Maximizing the Value of Consulting

Chapter 9Planning the Evaluation

Few things are more important in a consulting process than the initial planning and, in particular, the planning for evaluation processes. When attempting to measure the success of consulting after the project is complete—as an add-on, follow-up assignment—the need for more planning is often obvious. The initial planning involves several key issues explored in this chapter.

Initial Planning for Success

An important ingredient in the success of the use of the ROI methodology is to properly plan for the ROI study early in the consulting cycle. Appropriate up-front attention will save much time later when data are collected and analyzed, thus improving accuracy and reducing the cost of the ROI study. Planning also avoids any confusion surrounding what will be accomplished, by whom, and at what time. Four planning documents are necessary and should be completed before the consulting project is initiated.

Data Collection Plan

Figure 9.1 shows a completed data collection plan for the work-at-home consulting project described previously. The project was initiated to reduce turnover, reduce office expenses, and improve productivity. An ROI calculation was planned to show the value of this project.

Figure 9.1 Data Collection Plan

This document provides a place for the major elements and issues regarding collecting data for the five evaluation levels. ...