor progress against agreed objectives. Step in when discussions become unproductive or stuck.
How We Do It
Encourage active listening, clarify contributions, and ensure all viewpoints are addressed respectfully.
Tools We Use
Agenda, session protocols
Results and Outcomes
Records of agreements and action steps
Implementation Review
After negotiation concludes, we follow up to ensure recommendations are adopted and improvements last.
Setting Clear Goals
Support lasting change in communication patterns for future negotiations.
What We Do
Gather feedback, document success indicators, and provide optional follow-up workshops or review meetings.
How We Do It
Analyse feedback to refine future approaches and address any recurring obstacles.
Tools We Use
Feedback forms, review template
Results and Outcomes
Follow-up action report
How We Compare
See the difference in approach and support.