Management consulting process

Japan Productivity Center Consulting Dept.
Japan Productivity Center
Copyright © 2016 Japan Productivity Center All Rights Reserved
C-02 Consulting Process & Methodology
Consulting Process
Reporting Format
Scoping

1
Lesson Plan
1 Subject Consulting Process and Methodology
2 Learning Objective 1.Obtain Standard Consulting Process
2.Obtain Standard Reporting Format
3. Develop Scoping for the OJT company
3 Contents & Schedule
14:00-15:20 Consulting Process
1.Standard Consulting Process
2.Details of Each Steps
3.[Works] Draw 8 days Work Plan
15:40-17:00 Reporting Format
1.Standard Format
2.Case of Report (Projection Only)
Scoping
1.Scoping
2.[Work] Develop Scoping to the OJT company

2
1.Standard Consulting Process
2.Details of Each Steps
3.[Works] Draw 8 days Work Plan
Consulting Process

Standardised Consulting Process
WHY: Standardised Consulting Process
The consulting service must have a standardised process that:
•Enables the consulting service to be executed efficiently
•Allows clients to follow and support the process easily
•Facilitates data/information acquisition, analysis, usage and sharing
3

WHAT: Standardised Consulting Process
The process varies depending on the nature of projects, consulting firms
and clients.
However, it generally has the following stages :
•Fact Finding and Analysis
•Solutions Development
•Action Planning
•Reviews
4

Generic QC Story Six Sigma Consulting
Set Values Targeting Define 1.Scoping
Visualize Fact Findings Measure 2.3.Analysis
Evaluate
Cause
Analysis
Analysis 4.Determine Issues
Improve
Improvement
Improve
5.Improvement
6.Action Plan
Verify Result
7.Recommendation
8.Implementations
Standardize
Implement &
Deploy
Control
9.Evaluation
10.Further Assistances
Consulting Process & Other Processes

HOW: Standardised Consulting Process
Meeting with the clients and stakeholders to confirm consulting service provision
Developing a proposal that includes how to proceed
Confirming with the client (even temporary) the process/stages that was proposed
Executing the consulting and revise/amend the process (if necessary)
6

HOW: Standardised Consulting Process
(Determine the purpose and interest of the consulting service)
Develop the process model that best fit the purpose
Develop formats to be used in the process (documentation)
Conduct service according to the process model
Report periodically (process and results)
Evaluate process (make necessary changes on it, if required)
7

WISE Project Consulting Process Model
1. Scoping
Clarify Needs of
Consulting
2. External
Environment
Analysis(Macro/Mark
et/Trends)
3. Internal
Environment
Analysis(Financial/ES/
CS/Process/Organizati
onal)
4. Determination
Management Issues
5. Draft Proposal of
Improvement
6. Optimize Action
Plans, Consensus
7. Presentation of
Recommendations
8.Assist in
Implementation
9. Review and
Evaluation of
Implementation
10. Further
Assistance
8
 10 Steps of WISE Project Consulting Process

Other Consulting Process Model General
9
Accept
inquiry Meeting Organizing Prior Diagnosis Diagnosis Recommendation Following Up
Outline
interest
Range
Focus
Inputs
from the
company
Teaming up
Scheduling
Financial
Statements
Market
information
Stakeholders’
comments
Interviewing
Hearing
Observing
Data
Collection
Analysis
Determine subjects
Road mapping
Action Plan
Monitoring
Training
Environment
Analysis
Site, Field Analysis Documents Analysis Hearing Analysis
Subjective Quantitative Qualitative

Other Process Model
Strategic Planning
10
Check
Corporate
Situation
Performance Analysis
1. Chronological
2. Benchmarking
3. Competitors
4. Plan & Performance
SWOT
1. OT
2. SW
3. Focus
Structuring
Strategy
1. Strengthen S
2. Improve W
3. Establishing
Management
4. Set the goal
Action Plan
1. KPIs
2. Process
3. Response
4. Schedules
 Strategy Implementation Process
Structure
(S)
Conduct
(C)
Performance
(P)
 Management Process
Plan
(P)
Do
(D)
Check
(C)
Action
(A)

