Discovery and Data Gathering

ADLT 610Class Session 9

Working With The ClientDuring The Discovery Phase

Why do you think Block prefers the term Discovery to Diagnosis?

Building Client Capacity and Solving Problems So They Stay Solved

Discovery Engagement Dialogue

How can we help the client be open to the discovery process?

Why is engagement important?

What is dialogue?

Action, Not Understanding

You need to ask, “How is the problem being

managed?”

Data on how the client organization is functioning are valid and relevant information

Action Approach Research Approach

What are the main differences?

Discovery Phase: To Do List

Steps Involved In Data Collection

Identify the presenting problem

Decide to proceed

Select dimensions

Decide who will be involved

Select the data collection method

Collect the data

Layers of Analysis

Case Study in Discovery

AccuTime Corporation

Characters Dave (Client)

Susan (Production Director)

Joe (Production Team Leader)

Karen (Planning Manager)

Brian (Senior Operator)

Katherine (HR Director)

Steps Involved in Data Collection (cont)

Funnel the Data

Summarize the data

Analyze the data with client

Provide feedback and recommendations

Help client make a decision

Using Your Experience as Data

How the client manages you is an indication of how they manage the problem

Here’s To Successful Data Gathering!