6 Steps of Consultation - Review for Counselors (Video) (2024)


Any time you go in for a consultation, it’s important to remember the following six steps and to proceed through them in order that the consultation might be successful. The first step in a successful consultation is first to decide what the problem is.

This is the first step, because you need to know exactly why you’re coming in for the consultation. What Is the specific problem that needs to be addressed? Once the problem has been identified, then the second step in a successful consultation is to identify the proper person who will be able to address the particular problem.

When you know what the problem is, you’re more likely to find the correct person to deal with it. Identify that person so that they can be brought in in order to find the proper solution. You’ve decided the problem is, you’ve identified the proper person to deal with that particular problem. Then, third, you need to give this person that you’ve identified and step two any relevant information.

You don’t need to bring in extraneous matters at this point but give all the necessary relevant information pertaining to the problem that you’ve identified in step one. Now, the next step is difficult in a good consultation, because we naturally go this way, but you need to refrain from giving the consultant your opinion. Remember, you’ve brought them in to help you solve the problem.

Refrain from giving them your opinion unless asked to do so. You’ve decided what the problem is, identified it correctly, you’ve identified the proper person to help you with this problem, you’ve given them all the relevant information, you have refrained from giving your opinion unless asked to do so. Then, next, you need to be ready to listen. Give time for them to give you their opinion as to the proper steps to take.

Ready to listen to them, because you’ve brought them in to help you to solve this problem. Then, finally, for a consultation to be truly successful after you’ve listened and heard what they had to say, you need to implement the advice given. These six steps are necessary for a successful consultation: To find the problem, identify the proper person, give them the relevant information, withhold your opinion unless asked, listen to what they have to say, and then implement the advice given.

6 Steps of Consultation - Review for Counselors (Video) (2024)

FAQs

What are the six steps that will be taken during the consultation step? ›

These six steps are necessary for a successful consultation: To find the problem, identify the proper person, give them the relevant information, withhold your opinion unless asked, listen to what they have to say, and then implement the advice given.

What are the steps of consultation in counseling? ›

Stages of Consultation. There are six main steps in the consultation process. These are establishing a relationship with the client, assessing the problem, setting goals, implementing solutions, evaluating the effectiveness of the treatment solutions, and terminating the relationship once the goal has been met.

What are the steps in the consultation process? ›

The Consult Process
  • Partnering to assess and to answer these questions. What needs work? ...
  • Determining the approach. Priorities and focus of consult are established. ...
  • Contract for consultation. Goals and measures of success are agreed upon with leadership. ...
  • Implementation. ...
  • Evaluation and Closing. ...
  • Follow-up is available.

What are the steps to a client consultation? ›

Steps to the best client consultation experience
  • Understand your goals. ...
  • Start with a consultation form. ...
  • Be aware of your body language. ...
  • Approach the consultation as a conversation. ...
  • Ask the right questions. ...
  • Frame the conversation as if the potential customer has signed on. ...
  • Be prepared with all of your information. ...
  • Be confident.
Oct 24, 2023

What is the first step in a client consultation? ›

Start every consultation with a genuine compliment. Confirm what they've reserved for timing purposes. Ask a couple of questions that dig deeper. For example, if you're a stylist, you could ask them how much change they're looking to make with their hair.

What is the first in 10 step consultation method? ›

10 Step Consultation Method - - 1. Review – the intake form 2. Assess – the clients current goals and objectives 3. Preference – what are they using?

What are the six most common principles of counselling? ›

5: Introduction to Ethical Principles in Counseling

This chapter describes the six core ethical principles underlying ethical analysis in the profession of counseling. These principles are autonomy, nonmaleficence, beneficence, justice, fidelity and veracity.

What is consultation in counselling? ›

Consultation is voluntarily provided by the counselor to assist another professional or an organization with a problem. Thus, counseling consultation is said to be triadic, which means that there are three parties (sometimes groups) involved: a consultant, a consultee, and a client.

How to prepare for a consultation with a therapist? ›

As your first appointment nears, here are some ways to mentally and physically prepare yourself:
  1. Set Goals. ...
  2. Have Realistic Expectations. ...
  3. Give Yourself Credit. ...
  4. Schedule Your First Session at a Convenient Time. ...
  5. Reserve Time for Yourself Before the Session. ...
  6. Dress for Comfort. ...
  7. Don't Be Afraid to Ask Questions. ...
  8. Be Open and Honest.
Jul 1, 2020

What are the 7 steps of the consulting process? ›

This is a seven stage process. The stages in this process are Understand Client, Analyse, Design, Planning, Execution, Transition, Support .

What are the 5 stages of consultation? ›

These five stages include:
  • Developing a relationship between the consultant and consultee.
  • Problem identification.
  • Problem analysis.
  • Plan implementation, and.
  • Plan evaluation.

What are the 10 elements of a successful consultation? ›

The 10 elements are:
  • The centrality of relationships.
  • Parallel process as an organizing principle.
  • Avoiding the position of the expert.
  • Mutuality of endeavor.
  • Understanding another's subjective experience.
  • Considering all levels of influence.
  • Hearing and representing all voices.
  • Wondering instead of knowing.

How to structure a consultation meeting? ›

Consulting with employee representatives
  1. tell employees about the proposals and share information.
  2. ask employees for their views, suggestions and any questions they may have.
  3. talk to other representatives and work out a collective staff response.
  4. meet with management and give feedback on the staff response.
Dec 21, 2021

What is the sixth step of the 10 step consultation method Milady? ›

What is the six step in the 10 step consultation method? 6. Show And tell.

What are the 4 main forms of the consultation process? ›

There are four consultation options: full public, targeted, confidential and post-decision. Full public consultation is the appropriate level for all proposals unless there are compelling reasons for limiting consultation (such as market sensitivity).

What is the most important step in the 10 step consultation? ›

Review the consultation- Reiterate everything you have discussed by saying something like, “What I heard you say is…” Use precise terms and visuals to demonstrate the end result; this is the most critical step of the consultation process.

What is the consultation process in the workplace? ›

Consultation means asking for and considering employees' views when making decisions. Cooperation means working together harmoniously to find solutions.

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