Consulting CardsTM Facilitation CardsTM Action Planning Chart Coaching CardsTM Communicate for Change CardsTM
Set of Consulting Cards™ 
Front and Back Sides of
3 x 5 inch Cards

Card 1 includes: 

  • the consulting cycle -  7 sequential steps to produce successful consulting outcomes.
  • the consulting outcome frame. 
  • 4 questions to identify what the customer or decision-maker wants, and 4 questions to agree on initial action.
consultingcyclecard
Card 2 includes:
  • 5 basic sources of information for determining how to meet the customer's or decision-maker's need, and how to evaluate progress towards achieving it.
  • the purpose of each source of information.
  • the advantages and disadvantages of each source of information.
InfoSources
Card 3 includes:
  • definition of SMART result statements.
  • how to easily construct an effective result statement.
  • the 4 basic types of result statements with examples.
SMARTresults
Card 4 includes:
  • action planning in 4 simple, powerful steps.
  • the key questions for action tracking, plan updating, and results evaluation.
4StepActionPlanning
Card 5 includes:
  • a method for aligning your consulting role with

    • your vision, sense of self, beliefs and values, abilities, and operating environment, and
    • results desired by those you serve as a consultant.
AligningConsultingRole

Card 6 includes:

  • how to create an effective business card.
  • ways to introduce your role and value to leaders and other customers.
  • habits of highly effective consultants.
IntroducingYourself

Card 7 includes:

  • ways to create rapport with customers.
  • specific physical or language characteristics you may wish to match initially to establish rapport, depending on the communication and learning preferences of your customer.
Rapport

Card 8 includes:

  • 3 basic pointed questions for customer to discover desired customer outcomes and desired actions.
  • questions and language to help identify and obtain missing information from the customer regarding what they want.
  • questions and language to help increase customer choice and flexibility relative to what they want.
QuestionsAndLanguage

To order:

  • For further information about our Consulting Tools workshops in which we use these cards, please email us with a contact phone number and a time to call. We do not share your phone number.
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