Categories: All - process - consulting - documentation - team

by Jimmy Newman 2 months ago

29

Consulting - Mind Map

In consulting, interviews are a crucial process that typically involve a minimum of two consultants in the room. One consultant leads the conversation while the other takes notes and ensures clarity.

Consulting - Mind Map

Consulting

Main Topic 3

Main Topic 4

Methodology

Hypothesis Approach
Formulate Initial Hypotheses

Example Hypothesis:

Validation Steps:

Downtime Analysis: Review historical data on network outages to identify patterns and assess the impact of redundancy mechanisms.

Simulation Tests: Conduct failover and redundancy tests to see how the network responds to simulated failures.

Configuration Analysis: Examine network configurations to ensure redundancy features are correctly implemented.

Inventory Review: Document all existing redundancy mechanisms, such as backup links, redundant hardware, and failover protocols.

Hypothesis:

The current network may lack sufficient redundancy, risking significant downtime during hardware failures or disruptions.

Problem Statement:

The current network lacks sufficient redundancy, which could lead to significant downtime in the event of a hardware failure or network disruption.

Hypothesis 3

Subject Area 3 Problem Statements

Hypothesis 2

Subject Area 2 Problem Statements

Hypothesis 1

Subject Area 1 Problem Statements

Define project objectives (desired outcomes)
Define project problem statement (from SOW)
EDGAR

Interviews

Process
Document

Post-Interview

Document analysis and changes to the hypothesis

Document the results of the meeting aligned by topic/question

Pre-Interview

Document the questions that will be reviewed.

Document the hypothisis for the topics being discussed.

Peform Interview

Close the meeting

Recap with the Project Team

Delivery Team

Account Team (if appropriate)

PMO

Client

Thank them for the time.

Discuss any next steps for the project as appropriate.

Review any follow-up work.

Review what was covered.

Introductions and expectation setting

Whoever is the first interview should perform the meeting introductions

Review the topic to be discussed

Review the purpose of the meeting and the desired results, outcome, benefit of the meeting.

Introduce the interviewers

Stay focused

As the note take, prompt the interviewer appropriately about any missed questions so they can ask them. Help keep them on track.

The consultant in the note taking role is responsible for making sure all the topic questions the interviewer needs to ask get answered.

Prepare

Plan the interview execution.

If it is a complex conversation, or there are materials to review, do a mock run of the interview or meeting.

Plan the transition of questing back and forth including exactly how you will do the handoff. How will each of you know when to hand off or when to take over.

The two interviewers should determine who will ask which questions.

If appropriate and beneficial to the interview, provide the client with some topics or high level questions that will be discussed to help them prepare.

Set aside the proper amount of time per resource for the process of each interview/workshop. The standard ratio for an interview is 4:1:2 as a guideline is: - 4 hours of preparation for the meeting. - 1 hour meeting/interview. - 2 hours of post meeting analysis and documentation.

Plan and prepare for the interviews

Align interview questions based on the current hypothisis associated with the topic(s) that will be discussed in the interview.

Prepare a set of topics and questions that are the focus of the interview

Topics can be lead by the lead interviewer or the two consultants can take turns in the role of interviewer/note taker based on assigned topic

Questions can be broken into topics

Align all interviews with the desired outcome or deliverables that needs to be created.

Team
If this is a workshop or working session because of the number of clients in attendance, engage the PM to attend and assist in the documentation process.
Keep the ratio of consultants to clients to less than or equal to 2-1. Two consultants and one client is okay, but no more than that. 2 consultants to more than 3 clients is no longer an interview and should be treated as a working session or workshop. If there are more than two consultants in the room, the note taking rule still applies. Anyone not leading the conversation takes notes.
Always interview with a min of 2 consultants in the room

One to take notes and get clarity

One to lead the conversation