how to manage consulting in teams

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Working in Teams to Amplify Your Independent Consulting Career Copyright © 2009 MBO Partners. All rights reserved. 1

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Watch the video on this page: http://www.mbopartners.com/about/events/pastevents.html Learn about how to set up a team of consultants and build your independent consulting business. Intro to MBO Teams. For start-ups, consulting firms, entrepreneurs, freelancers, and independent contractors.

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Page 1: How to Manage Consulting in Teams

Working in Teams to Amplify Your Independent Consulting Career

Copyright © 2009 MBO Partners. All rights reserved.1

Page 2: How to Manage Consulting in Teams

Gene ZainoPresident and CEO

Copyright © 2009 MBO Partners. All rights reserved.2

Page 3: How to Manage Consulting in Teams

Kelly SchererTeam Manager

Copyright © 2009 MBO Partners. All rights reserved.3

Page 4: How to Manage Consulting in Teams

Bill JamesExecutive Vice President,Senior Executive Services

Copyright © 2009 MBO Partners. All rights reserved.4

Page 5: How to Manage Consulting in Teams

Wh W k i T ?Why Work in Teams?

Copyright © 2009 MBO Partners. All rights reserved.5

Page 6: How to Manage Consulting in Teams

The Advantagesg

Provide comprehensive solutions to your clients

Take on larger contracts

Optimize talent for the best value and profit

Partner with peers that compliment your skill sets

Avoid getting married: no legal partnerships required

Build business, reference and capabilities

Each team member has a network to leverage

Copyright © 2009 MBO Partners. All rights reserved.6

Page 7: How to Manage Consulting in Teams

The Challengesg

Differing styles, approaches and methodologies

Who is the boss?

Increases the amount of administrative duties

Copyright © 2009 MBO Partners. All rights reserved.7

Page 8: How to Manage Consulting in Teams

Types of Teamsyp

Project-based TeamAssemble the talent for a particular one time deliverableAssemble the talent for a particular one-time deliverableGenerally a large project Team leader manages the project and negotiates the terms

Consulting TeamMaintain a network or bench of qualified talentMarket the skills and experienceFind engagements for one or more peopleAssign the person or group to the engagement

Broker or Recruiter TeamSolicit requirements from clients who need talentRecruit and qualify talentP t t li t f t

Copyright © 2009 MBO Partners. All rights reserved.8

Present to client for engagement

Page 9: How to Manage Consulting in Teams

MBO TMBO Teams:Our CapabilitiesOur Capabilities

Copyright © 2009 MBO Partners. All rights reserved.9

Page 10: How to Manage Consulting in Teams

Features of an MBO Team Center

Independent Company vs Associate Team

Billing and accounting for a team or a project

Establish team leaders (or partners) with splits

Hire resources as subs or employees of the team

Manage time, expenses, team member records, account

history, collections, etc

Secure, shared team access for reporting and monitoring

Copyright © 2009 MBO Partners. All rights reserved.10

Page 11: How to Manage Consulting in Teams

Features of an MBO Team Center

Create a brand name for team identity

Retain working capital in your team center to fund start-

up or other operating costs

Team members covered under the MBO Partners’

professional insurance umbrella

Team members can create a talent directory in the MBO

Partners Connection Center

Copyright © 2009 MBO Partners. All rights reserved.11

Page 12: How to Manage Consulting in Teams

Case Study:Bill JBill James

Senior Executive Services

Copyright © 2009 MBO Partners. All rights reserved.12

Page 13: How to Manage Consulting in Teams

Questions?Gene Zaino

[email protected] @ p

Kelly Scherer1-800-220-0469 x 6025

[email protected]

Bill James1-866-719-1881

[email protected]

Copyright © 2009 MBO Partners. All rights reserved.13