By: Susan Mahoney I have a friend who owns a financial advisory firm with a few partners. Early on, when they formed, we determined each partner’s…
Step 1: Exploration
It’s more than consultant speak.
Exploration begins with diagnosis. To get a clear understanding of an individual or organization’s high-priority performance gaps, we use a variety of tools and processes to find data including interviews, surveys, reports, dashboards and performance history. We then synthesize this data to create a recommendation of priorities in the context of the overall goals, objectives and the influence of key stakeholders.
Step 2: Recommendation
It’s more than an off-the-shelf solution.
Based on a clear diagnosis, we then review what priority gaps are creating performance issues and what capabilities are needed to resolve those problems. Then, we assess the organization or individual’s budget, timeline, appetite for change and mindset. With that information, we present a measurable solution set to enact the necessary change. We respect processes that are working and focus on changing processes that are not.
Step 3: Implementation & Assessment
It’s more than an event.
We view implementation as an ongoing process. Before the event, we plan with your team to develop a communication strategy, resource commitment, leadership endorsement, logistics, and metrics. During the event, we deliver to stakeholder expectations. After the event, we assess and measure the effectiveness of the implementation, communicate results to leadership and determine any course corrections.