Collaborative Consulting Training


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Certificate-Series Details

13 hours

7 courses

Personalized Learning

$275 (US funds) to earn Certificate, unless otherwise arranged

How to Work With Others to Solve Complex Problems in Organizations

This self-paced Series is for those who seek a non-proprietary, universal and practical framework that provides clarity, perspective and results when solving complex problems or achieving significant goals in organizations. This foundational framework is needed by any type of consultant or leader, whether they are installing new systems or guiding teams and organizations through significant change.

For new consultants, this Series enlightens and enriches their understanding of powerful consulting.  For the experienced, it grounds and affirms their learning. For the very experienced, it deepens and integrates their learning.

Would this Series be useful to you?  Use this assessment of your knowledge of the core consulting process to decide.

Learning Outcomes
  • Apply the collaborative consulting cycle–a powerful, flexible, framework for systematic consulting to solve complex problems and achieve significant goals with any type of organization
  • Establish a successful working relationship with time-pressed clients to maximize their performance, change and learning
  • Work with your client to determine if their needs and yours are a match for a successful consulting project
  • Determine if your client is ready to meet the requirements for a successful consulting project
  • Design the consulting project with feasible and effective strategies to achieve the results needed to meet your client’s needs
  • Determine the key requirements for targeted and impactful action plans
  • Guide and support your clients through the challenges and stresses to implement action plans, while successfully managing and evaluating change
  • Develop a relevant and feasible evaluation plan
  • Identify methods to terminate a project in the most ethical and professional manner

(This non-proprietary consulting cycle is based on the action research process developed by Kurt Lewin.  The process underlies the vast majority of successful approaches to consulting.)  More specific learning objectives are itemized in each of the courses in this Series.

Tools & Resources
  • Seven Training Videos
  • Pre and Post Assessments
  • Learning Journal
  • Sources for Additional Learning (recommended interactive exercise(s), book(s), discussion group and questions for reflection about the topic)
  • Access to CDI’s Discussion and Networking Group

 Downloadable Resources

From “Collaborative Consulting for Performance Change and Learning” Course

  • Overview of Collaborative Consulting Cycle
  • Rational Versus Organic Approaches to Problem Solving
  • Challenges and Opportunities in Consulting to Small Organizations

From “Consulting Phase 1: Contracting” Course

  • Example of an Engagement and Agreement Conversation
  • Types of Clients in Consulting Projects
  • How to Understand the Culture of Your Client’s Organization
  • Checklist to Assess Your Client’s Readiness for Change
  • Example of a Project Proposal
  • Core Elements of a Consulting Contract

From “Consulting Phase 2: Discovery” Course

  • Overview of Major Data Collection Methods
  • How to Diagnose For-Profit Organizations
  • How to Diagnose Nonprofit Organizations
  • How to Use Organizational Assessments
  • Common Types of Issues in For-Profits
  • Common Types of Issues in Nonprofits
  • Common Types of Recommendations to Improve For-Profits
  • Common Types of Recommendations to Improve Nonprofits

From “Consulting Phase 3: Action Planning” Course

  • How to Develop Relevant and Realistic Action Plans
  • Powerful Strategies to Grow an Organization
  • Examples of Systematic Plans in Business
  • Examples of Systematic Plans in Nonprofits
  • Aligning Systems Within Organizations

From “Consulting Phase 4: Implementation” Course

  • Checklist to Ensure Implementation of Plans
  • How to Deal With Resistance — Yours and Theirs
  • Basic Guidelines to Coach for Deep Problem-Solving and Learning
  • Client’s Delegation to Maintain Motivation and Momentum
  • Tools to Track Implementation of Plans

From “Consulting Phase 5: Evaluation” Course

  • Checklist to Develop an Evaluation Plan
  • How to Design Successful Evaluation and Assessment Plans

From “Consulting Phase 6: Termination” Course

  • Checklist to Terminate a Consulting Project
To Earn a Certificate in “Collaborative Consulting Training"
Complete 7 courses in this order:

  1. Collaborative Consulting for Performance Change & Learning
  2. Consulting Phase 1: Contracting
  3. Consulting Phase 2: Discovery
  4. Consulting Phase 3: Action Planning
  5. Consulting Phase 4: Implementation
  6. Consulting Phase 5: Evaluation
  7. Consulting Phase 6: Termination
 Demonstrate Learning

  • Correctly answer at least 80% of post-assessment questions after each course
  • Email Learning Journal to faculty shortly after each course
  • Successfully complete capstone project unless arranged otherwise
  • Pay the Series’ $275 fee, unless otherwise arranged
 Earn a Certificate
Receive a Certificate in “Collaborative Consulting Training”  from CDI

How it Works: To Enroll & Get Started

Enrollment Instructions

1-icon Create your account. Go to CDI’s learning site. Read the brief “Welcome” section and click on “Create new account”.

2-icon Select a course or series. Click on CDI’s Catalog of Courses and Certificate-Series, and select the desired course or series.


Enroll. Click on “Enroll me” in the course or series. Use Paypal for major credit cards, or enter an enrollment key if you have one.

Log-in & Learning Instructions

4-icon Log in. If you are not already logged in, then log into CDI’s learning site, using your username and password.

5-icon Start your course. Click on your course in the upper right. (For a series, follow the specified order of courses.) In the course, follow “Start Here”.

6-icon Proceed at your own pace. Interact with others in the discussion group. For support, see CDI Help Center. Email us if you finished a Certificate.


Got a question? Want to talk to us?

Contact CDI at or its sponsoring organization, Authenticity Consulting, LLC, at (763) 971-8890.