Discovery & Process
Communicate your challenge to us by email, telephone, or hard copy regular mail. Identify yourself (in confidence), your role in the commerce, and the perceived problem. Take a few minutes to list what you believe might be an optimum result and we’ll begin asking you a few simple questions that will start the process. A written proposal will follow the discovery meeting, used by your company and Team Confluence to qualify the potential benefits of ‘confluencing’ within your commercial stream. Our follow-up proposals will layout several options detailing each suggested path of engagement and all of the required resources. These resource details will include: Personnel requirements and time allotments, required meeting or presentation rooms, media access and interlacing such as devices (projectors, overheads etc.), expected milestones and a timeline of achievement, some expected benefits from the activity, as well as possible follow-up actions. Costs are detailed for each possible path of engagement and shall capture essential time commitments including disengaging our services.
How to disengage from the process…
Team Confluence operates in very close quarters with our clients and we wish to provide the most responsive results and the most transparent activity inside your company, as well as the easiest possible exit, should your business achieve the desired results ahead of schedule, or circumstances change and you wish to disengage from our services. For these reasons we require payment of our first fee (for engagements longer than two weeks the pre-payment is typically two weeks) previous to our agreed start date. Using this method of prepayment any changes in your original plan can be quickly accommodated using a simple two-week written cancellation of our service agreement. Although our work with your team may come to an end we are confident that the learning and benefits of this activity will continue to grow and flourish throughout the careers of every participant who honestly works at ‘confluencing’.
As we will discuss in our initial discovery meeting with your company the challenges of growth or change in and around your commercial activity, both recent and pending, probably has some of the team members concerned that they may not know exactly what the future looks like and they may feel that the company, in it’s current state, is not prepared to support more change or growth activity. Frequently a sense of saturation or ‘maxing out’ has been reached because the productivity quotient of a persons’ day is highly displaced by the spikes of fear that they or their team mates are experiencing. People may not fully understand their role within the organization or how their work will come together with other efforts to achieve each milestone and attain the ultimate commercial objective.
Team Confluence brings these elements into clear view and the personal learning effect of our ‘confluencing’ activities supports company leadership to compliment group-wide activities. Team Confluence was created after our founder had several personal successes bringing teams together and facilitating each person within the team learning more about themselves attaining a true sense of personal worth. This awareness and understanding provided a venue where people can also better understand their peers. This allows people to speak freely and communicate openly without fear of retribution as well as to work together with more mutual respect, confirming an individual’s function within the team. Do not underestimate the work that is needed in order to accomplish success in ‘confluencing’. Each participant in our activities must develop and confront some of their weaknesses, failings, and fears if they are going to truly understand their strengths. Controlling your fear is the key that unlocks the door to opportunity.
Our engagement process includes an exploratory interview we call the discovery meeting, to determine if a full opportunity analysis and work force assessment is appropriate. In order for you to qualify us, and for us to understand your needs, we offer a free, no obligation, and confidential discovery meeting at a location of your choice. This typically takes about 1 to 2 hours and consists of a fact finding series of questions and interactions to identify the root cause, possible perpetuating circumstance, true commercial objective, organizational structure and information streams, as well as how, or if, Team Confluence can assist in improving your company’s commercial effectiveness.
Based on our findings in the discovery process we work with your team to propose customized recommendations for implementation and on-going team reinforcement. Based on the size of your organization and the range of impact you desire we can create a set of tools that are as easily deployed as a 4 hour meeting with the various stakeholders, typically prefaced by several small group meetings, usually captured within a half day allotment. This simple approach can be developed, deployed, and start emanating benefits within one working day.
Obviously the best results are the ones more detailed in both problem identification and resolution activities, including training.
Team Confluence recently completed a three-month engagement where the first 4 weeks were consumed with information gathering, cultural sensitivity assessment, information stream mapping, and problem identification. A two-week period followed where strategic groups were primed in resolution submissions while contingency solutions were proposed to management. Training began in earnest in the sixth week and continued for four weeks. The round up and confirmation of expectations fulfillment occurred during the last few weeks of the engagement.
Team Confluence stays in contact with key stakeholders to insure continued success and to make available more resources to create yet an even higher level of commercial information stream effectiveness for our valued clients. Each session is fully customized to meet your objectives, intent of your venture, cultural sensitivities, and time frame. The outcome is always to educate the participants and provide them with practical ideas and tools and to inspire them to implement the concepts presented.
Although many of our sessions are held at your location we also provide off-site services for more discreet and less intrusive interactions. Flexibility regarding who, where, and how to grow a better commercial stream is one of our keys to your success.