This process pathway is suggested for people who need to advise a partner or engage a consultant on an assessment.
It will take you through the following stages:
- Scoping the assessment
- Agreeing the approach
- Agreeing the methods
- Considering the participants/team
- During the assessment
- Concluding the assessment
This is not a linear process and you may need to revisit earlier decisions as understandings and contexts change.
The process and key questions are summarised in the following one-pagers, which we recommend you open/download and refer to as you move through the process:
Although you are not leading the assessment, it is still useful to document your choices/assumptions and any modifications. This assists with reflection and, attached to a final report, helps those referring to the assessment in future to understand the original context. The below template is provided to help in documenting the process. You may also want to share this with those leading the assessment.
There are 14 further pages in this process pathway. You can move through them at your own speed and exit at any point to look at other content, returning to where you left off by using the back button in your internet browser.
Click here to START THE PROCESS PATHWAY