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The Art of Consulting…...
M. Katundu
Moshi Co-operative University
June, 2021
“If I can see further than others, it is
because I am standing on the
shoulders of the giants”-
Sir Isaac Newton
“Everyone lives by selling something”-
Robert Louis Stevenson
Qn: what do you sell?
Consultant is a professional who provides
expert advice in a specialized field.
Consultancy is the activity of giving expert
advice on a particular subject.
Becoming a Consultant
 Know your strength. What can I do best?
 Know your weaknesses. What can’t I do?
 Supplement your strength with the strength of
others. Who can help me minimize my
weaknesses?
 Start small. We are always told to think big, for
a beginner in consultancy “small is beautiful”.
 Always be a team player. African proverb, “if
you want to go fast go alone but if you want to
go far go together”.
Structure & Content of the ToR
 Background information
 Objectives of the assignment
 Scope of work
 Desired methodology
 Deliverables
 Qualification of a Consultant
 Roles and Responsibilities of Consultant & Client
 Proposal Evaluation Criteria
 Ethical Compliance
 Proposed time line
 Proposed structure of the proposals
 Snap shot of a contract
 Submission guidelines
 Deadline
 Name and Contact address of a client
do's and don'ts of consulting
Do’s
 Technical proposal should as much as possible reflect your expertise, not your
ignorance.
 Read the ToR critically. Understand the methodology proposed by the client
 Submit your proposals on time
 Know your competitors
 Know what the clients want
 Prepare very well for interviews
 Execute well your duties, “safari moja huanzisha nyingine (One trip starts the
other)”
 Involve the client and beneficiaries in executing the assignment (participatory
approach)
 Talk like an expert
don'ts
 Do not apply if you do not know very well the subject
matter
 Do not copy so many words from the ToR/website when
writing the proposals
 Do not over charge. Have a justification for costs of your
items
 Do not submit without editing your proposals
 Do not insert words/terminologies which you can’t explain
fully
How much should I charge for consultancy?
 Consultancy is the provision of expert services to an
organisation and the fees charged should reflect this.
They should cover the cost of staff time and the
background knowledge and expertise that will be
brought to the project.
 If you do not know how to price your services use
government circulars, e.g. that of civil servants
 Costs should be realistic
Content and Structure of abridged CV
 Abridged CV is a short description of your academic and
professional achievements
 It is normally written in one paragraph of not exceeding
350 words the shorter the better
 Start with your name and finish with memberships in other
professional organizations
 English ought to be attractive, use third person
 Bold the key achievements or italicize
 Is not a replacement for the long CV, every serious
consultant must have both an abridged and a long CV
Individual Work (15 minutes)
Individually prepare a competitive
abridged CV indicating your major
achievements
Content and Structure of Individual Proposal
 1.0 INTRODUCTION
 1.1 Background Information
 1.2 The Context and understanding of the Terms of References
 1.3 Comments on the Terms of References
 2.0 SCOPE OF THE WORK
 3.0 DELIVERABLES
 4.0 DESCRIPTION OF APPROACH AND METHODOLOGY
 5.0 WORK PLAN
 6.0 EXPERIENCE OF THE CONSULTING TEAM
 Similar Assignments executed by the consulting team
 Attach Long CVs of team members
Content and Structure of Institutional Proposal
 1.0INTRODUCTION
 1.1Background Information
 1.2The Context and understanding of the Terms of References
 1.3Comments on the Terms of References
 2.0SCOPE OF THE WORK
 3.0DELIVERABLES
 4.0DESCRIPTION OF APPROACH AND METHODOLOGY
 5.0 WORK PLAN
 6.0EXPERIENCE OF THE CONSULTING ORGANIZATION
 Similar Assignments executed by the consulting Organization
 Attach Long CVs of team members
Content and Structure of Financial Proposal
Introduction
Insert the project cost here
Major Assumptions
Proposed Action Plan
Consultancy Fees
Proposed Payment Modalities
EXPRESSION OF INTEREST
 1.0INTRODUCTION
 1.1Background Information
 1.2The Context and Understanding of the Assignment
 2. EXPERIENCE OF THE CONSULTING TEAM/ORGANIZATION
 Similar Assignments executed by the Consulting
Team/Organization
 3. Proposed Consultancy Team
 Attach Long CVs of team members
Group Work
In two groups prepare a
technical and financial proposal
to be submitted to Save the
Children Tanzania as per the
ToRs provided.
Others
Hard Skills vs Soft skills
Human interest story storytelling out of
project output
Thank you!

