Business — Banking — Management — Marketing & Sales

Consulting Assignment Implementation

Category: Training

An consulting assignment is like a problem solving process, and consists of:

— Identifying the problem;

— Data gathering;

— Problem and issue analysis;

— Generating ideas and options;

— Making decisions;

— Action planning.

— Following up.

Identify the bottleneck (the factor that are mostly causing the problem)

— Methods / instruments to identify the cause of the problems (bottleneck)

— Method / instruments for improvement in the company

Tools for identifying problems

Check sheets

WHY — To allow a team to systematically record and compile data so that patterns and trends can be clearly detected and shown.


— Creates easy-to-understand data

— Builds a clearer picture of the «facts» as opposed to opnions

— Indicates patterns in the data


— Agree on the definition of what is being observed

— Decide who will collect the data, over what period and from what sources

— Design a checksheet form that is clear, complete and easy to use

— Collect the data

— Interpret the data


Control Charts


• To monitor, control and improve process performance over time by studying variation and its source (there are many types of control charts)


— Analyse process variation over time

— Distinguishes special from common causes of variation

— Tool for ongoing control of a process

— Helps improve a process to perform consistently and predictably

— Provides a common language for discussing process performance


— Select the process to be charted

— Determine the sampling method and plan

— Gather data

— Calculate the appropriate statistics and control limits (average, upper control limit, lower control limit) — Construct the control chart

— Interpret the chart/

There are different types of control charts depending on the type of data which is analysed

For VARIABLES DATA (anything that can be measured)




Concentration, etc.


X R (average range) control chart X S (for large sample size, > 10)

For ATTRIBUTE DATA (data obtained by counting, rather than by measuring)

Number of defects

Number of cracks

Number of absent days

Number of breakages, etc.


np chart (for constant sample size and charting number of defective units) c chart (for constant sample size and charting number of defects) p chart (for varying sample size and charting number of defective units) u chart (for varying sample size and charting number of defects)

Example of Control chart:

Example of Control chart

Analyze the problem

5 Why’s 1H technique

(What?, Why?, Where?, When?, Who?, and How?

Or, define

What to change?

What to change to?

How to cause the change?

Cause and effect analysis WHY

• Identify, explore and graphically display, in increasing detail, all of the possible causes related to a problem to discover its root cause(s)


Focus on the content of the problem, not on the history of the problem or personal interests

Involves the team which builds support for the resulting solutions

Focuses on causes, not symptoms


Problem statement

Generate the causes needed to build a cause and effect diagram (brainstorming, data collected)

Construct the diagram

Problem statement

Draw major cause categories (bones), connect them to the back-bone of the diagram: Machines, Methods, Materials, People, Policies, Measurement, Behavior, Environment, etc.)

Put the identified causes in the appropriate category

Ask repeatedly of each cause listed on the «bones» the question Why?

Interpret or test for root cause(s) (causes that appear repeatedly, selection, data on relative frequencies of the different causes)


Pareto analysis


• Focus efforts on causes of problems that offer the greatest potential for improvement


Helps to focus on biggest impact causes

Based on proven principle: 20% of sources causes 80% of the problem

Visual display of relative importance of problems


Decide what you want to analyse

Choose the causes or problems by brainstorming or from existing data

Choose the most meaningful unit of measurement (such as frequency or cost)

Choose the time period for the study

Gather the necessary data

Compare the relative frequency or cost of each problem category

List the problem categories on the horizontal line and the unit of measurement (like frequencies) on the vertical line

Draw the cumulative line showing the portion of the total that each problem category represents

Interpret the results


Generate ideas and options

Brainstorming is a technique which encourages creative thinking and the generation of ideas. Analysis and evaluation are prevented in the early stages ensuring radical and different ideas are aired.

How to use it:

Assembly the brainstorm group

Appoint a scribe and if appropriate a separate time keeper

Explain the purpose of the meeting and the ground rules. Agree a statement of the topic or issue to be brainstormed. Write this up at the top of the chart.

Allocate time to brainstorm and time to review the outputs; 5-20 minutes is usually sufficient for generating ideas, but brainstorms can go on for hours.

Agree the ground rules

Start the ideas coming — make sure that all ideas are visible to everyone in the group

The scribe should not abbreviate or interpret. It is important to capture ideas exactly as expressed

Having generated a number of ideas, you can than evaluate their usefulness towards meeting the original objective

Benchmarking (comparison analysis) is a process of learning from others as a basis for setting stretch goals, identifying breakthrough processes and accelerated improvement towards world class performance standards.

Action Planning

An action plan is an outline of tacks to be undertaken, to achieve specified objectives. It forms the basis of «getting it right first time».

Gantt Chart

Tree Diagram

Work Breakdown Structure (WBS) — task oriented family tree which organizes, defines and graphically display the projects. Descending levels representing an increasing detailed definition of the scope (elements of the project).

Example of a Work Breakdown Structure (WBS)

Example of a Work Breakdown Structure (WBS)

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