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  • Consultation Stages Checklist Q&A

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    Nur Athirah Zailan
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    The document outlines 8 stages of the consultation process between a consultant and consultee. The stages include: 1) making initial contact and arranging first visits; 2) building rapport and trust through observation; 3) specifying concerns through assessment; 4) discussing assessment results and setting goals; 5) selecting strategies to address goals; 6) implementing and supporting the consultation plan; 7) evaluating the effectiveness of the plan; and 8) summarizing accomplishments and seeking feedback. The checklist provides tasks to be completed at each stage of the consultation process.

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    The document outlines 8 stages of the consultation process between a consultant and consultee. The stages include: 1) making initial contact and arranging first visits; 2) building rapport and trust through observation; 3) specifying concerns through assessment; 4) discussing assessment results and setting goals; 5) selecting strategies to address goals; 6) implementing and supporting the consultation plan; 7) evaluating the effectiveness of the plan; and 8) summarizing accomplishments and seeking feedback. The checklist provides tasks to be completed at each stage of the consultation process.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    10 views2 pages

    Consultation Stages Checklist Q&A

    Uploaded by

    Nur Athirah Zailan
    The document outlines 8 stages of the consultation process between a consultant and consultee. The stages include: 1) making initial contact and arranging first visits; 2) building rapport and trust through observation; 3) specifying concerns through assessment; 4) discussing assessment results and setting goals; 5) selecting strategies to address goals; 6) implementing and supporting the consultation plan; 7) evaluating the effectiveness of the plan; and 8) summarizing accomplishments and seeking feedback. The checklist provides tasks to be completed at each stage of the consultation process.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    10/15/2016

    ConsultationStagesChecklist

    ConsultationStagesChecklist

    Consultee:
    Classroom:

    DateofinitialContact

    Month/Date/Year

    DateofFinalContact
    Month/Date/Year

    Program

    Checkcompletedtasks

    StageOne:GainingEntry

    Makeinitialcontact.

    Arrangethefirstvisit.

    Discusstheprocessofconsultation

    Assessthematchbetweentheconsulteesneedsandprioritiesandconsultantsskillsand
    knowledge.

    StageTwo:BuildingtheRelationship

    Buildrapportandestablishtrust.

    Visit/observetheprogramorclassroom.

    Learnmoreabouttheprogramandtheconsultee.

    Learnmoreaboutthefocusofconcern.

    Discusstheconsultationprocess.

    StageThree:GatheringInformationThroughAssessment

    Specifytheconsulteesconcernsandneeds.

    Decideonmethodsforgatheringadditionalinformation.

    Specifytherolesandresponsibilitiesoftheconsultantandconsulteeingatheringinformation.

    Formulateadefinitionoftheproblem.

    StageFour:SettingGoals

    Discussassessmentresultsandthepossiblecausesofthefindings.

    Summarizeconsulteesconcernsandprioritiesrelatedtotheassessmentresults.

    Identifyoneorafewspecificgoalsonwhichtofocusconsultation.

    Determinewhatknowledge,skillsandotherresourcesareneededtoaddressgoals.

    http://www.utoledo.edu/education/grants/direct/Pics/Consultation%20Stages%20Checklist.htm

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    10/15/2016

    ConsultationStagesChecklist

    StageFive:SelectionStrategies

    Determinewhichstrategiestheconsulteetriedinthepastandhowwelltheseworked.

    Discussotherstrategiesthatcouldbeemployed.

    Selectstrategiesthatareaacceptabletotheconsulteeandtheconsultant.

    Determinewhatknowledge,skills,andresourcesareneededtoimplementthestrategies.

    Identifyrolesandresponsibilitiesforimplementingthestrategiesselected.

    StageSix:ImplementingthePlan

    Encourageandsupporttheconsulteeasneeded.

    Determineifadjustmentstotheplanareneeded.

    Evaluatetheeffectivenessiftheplan.

    StageSeven:EvaluatingthePlan

    Assessthematchbetweendesiredandactualoutcomes.

    Reviewtheevaluationplan.

    StageEight:HoldingaSummaryConference

    Summarizetheconsultationsfocus,goals,andaccomplishments.

    Shiftattentiontootherconcernsandgoalsforchange.

    AsktheconsulteetocompletetheConsultationEvaluationform.

    LastUpdated:6/9/16

    http://www.utoledo.edu/education/grants/direct/Pics/Consultation%20Stages%20Checklist.htm

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