In-Person & Virtual Service Offerings

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Not all engagements must be executed in person by a consultant. In fact, some assessments are more efficient and cost effective when done virtually. Virtual engagement elements can be more time flexible for participants, it supports better time management of the engagement processes, it can help to better support confidentiality and anonymity for employees when engaging with consultants. It also supports the reduction of ancillary expenses (e.g., travel, meals, etc.).

Virtual engagements make sense when the focus is on having either individual or group meeting sessions that do not require shadowing or process/procedural review activities.

In-person consulting is more effective when the following activities are required:

• Shadowing efforts.
• Reviewing of processes, connectivity observations, and site observations.
• Reviewing of confidential information.
• Realignment guidance and change oversight.
• Debriefing.
• Risks assessments and conditional reality observations.
• Executive level engagements.

Physical engagements make sense if you are facing a crisis or eminent change requirement. Trying to determine a better way of a work approach, dealing with process and procedural challenges, addressing team dynamic issues, looking to realign. 

Short answer, yes! One-on-one and team meetings can be done virtually, as can mentoring and guidance training efforts. While measurement and observation activities are most effectively executed in person.

Clarity of needs will drive the most efficient and effective approach recommendations.