SlideShare a Scribd company logo
1 of 18
Mike Maddaloni
@thehotiron 1
Client Meetings,
Status Reports, Proposals,
Oh My!
Journalism 61-440
UW – Oshkosh
September 25, 2018
Mike Maddaloni
@thehotiron 2
Agenda
• Me
• Being a Consultant
• Client Meetings
• Status Reports
• Proposals
• Q & A
Mike Maddaloni
@thehotiron 3
But first…
• Full disclosure
• #VEHAMO
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
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
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
Mike Maddaloni
@thehotiron 7
Client Meetings
• First, a little role play…
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
Mike Maddaloni
@thehotiron 9
Status Reports
• The Vital Evil!
• Ensures everyone is on the same page
• Identifies target audience, progress,
outstanding work, and risk
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
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
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
Mike Maddaloni
@thehotiron 13
Proposals
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
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
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
Mike Maddaloni
@thehotiron 17
Q & A
?
Mike Maddaloni
@thehotiron 18
Thank You!
thehotiron.com
Image Sources – Harry Houdini (https://www.britannica.com/biography/Harry-
Houdini), Marie Curie (https://www.britannica.com/biography/Marie-Curie),
Frida Kahlo (https://www.britannica.com/biography/Frida-Kahlo)

More Related Content

Similar to Mike Maddaloni Guest Lecture at University of Wisconsin – Oshkosh on Consulting

Switching On the Growth Engine in Your Small Consulting Practice
Switching On the Growth Engine in Your Small Consulting PracticeSwitching On the Growth Engine in Your Small Consulting Practice
Switching On the Growth Engine in Your Small Consulting PracticeGYK Antler
 
KM SHOWCASE 2020 - The Silver Bullet Paradox
KM SHOWCASE 2020 - The Silver Bullet ParadoxKM SHOWCASE 2020 - The Silver Bullet Paradox
KM SHOWCASE 2020 - The Silver Bullet ParadoxKM Institute
 
Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...
Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...
Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...CzechDreamin
 
Sales Prospecting by Divy Pujara
Sales Prospecting by Divy PujaraSales Prospecting by Divy Pujara
Sales Prospecting by Divy PujaraDivyPujara1
 
Business Startup Bootcamp - Day 1
Business Startup Bootcamp - Day 1Business Startup Bootcamp - Day 1
Business Startup Bootcamp - Day 1David Bozward
 
Outwrite PR Social Media training
Outwrite PR Social Media training Outwrite PR Social Media training
Outwrite PR Social Media training Outwrite
 
Mastering your brand story in the digital age with content marketing
Mastering your brand story in the digital age with content marketingMastering your brand story in the digital age with content marketing
Mastering your brand story in the digital age with content marketingThe Digital Conversationalist
 
Relationship Marketing - Leads from Social
Relationship Marketing - Leads from SocialRelationship Marketing - Leads from Social
Relationship Marketing - Leads from SocialParth Pandya
 
The Value of Developing Relationships in Selling
The Value of Developing Relationships in SellingThe Value of Developing Relationships in Selling
The Value of Developing Relationships in SellingJames Muir
 
How to Find Better Clients on LinkedIn
How to Find Better Clients on LinkedInHow to Find Better Clients on LinkedIn
How to Find Better Clients on LinkedInThink Bespoke
 
Using LinkedIn Effectively for Sales People
Using LinkedIn Effectively for Sales PeopleUsing LinkedIn Effectively for Sales People
Using LinkedIn Effectively for Sales PeopleDale Denham
 
Social media analytics - techniques and tools
Social media analytics - techniques and toolsSocial media analytics - techniques and tools
Social media analytics - techniques and toolsSmart Insights
 
Social media 201 - Using LinkedIn
Social media 201 - Using LinkedInSocial media 201 - Using LinkedIn
Social media 201 - Using LinkedInDale Denham
 
The best Linkedin guide I've read in this time - "istruzioni per l'uso"
The best Linkedin guide I've read in this time - "istruzioni per l'uso"The best Linkedin guide I've read in this time - "istruzioni per l'uso"
The best Linkedin guide I've read in this time - "istruzioni per l'uso"Loris Castagnini
 
Linkedin for sales and aquisition
Linkedin for sales and aquisitionLinkedin for sales and aquisition
Linkedin for sales and aquisitionDavid Malone
 
Powerful LinkedIn Strategies for Small Businesses by Maggie Barr
Powerful LinkedIn Strategies for Small Businesses by Maggie BarrPowerful LinkedIn Strategies for Small Businesses by Maggie Barr
Powerful LinkedIn Strategies for Small Businesses by Maggie BarrKat & Mouse Co.
 
