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8 Steps in the Consulting Process

(based on Flawless Consulting by Peter Block)

The dynamic and collaborative process we want to create between you as client-organization and Move! is 'unique' and
'customized'.

However, the process needs a number of specific stages, in order to ensure a qualitative, fact based and sound working-
process and relationship between you and us. Move! will be the guardian of that process while working with you.

As we work together through these stages, new information and data will become available, allowing us to 'specify'
gradually our approach. That information might also lead to recontracting and readjusting the role and contribution of all
parties involved. The depth with which those steps will be developed depends on the complexity of the assignment and
the number of stakeholders involved.

Short Description of Each Step

STEP 1 : CONTACT
It's the start of our working relationship. Move! uses it to build the relationship, create understanding for your needs and
expectations and to clarify what you can expect from us. The objective is to share the initial perception of the
performance issue or challenge, and understand the context the assignment will be conducted in.

This step must lead to mutual willingness to invest in working together, with good perspectives to contribute to the
organization's performance & success.

This step takes usually one or two meetings and the customer is free to decide not to go ahead with the assignment (free
of charge).

STEP 2 : CONTRACTING
This step leads to a more 'formal' working agreement covering the assignment, ways of working, roles of client and
consultant. It's a first attempt to define the scope and boundaries of the assignment and to identify the stakeholders
involved. It produces a first outline of the expected results in terms of behavior change and performance improvement.

Here we agree on :

 Next steps to take (data gathering and needs analysis)


 How to work together on this
 How to exchange information as we go
 Timing & cost
STEP 3 : DATA COLLECTION & ANALYSIS
In this step, Move! gathers and analyzes all relevant information. To create buy-in, Move! designs a number of activities
to allow stakeholders to :

 Share and discuss the information and experience they have around the issues
 Make their own analysis based on the gathered facts

Move! facilitates this process through a number of methodologies like : focus groups, interviews, meta-planning, Force
Field Analysis, SWOT-analysis, Brainstorming, Impact / Effort.

You’ll find more information on those methodologies in our “Impact through Involvement” toolkit (available on the
website)

STEP 4 : DIAGNOSIS & FEEDBACK


In this step we 'Feed Back' the assembled data and the different 'views' the stakeholders had on this information (analysis)
to the 'project owner' in the organization and the stakeholders involved.

Based on that information we either :

 agree that we understand the nature of the problem and we can identify the context, causes and consequences
that are involved in the Performance issue or challenge .. or
 we decide that further investigation and data gathering is needed

The main objective of this phase is to bring about a mutual understanding and agreement on the diagnosis of the situation.

STEP 5 : DECIDE ON THE WAY FORWARD


Once in agreement on the diagnosis, we brainstorm together on possible action strategies to address the issues. Move!
facilitates the 'problem solving' process and enables stakeholders to "think out of the box" and to produce a number of
creative and innovative ways to deal with the issues.

This is an important "recontracting" moment where we agree on the actions to take, the roles and responsibilities as well
as the expected outcomes. We adapt the formal 'consulting agreement' accordingly.

STEP 6 : DESIGN THE INTERVENTION


In this step Move!, in close collaboration with internal expertise and experience, develops a detailed plan including
methodology, involvement & communication strategy, project organization, activities, resources, budgets for the identified
solution. We also design the necessary measures (qualitative / quantitative) to monitor progress and results as we
proceed in this project.

Move! will also design the specific activities, workshops, tools etc... that are necessary to execute the action strategy
decided on.

Apart from 'instructional design expertise' Move! will facilitate activities and support the internal project owner in planning
and coordinating the 'to do's' during this intervention. Move! will also take the role of 'process guardian' in order to make
sure that all stakeholders stay involved throughout the project.

STEP 7 : IMPLEMENTATION
Here we carry out the action plan generated to solve the problem, implement new technology or processes, start up
projects, etc...This may include team development, training, coaching-on-the-job, etc...

Move! tries to make sure all interventions are very much aligned with each other and integrated in your normal business
and operational processes.

STEP 8 : EVALUATE & LEARN


This is the formal closure of the project, review with the stakeholders the activities undertaken and identify the learnings.
In this step we try to 'observe or measure' the behavior changes that occurred and the impact it had on the business
results. We also formalize the learnings in terms of 'process' : how did we work together, what went well, what can we
improve, ... ? The idea is to formalize the learnings and use them for future assignments or for future internal projects in
your organization.

Move! Organizational Learning


Bankstraat 27
B-3000 Leuven
Belgium
Tel : +32 16 23 91 23
e-mail : team@movelearning.com