Case Study: Visual Analysis and Performance Support

Summary

I introduced a visual approach to map how 15+ consulting roles contributed across a complex, event-based implementation timeline. This approach replaced spreadsheet-driven documentation, revealed critical dependencies, and became the foundation for updated methodology assets and a role-based performance support tool that improved consultant readiness and delivery quality.

The Challenge

The consulting practice needed to reconcile:

• What each role did across the full implementation lifecycle

• How work connected across roles and time

• Why new consultants struggled to understand “what to do when”

The existing method—capturing tasks in large spreadsheets during multi-role workshops—was slow, difficult to interpret, and failed to show dependencies or system-wide flow.

My Approach

I proposed moving the analysis from spreadsheets to a large-scale visual map:

• Built a floor-to-ceiling wall timeline (weeks × roles)

• Facilitated structured sessions with each role to document real work

• Validated activities, handoffs, and sequencing with teams and leadership

• Used the completed map as the shared source of truth for methodology redesign

The visualization quickly became known internally as “The Wall” and drew regular engagement from consultants, managers, and executives.

Instructional Design Outcome

Using the validated workflow map, I designed a role-based performance support tool for implementation consultants that focused on:

• Pre-event work

• Event execution

• Post-event activities

• Critical “work-in-between” steps often missed in traditional training

The tool provided just-in-time guidance, templates, examples, and current resources directly from consultants’ laptops.

Results

• Clear definition of responsibilities across 15+ roles

• Improved visibility into dependencies and sequencing

• Foundation for updated consulting methodology assets

• Faster onboarding and time-to-productivity for new consultants

• Improved delivery consistency and client satisfaction

• Internal recognition as an innovation in methodology design