Growing Your Business & Profile with LinkedIn
Growing Your Business & Profile with LinkedIn Growing Your Business & Profile with LinkedIn
Growing Your Business & Profile with LinkedIn Jennifer Corcoran
 

Similar to Mike Maddaloni Guest Lecture at University of Wisconsin – Oshkosh on Consulting (20)

Switching On the Growth Engine in Your Small Consulting Practice
Switching On the Growth Engine in Your Small Consulting PracticeSwitching On the Growth Engine in Your Small Consulting Practice
Switching On the Growth Engine in Your Small Consulting Practice
 
KM SHOWCASE 2020 - The Silver Bullet Paradox
KM SHOWCASE 2020 - The Silver Bullet ParadoxKM SHOWCASE 2020 - The Silver Bullet Paradox
KM SHOWCASE 2020 - The Silver Bullet Paradox
 
Startup Pitch
Startup PitchStartup Pitch
Startup Pitch
 
Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...
Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...
Top 5 Tinder secrets of being the most ‘Desirable’ Salesforce consultant no o...
 
Sales Prospecting by Divy Pujara
Sales Prospecting by Divy PujaraSales Prospecting by Divy Pujara
Sales Prospecting by Divy Pujara
 
Business Startup Bootcamp - Day 1
Business Startup Bootcamp - Day 1Business Startup Bootcamp - Day 1
Business Startup Bootcamp - Day 1
 
Outwrite PR Social Media training
Outwrite PR Social Media training Outwrite PR Social Media training
Outwrite PR Social Media training
 
Mastering your brand story in the digital age with content marketing
Mastering your brand story in the digital age with content marketingMastering your brand story in the digital age with content marketing
Mastering your brand story in the digital age with content marketing
 
Relationship Marketing - Leads from Social
Relationship Marketing - Leads from SocialRelationship Marketing - Leads from Social
Relationship Marketing - Leads from Social
 
The Value of Developing Relationships in Selling
The Value of Developing Relationships in SellingThe Value of Developing Relationships in Selling
The Value of Developing Relationships in Selling
 
How to Find Better Clients on LinkedIn
How to Find Better Clients on LinkedInHow to Find Better Clients on LinkedIn
How to Find Better Clients on LinkedIn
 
Using LinkedIn Effectively for Sales People
Using LinkedIn Effectively for Sales PeopleUsing LinkedIn Effectively for Sales People
Using LinkedIn Effectively for Sales People
 
Social media analytics - techniques and tools
Social media analytics - techniques and toolsSocial media analytics - techniques and tools
Social media analytics - techniques and tools
 
Social media 201 - Using LinkedIn
Social media 201 - Using LinkedInSocial media 201 - Using LinkedIn
Social media 201 - Using LinkedIn
 
8 Ways to Use Social Media to Land Your Dream Job
8 Ways to Use Social Media to Land Your Dream Job8 Ways to Use Social Media to Land Your Dream Job
8 Ways to Use Social Media to Land Your Dream Job
 
The best Linkedin guide I've read in this time - "istruzioni per l'uso"
The best Linkedin guide I've read in this time - "istruzioni per l'uso"The best Linkedin guide I've read in this time - "istruzioni per l'uso"
The best Linkedin guide I've read in this time - "istruzioni per l'uso"
 
Linkedin for sales and aquisition
Linkedin for sales and aquisitionLinkedin for sales and aquisition
Linkedin for sales and aquisition
 
Content Marketing moving beyond buzzwords
Content Marketing moving beyond buzzwordsContent Marketing moving beyond buzzwords
Content Marketing moving beyond buzzwords
 
Powerful LinkedIn Strategies for Small Businesses by Maggie Barr
Powerful LinkedIn Strategies for Small Businesses by Maggie BarrPowerful LinkedIn Strategies for Small Businesses by Maggie Barr
Powerful LinkedIn Strategies for Small Businesses by Maggie Barr
 
Growing Your Business & Profile with LinkedIn
Growing Your Business & Profile with LinkedIn Growing Your Business & Profile with LinkedIn
Growing Your Business & Profile with LinkedIn
 

Recently uploaded

microwave assisted reaction. General introduction
microwave assisted reaction. General introductionmicrowave assisted reaction. General introduction
microwave assisted reaction. General introductionMaksud Ahmed
 
