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We partner with our clients using the following general workflow:
Stage 1: Explore, Qualify, and Contract
- Gather preliminary info on the presenting problem or opportunity
- Evaluate fit (e.g., between client goals and our competencies)
- Draft, review, and revise proposal as needed
- Finalize contract
Stage 2: Assess
- Identify key stakeholders (i.e., those who have a stake in the success of the organization) and those of whom have decision-making authority
- Select the most appropriate model or construct to guide analysis
- Collect and analyze data from multiple sources via interviews, survey, observation, and/or archive review
- Identify helping and hindering factors and any areas for further inquiry
- Design approach and summarize the case for change
Stage 3: Feedback and Plan
- Review findings, case for change, and approach with client personnel
- Identify critical success indicators
- Develop detailed action plan with key stakeholders
- Validate the above with decision-makers
Stage 4: Implement and Monitor
- Identify best system for implementation and oversight (i.e., through a new or existing, temporary or ongoing, team or team structure)
- Implement, check progress and results, and course-correct over time
Stage 5: Evaluate and Close
- Debrief with client personnel to evaluate results and overall engagement
- Consider follow-up actions as needed (e.g., reinforcing, normalizing, scaling, resourcing, continued monitoring and governance)
