How to Manage Consulting in Teams

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Watch the video on this page: http://www.mbopartners.com/about/events/pastevents.html …

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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  • 1. Working in Teams to Amplify Your Independent Consulting Career 1 Copyright © 2009 MBO Partners. All rights reserved.
  • 2. Gene Zaino President and CEO 2 Copyright © 2009 MBO Partners. All rights reserved.
  • 3. Kelly Scherer Team Manager 3 Copyright © 2009 MBO Partners. All rights reserved.
  • 4. Bill James Executive Vice President, Senior Executive Services 4 Copyright © 2009 MBO Partners. All rights reserved.
  • 5. Why W k i T Wh Work in Teams? ? 5 Copyright © 2009 MBO Partners. All rights reserved.
  • 6. The Advantages g 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 6 Copyright © 2009 MBO Partners. All rights reserved.
  • 7. The Challenges g Differing styles, approaches and methodologies Who is the boss? Increases the amount of administrative duties 7 Copyright © 2009 MBO Partners. All rights reserved.
  • 8. Types of Teams yp Project-based Team Assemble the talent for a particular one time deliverable one-time Generally a large project Team leader manages the project and negotiates the terms Consulting Team Maintain a network or bench of qualified talent Market the skills and experience Find engagements for one or more people Assign the person or group to the engagement Broker or Recruiter Team Solicit requirements from clients who need talent Recruit and qualify talent Present t client for engagement P t to li t f t 8 Copyright © 2009 MBO Partners. All rights reserved.
  • 9. MBO Teams: T Our Capabilities 9 Copyright © 2009 MBO Partners. All rights reserved.
  • 10. 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 10 Copyright © 2009 MBO Partners. All rights reserved.
  • 11. 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 11 Copyright © 2009 MBO Partners. All rights reserved.
  • 12. Case Study: Bill James J Senior Executive Services 12 Copyright © 2009 MBO Partners. All rights reserved.
  • 13. Questions? Gene Zaino 1-800-220-0469 gene@mbopartners.com g @ p Kelly Scherer 1-800-220-0469 x 6025 kscherer@mbopartners.com Bill James 1-866-719-1881 Bill.James@seniorexecutiveservices.com 13 Copyright © 2009 MBO Partners. All rights reserved.