Consulting Framework

Structure and framework for consulting together.

  • BiG WHY - Purpose of our work together - even one sentence.

  • Big WHO - Stakeholders who must be considered during this process, including yourselves and anyone else who might be able to support or hinder our work together, or who will somehow evaluate the effectiveness of our work.

  • Big WHAT - Goals and outcomes for our work together . . . a week later . . . 1 month later . . . 1 year later . . . 3 years later . . .

  • MEASURES of "Success" - from your perspective, and through the eyes of key stakeholders identified above . . . 1 month later . . . 1 year later . . . 3 years later . . .


Example of a process Kimberly and Francine/Jeff/Eric have used:

1. An opportunity was identified that might be suitable for us to partner on.

2. We discussed possibilities together.

3. We researched the client.

4. We talked with the client.

5. We worked together to create a proposal that was more creative than I would have done alone.

6. We followed up. Repeatedly.

7. We delivered.

8. We followed up with the client about follow up work.