The Consulting Process Guide


TheConsultingProcess

Phase 1- Contracting

  • First contact with clients
  • Preliminary problem discussion and diagnosis
  • Project proposals to client
  • Consulting contract

Phase 2 – Evaluation

  • Purpose analysis
  • Problem analysis
  • Discovery and fact finding
  • Verification of information and testing
  • Establishing metrics
  • Feedback to client

Phase 3- Action Planning

  • Analytics and qualitative assessments
  • Developing solutions
  • Evaluating alternatives
  • Presenting results to client
  • Planning for implementation

Phase 4- Implementation

  • Project management report
  • Assisting with implementation
  • Refining action proposals
  • Onsite Training

Phase 5- Termination

  • Measuring Impact and project evaluation
  • Final Report
  • Settling commitments
  • Plans for follow-up