Practitioner Checklist

Diagnosis

Create Process for How Client Will Participate
Consultant and Client Identify a Mutual Interpretation of the Problem
Analyze the Data - Determine which analysis to use
- Deductive Analysis
  - Acknowledge benefits and drawbacks to different models
  - Determine which model to use
- Inductive Analysis
  - Create theme headlines that explaine the content of the data
  - Code Data
- Statistical Analysis
  - Review statistics
  - Interpret meaning of statistics - avoid bias

(Anderson, 2019)

Feedback

Address Ethical Issues
Select and Prioritize Themes to Share with the Client
- Relevant
- Influenceable or Manageable
- Descriptive
- Selective
- Sufficient and Specific
Contracting Process
- Address how and when feedback will be presented to the client
Structure Meeting
- Determine environment meeting will be held
- Determine day for meeting, time of meeting, length of meeting
Feedback Meeting
- Present information to client
- Share positive data
- Provide appropriate amount of detail
- Share statistics that illuminate the trends
- Confront the tough issues
- Address any client resistance

(Anderson, 2019)

Intervention

Identify What Interventions are and Their Purpose
Understand Reasons for Intervention Failure
- Create plan to prevent this
Acknowledge Considerations for Selecting an Appropriate Intervention
- Determine if intervention match data and diagnosis
- Idenitfy client's readiness to change
- Decide where to intervene first
- Determine appropriate depth of intervention
- Consider sequence of activities
Identify Ethical Issues
- Create plan to address ethical issues
Structure/Plan Intervention
- Determine approach to change
  - empirical - rational approach
  - Normative - reeducative approach
  - Power - coercive approach
- Create opportunity for learning
- Give free choice
- Provide clear and explicit outcomes
- Identify different types of intervention and select most appropriate
  - Individual intervention
  - Team intervention
  - Whole organization intervention

My Process for Developing Checklist

For my checklist, I:

Read through chapters 8 and 9 of the course textbook.
While doing so, I took notes of the different steps I was able to identify through my reading.
After reading, I went online to a checklist template.
I selected a template that included some color and “pop,” however was not too distracting (in my opinion).
I revisited my notes, looking at the different steps I had written down.
I eliminated the duplicates, however kept note of what order they presented in the reading.
I then used arrows to structure the steps in an order that made sense to me and that I believe would be useful in the OD process.
Once I had my steps in order in my notes, I began to fill in the online template with my steps.
Once I had my steps within the template, I added my name at the bottom as the author, the title of this course, and the reference for our course textbook. I saved my checklist as a PDF file.

MY CHECKLIST

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