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Business Consulting_PPT 1.pptx

  • 1. The Art of Consulting…... M. Katundu Moshi Co-operative University June, 2021
  • 2. “If I can see further than others, it is because I am standing on the shoulders of the giants”- Sir Isaac Newton
  • 3. “Everyone lives by selling something”- Robert Louis Stevenson Qn: what do you sell?
  • 4. Consultant is a professional who provides expert advice in a specialized field. Consultancy is the activity of giving expert advice on a particular subject.
  • 5. Becoming a Consultant  Know your strength. What can I do best?  Know your weaknesses. What can’t I do?  Supplement your strength with the strength of others. Who can help me minimize my weaknesses?  Start small. We are always told to think big, for a beginner in consultancy “small is beautiful”.  Always be a team player. African proverb, “if you want to go fast go alone but if you want to go far go together”.
  • 6. Structure & Content of the ToR  Background information  Objectives of the assignment  Scope of work  Desired methodology  Deliverables  Qualification of a Consultant  Roles and Responsibilities of Consultant & Client  Proposal Evaluation Criteria  Ethical Compliance  Proposed time line  Proposed structure of the proposals  Snap shot of a contract  Submission guidelines  Deadline  Name and Contact address of a client
  • 7. do's and don'ts of consulting Do’s  Technical proposal should as much as possible reflect your expertise, not your ignorance.  Read the ToR critically. Understand the methodology proposed by the client  Submit your proposals on time  Know your competitors  Know what the clients want  Prepare very well for interviews  Execute well your duties, “safari moja huanzisha nyingine (One trip starts the other)”  Involve the client and beneficiaries in executing the assignment (participatory approach)  Talk like an expert
  • 8. don'ts  Do not apply if you do not know very well the subject matter  Do not copy so many words from the ToR/website when writing the proposals  Do not over charge. Have a justification for costs of your items  Do not submit without editing your proposals  Do not insert words/terminologies which you can’t explain fully
  • 9. How much should I charge for consultancy?  Consultancy is the provision of expert services to an organisation and the fees charged should reflect this. They should cover the cost of staff time and the background knowledge and expertise that will be brought to the project.  If you do not know how to price your services use government circulars, e.g. that of civil servants  Costs should be realistic
  • 10. Content and Structure of abridged CV  Abridged CV is a short description of your academic and professional achievements  It is normally written in one paragraph of not exceeding 350 words the shorter the better  Start with your name and finish with memberships in other professional organizations  English ought to be attractive, use third person  Bold the key achievements or italicize  Is not a replacement for the long CV, every serious consultant must have both an abridged and a long CV
  • 11. Individual Work (15 minutes) Individually prepare a competitive abridged CV indicating your major achievements
  • 12. Content and Structure of Individual Proposal  1.0 INTRODUCTION  1.1 Background Information  1.2 The Context and understanding of the Terms of References  1.3 Comments on the Terms of References  2.0 SCOPE OF THE WORK  3.0 DELIVERABLES  4.0 DESCRIPTION OF APPROACH AND METHODOLOGY  5.0 WORK PLAN  6.0 EXPERIENCE OF THE CONSULTING TEAM  Similar Assignments executed by the consulting team  Attach Long CVs of team members
  • 13. Content and Structure of Institutional Proposal  1.0INTRODUCTION  1.1Background Information  1.2The Context and understanding of the Terms of References  1.3Comments on the Terms of References  2.0SCOPE OF THE WORK  3.0DELIVERABLES  4.0DESCRIPTION OF APPROACH AND METHODOLOGY  5.0 WORK PLAN  6.0EXPERIENCE OF THE CONSULTING ORGANIZATION  Similar Assignments executed by the consulting Organization  Attach Long CVs of team members
  • 14. Content and Structure of Financial Proposal Introduction Insert the project cost here Major Assumptions Proposed Action Plan Consultancy Fees Proposed Payment Modalities
  • 15. EXPRESSION OF INTEREST  1.0INTRODUCTION  1.1Background Information  1.2The Context and Understanding of the Assignment  2. EXPERIENCE OF THE CONSULTING TEAM/ORGANIZATION  Similar Assignments executed by the Consulting Team/Organization  3. Proposed Consultancy Team  Attach Long CVs of team members
  • 16. Group Work In two groups prepare a technical and financial proposal to be submitted to Save the Children Tanzania as per the ToRs provided.
  • 17. Others Hard Skills vs Soft skills Human interest story storytelling out of project output