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The Consultancy Process

The diagnosis phase

  • 3 things to know
  • AS 1

Overview

Symptoms and root causes, collecting data from records and staff interviews, analysis and benchmarking, feedback to the client, a staff turnover calculation and the risks of rushing.

What you need to know

Answer each one before you reveal it.

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Key term

What is the diagnosis phase?

Key term

What is the difference between a symptom and a root cause?

Key term

Why must a consultant look beyond the problem as the client first describes it?

Questions from this subtopic

Each one with the model answer underneath.

  1. 1

    What is the diagnosis phase?

    Model answer

    The diagnosis phase is the detailed investigation of the client's problem. The consultant gathers and analyses facts to find the real causes.

  2. 2

    What is the difference between a symptom and a root cause?

    Model answer

    A symptom is a visible sign of a problem, such as falling sales. A root cause is the underlying reason, such as poor service from untrained staff.

  3. 3

    Why must a consultant look beyond the problem as the client first describes it?

    Model answer

    The client may describe symptoms or hold a biased view of the cause. A solution to the wrong problem wastes the client's money.

  4. 4

    How does a consultant collect data during diagnosis?

    Model answer

    A consultant interviews managers and staff, studies records and observes how work is done. Surveys can gather the views of many employees or customers.

  5. 5

    Why are a client's own records useful in diagnosis?

    Model answer

    Financial accounts, staff records and sales data show trends over time. Records give hard evidence to test what managers say.

  6. 6

    Why does a consultant interview staff at different levels of the client organisation?

    Model answer

    Senior managers, supervisors and front-line staff see the problem differently. Front-line staff often know causes that managers miss.

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The Business Environment
The Professional Business Services Sector
The Consultancy Process
Understanding the Client's Market

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