Our Workflow: From Consultation to Lasting Impact
At Willful Steps, we believe that meaningful change - whether in workplace culture, customer service excellence, or personal ADHD coaching - happens through a structured yet deeply personal process. Our three-step workflow ensures every program we deliver is rooted in your unique context, backed by evidence, and designed for sustainable results.
Step 1: Initial Consultation
"We discuss your unique needs and outline a plan of action to support your goals."
Every successful partnership begins with listening. During our initial consultation, we take the time to understand your specific challenges, organizational culture, and desired outcomes.
What happens in this phase:
Needs Discovery: We conduct a thorough assessment of your current environment - whether that's a pharmacy team navigating complex customer interactions, a school supporting neurodiverse students, or an individual seeking ADHD coaching.
Stakeholder Mapping: We identify key people who will influence or be affected by the program, ensuring we understand diverse perspectives from the start.
Goal Articulation: Together, we define clear, measurable objectives using SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound). For example: "Reduce customer escalations by 30% within three months" or "Build sustainable productivity routines that reduce burnout."
Cultural Context: As a Perth-based practice rooted in community, we ensure our approach is culturally responsive and relevant to your specific setting.
Outcome: A detailed discovery report with a proposed roadmap tailored to your context.
Step 2: Program Design
"Based on our consultation, we develop customized programs tailored to your context."
This is where strategy meets substance. Using insights from our consultation, we design programs that are not off-the-shelf solutions, but carefully crafted interventions that fit your world.
Our design principles:
Evidence-Based Foundation: Every module is grounded in research and practical experience in ADHD, neurodiversity, and customer service excellence. We prioritize strategies that have demonstrated real-world impact.
Customisation Over Templates: Whether we're designing workplace neurodiversity training, pharmacy customer service modules, or individual coaching frameworks, we build from your baseline - not a generic template.
Dynamic Facilitation Design: Led by Michael J Perez, with over 20 years of expertise in leadership and coaching, our programs incorporate interactive elements, scenario-based learning, and practical toolkits.
Accessibility & Inclusion: We design with neurodiversity in mind from the outset, ensuring content is accessible, engaging, and respectful of different learning and processing styles.
Deliverables:
Customised training curriculum or coaching framework
Facilitator guides and participant materials
Digital resources and job aids for ongoing reference
Implementation timeline with key milestones
Step 3: Implementation
"We guides you through the implementation of the programs and ensures a smooth transition."
A brilliant program on paper means nothing without skilled execution. We stay with you through rollout, providing hands-on guidance to ensure the transition from training to practice is seamless.
Implementation support includes:
Facilitated Delivery: We can lead sessions directly or train your internal champions to deliver the program with confidence.
Real-Time Adjustment: As implementation unfolds, we gather feedback and refine delivery to address emerging needs or unexpected challenges.
Integration Support: We help embed new practices into existing workflows - whether that's updating customer service protocols, establishing neurodiversity support structures, or integrating coaching insights into daily routines.
Resource Deployment: Access to ongoing tools, knowledge bases, and quick-reference guides that reinforce learning long after the initial sessions end.
Our implementation philosophy: We view this as a cycle of plan, execute, gather feedback, and improve - keeping communication channels open throughout to ensure nothing falls through the cracks.
Beyond Implementation: Continuous Partnership
Our commitment doesn't end at rollout. We believe in building lasting capability, not dependency.
Ongoing partnership options:
Refresher Training: Regular skill reinforcement sessions to prevent knowledge decay and adapt to evolving needs.
Progress Review: Structured check-ins at 30, 60, and 90 days to measure impact against your original goals.
Advanced Development: For teams ready to go deeper, we offer specialized modules in areas like conflict resolution, leadership coaching, or advanced neurodiversity strategies.
Community of Practice: Access to a network of professionals implementing similar programs, facilitated by Willful Steps.