Flevy Blog is an online business magazine covering Business Strategies, Business Theories, & Business Stories.

Learning the First Tool of the Consulting Workshop Series: Charrette

In today’s business environment, management consulting firms must be ready to address client challenges and needs that will transform their business by 10 or 100 times.  Tools and methods must be scaled up to ensure applicability to the widest possible audience globally.

The Consulting Workshop Series provides a good understanding of the 10 Methods of conducting Workshops that are custom designed to fit specific workshop objectives.  Different methods are developed for the purpose of providing organizations the most appropriate tool necessary to support organizations in their Strategic Planning.

If it is the management’s goal to cultivate creativity and innovation with their organization, then the Charrette is the perfect method to undertake.

Understanding Charrette

Charrette is one method of conducting consulting workshops that can generate consensus among diverse groups of people and form an action plan. Charrette provides time for a deep intellectual exploration of matters significant to the success of the firm. Charrette allows people to work not only on their own pace but also on projects that matter most to them.

This is one method that can effectively assemble practical ideas and viewpoints at the beginning of a planning process. It encourages input and collaboration from a wide range of participants.  When the process is mature, it can facilitate decisions on difficult issues and resolve indecisions or deal with dead blocks between groups.

Charrette can effectively lead to developing feasible projects and action plans with specific practical steps. It can be applied to development, design, and planning projects and identify potential funding sources for projects.

The 3-Phase Approach to Charrette

Charrette must be done in phases with each phase directed towards attaining a specific objective.


Each phase is undertaken following a specific number of steps. These steps are necessary to achieve the specific objective of each phase and reach the ultimate goal of the entire workshop using Charrette as one of the methods in the Working Consulting Series.

A Purview on the Pre-Charrette Phase

 The Pre-Charrette Phase focuses on developing and working with a Steering Committee. A Steering Committee is vital as it serves as the coordinator of Charrette activities. The committee will be the one to establish a timeline and meeting schedule, as well as a preliminary list of issues the Charrette will focus on.

Once a Steering Committee has been organized, the organization is now ready to take on the 5 specific steps underlying the Pre-Charrette Phase.

  1. Issue/Problem Identification
  2. Identify and invite Charrette participants (team)
  3. Develop community relations and public awareness
  4. Assemble support information
  5. Logistics

Before undertaking these 5 specific steps, there are preliminary preparations that must be undertaken. First, there is a need to hold an organizational meeting with the Steering Committee and the Charrette facilitator to set the goals and arrange a basic schedule. It is essential that the Steering Committee must hold a regular meeting to ensure that all necessary preparations are being made.

A well-executed Charrette will set the pace towards a fun and productive opportunity for the organization to build and visualize its future and successfully achieve Business Transformation.

Interested in gaining more understanding of Charrette? You can learn more and download an editable PowerPoint about Consulting Workshop Series: Charrette here on the Flevy documents marketplace.

Are you a management consultant?

You can download this and hundreds of other consulting frameworks and consulting training guides from the FlevyPro library.

About Joseph Robinson

Joseph Robinson is the Vice President of Strategy at Flevy. Flevy is the marketplace for best practices in business management. Learn how the Fortune 100 and global consulting firms do it. Improve the growth and efficiency of your organization by leveraging Flevy's library of best practice methodologies and templates. The documents at Flevy (https://flevy.com) are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience. Flevy covers 200+ management topics, ranging from Digital Transformation to Growth Strategy to Lean Management. You can peruse a full list of management topics available on Flevy here. Prior to Flevy, Joseph worked as an Associate at BCG and holds an MBA from the Sloan School of Management at MIT. You can connect with Joseph on LinkedIn here.

, , , , ,

Complimentary Business Training Guides

Many companies develop robust strategies, but struggle with operationalizing their strategies into implementable steps. This presentation from flevy introduces 12 powerful business frameworks spanning both Strategy Development and Strategy Execution. [Learn more]   This 48-page whitepaper, authored by consultancy Envisioning, provides the frameworks, tools, and insights needed to manage serious Change—under the backdrop of the business lifecycle. These lifecycle stages are each marked by distinct attributes, challenges, and behaviors. [Learn more]
We've developed a very comprehensive collection of Strategy & Transformation PowerPoint templates for you to use in your own business presentations, spanning topics from Growth Strategy to Brand Development to Innovation to Customer Experience to Strategic Management. [Learn more]   We have compiled a collection of 10 Lean Six Sigma templates (Excel) and Operational Excellence guides (PowerPoint) by a multitude of LSS experts. These tools cover topics including 8 Disciplines (8D), 5 Why's, 7 Wastes, Value Stream Mapping (VSM), and DMAIC. [Learn more]
Recent Articles by Corporate Function






The Flevy Business Blog (https://flevy.com/blog) is a leading source of information on business strategies, business theories, and business stories. Most articles have been contributed for management consultants and industry executives with over 20 years of experience. If you would like to contribute an article, please email our editor David Tang at [email protected].

Flevy (https://flevy.com) is the marketplace for premium business documents, such as management frameworks, presentation templates, and financial models. Our documents are of the same caliber produced by top tier consulting firms, like McKinsey, Bain, Accenture, BCG, and Deloitte. Learn more about Flevy here.

Connect with Flevy:


About Flevy.com   /   Terms   /   Privacy Policy
© 2020. Flevy LLC. All Rights Reserved.