Learning Path Index
By Content Area
- Adjusting to the Consulting World
- The Consultant's Toolkit
- Managing Projects in a Consulting Environment
- Managing a Consulting Client
- Mastering Managing a Consulting Practice
- Market Intercept (Including Selling)
By Role
- Consultant / Associate
- Senior Consultant
- Manager / Lead Consultant
- Senior Manager / Principal
- Practice Lead
- Sales Representative
Adjusting to the Consulting World
Section 1: Introduction
- Introduction to Adjusting to the Consulting World
- Getting Started with the Material
- First Year in Consulting (Discussion)
Section 2: Doing Work
- Doing Work Overview
- Expectations
- Communicating
- Organizing Yourself
- Lifecycle of an Assignment
- Lifecycle of an Assignment (Discussion)
- Setting Expectations (Discussion)
Section 3: Consulting Environment
- The Consulting Environment Overview
- The Consulting Environment Client Side
- The Consulting Environment Internal Team
Section 4: Project World
Section 5: Additional Thoughts
- How the Business Works & Your Role
- Work Life Balance
- Consulting in Multigenerational Environment
- Consulting in Multigenerational — Life Balance (Discussion)
- Consulting in Multigenerational — Working Style Communication (Discussion)
The Consultant's Toolkit
Section 1: Introduction
Section 2: Doing Work
- Overview of Doing Work
- Effective Beginnings of Assignments
- Delivery Effectiveness
- Creating a Presentation
- Writing as a Consultant
Section 3: Client Communications
- Overview of Client Communications
- Conducting Interviews
- Daily Client Interactions
- Answering Client Questions
- Presenting and Reporting Out
- Running a Meeting
Section 4: Internal Communication
- Overview of Internal Communication
- Upward and Team Communication
- Getting Information and Project Support
- How Do I Leverage More Senior People
- Keeping Others Updated
Section 5: Additional Thoughts
- Importance of Revenue, Repeat Business, and New Accounts
- Start Building Long Term Relationships at Client
- Stay Connected and Invest in Client and Firm — Team
- A Tool for Building Habits
Managing Projects in a Consulting Environment
Section 1: Introduction
Section 2: Client Interaction
- Overview Client Communication Managing Projects
- Getting a Project Started in a Client Environment
- Staying ahead of the Client –- Managing Through the Fog
- Building and Maintaining Client Confidence and Momentum
- Project Issue – Client Not Doing Their Job
- Project Issue – Scope Management Tools
- Project Issue – Antibodies
- Staying Focused on Solving the Client Problem
- Issues, Closure, and Roles (Scenario)
- The Project Issue (Role Play)
Section 3: Managing Team
- Overview Managing Team Managing Projects
- Project Planning
- The Art of Replanning
- Outcome Based Coaching in Developing a Consultant
- Motivating
- Leverage
- Feedback
- New Team (Discussion)
- Issues with Your Team
- Keeping Team Informed
- Constructive Feedback (Role Play)
- A Big Change from the Client (Role Play)
- Informing the Team of the Client Change (Role Play)
Section 4: Additional Thoughts
Managing a Consulting Client
Section 1: Introduction
Section 2: Accounts Planning
- Account Planning Overview
- The Plan High Level
- The Communication Plan
- Implementation of a Communication Plan
- Communication Plan -1- (Role Play)
- Communication Plan -2- (Role Play)
- Implementation of Communication Plan -1- (Role Play)
- Implementation of Communication Plan -2- (Role Play)
Section 3: Steering Committee
- Steering Committee Overview
- Power of the Steering Committee
- Client Communication of Steering Committee
- Planning for the Steering Committee
- Steering Committee Issues
- Steering Committee Prep
- Steering Committee Walk Through
- First Steering Committee Agenda (Scenario)
- First Meeting Planning (Scenario)
- Steering Committee Briefing Roles (Scenario)
- Steering Committee Upsell with the Buyer (Scenario)
Section 4: Executive Relationships & Other Communications
- Client Leader Relationships Overview
- Importance of Building Client Leader Relationships
