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Consultancy Protocol

Adapted from

Lois Brown Easton, by EBP


The Consultancy Protocol enables a group, known as the consultancy group, to analyze a complex or difficult question arising from the professional practice of one of its members, and to bring forward solutions.


The consultancy protocol provides a structured format, comprising of a set schedule and specific guidelines, for communication among participants. The stages included in the protocol are; a description of the challenge, clarifying questions, discussion and recommendations, presenter’s reflections and presenter’s next steps. Participants allocate time to each of the stages of the protocol and a time keeper ensures that the meeting stays on track.

Context For Use

This tool has been used during a Lead Data Team seminar. It can be adapted and used by a Professional Learning Community (PLC) or Data Team or during staff meetings about a particular problem of practice.

Examples of problem of practice include; how do you overcome Professional Development fatigue? How do you scale up PD initiatives? How do you empower teachers?


  • Knowledge acquisition -The consultancy protocol provides users an opportunity for new learning ; developing a novel perspective about a given issue; learning from experience.  
  • Knowledge transfer - The tool also provides an opportunity for collaborative learning and group consultation and it transfers the knowledge acquired from one participant to another so that it can be embedded in practice.


Find Out More

Protocols for Professional Learning (The Professional Learning Community Series) (PLC), Easton, L. B., (2009).

The Power of Protocols: An Educator’s Guide to Better Practice, McDonald, J. P., Mohr, N. & Dichter, A., (2003).