Our process

1. Initial Consultation (2-Hour Strategy Session)

Every engagement begins with a two-hour conversation with the primary decision-maker (Owner or CEO). The goals of this session include:

• Understanding the organizational context

• Gaining insight into the leader’s perspective

• Defining the problem from the decision-maker’s viewpoint

• Agreeing on the scope of the project

• Aligning mutual expectations

2. Diagnostic Phase

The next step is a thorough diagnostic phase to verify the problem definition, identify root causes, and uncover the reasons behind the issues. The depth of this phase depends on the project but typically includes:

• Document Analysis: Reviewing budgets, financial statements, policies, process descriptions, organizational charts, KPIs, and other relevant documentation

• On-Site Observation: Spending 1-2 weeks on-site to observe the work environment firsthand

• Interviews: Conducting up to 10 hour-long interviews with key management and employees

• Surveys & Focus Groups: Gathering broader perspectives through targeted questionnaires and group discussions

3. Diagnostic Report & Roadmap

Following the diagnostic phase, a detailed report is prepared, which includes:

• Key findings from the diagnostics

• A clear roadmap with actionable recommendations

The client can choose to proceed with the implementation phase based on these recommendations.

5. Ongoing Support (For HR Outsourcing & CEO Co-Pilot Roles)

If the client opts for implementation support, we design and deliver a comprehensive range of interventions to elevate team and organizational performance:

Workshops

• Customized 1-2 day workshops designed to address specific needs

• Pre-workshop preparation, workshop facilitation, and post-workshop feedback and homework

Coaching

• Individual and team coaching to help transition into new ways of working and adopting behavioral changes

• Support throughout the transformative

For ongoing roles such as HR outsourcing or CEO co-pilot:

• Initial diagnostics and a recommendation report remain essential

• Ongoing implementation includes an increased focus on:

  • Coaching and mentorship for the leadership team

  • Advisory sessions tailored to the Owner or CEO

  • Continuous improvement and adaptation to evolving organizational needs

4. Implementation Phase

5. Ongoing Support (For HR Outsourcing & CEO Co-Pilot Roles)

Our Success Stories

Explore how Opticonsults transforms businesses through tailored strategies and impactful solutions for growth.

Industry-Specific Solutions

Tailored strategies that drive measurable results across various industries and business challenges.

Impactful Transformations

Success stories showcasing significant growth and transformation achieved through our consulting expertise.

Client-Centric Approach

Dedicated to understanding client needs and delivering customized solutions for sustainable success.

Opticonsults transformed our business strategy, leading to remarkable growth and success. Highly recommend their expertise!

Kasia .k

★★★★★

Get In Touch

Contact us to discuss how Opticonsults can drive growth and transformation for your business.