SEPG and Consulting Process

8/8/2019 SEPG and Consulting Process

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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



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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



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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.



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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



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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.



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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



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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.


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


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


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


SEPG and Consulting Process

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