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The Consulting Process Royston E Morgan The BizFace Community
Objectives ,[object Object]
Stages in the Consulting Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
OD Problem solving cycle Diagnosis Design Implementation TIME The approach to the problem and preliminary diagnosis achieved. Objectives and constraints devised Options for solution are devised and selected - options modelled Implementation strategy devised plan and schedule drawn up
Describe & model  Objectives for change Measures for objectives Options Model options & Select Plan the implementation Implement Problem awareness Entry and contracting Polar charts Ishikawa Causal-maps System maps Objective tree Brainstorming Process frameworks Process charting System maps Approach Doc Product breakdown Scheduling Cost benefit DCF Cash Flow Positioning FIT H&W model
The Consulting Process Next job Entry & Description Preliminary  Diagnosis Contracting Diagnosis Data & Evidence Reporting Back Implement & Closure Preparation Context Proposal options Cause Focus definition problem Option select Change
Gaining Entry – much more than the terms of reference ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Without a careful entry it is unlikely a mutual trust can be established and the real problem identified - misunderstandings can surface much later that can be very difficult to solve
Gaining Entry – Have I worked here before? ,[object Object],[object Object],[object Object],[object Object],A I have worked with this client before B This is my first visit to this client X I have been invited by the owner of the problem Y I have been imposed by person with power
We need to make ourselves familiar with the problem ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Questions need to be asked? ,[object Object]
Preliminary Problem Diagnosis (PPD) - Reconnaissance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is going on in the organisation?  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PPD – formulates the proposed intervention ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contracting – making agreements explicit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Diagnosis – the Heart of the Assignment ,[object Object],A Puzzle has a solution A Problem may not have a solution but options Solve or recommend someone who can Number of courses of action Consultant assists client in choosing Not just one ‘correct’ solution Collect data and analyse Collect data and analyse
Redefinition is the most important consultant input ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Diagnosis will show how the problem is being maintained
Blake & Mouton offered four focal issues looking at the softer aspects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Diagnosis – Collecting Data ,[object Object],[object Object],[object Object],These must be balanced often one or two are in place and the third is aspect is failed Systems & procedures Tasks Processes Start Complete
A root cause analysis categories problems ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Root cause analysis – Ishikawa diagram Call backlog increasing Method Machine Materials People Environment Slow to answer phones No call follow Not trained new system System slow Upgrade missed No dedicated line FAQ’s not up to date Manuals not updated Cramped space Old furniture Short staffed Licence expired
Diagnosis is also about casual relationships ,[object Object],[object Object],[object Object],This is sometimes not a simple process as conditions often influence each other Costs are too high Too many staff Over capacity Skill mix changed Tech changes Tech is old Skill mix wrong Slow adoption Empire building Expensive technology Lack of strategy Service too expensive Market share falling
From this mass (mess) of problems we need to find out what is important The urgency importance matrix Urgent Not Urgent Important Unimportant
Reporting Back – saying why the problem exists ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The prime task is to explain why the problem exists and the journey made in identifying it. This needs to be simplified, clear and shorn of all jargon.
Reporting Back - Meeting Outline (Block 1981) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Feeding Back: Style ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],A: There is a problem with call management in this organisation B: The service desk personnel cannot do their job and they are poorly trained. C: The call queue has risen by 50% in the last year mainly because the service staff have not been trained in the new software.
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How to be a consultant and run a successful assignment

  • 1. The Consulting Process Royston E Morgan The BizFace Community
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  • 4. OD Problem solving cycle Diagnosis Design Implementation TIME The approach to the problem and preliminary diagnosis achieved. Objectives and constraints devised Options for solution are devised and selected - options modelled Implementation strategy devised plan and schedule drawn up
  • 5. Describe & model Objectives for change Measures for objectives Options Model options & Select Plan the implementation Implement Problem awareness Entry and contracting Polar charts Ishikawa Causal-maps System maps Objective tree Brainstorming Process frameworks Process charting System maps Approach Doc Product breakdown Scheduling Cost benefit DCF Cash Flow Positioning FIT H&W model
  • 6. The Consulting Process Next job Entry & Description Preliminary Diagnosis Contracting Diagnosis Data & Evidence Reporting Back Implement & Closure Preparation Context Proposal options Cause Focus definition problem Option select Change
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  • 20. Root cause analysis – Ishikawa diagram Call backlog increasing Method Machine Materials People Environment Slow to answer phones No call follow Not trained new system System slow Upgrade missed No dedicated line FAQ’s not up to date Manuals not updated Cramped space Old furniture Short staffed Licence expired
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  • 22. From this mass (mess) of problems we need to find out what is important The urgency importance matrix Urgent Not Urgent Important Unimportant
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Editor's Notes

  1. Although a lot of the selling process inevitably is going on in the early stages it is important to realise that the assignment has effectively started in this initial stages – this is why it is poor practice to have consulting ‘sold’ by account managers and consulting practice leads without the actual consultant doing the work being present.
  2. What is the client doing to maintain the problem the problem What are other within the organisation doing to maintain this problem Make sure that the client is involved in the diagnosis – starts the process or learning and buy-in Describe the technical/business problem in process and system terms – how is it being managed. Understanding how the problem is being maintained can point us in the direction of how the restraining forces may be loosened
  3. Often we as consultants are asked to look at a problem that looks like a hard system problem – procedures missing for example or a new IT system not working – it is possible to get the procedures and processes working but fail to meet the end task. The processual interactions are in fact often at the core of the organisational failing and must be accounted for – consultants must ensure the total field of the problem is addressed. Clients will often resist this insisting on the technical aspects of the solution as they are more comfortable with this aspect and by so doing are able to avoid affective responses.
  4. In terms of data and presentation clients sometimes treat the amount of data collected as a surrogate for the degree of effort – its best to put data in the end document to make clear what was considered before it was weaned out of the main presentation as not relevant. Some indications of potential solutions can be floated but you do not know the organisation as well as those present – they will generally have many more ideas once the problem is made clear.
  5. Descriptive not Judgemental Focused not Global