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Class 7 adlt 610 fall 2011 diagnosis to discovery and data collection rev tjc


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Class 7 adlt 610 fall 2011 diagnosis to discovery and data collection rev tjc

  1. 1. Discovery and Data Gathering ADLT 610 October 17, 2011
  2. 2. Working With The Client During The Discovery Phase <ul><li>Maintain the helping relationship </li></ul><ul><li>Offer to clarify issues, not offer solutions </li></ul><ul><li>Aim for a long term solution, not a quick fix </li></ul><ul><li>Why do you think Block prefers the term Discovery to Diagnosis? </li></ul>
  3. 3. Building Client Capacity and Solving Problems So They Stay Solved <ul><li>Discovery </li></ul><ul><li>Engagement </li></ul><ul><li>Dialogue </li></ul><ul><li>How can we help the client be open to the discovery process? </li></ul><ul><li>Why is engagement important? </li></ul><ul><li>What is dialogue? </li></ul>
  4. 4. Action, Not Understanding <ul><ul><li>You need to ask, </li></ul></ul><ul><ul><li>‘ How is the problem being managed?’ </li></ul></ul><ul><ul><li>Data on how the client organization is functioning is valid and relevant information </li></ul></ul><ul><ul><li>Action Approach Research Approach </li></ul></ul><ul><ul><li>What are the main differences? </li></ul></ul>
  5. 5. Discovery Phase: To Do List <ul><ul><li>Plan data collection jointly with the client </li></ul></ul><ul><ul><li>DATA COLLECTION </li></ul></ul><ul><ul><li>Involve the client in interpretation of data </li></ul></ul><ul><ul><li>Identify and describe the technical problem and how it is being managed </li></ul></ul><ul><ul><li>Distinguish between the presenting problem and the underlying problem </li></ul></ul>
  6. 6. Steps Involved In Data Collection <ul><li>Identify the </li></ul><ul><li>presenting problem </li></ul><ul><li>Decide to proceed </li></ul><ul><li>Select dimensions </li></ul><ul><li>Decide who will be involved </li></ul><ul><li>Select the data collection method </li></ul><ul><li>Collect the data </li></ul>
  7. 7. Layers of Analysis
  8. 8. Case Study in Discovery <ul><li>AccuTime Corporation </li></ul><ul><li>Characters </li></ul><ul><ul><li>Dave Client </li></ul></ul><ul><ul><li>Ace Consultants </li></ul></ul><ul><ul><li>Susan </li></ul></ul><ul><ul><li>Joe </li></ul></ul><ul><ul><li>Karen </li></ul></ul><ul><ul><li>Brian </li></ul></ul><ul><ul><li>Katherine </li></ul></ul>
  9. 9. Steps Involved in Data Collection (cont) <ul><li>Funnel the Data </li></ul><ul><li>Summarize the data </li></ul><ul><li>Analyze the data with client </li></ul><ul><li>Provide feedback and recommendations </li></ul><ul><li>Help client make a decision </li></ul>
  10. 10. Using Your Experience as Data How the client manages you is an indication of how they manage the problem
  11. 11. Here’s To Successful Data Gathering!