cdb consultancy - the engagement process

Engagment Process

engagement process

Please contact Carmen to review the engagement and agreement development process or to receive a proposal for consulting services.

Overview of Collaborative Consulting Cycle

The following table depicts the consulting cycle and the types of activities that could occur in each phase of the cycle. In a highly collaborative approach to consulting, both c d b consultancy LLC and Client could undertake the activities in each phase depending on the needs of the Client.


PHASES	PRIMARY ACTIVITIES DURING PHASE

1. Client's Start-Up	Client realizes the presenting priority and need for a consultant

2. Engagement and Agreement	Client and consultant meet, discuss presenting priority and form an agreement about how to work together

3. Discovery and Feedback	Identify information needed to analyze presenting priority Identify best sources and methods to collect information Collect information Organize and analyze information From the information, identify critical issues and recommendations for the project to address

4. Action Planning, Alignment and Integration	Identify actions to address issues Develop vision for change and actions into overall action plans Ensure actions are aligned and integrated together Develop plans for evaluation, learning and communications Develop Change Management Plan

5. Implementation and Change Management	Implement and monitor Change Management Plan, including sustaining motivation, momentum and learning

6. Adoption and Evaluation	Evaluate results of implementing the Plan to ensure desired change has occurred throughout system

7. Project Termination	End the project

Adapted from "Consulting and Organizational Development" by Carter McNamara, PhD. 2006 Copyright, Authenticity Consulting, LLC