Consulting Tools


Consulting with leaders can put your finger on the pulse of work/life issues at your organization, or organizations you serve, and expand your ability to improve individual and team performance and morale. The benefits are great. The investment required?  Those serving as consultants must encourage leaders to recognize and meet challenges that affect workforce performance, morale, readiness, and retention. To do this, those serving in this capacity need the strategies and skills of effective consultants.

Consulting Tools offers field-tested strategies, action learning opportunities, and coaching to build know-how, confidence, and skill as a consultant. The workshop provides an overview of consulting, and addresses consulting tasks required at different stages of service planning and delivery. Each session introduces core concepts via interactive exercises, briefings, and demonstration. Guided practice, self-reflection, group discussion, and coaching assist participants to apply new skills and evaluate results. Participants will be given assignments to use consulting techniques in their work with leaders or customers. Experience will stimulate learning and build a bridge between the classroom and on-the-job application of skills. Participating fully can mean breakthroughs in the work you do on behalf of your organization and for those you serve.

The workshop includes three sequential components, which can be delivered separately or as a complete 3-4 day course. Sessions include:

> Tools of Engagement: How to Develop Effective Consulting Relationships with Leaders-- This session presents an overview of the consulting cycle, and practical strategies for the initial tasks of engaging leaders, exploring desired outcomes, and “contracting”to plan and deliver relevant services.

> Partnering on Service Plans-- Participants explore and practice how to: assess conditions that affect performance or morale, provide feedback to leaders, use Results Management concepts to define specific results for improvement, and develop collaborative plans to achieve target results.

> Teaming Up to Deliver Results-- Participants review “Best Practice” strategies and build skills to: monitor progress of planned activities, recognize and meet collaborative service challenges, and evaluate impact of service delivery. A team or organization Renewal Meeting concludes the Tool Boxworkshop and sets the stage for continued organizational learning and growth of collaboration and capacity.

* The 3 day workshop is designed for an individual work team; the 4 day is designed for workshops involving participants from multiple organizations.  Both workshops include a workbook and a set of Consulting CardsTM (pocket cards summarizing key concepts/techniques) for each participant.

GSA Contract # GS-10F-0318R




Those interested in this workshop may also want to learn about the How to Plan and Lead a Focus Group and  Team Up Tools for Leaders workshop, and the  Vision-to-Action Collaboration Conference.

For more information, please contact us. We look forward to working with you!