Step 1: Initial Meeting
Establish and define the client relationship
Step 2: Discovery
Gather the client’s data including goals and objectives
Step 3: Analyze
Analyze and evaluate the client’s current situation
Step 4: Design
Develop a coordinated plan
Step 5: Recommend
Educate the client about implementation strategies
Step 6: Implement
Implement the recommendations
Step 7: Monitor
Monitor the plan and make adjustments as needed