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The Process

1.  Initial Meeting
We meet with you and any stakeholders to decide how to work together, what we are working on, and 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.  Identify and Quantify the Business Need
We meet with people critical to the success of the engagement to identify what business need or needs are not being met. We ask you to quantify what that need costs you. Time frame: within two weeks of the initial meeting.

3.  Determine Drivers and Barriers
We meet with key members of the organization to find out what is causing problems or is in the way of achieving the business need or needs. Time frame: one day to several weeks, based on availability, the problem, and how many people we need to meet.

4.  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.

5.  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. Time frame: as quickly as everyone can meet together.

6.  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 to maintain the success. Time frame: preferably part of the prior step.

7.  Implement the Plan
We work with you to implement the plan based on the relationship and agreement we have defined.

8.  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.

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