The Process

1.  Initial Meeting
We meet with you and the informed stakeholders to decide how to work together, explain our method for assessing your company’s performance, identify any areas of concern, discuss confidentiality measures, and identify who will be involved. We create a statement of work that outlines both our responsibilities and the needs that must be met for this engagement to be successful. Time frame: as quickly as everyone can meet together.

2.  Determine Strategy Alignment, Drivers and Barriers
We start with a high-level assessment of the company, its strategy, the measures it uses to determine success, clients, outside pressures, and more. This will guide us as w
e meet with key members of the organization to find opportunities to increase the company’s performance. We may need to interview employees and will maintain the required discretion at all times. Time frame: three days to several weeks, based on availability of key members of your organization, the problem, and how many people we need to meet, interview, or observe.

3.  Develop Recommendations
We review the material and data we’ve collected and write short, concise, clearly written recommendations that list the causes and the potential solutions. Time frame: within one week of finalizing the meetings.

4.  Determine Next Steps
We schedule a meeting with you to deliver the results in a personal meeting and help you identify ways to implement the solutions. Our goal is to find ways to increase your company’s performance quickly and economically so you can obtain a higher sale price. Time frame: as quickly as everyone can meet together.

5.  Determine Our Role
If we are to be part of the solution, the next step is to agree on which recommendations you want us to implement with you. As with the first step, we will create a document that outlines each of our needs and responsibilities. If we are not going to assist in implementation of the solution, we create a plan you can implement and help you identify how to maintain the success. Time frame: preferably part of the prior step.

6.  Implement the Plan
We work with you to implement the plan based on the relationship and agreement we have defined. If people in IT, HR, human factors (ergonomics) or other areas are needed to help implement some of the recommendations, we can assist you in finding the appropriate providers.

7.  Evaluate the Results
When the work is finalized, we evaluate the success of the engagement and ensure there is a sustainability plan to maintain the success that has been achieved.

Contact us today to see if you qualify for a complimentary Clarity Live Assessment™

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