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Consulting Process Model: Phase 2

In yesterday's post, I described the first phase of a consulting process model I was familiar with. Again, this model isn't unique and shares many core ideas that you'll find with other models. However, I believe it can be instrumental in one's growth as a consultant to read about what other people have found successful. With that in mind, here's the second and final phase of the consulting process model.

Engagement Kickoff

This is where you initiate the engagement with a description of everyone's expectations and prepare to deliver all you've promised.

Client Relationship Skills

Maintaining a good rapport and strong relationships with client personnel is critical. You this by maintaining insight and sensitivity to differences in style and substance.

Business Consulting Ethics

In some situations you may face ethical dilemmas which will demand a practical and professional response. Do not jump to conclusions and try to make sure you have the "big picture".

Dynamics of Organizational Change

Consultants, by their nature, are change agents. Your assessment of your client's readiness to change will support your implementation efforts.

Report Writing and Presentations

Synthesizing raw information into a persuasive, insightful message comprises the core of consulting advice. Successful results for both client and consultant requires simple, yet compelling models for thinking, writing, and presentations.

Engagement Management

Manage engagement activities using project management procedures. Managem changes in project scope and the delivery of bad news so that they do not erode engagement results and profitability.

Measuring and Evaluating Results

You'll need to establish with your client the what, how, and when of measuring project results.

Filed under: Thoughts on Consulting

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