Interview Guide for OD Process Consultants – Building a Strong Client Relationship and Identify Needs

OD Interview Guide



Greeting and Warm Welcome:

  • Start the interview with a warm greeting and express gratitude for the opportunity to meet with the client
  • Introduce yourself and briefly explain your role as an Organizational Development (OD) Professional Consultant

Establishing Rapport:

  • Use body language and maintain eye contact to create a comfortable and approachable atmosphere
  • Engage in small talk to build rapport and establish a personal connection with the client
  • Ensure the client feels valued and heard from the outside of the interview.

Identify the Clients Needs:

Understanding the Current State:

  • Begin by asking the client to provide an overview of their organization, its core values, and its primary objectives.
  • Encourage the client to share their perception of the organization’s strengths and weaknesses, as well as any specific challenges they are facing.

Active Listening and Probing:

  • Listen attentively to the client’s responses and ask follow-up questions to gain a deeper understanding of their concerns and pain points.
  • Explore how these challenges impact the organization’s overall performance and employee morale.

Undercovering Underlying Issues:

  • Use probing questions to uncover any potential underlying issues or root causes contributing to the challenges mentioned by the client.
  • Seek clarity on any historical events or past initiatives that may have shaped the organizations’ current state.

Contract for Agreement:

  • Clearly explain the role of the OD Process Consultant and how they can support the client in addressing their challenges.
  • Discuss the consultant’s expertise in facilitating positive change and fostering a culture of continuous improvement.

Establishing Confidentiality and Trust:

  • Assure the client that all the information shared during the interview will be treated with the utmost confidentiality
  • Emphasize the importance of trust and collaboration between the consultant and client throughout the OD journey.

Identify Goals:

Clarifying Objectives:

  • Collaboratively define specific goals and desired outcomes for the OD intervention.
  • Ensure that these objectives align with the organization’s long-term vision and values.

Measurable Metrics:

  • Discuss the importance of measurable metrics to evaluate the success of the OD intervention.
  • Identify key performance indicators (KPIs) that will be used to track progress and effectiveness.

If you would like to talk to someone about your organization’s change initiatives, please contact to set up a time to meet.  You can learn more about our consulting services at


A successful intervention with the client is foundational to a productive OD intervention. This interview guide for OD Process Consultants will help the consultant establish the grounds for a successful consulting process. By building a strong relationship, identifying needs, establishing goals, and ensuring agreement, the OD Process Consultant can lay the groundwork for a transformative journey that empowers the organization to thrive and evolve in a rapidly changing environment.


Get updates and learn from the best


1 2 3 5 6