MUTUAL COMMITMENT
The executive and consultant thoroughly discuss the process and establish a mutual understanding and commitment to goals, procedures, timelines, confidentiality, and follow-up.

DATA GATHERING
The consultant collects pertinent data to assess the current situation. The executive usually participates in an in-depth interview and relevant objective tests. The consultant may also interview colleagues for their insights.

FEEDBACK AND DISCUSSION
The consultant provides candid feedback and discusses the findings relative to the identified issues. The executive develops a clear understanding of his/her skills, interests, values, style, and personality and how they contribute to or hinder success.

ACTION PLANNING
Based on assessment feedback and discussions, the executive develops a plan of action that positively addresses pertinent performance and career development issues. The plan includes goals, activities, timelines, follow-up and appropriate evaluation methods.

COACHING
During the implementation phase the consultant continues to meet with the executive for on-going coaching and support as agreed to in the plan.

EVALUATION
After the plan has been fully executed, the consultant evaluates the effectiveness of the plan by gathering follow-up data and provides direction for future action.