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ISPI 1998 Institute for Software Process Improvement A Company Version 3.0 SEPG Consult - 1
SEPG and t he
Consul t ing Proc ess
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Module Objec t ives
Discuss the SEPG as Internal ConsultantsReview the skill set needed by SEPG members
Review the Six (6) Step Consulting Model
proposed for internal consultants
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Process
Improvement
Model : Det a i l
Process
Improvement
Model : Det ai l
Define new
processes
Pilot new
processes
Refine new
processes
Assist inadoption of
new p rocesses
Institutionalize
new p rocesses
Investigation
and Training
Expec tationSetting
Identificationof Initia l Staff
Visioning
Sponsorship
Formand
Tra inTeam
GatherProcess
Data
Synthesize
Findings
PresentFindings& Rec s
Guidancefor
ActionPlanning
Define & Staff
ImprovementInfrastructure
Train Improvement
Staff
Plan ImprovementProcess
1 Commitment 2 Appraisal
4 Implementation
3 Infrastruc ture
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The SEPG as a Group of
Consu l tants
You are consulting anytime you are trying to
change or improve a situation but have nodirect control over the implementation. If youhave direct control, you are managing, notconsulting.
If you do all the work, you are under someoneelses control.
Consulting is about having leverage andimpact when we dont have direct control.
The SEPG consults as facilitator and
collaborator.
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Sk i l l Set s Needed by Consul t ant s
Technical Expertise
Interpersonal Skills
Consulting Process
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Consul t ant Sk i l l s - Tec hnic a l
Exper t i se
Software management is not the same
as software Process management.Useful areas of technical expertise for
SEPG members:
Process definition and modeling
SQA, SCM, TQM, methodologies, applicationdomains
Organizational behavior, systems theory
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Consul t ant Sk i l ls -
In t erpersonal Sk i l ls
Effective listening
Conflict management
Facilitation
Meeting
management
Team building
Group process
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The 6 -St ep Consul t ing Model
Entry &RelationshipBuilding
Entry &RelationshipBuilding
DataCollection &Diagnosis
DataCollection &
Diagnosis
Feedback &Decision toAct
Feedback &Decision toAct
Planning &Implementation
Planning &Implementation
Evaluation,Extension,Recycle, orTermination
Evaluation,Extension,Recycle, orTermination
ContractingContracting
Source: adapted from P. Block, Flawless Consulting, and Participant's Guide,SEI Collaborative Consulting Skills class
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Ent ry & Sens ing
Purpose: Build the foundation for an authentic
working relationshipEstablish a trusting relationship
Learn what must be done to get a contract in
place
Process: Initial meetings between client andconsultant
Understand and sense the clientsexpectations
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Ent ry & Sensing - 2
Outcome: Decision of whether you and the
client are going to proceed and how you willdo so
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Cont rac t ing
Purpose: Gain explicit agreement of what we
expect of each otherGain explicit agreement on how we are
going to work together
Process: Meetings with clients, includingstakeholders, and consultant
Make clear that you need the clientscontinuing support and what you can offer
as the consultant
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Dat a Col lec t ion
Purpose: To bring together existing relevant
data that will define the clients problemsclearly, energize the making of appropriatedecisions
Process: Data gathering and analysisOutcome: Data are collected to enable the
client and key stakeholders to make
informed decisions about processimprovement strategies.
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Feedbac k & Dec is ion t o Ac t
Purpose: To present a summary of the
gathered information in a way which tellsthe story as you have seen and heard it
To create enough energy within clients to
stimulate useful problem solving andspecific next steps
Process: Presentation and decision making
meeting(s) with all those who provideddata
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Feedbac k & Dec is ion t o Ac t - 2
Outcome: Decisions that shape specific
intervention strategies are made by the clientand consultant.
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Planning & Im p lem ent a t ion
Purpose: To gain agreement, commitment,and collaboration on the action plan
To build the project planning andmonitoring structure to maintain
constancy of purposeProcess: Planning sessions with the client, key
project members, key stakeholders, etc.
Education, training, and feedback sessionswith all those involved
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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Planning & Im plem ent at ion - 2
Outcome: Resources are secured and
organizational support, participation, andcommitment to proceed are maintained.
Tasks identified in the implementation plan
are conducted and completed.
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
E al at ion E t ension
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Evaluat ion, Ex t ens ion,
Recyc le ,Terminat ion
Purpose: To gather feedback andevaluation of the consultant's behavior andthe project's outcomes
To end or revise the client-consultant
relationshipProcess: Feedback and evaluation
meetings for the project and the consultant
Termination or contract revision meetingbetween client/consultant
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
Evaluat ion Ex t ension
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Evaluat ion, Ex t ens ion,
Rec yc le,Term ina t ion - 2
Outcome: For consultant, clear and concise
feedback from the client's perspective onhis/her effectiveness and/or contribution
For the organization, lessons learned forfuture cycles of process improvement
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
Consu l t ing Roles Are a
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Consu l t ing Roles Are a
Cont inuum
Client Consultant
Observer Collaborator Expert
Consultant Role
Responsibility
Client Consultant
Source: adapted from Participant's Guide, SEI Collaborative Consulting Skills class
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