The Process

Just like a physician, I

Test

During the first phase I help the organization identify all the factors that could significantly affect the decision, such as, things under the organization's control, things not under the organization's control...and, most importantly, the organization's choice of how to measure whether an outcome is good or bad (which most organizations have a very hard time defining precisely and achieving consensus on!). Often this phase requires thinking broadly about "where" the organization is, what its relative strengths and weaknesses are, and where it wants to go. 

During the testing phase I often use qualitative techniques, such as interviewing internal staff, interviewing experts, and focus groups, as well as quantitative techniques, such as surveys and analysis of historical data.

Diagnose

Next, I work with experts within and outside the organization to determine precisely how all of the factors above affect the outcome measure. Often there is a great deal of art to this. But in many cases I create a mathematical model of operations. This collaborative process creates a lot of value for the organization because it usually becomes very clear to everyone involved what the driving forces are.

Prescribe

Now I work with the organization to choose the best option...and also to prepare contingency plans for the key uncertainties. In many cases the organization's choice is not one they initially considered...their deeper understanding of the driving forces inspires them to think up new and better options.

I often use scenario analysis, such as CATALYST, a proprietary workshop for group decision-making. Or I build a decision tree model on top of the mathematical model made during the diagnosis phase.

Implement

Finally, no one wants an action plan that sits in a binder on the shelf. There must be a concrete plan of action.

I have worked with a variety of organizations to turn abstract plans into concrete steps and operation procedures, and to uncover and address any organizational issues that might impede success.