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    Consulting: Tools forSuccessFebruary 5, 2001

    Boston College Carroll Graduate School of Management

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    Deborah Bernstein

    Rod Blacklock

    Suzie Sergi

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Agenda

    Consulting: Tools for Success

    Objectives

    Top 10 Lists

    Skills

    Lessons Learned

    Feedback on Your Questions Conflict Resolution Exercise

    Q&AVin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Objectives

    Provide honest feedback about a career in consulting

    Tie current learning to skills needed in consulting

    Helpful hints for Dianne Weiss Consulting Project

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Reasons TO go into consulting

    Exposure to different companies, industries, andpeople

    Flexibility of schedule - Autonomy Non-repetitive projects

    Training / Learning - formal and informal

    Well-defined career path

    Multiple responsibilities

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Top Reasons NOT TO go into consulting

    Work / life balance

    Travel

    Fix and run Always at the bottom of the learning curve

    Metrics

    Multiple stakeholders Perception of consultants

    Inability to affect changeVin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Sills Most Often Used

    Vin OReilly

    Diane Weiss / Consulting

    Communication skills Feedback

    Reflective practice Listening skills Interview skills

    Thinking on your feet

    Managing upward

    Presentation skills

    Time management skills Multi-tasking

    Multiple projects Prioritization

    Conflict resolution

    Writing skills

    Project management skills

    Facilitation skills

    Boston College Carroll Graduate School of Management

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    Lessons Learned for Diane Weiss

    You will rarely implement the optimal solution but you can alwaysimplement an effective solution

    Expect to be treated like an outsider; sometimes it will work to

    your advantage; sometimes it will be a barrier Your interests, the firms interests, your staffs interests and the

    clients interests are not always aligned

    Rule of thumb: Give the client what they want, but tell them what

    they need to hear

    Linkage: Tie the solution to the root cause

    Learn to practice conflict resolution versus conflict avoidanceVin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Question: What are specific consultingtools that could help with Diane Weiss?

    Project management Mobilization

    document roles and responsibilities

    discuss team expectations Statement of Work / Job Arrangement Letter

    scope maintenance Workplan

    timeline

    milestones / interim deliverables accountability

    Establish and document deliverables

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Question: What are specific consultingtools that could help with Diane Weiss?

    Project management (continued) Status meetings (client and team)

    Establish desired outcomes for every meeting

    Create an agenda End with action items / next steps

    Process Analysis Flowcharting

    Data Gathering

    Interviews Focus Groups Survey

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Question: How do you define the scope?

    DONT START WITH THE SOLUTION

    List assumptions

    Assess the situation before identifying the problem andcreating a statement of work and deliverables

    Push back on the client

    Write up a problem statement

    Use root cause analysis

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Question: How do you set expectationsand manage them?

    Establish team roles and responsibilities and stick to them!

    Open discuss work styles with your team

    Appoint a client point of contact / relationship manager

    Hold team-mates accountable and have repercussions

    Set up regular meetings with the client to avoid surprises andget feedback

    Give real-time feedback

    Establish and document what you expect from the client

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Question: How can we best prepare ourselvesfor the profession or an interview?

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

    Industry Financial Services High Tech Higher Education Healthcare Retail / Manufacturing Entertainment

    Characteristics

    Internal / External Profit/Not-for-Profit Large/Small Public/Private

    Types of Consulting Management Consulting

    Strategy Risk Management Change Management Crisis Management

    Technology Strategy Human Resources Process

    Operations Supply Chain

    Systems Implementation Marketing Tax and Legal Financial Valuation

    Answer: Be focused

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    Question: How can we best prepare ourselvesfor the profession or an interview (cont.)?

    Be focused about what kind of consulting you want topursue

    Talk to people: network Follow up with interviews that did not go well

    Get your resume referred from someone within

    Check your resume

    dont underestimate past work experience

    dont forget charity work

    Research the company Vin OReilly Diane Weiss / Consulting

    Boston College Carroll Graduate School of Management

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    Conflict Resolution Exercise

    Break into your new second semester teams

    1 person from each team should volunteer to be a facilitator /scribe

    Please answer the following question: WHAT IS AN EXISTINGOR POTENTIAL CONFLICT THAT YOUR TEAM MAY FACE AS ACLIENT SERVICE PROVIDER?

    Each team member must produce 3 responses

    Report your responses to the scribe

    As a team, group common responses together

    Identify the most frequently occurring response

    As a team, identify 3 action items to resolve or minimize theconflict discussed Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Thank You

    Vin OReilly

    Diane Weiss / Consulting

    Deborah [email protected]

    Rod [email protected]

    Suzie [email protected]

    Boston College Carroll Graduate School of Management

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    Recommended Reading

    Managing the Professional Services Firm

    by David Maister

    First Break All the Rules

    by Marcus Buckingham and Curt Coffman

    Emotional Intelligence

    by Daniel GolemanVin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management

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    Things to Inquire about when talking toConsulting Firms

    Expected Travel Staffing model

    National practice

    Regional (e.g. Northeast) Training opportunities Simultaneous projects and obligations Focus on Industry vs Service Lines Average duration of projects

    Salary, bonus, and benefits structure Independence rules Ethics Calibre of clients

    Vin OReilly

    Diane Weiss / ConsultingBoston College Carroll Graduate School of Management