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Needs Assessment
Climate Assessment
Statistical Analysis
Data Visualization
Identify Solutions
Joint Action Plan
Initiate Change
After Action Review
Needs Assessment
The purpose of this phase is to determine the gap between the current status and the desired end state. This will help identify the scope of the initiative and allow for us to set clear goals. This phase includes consultation with our People Insights & Analytics Consultants so we can build a joint action plan.
Climate Assessment
The purpose of this phase is to collect data on the current state of the organization’s climate. This data gathering stage can include: interviews, focus groups, climate survey, pulse survey, customer satisfaction survey, observations, and organizational performance data.
Statistical Analysis
The purpose of this phase is to organize and examine the data collected during the climate assessment. This may include: quantitative analysis to identify subgroup differences, content analysis to uncover a deeper level of understanding of the quantitative results, trend analysis to determine if climate is improving since the last assessment, as well as data interpretation by our People Insights & Analytics Consultants.
Data Visualization
The purpose of this phase is to communicate the key findings from the statistical analysis to the client in a concise and understandable manner. This involves the presentation and visualization of diagnostic data to the client and can be in the form of: formal reports, Dashboards, Infographics, and Out-briefs.
Identify Solutions
The purpose of this phase is to transform data from results to conclusions and actionable solutions. Actionable solutions often come to light during feedback sessions with the client, these sessions help to create a shared understanding of the results and aim to identify realistic ways to maintain or improve the organization’s climate.
Joint Action Plan
The purpose of this phase is to organize the potential solutions from the previous stage into a trackable plan. This involves working jointly with the client to create achievable goals and strategies for change, while taking into account company culture, technology, expenses, and overall environment.
Initiate Change
The purpose of this phase is to enact the Action Plan from the previous phase. This involves actively engaging in new methods and procedures as agreed upon by both client and consultant and informally monitoring progress towards goals and change along the way.
After Action Review
The purpose of this phase is to formally monitor progress towards goals outlined in the Action Plan. This involves follow-on assessments to maintain the cyclical process of organizational improvements, as well as reflecting on the results over time and in comparison to previous assessment phases.
