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Organization Development Certificate
Organization Entry, Contracting, and Assessment
Goals:
- Understand the importance of building client relationships effective client entry, and contracting skills.
- Understand the role of assessment and discovery in the OD process.
- Be familiar with a variety of assessment methods, their strengths, drawbacks, and appropriate uses.
- Know how to analyze and prepare data for presentation to clients.
- Develop skills in helping clients to determine the meaning of the data and making decisions for next steps.
- Identify challenges and ethical issues that can arise and determine how to best adress these.
Competencies:
- Organizational Systems
- Collaborative Change Processes
- Organization Development Theory
- Change Technologies
- Interpersonal and Group Skills
- Self-Knowledge and Development
In this four-day course we cover key steps in the initial client entry and contracting process, as well as the assessment and discovery phase. Effectively determining client needs requires a number of different tools and skills. Among the most critical key initial steps involves building a work relationship with a client, determining the initial scope of work, and establishing key boundaries. Establishing a strong relationship that enables both the client and the consultant to work together in diagnosing the organizational culture, and issues and to create viable solutions that produce the results the client needs.
The assessment and discovery phase involve a continuation of data collection begun in the entry phase, with a goal of determining what further information is needed, how to seek this information, and who to seek the information from. We cover a range of diagnostic methodologies including interviews, questionnaires, organizational surveys, observation, organizational records, appreciative inquiry, and large group approaches. We discuss appropriate roles for clients and consultants in the data gathering and analysis process. This includes the challenges and ethical issues that can arise and approaches to effectively address.
Presentation and assessment of client information using methodologies that maximize effective diagnosis and client ownership are covered. Learning methods include the use of simulations to practice the art and skill of entering a system, collecting useful information and helping clients to understand, and make appropriate and effective use of that information.
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