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Helen Dean
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1 Get Here Jeffrey M. Kurtz Client Feedback Evaluation Implementation Extenion/Termination Solution Development Analyi Data Collection Problem Definition Entry & Contracting CORE to all Problem Solving Equilibrium Diequilibrium Sytem i Cloed to Change Little chance to help. Do not accept Expect high conflict and low change. Accept with care. Carefully et expectation. Sytem i Open to Change Change may happen lowly. Accept. Carefully et expectation. Great opportunity for ucce. Accept. Non-dicloure agreement Preliminary Problem Definition Your Role Client Role Conenu on Objective Definition of the Deliverable Data & Reource you will need Time Schedule Know & Undertand Your Client Peronally Meeting, Phone Call Undertand the Indutry & Environment Reearch at Library and Internet Undertand the Client Organization Meeting with the client, peronal viit to the organization GOAL: Precie Problem Definition

Diequilibrium Sytem i Cloed to Change Little chance to help. Do not accept Expect high conflict and low change. Accept with care. Carefully et expectation.

2 Begin early (here, with the Fact Finding Report) Primary: Interview employee, client, cutomer Review Financial Statement & Manual Contruct and adminiter urvey Secondary: Reearch, Library, Internet, Chamber of Commerce, State & County Government Data urvey Financial Statement Market Reearch Caue/Effect Correlation Deciion Tree Flow Chart Client Involvement i Imperative! Prepare multiple draft olution if neceary only one can be implemented! Goal: Deliverable that i valuable and can be implemented Defined by the Engagement Agreement Mot do not include Implementation Thi i where you have to get permiion to move forward Permiion granted baed upon your performance You may not be granted permiion Tip: Don t burn bridge! Client Involvement i Imperative! Implementation i the reward for good work up to thi point. May require different kill than prior phae. Get Here Self-analyi i required -Are you Qualified?

Prepare multiple draft olution if neceary only one can be implemented!

3 Reult a Collaborative Partnerhip Reult Puhing the Envelop jut beyond the edge of the client contraint. Reult Pragmatim 1. Project not defined in term of client reult 2. Unrealitic olution beyond the reource 3. Unrealitic olution one big change 4. Non-collaborative conulting 5. Labor intenive ue of conultant (intead of leveraged ue) 1. Project goal are defined in term of meaurable improvement in client bottom-line reult. 2. Project cope determined by aeing what the client organization will be willing and able to aborb and implement. 3. Project divided into tep to produce rapid reult and experience that lay foundation for further progre. 4. Client and conultant work together a partnerhip at every tage of the project. 5. Client team take major reponibility for the project, and conultant provide unique, focued upport. Something that in t right that ha finally reached the point that it can t be ignored any longer. Get Here

Project goal are defined in term of meaurable improvement in client bottom-line reult. 2. Project cope determined by aeing what the client organization will be willing and able to aborb and implement.

4 Excellent Conulting begin with Accurate Problem Definition Where? In the middle of my back & ometime my neck. down and ret. in your family? Dad died a heart attack. Do Check Pule rapid Check BP high Check Breathing labored and hallow Check Skin pink, cool and damp Hypothei: Heart attack. Treatment: Immediate cardiac care. Where? In the middle of my back. up traight and don t turn my head. in your family? No. Do Check Pule normal Check BP normal Check Breathing lightly elevated and hallow Check Skin pink, warm & dry Hypothei: Strained back mucle. Treatment: Ibuprofen, heat, relaxation. Where? In the middle of my back & ometime my neck. down and ret. in your family? Dad died a heart attack. Do Check Pule rapid Check BP high Check Breathing labored and hallow Check Skin pink, cool and damp Hypothei: Heart attack. Treatment: Immediate cardiac care. Where? In the middle of my back. up traight and don t turn my head. in your family? No. Do Check Pule normal Check BP normal Check Breathing lightly elevated and hallow Check Skin pink, warm & dry Hypothei: Strained back mucle. Treatment: Ibuprofen, heat, relaxation. Remained teady. Increaed What area have d the mot? Cot of Good Sold (COGS) Hitorical COGS% up Break down component of COGS hipping 30% above indutry norm. Hypothei:Examine way to lower hipping of raw material. Declined. Increaed lightly. What product have declined the mot? Our pink widget. Hitorical Pink & Striped widget ale are down Competition, trend, pricing, etc. Hypothei:Competition ha d in the Pink widget and technology ha made Striped widget unneceary. Remained teady. Increaed What area have d the mot? Cot of Good Sold (COGS) Hitorical COGS% up Break down component of COGS hipping 30% above indutry norm. Hypothei:Examine way to lower hipping of raw material. Declined. Increaed lightly. What product have declined the mot? Our pink widget. Hitorical Pink & Striped widget ale are down Competition, trend, pricing, etc. Hypothei:Competition ha d in the Pink widget and technology ha made Striped widget unneceary. 1. Uncover the Preenting Problem. 2. Identify the key quetion to ak and invetigate further. 3. Anwer the key quetion and define the overall iue. 4. Define a coure of action.

up traight and don t turn my head. in your family? No. Do Check Pule normal Check BP normal Check Breathing lightly elevated and hallow Check Skin pink, warm & dry Hypothei: Strained back mucle.

5 Iue Decompoition = A tool to define/tructure key quetion to be anwered to olve a iue (i.e., Iue Tree) Iue Tree Enable You to: Clearly tate a problem Undertand the problem key driver and component Identify interrelationhip between factor Comprehenively anwer/addre the problem Organize effort to collect relevant information Communicate your approach, and, eventually, your recommendation in a logical fahion Problem: the Widget Company it Buine Thrummat Buine How? Buine How? How? Thrummat Increae Revenue Expene Thrummat Increae Revenue Expene raw material labor overhead

Organize effort to collect relevant information Communicate your approach, and, eventually, your recommendation in a logical fahion Problem:

6 Product Thrummat How? How? How? Increae Revenue Expene raw material labor overhead Negotiate wage conceion Negotiate higher productivity quota Implement a labor-aving production proce The number of primary quetion and the number of quetion tier i dependent upon the iue being addreed. ME = Mutually Excluive = Enure that that no overlap exit. CE = Collectively Exhautive = Enure that all apect of the iue are conidered. we profitably ale of pipe to our target cutomer? What improvement ale trategy? What enhancement marketing trategy? What i the optimal product mix? we profitably ale of pipe to our target cutomer? San Francico Coffee Houe A a team, work for 30 minute to What improvement ale trategy? What enhancement marketing trategy? What i the optimal product mix? 1. Define the Problem 2. Preent it to the cla

Increae Revenue Expene raw material labor overhead Negotiate wage conceion Negotiate higher productivity quota Implement a labor-aving production proce The number of primary quetion and the number of

Project Management Basics

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