Organizational consulting methodology



Step Added Value Deliverable
Audit and analysis Understanding client’s needs:
  • Formalization
  • Organizational audit
Mission objectives and KPI’s definition
Planning to delivery
Requirements : organizational charts, emails, phones, contracts
Project management
  • Role and responsibilities of each stakeholder (client, teams, agencies, Marketing Efficiency)
  • Key milestones meetings for project management
Information to project’s participants: starting date and objectives, expectations
Diagnostic phase Documentary study: Project, studies, Contracts
Meeting with process key actors
Face to face or online interviews via Evaluating*
Attending meetings
Analysis summarization

Sharing with client
Recommendations writing Benefit from a third party expert

Benefit from our benchmarks
Organizational options

Implementation roadmap
Recommendations implementation Set up Follow up Mission results

*Online Agency Evaluation tool – License Trinity3