The purpose of the assessment phase is to get a clear picture of the organization’s current state, along with getting a clear understanding of what the organization wants to accomplish.  The specific type of assessment will vary depending  on the organization’s goals. Types of assessments could include a program evaluation, a training needs assessment, an employee engagement survey, 360 evaluations, or job/competency assessments. For any assessment,  it will be important to work closely with the organization to determine all the parameters, such as what is being assessed or confidentiality. The assessment phase includes a written assessment report and if desired, a presentation. Recommendations for future actions are also included.

The purpose of the development phase is to  work with the organization to create goals and objectives and a proposal or plan on how to accomplish them.  The plan will include evidence-based solutions and best practices that are known to be effective. The plan may also include a lesser known, or even experimental solution, that  might work best for the organization but might be risky.  Developing any needed materials is included, such as creating workshops, presentations, or creating or revising procedures, such as onboarding, leadership, or  leadership programs.  A written development report is included and if desired, a presentation.