- Your Role
- How to Guide
- Individual and Cohort Communications as Part of Communication Plan
- Preparing for and Conducting Important One on One meetings
- Preparing for and Conducting Cohort Meeting
- Its hit the Fan (Scenario)
Mastering Managing a Consulting Practice
Section 1: Introduction
Section 2: Offer Portfolio
Section 3: Account Segmentation
Section 4: Account Journey
Section 5: Offer Structure
Section 6: Managing Leaders
Market Intercept (Including Selling)
Section 1: Introduction
- Introduction to Market Interpret (Selling)
- The Challenge of Selling Consulting
- Product Selling vs True Solution Selling
- Importance of Entry Projects as part of your Offer Structure
Section 2: Idea Meetings
- Idea Theory Overview
- Presenting Ideas
- The Initial Idea Meeting
- Language in the Idea Meeting
- Ending the Idea Meeting
Section 3: Stakeholder Meetings
- Stakeholder Meeting Power and Overview
- Stakeholder Meeting Format
- Stakeholder Meeting Tools
- Closing the Stakeholder Meeting
- Stakeholder Meeting (Role Play)
Section 4: Crafting Proposal
Section 5: Closing
Section 6: Additional Thoughts
Consultant/Associate
Adjusting to the Consulting World
Section 1: Introduction
Section 2: Doing Work
- Doing Work Overview
- Expectations
- Communicating
- Organizing Yourself
- Lifecycle of an Assignment
- Lifecycle of an Assignment (Discussion)
- Setting Expectations (Discussion)
Section 3: Consulting Environment
- The Consulting Environment Overview
- The Consulting Environment Client Side
- The Consulting Environment Internal Team
Section 4: Project World
Section 5: Additional Thoughts
- How the Business Works & Your Role
- Work Life Balance
- Consulting in Multigenerational Environment
- Consulting in Multigenerational — Life Balance (Discussion)
- Consulting in Multigenerational — Working Style Communication (Discussion)
The Consultant's Toolkit
Section 1: Introduction
Senior Consultant
The Consultant's Toolkit
Section 1: Introduction
Section 2: Doing Work
- Overview of Doing Work
- Effective Beginnings of Assignments
- Delivery Effectiveness
- Creating a Presentation
- Writing as a Consultant
Section 3: Client Communications
- Overview of Client Communications
- Conducting Interviews
- Daily Client Interactions
- Answering Client Questions
- Presenting and Reporting Out
- Running a Meeting
Section 4: Internal Communication
- Overview of Internal Communication
- Upward and Team Communication
- Getting Information and Project Support
- How Do I Leverage More Senior People
- Keeping Others Updated
Section 5: Additional Thoughts
- Importance of Revenue, Repeat Business, and New Accounts
- Start Building Long Term Relationships at Client
- Stay Connected and Invest in Client and Firm — Team
- A Tool for Building Habits
Managing Projects in a Consulting Environment
Section 1: Introduction
Manager / Lead Consultant
Managing Projects in a Consulting Environment
Section 1: Introduction
Section 2: Client Interaction
- Overview Client Communication Managing Projects
- Getting a Project Started in a Client Environment
- Staying ahead of the Client –- Managing Through the Fog
- Building and Maintaining Client Confidence and Momentum
- Project Issue – Client Not Doing Their Job
- Project Issue – Scope Management Tools
- Project Issue – Antibodies
- Staying Focused on Solving the Client Problem
- Issues, Closure, and Roles (Scenario)
- The Project Issue (Role Play)
Section 3: Managing Team
- Overview Managing Team Managing Projects
- Project Planning
- The Art of Replanning
- Outcome Based Coaching in Developing a Consultant
- Motivating
- Leverage
- Feedback
- New Team (Discussion)
- Issues with Your Team
- Keeping Team Informed
- Constructive Feedback (Role Play)
- A Big Change from the Client (Role Play)
- Informing the Team of the Client Change (Role Play)
Managing a Consulting Client
Section 4: Introduction
Section 5: Accounts Planning
- Account Planning Overview
- The Plan High Level
- The Communication Plan
- Implementation of a Communication Plan
