University of Minnesota
Office of Human Resources

Consulting Process

When an Organizational Effectiveness consultant works with a unit and its manager, there is a regular process that is followed.

OE Consulting Process

  • The first step is "intake." In this step, a consultant will meet with the potential client to find out what the situation is and determine the organizational or unit issue that needs to be addressed.
  • The next step is creating a project agreement with the client about the expectations for the work, as well as the resources required, goals to be achieved, and how the work will proceed.
  • The third step is the actual implementation of the project, which might be training, on-going consultation, coaching, or some other approach.
  • After the service has been delivered, the final step is completing both short- and long-term evaluations.

In fiscal year 2008-09, Organizational Effectiveness consultants worked with 145 units at the University on issues ranging from team dynamics and conflict management to work reorganization and change management.