How to prepare for a productive initial consultation
The information that shortens diagnosis time and helps a consultant define the next step clearly.
Bring the current reality, not a preselected solution
The first session succeeds when context, desired outcome, and constraints are clear. You do not need a preselected solution; diagnosis determines whether the issue concerns strategy, process, capability, or a combination.
- A short description of the current state.
- The outcome you want to reach.
- Affected stakeholders and decision owners.
- Relevant data or previous attempts.
Agree on the next step
The session should end with a shared understanding of the problem, what needs further validation, and the next step with clear ownership. Ersa’s initial consultation is free and focused on identifying the right path.