- Communication Plan -1- (Role Play)
- Communication Plan -2- (Role Play)
- Implementation of Communication Plan -1- (Role Play)
- Implementation of Communication Plan -2- (Role Play)
Section 6: Steering Committee
- Steering Committee Overview
- Power of the Steering Committee
- Client Communication of Steering Committee
- Planning for the Steering Committee
- Steering Committee Issues
- Steering Committee Prep
- Steering Committee Walk Through
- First Steering Committee Agenda (Scenario)
- First Meeting Planning (Scenario)
- Steering Committee Briefing Roles (Scenario)
- Steering Committee Upsell with the Buyer (Scenario)
Section 7: Executive Relationships & Other Communications
- Client Leader Relationships Overview
- Importance of Building Client Leader Relationships
- Your Role
- How to Guide
- Individual and Cohort Communications as Part of Communication Plan
- Preparing for and Conducting Important One on One meetings
- Preparing for and Conducting Cohort Meeting
- Its hit the Fan (Scenario)
Senior Manager / Principal
Managing a Consulting Client
Section 1: Accounts Planning
- Account Planning Overview
- The Plan High Level
- The Communication Plan
- Implementation of a Communication Plan
- Communication Plan -1- (Role Play)
- Communication Plan -2- (Role Play)
- Implementation of Communication Plan -1- (Role Play)
- Implementation of Communication Plan -2- (Role Play)
Section 2: Steering Committee
- Steering Committee Overview
- Power of the Steering Committee
- Client Communication of Steering Committee
- Planning for the Steering Committee
- Steering Committee Issues
- Steering Committee Prep
- Steering Committee Walk Through
- First Steering Committee Agenda (Scenario)
- First Meeting Planning (Scenario)
- Steering Committee Briefing Roles (Scenario)
- Steering Committee Upsell with the Buyer (Scenario)
Section 3: Executive Relationships & Other Communications
- Client Leader Relationships Overview
- Importance of Building Client Leader Relationships
- Your Role
- How to Guide
- Individual and Cohort Communications as Part of Communication Plan
- Preparing for and Conducting Important One on One meetings
- Preparing for and Conducting Cohort Meeting
- Its hit the Fan (Scenario)
Market Intercept (Including Selling)
Section 4: Introduction
- Introduction to Market Interpret (Selling)
- The Challenge of Selling Consulting
- Product Selling vs True Solution Selling
- Importance of Entry Projects as part of your Offer Structure
Section 5: Idea Meetings
- Idea Theory Overview
- Presenting Ideas
- The Initial Idea Meeting
- Language in the Idea Meeting
- Ending the Idea Meeting
Section 6: Stakeholder Meetings
- Stakeholder Meeting Power and Overview
- Stakeholder Meeting Format
- Stakeholder Meeting Tools
- Closing the Stakeholder Meeting
- Stakeholder Meeting (Role Play)
Section 7: Crafting Proposal
Section 8: Closing
Section 9: Additional Thoughts
Practice Lead
Mastering Managing a Consulting Practice - Balancing
Section 1: Introduction
Section 2: Offer Portfolio
Section 3: Account Segmentation
Section 4: Account Journey
Section 5: Offer Structure
Section 6: Managing Leaders
Sales Representative
Introduction to the Consultant's Way
Section 1: Introduction
Market Intercept (Including Selling)
Section 2: Introduction
- Introduction to Market Interpret (Selling)
- The Challenge of Selling Consulting
- Product Selling vs True Solution Selling
- Importance of Entry Projects as part of your Offer Structure
Section 3: Idea Meetings
- Idea Theory Overview
- Presenting Ideas
- The Initial Idea Meeting
- Language in the Idea Meeting
- Ending the Idea Meeting
Section 4: Stakeholder Meetings
- Stakeholder Meeting Power and Overview
- Stakeholder Meeting Format
- Stakeholder Meeting Tools
- Closing the Stakeholder Meeting
- Stakeholder Meeting (Role Play)
Section 5: Crafting Proposal
Section 6: Closing
Section 7: Additional Thoughts
Managing a Consulting Practice
Section 8: Introduction
Section 9: Offer Portfolio
Section 10: Account Segmentation
Section 11: Account Journey