Details of Steps
11

1.Scoping
Clarify project objectives, scope and resources required
Client’s background and situation
Problems/Issues faced by the client
Consequence/Impact of the problems/issues
Client personnel involvement
Terms of Reference/Deliverables expected by client
Commencement and completion dates of project
12

In Case of Commercial Consultation for Contracting
Project Proposal Writing and Submission
Documentation (word or power-point format) on the identified
project, such as:
Project background
Project objectives
Scope of work
Methodology and deliverables
Project schedules
Project team composition
Professional Fees and Payment Schedules
13

2. External Environment Analysis
PEST Analysis
Competitive Analysis
5 Forces
3C
Growth Matrix
PPM
Supply Chain Model
etc.
14
Global/Regional
Nation
Market
Competition
Current Future

3. Internal Environment Analysis
Productivity
Financial Performance
Customer Satisfaction
Employee Satisfaction
Operational Excellence
Organizational Capability
Internal Resources
VRIO
15
Thread/ Opportunity
Strength/Weakness

2/3 Other Data Collection and Analysis
Draw out the road map for analysis and improvement
(Schematics)
Ensure accurate and reliable data and information (qualitative
and quantitative) are gathered and analyzed
Identify data/information required
Establish sources of data/information (internal and external)
Adopt appropriate data-gathering/questioning techniques
Analyze linkages/patterns of the data/information collected
Test hypothesis validity against data/information collected to support
findings and conclusions
16

Productivity Issue
Quality Issue
Report
Presentation
Developing
Solution
Ideas
Bird eye
View
Briefing
Interview
Data
Request
Observation
Cost
Analysis
Data
Work
Sampling
Process
Analysis
ES Data
ES analysis
Confirm
Issues
Subject
Focus
Analysis
Issues
Solutions
Effects
Action Plan
Day 1 Day 8
Day 7
Day 6
Day 4
Day 3
Day 2 Day 5
Defect
Data
PQ
analysis
Interviews
Route
cause
Analysis
Flow
Analysis
Route
Analysis
Combined
Analysis
Developing
Solution
Ideas
Priority
Effects
Action
Plan
Interview
HR Issue
Mktg
Interview
Solution Ideas
MKtg Issue
Solution Ideas
(Schematics)

4. Determine Issues
Find problems by data/information analysis
Develop the Hypnosis to apply analysis
Collect further information to prove the hypothesis
19

5. Draft Proposal of Improvement
Create multiple approaches for improvement
Findings on Problems, Current Result
Analysis on Causes, Factors, Mechanisms
Potential Improvements that can be taken with
•Less Effort
•Large Impact
Write on Fact Base,
Evidence Base, Data Oriented
Discuss with clients to determine
what can be taken into actions.
20

6. Action Plan Development
Ensure solutions and recommendations to clients are based on
valid findings and conclusions
Show linkages of ‘Cause’ and ‘Effect’
Test potential solutions
•Pilot tests
•Trial presentations/discussions
Refine and finalize solutions/recommendations
21

Proposal (Recommendat
consider
Action
Plans
Specific Analysis of Operations
2 Nov.
Mon
3
Tue
4
Wed
5
Thu
10
Tue
11
Wed
1st week 2nd week 4th week
14
Sat
3rd week
23
Mon
24
Tue
★
Kick-
off
team
activity
day
■Current
situation
■Data
collection
■Analyze the data in work site
team
activity
Company
Member
participant
Joint Kaizen activity with Kaizen team member
■consider the Kaizen
action &
countermeasure
■practic1
model Kaizen
idea
★
Presentation
Support model Kaizen
trial
■check the Kaizen
result
■prepare
presentation
Consider Kaizen idea
Please try the continuous
Kaizen activity
[Piloting solutions]

< AM 9:0012:00 >
1. Conform the project schedule outline/ target.
2. Introduce the company outline/presentation
3. work site tour
< PM 13:00 16:00 >
4.Discuss the problem, Kaizen point and Kaizen target
5.Start Kaizen activity/check the actual work site data

7.Presentation of Recommendation
Make consulting report document
Use standard format
Make executive summary
Invite people as much as possible
Present important points
Welcome and note COMMENTS
Provide SOFT copy file along with Presentation
Collecting FEEDBACK information
From audience of presentation
From the client company
24

8.Implementation Assistance
Assist clients in the proper and successful implementation of
the proposed solutions along with achieving more than 50% of
implementations among action plans
Define roles and responsibilities as well as assigned tasks
Briefing of staff involved in the implementation
Training and guidance of project team(s)
Visit periodically to encourage the client team
Monitor and record the progress of action plans
Discuss on the progress, effectiveness, difficulties with client team
Review progress and recommend changes, if necessary
25
50% or More !