Arihant handbook biology for class 11 .pdf
Arihant handbook biology for class 11 .pdfArihant handbook biology for class 11 .pdf
Arihant handbook biology for class 11 .pdfchloefrazer622
 
Paris 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activityParis 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activityGeoBlogs
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdfQucHHunhnh
 
Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111Sapana Sha
 
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdfBASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdfSoniaTolstoy
 
CARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptxCARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptxGaneshChakor2
 
A Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy ReformA Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy ReformChameera Dedduwage
 
Advanced Views - Calendar View in Odoo 17
Advanced Views - Calendar View in Odoo 17Advanced Views - Calendar View in Odoo 17
Advanced Views - Calendar View in Odoo 17Celine George
 
Contemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptx
Contemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptxContemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptx
Contemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptxRoyAbrique
 
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...RKavithamani
 
Employee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptxEmployee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptxNirmalaLoungPoorunde1
 
Nutritional Needs Presentation - HLTH 104
Nutritional Needs Presentation - HLTH 104Nutritional Needs Presentation - HLTH 104
Nutritional Needs Presentation - HLTH 104misteraugie
 
Separation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and ActinidesSeparation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and ActinidesFatimaKhan178732
 
Student login on Anyboli platform.helpin
Student login on Anyboli platform.helpinStudent login on Anyboli platform.helpin
Student login on Anyboli platform.helpinRaunakKeshri1
 
Beyond the EU: DORA and NIS 2 Directive's Global Impact
Beyond the EU: DORA and NIS 2 Directive's Global ImpactBeyond the EU: DORA and NIS 2 Directive's Global Impact
Beyond the EU: DORA and NIS 2 Directive's Global ImpactPECB
 
Interactive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communicationInteractive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communicationnomboosow
 
Activity 01 - Artificial Culture (1).pdf
Activity 01 - Artificial Culture (1).pdfActivity 01 - Artificial Culture (1).pdf
Activity 01 - Artificial Culture (1).pdfciinovamais
 

Recently uploaded (20)

microwave assisted reaction. General introduction
microwave assisted reaction. General introductionmicrowave assisted reaction. General introduction
microwave assisted reaction. General introduction
 
Arihant handbook biology for class 11 .pdf
Arihant handbook biology for class 11 .pdfArihant handbook biology for class 11 .pdf
Arihant handbook biology for class 11 .pdf
 
Paris 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activityParis 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activity
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdf
 
Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111
 
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdfBASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
 
CARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptxCARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptx
 
A Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy ReformA Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy Reform
 
Advanced Views - Calendar View in Odoo 17
Advanced Views - Calendar View in Odoo 17Advanced Views - Calendar View in Odoo 17
Advanced Views - Calendar View in Odoo 17
 
Contemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptx
Contemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptxContemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptx
Contemporary philippine arts from the regions_PPT_Module_12 [Autosaved] (1).pptx
 
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
 
Código Creativo y Arte de Software | Unidad 1
Código Creativo y Arte de Software | Unidad 1Código Creativo y Arte de Software | Unidad 1
Código Creativo y Arte de Software | Unidad 1
 
Employee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptxEmployee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptx
 
Nutritional Needs Presentation - HLTH 104
Nutritional Needs Presentation - HLTH 104Nutritional Needs Presentation - HLTH 104
Nutritional Needs Presentation - HLTH 104
 
Separation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and ActinidesSeparation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and Actinides
 
Mattingly "AI & Prompt Design: The Basics of Prompt Design"
Mattingly "AI & Prompt Design: The Basics of Prompt Design"Mattingly "AI & Prompt Design: The Basics of Prompt Design"
Mattingly "AI & Prompt Design: The Basics of Prompt Design"
 
Student login on Anyboli platform.helpin
Student login on Anyboli platform.helpinStudent login on Anyboli platform.helpin
Student login on Anyboli platform.helpin
 
Beyond the EU: DORA and NIS 2 Directive's Global Impact
Beyond the EU: DORA and NIS 2 Directive's Global ImpactBeyond the EU: DORA and NIS 2 Directive's Global Impact
Beyond the EU: DORA and NIS 2 Directive's Global Impact
 
Interactive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communicationInteractive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communication
 
Activity 01 - Artificial Culture (1).pdf
Activity 01 - Artificial Culture (1).pdfActivity 01 - Artificial Culture (1).pdf
Activity 01 - Artificial Culture (1).pdf
 

Mike Maddaloni Guest Lecture at University of Wisconsin – Oshkosh on Consulting