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Consulting Summary

Presented by | Susan Christmas

MGT553

Consulting Summary

The following PowerPoint will be a summary of our consulting work that as been ongoing for the past 12 months.

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Accomplishments

We began our consulting services by strategically creating a 9 Step Performance Plan.

Step back and look at the reality of the situation

Discover the ideal scenario for the organization

Continue searching for the cause of the challenges within the organization

Report findings to the stakeholders

Create a plan for measuring success

Design and deliver solutions

Measure success

Determine how to report impact of the project to stakeholders (Oldham, 2018).

Reassess plan after a certain length of time and tweak as necessary

May require more than one slide

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Accomplishments, continued

After meeting with the Executive Leadership team, we:

Focused on gaining a full understanding of the needs of the organization and the expected outcome

Held individual meetings with various staff members to gain multiple perspectives

Analyzed the data and focused on the most problematic areas

Developed and implemented a training manual to address the high problem areas

Dealt with cultural challenges and other threats

Accomplishments, continued

We chose to use the development/horticultural model to approach training needs

Initiated training twice a week

Held more intense analytic training four times a week

This model allowed flexibility to meet individual needs, but also provided collective governance and standards

Made adaptations to fit needs of specific groups when considering cultural factors

Training analyst was made available to the group for long-term continuity (Weiner, 2019)

Assessment and Evaluation Tools

We used the Evidence Worksheet to:

Formulate the criteria to be used for proving the situation had improved

This was done at the beginning of our consultation

The Evidence Worksheet was revisited during the second phase to evaluate the progress (Hale, 2006)

Feedback and Recommendations

Our consulting agency has witnessed an enormous amount of progress, in these past 12 months, within your organization.

Our recommendation is that your internal training team continues with the current program

The access to our training analyst will remain as a source of support for your training team

We also recommend allowance for our consulting team to visit sites once each quarter to ensure the program is still on track

Feedback will be provided on our findings after each visit and any recommendations for tweaks will be included

May require more than one slide

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Gratitude

We want to sincerely thank you for the opportunity to serve you. We are delighted with the progress we have seen and the improvements that have been made. We look forward to our future communications with your organization.

References

Hale, J. (2006). The Performance Consultant’s Fieldbook: Tools and Techniques for Improving

Organizations and People. (Essential Knowledge Resource). 2nd Edition. Washington D.C.: Pfeiffer.

Oldham, B. (2018). Performance consulting: The ideal tool for ensuring a project adds real value. Human Resources Magazine, 23(1), 22-23.

Wiener, J. (2019). Models for training in Developing Groups: importing the traditional into unfamiliar cultures. Journal of Analytical Psychology, 64(4), 443-461. https://doi.org/10.1111/1468-5922.12513