Typical Steps in Systems Design Consulting
While every consulting engagement is different, I summarize my general process for internal systems design in three stages.
Interviews & Assessments
I start with a thorough assessment of current set-ups through interviews and examining existing materials. My goal is to learn exactly how things work in major areas that are common across all businesses: how responsibilities are defined, how information is communicated, how employees are held accountable and how they’re empowered to succeed.
Tools, Structure & Processes
With that understanding, I work with leadership to develop systems and materials that clearly define expectations, processes and more. Specific actions might range from creating HR forms and job descriptions to improving employee evaluations, implementing systems for personnel files, revising workflows, realigning staff and changing how leaders share information.
Implementing change is only half the challenge. Making change stick is almost always harder. After designing and implementing new systems, regular check-ins are part of my process: following up on initiatives, asking about their impact and helping leaders and staff continue to refine them as needed.
Designing to Your Challenges
While these stages offer an overview of my work in systems design, I know that every company is different, and what works for one organization may not work for another.
My experience with companies across many industries and with very different leaders lets me rapidly assess organizational structures and assets, identify critical gaps and adapt or develop the systems most likely to help them succeed.