Would you like to know what it’s like to partner with a performance consultant?

I provide my performance consulting services as a phased engagement; each phase ends with a deliverable that holds value on its own, and it’s up to you whether we move together to the next phase.

Let’s take it from the top:

1. Discovery Call

During this unpaid call, we determine whether your needs and my expertise are a good fit. Our main goals are to:

  • Reach a mutual understanding of the performance issue(s) that your organization is facing.
  • Discuss the business metric(s) that will inform our success.
  • Determine whether further partnership would be financially feasible.

If we’re confident that my skill set is a good fit for your organization’s needs, then we schedule a roadmapping session.

2. Roadmapping Session

This is the phase where I delve deeper into the facts of your organization. We schedule a one-hour meeting to identify:

  • The business goal that we are trying to achieve
  • The effect that achieving the business goal will have on the bottom line
  • The perceived causes of and solutions to the performance issue(s)
  • The data-collection initiatives that you already have in place
  • The in-house resources that your organization has available to support future initiatives

After this discussion, I write a detailed summary that you can use to help resolve the performance issue(s). You can execute this roadmap using internal or external resources, or you can continue the partnership with me by moving into the next phase.

The price for the roadmapping session is $1,500. This includes pre-meeting research, one hour of meeting time, a written summary, and one week of email follow-up.

3. Needs Assessment / Analysis

This is where we get to the root of the human performance problems that are costing your business money, as well as how we can resolve them. Once we initiative this phase, I get started with the following:

  • Speaking with key stakeholders about the performance issues and their potential solutions.
  • Interviewing employees to gain deeper insight into the performance issues.
  • Reviewing existing content, documents, and systems that are relevant to the issue(s) at hand.

Once my analysis is complete, I write up a detailed, actionable report that tells you what’s contributing to the problem and the specific steps that we should take to achieve the business goal.

If we identify training needs during this phase, then I submit a proposal outlining the training interventions that I can produce.

4. Training / Intervention Design

The analysis results determine which training, if any, would bring us closer to the business goal. Because of this, the interventions will be tailored to your organization’s needs. These may include the following:

  • Job aids
  • eLearning practice activities
  • In-person role plays and practice activities
  • And much more…

The training focuses entirely on the on-the-job behaviors that we’d like to see your employees perform.

5. Maintenance and Evaluation

After delivering and implementing our interventions for the performance problems, I monitor the learning and performance data to measure the interventions’ effectiveness. I use this data to improve the training initiative, send you reports about our progress, and measure ROI.

Would you like to get started?

If the zero-commitment discovery call sounds like something that you would be interested in, please reach out to me at to get started.