Engagement Lifecycle

What can I expect

At Smallwood Consulting, we follow a structured engagement process to ensure sustainable, impactful improvements for your organization. Below is the lifecycle we follow to guide our clients through every step of the transformation process.

Engagement Lifecycle Process

Step Description
Initial Consultation Discuss business challenges, define project scope, and set clear objectives.
Engagement Proposal Tailor a proposal, align on priorities, and finalize the agreement.
Current State Analysis Collect data, perform assessments, and identify performance gaps.
Strategy Development Design a customized strategy and roadmap with clear milestones.
Implementation & Training Implement Lean solutions and provide training for sustainable adoption.
Monitoring & Improvement Track key performance indicators (KPIs) and adjust strategies as necessary.
Sustainment & Scaling Embed changes into the culture and scale successful improvements.
Review & Feedback Conduct periodic reviews, gather feedback, and address any challenges.
Refine Strategy Refine strategies based on feedback and ensure long-term success.

Key Phases of the Engagement Lifecycle

  • Initial Consultation & Needs Assessment
    We begin with a discussion to understand your business’s unique challenges, goals, and operational landscape.

  • Engagement Proposal & Agreement
    We tailor a proposal and confirm the agreement, aligning our approach with your priorities.

  • Current State Analysis & Data Collection
    Our team performs a thorough assessment of your processes and collects critical data to identify key areas for improvement.

  • Strategy & Roadmap Development
    We design a strategy and roadmap, outlining the necessary steps and timeline to achieve your goals.

  • Implementation & Training
    We implement Lean solutions and train your team to ensure the changes are fully adopted and sustained.

  • Monitoring & Continuous Improvement
    Key performance indicators (KPIs) are tracked to ensure success, and continuous improvements are made as needed.

  • Sustainment & Scaling
    Improvements are embedded into the organization’s culture, with strategies in place to scale successful initiatives.

  • Review & Feedback
    Regular review meetings help assess progress, identify challenges, and capture feedback for further optimization.

  • Refine & Recalibrate Strategy
    Based on feedback and performance data, the strategy is refined and recalibrated to ensure continued alignment with business goals.


Want to learn more about how we can help transform your business? Contact us today.

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