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Our Methods - How We Work With Clients

Consulting conference

In order to best serve our clients, we first understand their needs and translate those needs into a workable plan. This plan must last long after the consulting engagement is complete. During every phase of the project, we ensure total client self sufficiency by transferring knowledge and ownership and develop internal expertise.

Our menu for success in this endeavor is simple and straightforward. It is based on years of pragmatic experience and refinement.


We find the following approach works most effectively:

  1. Ask questions and listen carefully to understand the culture, needs and goals of the organization.
  2. Lay a foundation by educating upper management/ decision makers in the team based PI methodology in order to:
    • Develop a common knowledge base and understanding
    • Get them thinking about applications
  3. Note: this team of people or some subset thereof will likely steer our next steps (i.e. act as the Steering Team).
  4. Work with the management team that steers the effort to jointly develop a customized implementation plan for improvement - the client must have ownership to ensure success
  5. Generate top down support and ownership of the plan
  6. Ensure the plan fits the culture of the organization
  7. Work with natural work teams (teams that naturally own the organization's processes at all levels - a boss and his/her direct reports) throughout the organization to define each team mission (focus or reason for being) and clarify the processes owned. Depending on the organization's level of sophistication in PI, we can then do any or all of the following:
    • Map out processes
    • Identify the supplier(s) and customer(s) (internal or external) of the processes
    • Clearly determine the customer's requirements and expectations in measurable terms
    • Identify opportunities for improvement or problems
    • Develop team measurements or KPIs(Key Performance Indicators) to track team performance and measure improvement in their processes
  8. We work hand in hand with members of the organization in all of the steps listed above.
  9. Through the prioritization of problems or opportunities for improvement, mobilize and empower the organization's human resources to provide the highest return on investment.
    • Train and empower employees as appropriate so they can effectively implement improvement opportunities, creating a win-win for themselves and the organization as a whole.
  10. Work with the steering team at every step of the way - ensure success and then shift the responsibilities so the organization becomes self sufficient and solidifies commitment to establish a continuous process improvement culture with strong follow-through and accountability.

This methodology, when properly applied by committed clients, has never failed to generate a minimum of 10% profit improvement (usually much more). It's really just there for the taking. All it requires is strong management commitment with accountability and a little help from P Squared.