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Consulting: Tools for Success. February 5, 2001 Boston College Carroll Graduate School of Management. Deborah Bernstein. Rod Blacklock. Suzie Sergi. Vin O’Reilly Diane Weiss / Consulting. Boston College Carroll Graduate School of Management. Consulting: Tools for Success Objectives
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Consulting: Tools for Success February 5, 2001 Boston College Carroll Graduate School of Management
Deborah Bernstein Rod Blacklock Suzie Sergi Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Consulting: Tools for Success Objectives Top 10 Lists Skills Lessons Learned Feedback on Your Questions Conflict Resolution Exercise Q&A Agenda Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Provide honest feedback about a career in consulting Tie current learning to skills needed in consulting Helpful hints for Dianne Weiss Consulting Project Objectives Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Reasons TO go into consulting • Exposure to different companies, industries, and people • Flexibility of schedule - Autonomy • Non-repetitive projects • Training / Learning - formal and informal • Well-defined career path • Multiple responsibilities Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
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 change Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Sills Most Often Used • 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 Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Lessons Learned for Diane Weiss • You will rarely implement the optimal solution but you can always implement 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 firm’s interests, your staff’s interests and the client’s 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 avoidance Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Question: What are specific consulting tools 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 O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Question: What are specific consulting tools 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 O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Question: How do you define the scope? • DON’T START WITH THE SOLUTION • List assumptions • Assess the situation before identifying the problem and creating a statement of work and deliverables • Push back on the client • Write up a problem statement • Use root cause analysis Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Question: How do you set expectations and 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 and get feedback • Give real-time feedback • Establish and document what you expect from the client Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Industry • Financial Services • High Tech • Higher Education • Healthcare • Retail / Manufacturing • Entertainment • 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 • Characteristics • Internal / External • Profit/Not-for-Profit • Large/Small • Public/Private Question: How can we best prepare ourselves for the profession or an interview? Answer: Be focused Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Question: How can we best prepare ourselves for the profession or an interview (cont.)? • Be focused about what kind of consulting you want to pursue • Talk to people: network • Follow up with interviews that did not go well • Get your resume referred from someone within • Check your resume • don’t underestimate past work experience • don’t forget charity work • Research the company Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
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 EXISTING OR POTENTIAL CONFLICT THAT YOUR TEAM MAY FACE AS A CLIENT 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 the conflict discussed Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Thank You Deborah Bernsteindeborah.s.bernstein@us.pwcblobal.com Rod Blacklockmissross@rcn.com Suzie Sergisuzanne.m.sergi@us.arthurandersen.com Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
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 Goleman Vin O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management
Things to Inquire about when talking to Consulting 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 O’Reilly Diane Weiss / Consulting Boston College Carroll Graduate School of Management