Executive Officers, Training Department, Human Resources Officers, and Team Leaders are my usual first contacts to explore leadership and organizational change, whether in community, nonprofit organizations, cultural, business entities, or educational institutions.

Telephone, website, e-mail, and person-to-person contact are the usual methods by which I would respond to questions, and interests in my becoming an external Resource to an organization.

No fees are charged for this initial consultation, it's likely conclusion establishing a time, date, and location for a face-to-face meeting to explore further dimensions of mutual interest for my involvement.

As follow up to this face-to-face meeting, I would typically come forward with a written proposal with initial overall goals, and specific measurable performance objectives, methods, timelines, and fees for service costs. (This "discussion document" would typically be the basis for a broader consultation with other key players, ensuring a healthy "buy-in" process for them, and to ground my own professional commitment: Is there a strong basis for this Plan to be successful?) (*1) see footnote

If the decision is to move forward together, a Contract for Service is established which specifies the mutual expectations under which I provide specific services, and the organization commits to support this work: the initial "discussion document" is typically modified becoming the Contract for Services, guiding our mutual journey, including outcome expectations, evaluation criteria, fees for service and costs, specific "boundary person, or committee" with whom I collaborate throughout the consultation.