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Eval16_From Process Mapping to Intake Doc: Devise Customized Tools that Connect Evaluation Practice to Services Delivered 

10-31-2016 00:18

Evaluation consultants run small businesses, yet most have little to no experience. Typically, we are social scientists by trade who need to build our business muscle. This skill building workshop guides participants in developing tools to simplify and automatize business processes. We’ll sketch process maps that depict key steps in workflows and discuss how to analyze where processes are strong and weak. We’ll use the maps to estimate time on task for proposals and conduct an audit of actual projects to improve accuracy and discuss platforms for tracking time. Participants will explore how to set up an Intake Document, a tool to facilitate communication and ensure that client and consultant are on the same page. This workshop should benefit independent consultants, as well as those thinking about launching a practice. It is an opportunity for consultants to collaborate, compare practices, and hone their business systems.

#selfdiagnose #automation #Businessprocessmapping #IndependentConsulting #ProcessMapping #businesssystems #2016Conference

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Process Mapping-Intake Doc_Presentation_AEA 2016_notes.pdf   1.97MB   1 version
Uploaded - 11-14-2016
Slide deck with presenter notes