consulting tolls
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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
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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
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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
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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
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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
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Thank You
Vin OReilly
Diane Weiss / Consulting
Deborah [email protected]
Suzie [email protected]
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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
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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