Slides from guest lecture by Mike Maddaloni - @thehotiron - on September 25, 2018 at the University of Wisconsin - Oshkosh to students in the Interactive Web Management (IWM) major on consulting skills, ahead of their first client visits.
4. Mike Maddaloni
@thehotiron 4
Who am I?
• Consultant my entire career
– Actually, since high school
– And even when my title wasn’t “consultant”
• Worked with and for variety of firms
5. Mike Maddaloni
@thehotiron 5
What is a Consultant?
• Merriam-Webster says:
– One who gives professional
advice or services
– Expert
Image Source – Jantoo.com, under license
6. Mike Maddaloni
@thehotiron 6
My Definition of a Consultant
• Providing value-added services to clients
• Providing capabilities they do not have
• Finding the right answers, not just providing
answers
• Customer Service
8. Mike Maddaloni
@thehotiron 8
Thoughts on Client Meetings
• First impressions mean a lot
– Whether you like it or not
• Look the part
– Attire, organization… and looking
• Computer vs. Paper
• Do your own role play
9. Mike Maddaloni
@thehotiron 9
Status Reports
• The Vital Evil!
• Ensures everyone is on the same page
• Identifies target audience, progress,
outstanding work, and risk
10. Mike Maddaloni
@thehotiron 10
Thoughts on Status Reports
• Be realistic with schedule
– Allow room for changes
– Beyond the status report, check in on schedule
• Deliverables are your reputation
• We are better editors than we are writers
11. Mike Maddaloni
@thehotiron 11
Thoughts on Target Audience
• The ultimate spaghetti test
• All hinges on it and its accuracy
• Use the clients own words to describe it
12. Mike Maddaloni
@thehotiron 12
Thoughts on Risk
• Risk is there – deal with it!
• It’s Risk Management, not Risk Elimination
• Identify it, create plans to address it
– Plan B
14. Mike Maddaloni
@thehotiron 14
What is a Proposal?
• What you are going to do – a.k.a. scope
– Not necessarily what you are NOT going to do
• A sales tool
• An extension of you
15. Mike Maddaloni
@thehotiron 15
Thoughts on Proposals
• Selling the work to be done AND you to do it
• Make sure they read it!
– Client should fully understand it
– Review it with them together if necessary
16. Mike Maddaloni
@thehotiron 16
More Thoughts on Proposals
• Cite relevant sources
– To industry
– To client contact
– Get more than you need, pick the best
• Write it like you have competition for the work,
even if you don’t