Phase 1: Observe, Listen, Learn

In Phase 1, I identify and prioritize an organization’s issues by observing and studying a wide array of factors, including the work environment and team interactions, the client management, scoping, estimating, and delivery processes, and other systems and tools. I also meet with leadership and other stakeholders to determine their objectives and to obtain their perspectives on what’s working and what isn’t. At the end of this phase, I synthesize my learnings to develop and prioritize an action plan. This deliverable will serve as the blueprint to implement the recommended actions.

Phase 2: Implementation and Measurement

Phase 2 begins when the client and I use the action plan’s prioritized findings and recommendations to determine the appropriate timeframe for implementation (3, 6, or 12 months). I aim to improve my clients’ bottom line by boosting the effectiveness of their core functions, and this is achieved through streamlining processes, increasing employee retention, leveraging data insights to inform improvements, and, where applicable, helping to transform departments (e.g., client services, IT, Dev, QA, HR, or finance).