Consultation
Process
   Presented by Rasina v
CONSULTING PROCESS
            ENTRY
 IMPLEMEN             DIAGNOSI
   TTION                  S
             ACTION
            PLANNIN
               G
                     ENTRY
• It is the initial phase in any consulting process.
     During entry the consultant and the client
  meet , try to learn as much as possible about
    each others , discuss and define the reason
  for which the consultant has been brought in
        Client                      Consultant
             Initial contacts
• Consultant makes the contract
  • If the Consultant contracts a client about
         whom he has a certain amount of
   information , and can show that he knows
   about that clients problems and intentions
        and has something relevant to offer
             Initial contacts
• The client makes the contract
   • In he most cases it will be the client who
    makes he first contract . His implies that he
     or she is aware of problems and need for
  independent advice in his or her organization
       Reasons for approaching a
             consultant
• He or she has heard about the consultants
  profession reputation
• A business friend who was satisfied with the
  consultants services ( recommended)
• the client found the consultant is a registered
• The consultants publications or interventions
  at management conferences have impressed
  the client
            Preparing
            for initial
             meeting
             First
            meeting
Agrement                  Agenda for
on how to                    the
 proceed                   meeting
     Preparing for initial meeting
 • Initial meeting require thorough preparation
    by the consultant. He or she should collect
    essential orientation information about the
          client ,the environment , and the
        characteristic problems of the sector
• The consultant could start by finding out what
     products or services the client provides .
• Usually he or she will gather information on :
                      Commonly used terminology
                   Nature and location of markets
            Names and location of main producers
               Types and sources of raw materials
     Laws rules and customs governing the industry
                              History and growth
     Business methods and practices peculiar to the
                                           industry
     Agenda for the first meeting
• The first meeting is a form of investigational
  interview in which each part seek to learn about
  the other . The consultant should encourage the
  client to do most of the talking about the firms
  difficulties , hopes and expectations
• In lisining all this questions into frame , the
  consultant assesses the client needs in teams of
  management and business practice , future
  development prospects, personal concerns
       Agreement on how to proceed
• If the consultant and the client conclude that they
  are interested in principle in working together .
  Then the discussion can move on to the
  arrangement for it covering :-
   –   Scope and purpose of preliminary diagnosis
   –   Records and information to be mad available
   –   Who should be seen and when
   –   How to introduce the consultant
   –   Attitude of the staff to the matter to be surveyed
   –   Payment for the diagnosis
  Preliminary problem diagnosis
• PPD should start from the moment the
  consultant is in touch with the client.
• The consultant has to complete the picture by
  getting some hard data and looking at the
  problem from new angles
• Example – by talking to those people other
  than those involved in the first meeting
Preliminary problem diagnosis
Past , present , future ( state of
client affairs )
Strengths & weaknesses
Finding possible improvement ,
opportunities
Action