In one hand, consultancy aims to provide detailed reports with clear solutions to a wide variety of businesses in their projects, purchases, field research and such. On the other hand, it helps prevent the problems that might be encountered while these solutions are being put to use after the consultancy process is terminated.

For the consultancy process to work smoothly, the consultant and the client must sign an agreement on the scope of offered services, payment conditions and methods. This way, the client’s needs and problems are clearly addressed and the consultant can know exactly how they can be of help.

What is the Consultancy Process?

Consultancy processes somewhat differ according to the service field. However, we can say that the following 6 steps are generally followed. 


Step 1. Meet & Greet

In the Meet & Greet step, the client and the consultant meet up, the client expresses their purposes, wishes, and the areas they require consultancy in; and the consultant clearly explains how they might be of help. Through the prior analysis, they mutually agree on a plan.

Step 2. Discovery

The discovery step consists of determining the client’s existent problems and collecting the needed data. The consultant conducts an examination in the light of the information provided by the client. The source of the problem should be initially determined. If not, this might cause a waste of time and work in the later processes of the project. Since all businesses have cultural and structural differences, it is really important to ask the right questions. Right questions lead to right solutions.

“If I had an hour to solve a problem, I’d spend 55 minutes thinking about the problem and five minutes thinking about solutions.” Albert Einstein

Step 3. Analysis & Mind Map

The consultant clearly analyzes the client’s requests, categorizes the problems, and puts them in priority order, then creates a mind map towards the right solutions. Collaborations with experts, consideration of the former data of the client and the consultant, their sources, performances and aims make way for a faster and clearer solution in this step.

Step 4. Reporting

In this step, the consultant presents a report to the client. In this report, they lay out what needs to be done for the solution of the problems, the strategies and suggestions, the steps that are needed to take action. The report can consist of one or more solution strategies. If different people or departments will be assigned tasks, it should definitely be in the report. In addition, the consultant can make offers on the conduction of the made plans. 

Step 5. Implementation & Synthesize Findings

Some lacks or errors in the implementation might prolong the solution or drag the project away from the results. So, the support of the consultant throughout the implementation process is essential for effective results. Personnel trainings are a part of this step. The consultant updates the data after the implementation of the systems, and they make new action plans in the light of the gathered new data. They eliminate the urgent problem sources, and if this is not possible, they come up with alternative solutions.

Step 6. Support & Feedback

The consultant should also help the client get acquainted with the system and guide them to be able to solve any possible problems during the later stages of the project.  As the collaboration continues, the two parties come up with new strategies and an efficient organization structure. All this of course, in accordance with the development of the business and its vision. Throughout this process, the client evaluates the performance of the consultancy, the added work, and the new results. When all the promised projects are completed, the agreement is called off. Then, the two parties can move to new projects and agreement in a frame of mutual satisfaction.

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