Our Process

Our 9-Step Process is the methodology we use to achieve attainable and sustainable results. With this process, we gather all the important facts, avoid communication failures and collect valuable feedback.

The Trilogy 9–Step Process™

Trilogy Partners 9-STEP

Here’s how our process works:

  • We identify your specific goals, both for the business and you.
  • Jointly, we identify your company’s strengths and opportunities.
  • Through discovery and diagnosis, we listen for the root causes of your frustration and unlock possibilities for your growth.
  • Once we gain commitment from your team, our assessment looks at many business areas, including leadership, alignment, strategy, sustainability, finance, sales, marketing and human resources.
  • Together, we develop a prioritized action plan that includes accountability and expectations.
  • We provide you with a documented Scope of Engagement, so you know exactly what to expect when it comes to cost, measurement and time frame.
  • We work beside you as the engagement is implemented step-by-step, in the agreed upon sequence and timing.
  • As part of the initial scope, we’ll continue to agree on what to measure, when to measure and how to measure.
  • At the agreed upon time, we check in and see where we are — then celebrate and, if necessary, get moving on the next step to your sustainable growth.

“Trilogy gets to know your business and gets a deep understanding of the challenges you are facing…they work with you to come up with solutions and guide you along the way.”

Susan Meell, CEO – MMS Education