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MANAGEMENT CONSULTATION
AND REFERRAL SERVICES
With the Cagney Employee Assistance Program, you
have a variety of options available to both you and
your employees. Management referral to the EAP as
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How to fill out management consultation

How to fill out a management consultation:
01
Begin by identifying the purpose of the management consultation. Determine what specific challenges or issues you are seeking guidance or advice for.
02
Research and select a reputable management consulting firm or individual consultant that specializes in your specific industry or area of concern. Look for expertise, experience, and positive reviews from past clients.
03
Contact the chosen consultant or firm to schedule a consultation. Provide them with necessary information about your company, such as its size, industry, and any internal or external factors affecting your management needs.
04
Prepare for the consultation meeting by gathering relevant data, reports, financial statements, and any other documentation that may help provide the consultant with a comprehensive understanding of your organization.
05
During the consultation, clearly communicate your goals, challenges, and expectations to the consultant. Be open to their insights and recommendations, and ask any specific questions you may have.
06
Take notes during the consultation to ensure you capture all important points and recommendations provided by the consultant. This will help you retain the information and refer back to it later.
07
After the consultation, review and analyze the insights and recommendations provided by the consultant. Consider their feasibility, alignment with your company's values and goals, and potential impact.
08
Develop an action plan based on the consultant's recommendations. Outline specific steps, timelines, and responsibilities to be taken to address the identified challenges or improve your management practices.
09
Implement the recommended changes or strategies within your organization. Monitor progress, gather feedback, and make necessary adjustments along the way.
10
After a reasonable period of time, evaluate the outcomes and impact of the management consultation. Assess if the desired results have been achieved and if any further consultation or adjustments are needed.
Who needs management consultation?
01
Small businesses looking to improve their operational efficiency and effectiveness.
02
Startups in need of guidance in establishing strong management systems and structures.
03
Companies experiencing major organizational changes, such as mergers or acquisitions.
04
Businesses facing specific management challenges, such as employee turnover, conflict resolution, or talent acquisition.
05
Executives or leaders seeking to enhance their management skills and decision-making abilities.
06
Organizations looking to develop strategic plans, set performance goals, or implement change management initiatives.
07
Non-profit organizations aiming to improve their governance, board effectiveness, and financial sustainability.
08
Companies expanding into new markets or industries and requiring assistance with market research, competitive analysis, and entry strategies.
09
Businesses seeking innovative solutions, technological advancements, or digital transformation in their management practices.
10
Any organization wanting to proactively stay ahead of the competition and continuously improve its management practices.
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What is management consultation?
Management consultation is the process of advising and assisting organizations in improving their performance and achieving their objectives.
Who is required to file management consultation?
Organizations that seek advice and assistance in improving their performance and achieving their objectives may be required to file management consultation.
How to fill out management consultation?
Management consultation can be filled out by providing detailed information on the organization's current performance, objectives, and areas where assistance is needed.
What is the purpose of management consultation?
The purpose of management consultation is to help organizations identify areas for improvement and develop strategies to achieve their objectives.
What information must be reported on management consultation?
Information such as the organization's current performance, objectives, and areas for improvement must be reported on management consultation.
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