9.Review and Evaluation
Verify the result and actions implemented
Implement ESS again
Define action plans before implementation
Define actions Taken / Not taken with Reasons
Define direct effects by actins taken/ indirect effects as well
Develop the further improvement plan on consulting process
Make summary of PDCA for consulting process
Make documents and presentation of the clients improvement
26

10.Futher Assistance
Hear on needs and request for further assistance for the
company
Another issues and subjects
Training workshop
Providing further specific analysis
Provide self assessment/improvement guidance
27

28
Draw 8 days working plan
for presenting to the OJT company
Step Contents/Method Output
1
2
3
4
5
6
7
8
Group Work

29
1.Standard Format
2.Case of Report (Projection Only)
Reporting Format

30
Case of Report (Projection Only)

1.Scoping
2.[Work] Develop Scoping to the OJT company
Scoping

32
Process for Making Consulting Scope
Inquiry
Desk Top Survey
& Analysis
Provisional
Project offer
Discussion with
CEOs
Scope
Confirmed Project outline
1.Why
2.What
3.Where
4.How
5.When
6.Who
Data Collection &
Analysis from for
the Client
Non Disclosures
Agreement
(NDA)
Contract
Scope
Term
Fee
Deliverable

33
1.Why
2.What
3.Where
4.How
5.When
6.Who
Background
Objective
Scope
Methodology
Step
Deliverable
Schedule
Team
Points to be confirmed through Scoping

34
Preliminary Assessment Form
(Please provide the information requested in the Assessment Form where available. You may also
provide us with other reports that contain the information requested in the Form.)
1. GENERAL INFORMATION ON THE COMPANY
1-1 Name of the company: PERFECT TOUR SERVICES CO., LTD.
1-2 Address: 273B An Duong Vuong Street., ward 3, district 5, HCM City.
1-3 Date of establishment: 1997.
1-4 Name(s) of senior management (e.g. Chief Executive Officer, Chief Operating Officer, Financial
Controller): MR NGUYEN THE KHAI – General Director
1-5 Type and ownership of the company:
1-6 Type of Industry, Business Category: Consultant and tour arrangement.
1-7 Financial and manpower information in the last three years
Group Work
Develop Scoping to the OJT company
Study with the OJT company with their needs for the consulting, through
 Application Form
 Interviewing with Coach
 Dest Top Research
Then, make Provisional Proposal Sheet to the Company

35
5-1. What do you expect management consultancy service, in general
Find solutions to solve the problem ( 4-2)
5-2.Expectation in particular from the project
The project will provide your company following deliverable, please check the box which you prefer to have
[ ] Analysis on the external circumstances of the company
[ ] Analysis on the performance of the company (productivity, financial indicators)
[  ] Employee Satisfaction survey on the company
[ ]Identifying the important issues to be taken for action
[  ] Recommendations and roadmap for improvement
[  ] Short training session for managers
[  ] A set of consulting report documents

Company Profile
36
Company Name
Contact Details of Company
Address
Telephone No.
Name of CEO
Incorporation year
Capital (S$)
Type of Industry
Nature of Business
Form of enterprise
Annual Sales (VNĐ)
Number of Establishments
Successor
Experience in engaging
consultants
Group Work

37
I. Background
II. Project Scope
III. Scope of Work
IV. Methodology
V. Deliverable
Provisional Consulting Project Proposal
Group Work

38
8 days working plan
Step Contents/Method Output
1
2
3
4
5
6
7
8
Group Work

Start communication for OJT
Team
1. Study with the Application Form
2. Do Desk-Top Research on the Company
3. Making Scoping & Schedule Proposal to the Company
Leader
1. Contact the Company for Scheduling Visits
2. Also Communicate with Company Necessary Preparation
39

THANK YOU
40

Management consulting process

More Related Content

What's hot

Similar to Management consulting process

Recently uploaded

Management consulting process