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How to do a Modelling Project - Section 4

Stage 1: Preparing

Your first task is to define your modelling project by specifying its:

Overall Outcome

What examples of excellence (impressive results) have you noticed other people achieve in the world that you would like to achieve?

Sensory specific evidence of completion

How will you (and others) know you have got these results?

Scope of project - what is included and what is not

Time scale

Contexts in which you (and others) want the results

Definition of terms

Value to you

What's important to you about being able to consistently reproduce the results specified above?


Who are the people who consistently demonstrate the results you want?

What is your evidence that they are exemplars (of excellence)?

How will you get access to these people?

Be careful how you define your criteria for an exemplar. One modeller discovered the organisation that commissioned a modelling project picked their 'top performers' by how much they contributed to the 'top line' (revenue). The modelling revealed that some achieved it at the expense of others – they burned relationships and were not building the collaborative culture the organisation wanted.


What are you presupposing to be true before you start?

What metaphors are you using to describe your project?

How do you describe the project to exemplars using minimal presupposition and metaphor? (Hint: think context and behavioural examples.)

Your second task, is to plan how you are going to gather the relevant information.

To help you do that, see: Introducing Modelling to Organisations (1998).  It explains the chart below, The Who, Why, How, What, Where and When of Modelling which uses two of Robert Dilts' frameworks to consider a modelling project from a number of perceptual positions and Logical Levels.



Who are you (what is your identity)?
  • Before the project
  • While modelling
  • After the project is over
  • Who is the subject of the modelling?
  • One person
  • Group of people
  • An organisational system
  • Who else is involved?
  • Recipient of skills etc.
  • Trainers/recruiters
  • Colleagues/Customers
    & VALUES

    Why are youmodelling?
  • What is the outcome for you?
  • What will you gain?
  • Why model the subject?
  • What is your outcome for the subject?
  • What is the subject's outcome?
  • Why are you modelling?
  • What are others outcomes?
  • What will the organisation gain?

    How will you model (what skills are needed for each stage)?
  • 2nd Position Modelling
  • 3rd Position Modelling
  • 1st Position Modelling
  • How will the subject(s) demonstrate what you want to model?
    How will the competencies be acquired by others?
  • How will you know they have them?
  • What methods will you use?

    What will you do at each stage of modelling?
    1. Preparation 
    2. Information Gathering 
    3. Model Building 
    4. Testing 
    5. Transfer 
    What is to be modelled?
  • Behaviour
  • Skill
  • Thinking strategy
  • Belief/Value/Attitude
  • Perception/State
  • What will other people need in order to acquire the skills, strategies etc.?


    When and Where will the results of your modelling exist, and in what form?
    When and Where will the subject be modelled?
    When and Where will you present the results of your modelling, and in what form?

    See also: Choosing a Modelling Project (2014).

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