Process Design: Making it Work: A Practical Guide to What to Do When and How for Facilitators, Consultants, Managers and Coaches

  • 3h 22m
  • Dorothy Strachan, Paul Tomlinson
  • John Wiley & Sons (US)
  • 2008

Process Design: Making It Work helps process consultants, managers, facilitators, coaches, organizational development consultants—and anyone else who works with groups—to set up and deliver dynamic, creative process designs. Filled with illustrative cases, examples, and templates, this step-by-step resource is an invaluable aid when creating customized agendas and designs for situations ranging from basic meetings to complex, multiphased processes.

Process Design: Making It Work

  • Outlines a stepwise approach to creating customized agendas and designs that will meet client and stakeholder expectations
  • Describes the eight key elements in a Process Terms of Reference and how to complete them to ensure due diligence
  • Provides frameworks and concrete applications for integrating two essential factors in process design: values and power
  • Outlines a comprehensive, collaborative, evidence-based approach to creating technical and scientific designs

About the Authors

Dorothy Strachan and Paul Tomlinson are partners in Strachan-Tomlinson, an Ottawa-based process consulting firm. They have been working as full-time process consultants since 1974, serving clients across the public, nonprofit, and private sectors in several countries.

In addition to her consulting work, Dorothy enjoys creating and delivering learning-centered training sessions on process design, facilitation, and conscious questioning. Participants in these workshops want to expand their skills in working with groups effectively: they are professional process consultants as well as managers, coaches, facilitators, administrators, and educators. (For more information, visit strachan-tomlinson.com.) Paul's specialty is in gathering and developing the background information and concepts that inform Strachan-Tomlinson's process consulting work. His background in adult education has been an important element in building the company's learning-centered approaches to group process and organizational change.

Process Design: Making It Work is a companion book to Making Questions Work by Dorothy Strachan, published by Jossey-Bass in 2007. Both these resources are based on many years' experience and are filled with hundreds of practice guidelines, tips, and suggestions based on real-life examples. The "we" in this book refers to Paul and Dorothy.

In this Book

  • Introduction
  • Six Steps
  • Guidelines for Process Design
  • The Perspectives Factor in Process Design
  • The Power Factor in Process Design
  • The Values Factor in Process Design
  • About a Process Terms of Reference
  • Understanding the Situation
  • Developing a Focus
  • Stakeholder Collaboration
  • Core Assumptions
  • Key Considerations
  • Work Plan
  • Governance
  • Essential Documents
  • PTR—Three Examples
  • Why Evidence-Based Solutions Now?
  • A Design for Developing Evidence-Based Questions
  • A Town Hall Meeting with XYZ Finance Department
  • A Workshop on Mission and Values
  • References
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