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Introduction to consulting – Client relationship management



                             Slide 1 of 16
Outline

 Brief introduction to what consulting is about.

 How would this benefit you?

 5 tips on client relationship management



 Q&A




                       Slide 2 of 16
Before we begin

 The word client in this presentation refers to:
     Your Manager
     External parties
     Anyone whom you are delivering value to
     It could also be anyone who is involve in your project
      in more general sense




                          Slide 3 of 16
What is consulting?

 The business of giving specialist advice to other
  professionals.

 Consulting guru, Peter Block, defines a consultant
  as "someone who has influence over an individual,
  group, or organization, but who has no direct
  authority to implement changes.

 "Consultants are thus also professionals who
  provides expert advice in their own area of
  expertise to solve real world problems.

                       Slide 4 of 16
Why engage a consultant?

 Clients wants an objective third party view
   No prior knowledge of the organization
   Present new ideas and a fresh approach
   Reframing the problems at hand

 Clients lack expertise on an issue and do not have
  the people resources or expertise to conduct
  necessary research and analysis
 Clients do not have the time to take a step back
  from operational activities to reflect on the bigger
  picture at hand
                        Slide 5 of 16
Outline

 Brief introduction to what consulting is about.

 How would this benefit you?

 5 tips on client relationship management



 Q&A




                       Slide 6 of 16
Main agenda

 Today’s focus is on client management.

 I would be sharing a few tips which I found to be
  really helpful in communicating and delivering
  value to your client.




                       Slide 7 of 16
Skillset of a consultant
Just to list a few…




                    Data          Presentation
                  Gathering          Skills



                         Client     Project
        Frameworks
                       Management Management




                  Thought            Data
                  Process        Visualization


                        Slide 8 of 16
How does this relates to
          you?
 As graduates, we would be tasked to solve
  problems in our future careers.

 Consider the following scenarios:
   You wish to please your manager
   You wish to excel and to seek out new opportunities
    in your future career progression.
   Highly applicable to just about any situation in life
   You wish to pursue consulting as a career



                        Slide 9 of 16
Outline

 Brief introduction to what consulting is about.

 How would this benefit you?

 5 tips on client relationship management



 Q&A




                       Slide 10 of 16
Tip #1 – First impression

 You are late if you arrive on time. Be 15mins early.

 Professionalism.

 Adequate preparation.

 Be smart.

 Take notes immediately.




                       Slide 11 of 16
Tip #2 –
      Manage Expectations
 Reliable - Weekly updates

 Responsive – Reply within 24 hours.

 Be: Cordial, Sincere, Polite, Professional, Competent

 Establish rapport
   Have a chat over lunch

 Be well prepared.



                       Slide 12 of 16
Tip #3 – Euphemism

 As it turns out...

 Certainly instead of Yes

 Verify instead of check

 Assists instead of help

 Have a magical day

 Challenges instead of problems


                       Slide 13 of 16
Tip #4 – Asking the right
          question
 How about… Have you thought of?

 What’s your vision VS How do you see yourself in 2
  years. Describe your ideal state.

 Asking questions as a tool to:
   Probe deeper
   Direct the conversation
   Client buy in

 Give people credits openly.

                        Slide 14 of 16
Tip #5 –
      Justify Justify Justify
 Never ever make recommendations or give
  suggestions without having any form of data to
  back you up.

 2 Levels of back up.

 Actionable and executable strategies

 Data visualisation




                         Slide 15 of 16
Problem solving
                   process

                      Communication

                                                    Conclude
                   Scoping
     Problem                              Consult     with
                    down
                                                    Solution

                     Project Management



Communication is the key to any successful project outcomes


                         Slide 16 of 16
Slide   of 16

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Skills sharing client management

  • 1. Skills Sharing Introduction to consulting – Client relationship management Slide 1 of 16
  • 2. Outline  Brief introduction to what consulting is about.  How would this benefit you?  5 tips on client relationship management  Q&A Slide 2 of 16
  • 3. Before we begin  The word client in this presentation refers to:  Your Manager  External parties  Anyone whom you are delivering value to  It could also be anyone who is involve in your project in more general sense Slide 3 of 16
  • 4. What is consulting?  The business of giving specialist advice to other professionals.  Consulting guru, Peter Block, defines a consultant as "someone who has influence over an individual, group, or organization, but who has no direct authority to implement changes.  "Consultants are thus also professionals who provides expert advice in their own area of expertise to solve real world problems. Slide 4 of 16
  • 5. Why engage a consultant?  Clients wants an objective third party view  No prior knowledge of the organization  Present new ideas and a fresh approach  Reframing the problems at hand  Clients lack expertise on an issue and do not have the people resources or expertise to conduct necessary research and analysis  Clients do not have the time to take a step back from operational activities to reflect on the bigger picture at hand Slide 5 of 16
  • 6. Outline  Brief introduction to what consulting is about.  How would this benefit you?  5 tips on client relationship management  Q&A Slide 6 of 16
  • 7. Main agenda  Today’s focus is on client management.  I would be sharing a few tips which I found to be really helpful in communicating and delivering value to your client. Slide 7 of 16
  • 8. Skillset of a consultant Just to list a few… Data Presentation Gathering Skills Client Project Frameworks Management Management Thought Data Process Visualization Slide 8 of 16
  • 9. How does this relates to you?  As graduates, we would be tasked to solve problems in our future careers.  Consider the following scenarios:  You wish to please your manager  You wish to excel and to seek out new opportunities in your future career progression.  Highly applicable to just about any situation in life  You wish to pursue consulting as a career Slide 9 of 16
  • 10. Outline  Brief introduction to what consulting is about.  How would this benefit you?  5 tips on client relationship management  Q&A Slide 10 of 16
  • 11. Tip #1 – First impression  You are late if you arrive on time. Be 15mins early.  Professionalism.  Adequate preparation.  Be smart.  Take notes immediately. Slide 11 of 16
  • 12. Tip #2 – Manage Expectations  Reliable - Weekly updates  Responsive – Reply within 24 hours.  Be: Cordial, Sincere, Polite, Professional, Competent  Establish rapport  Have a chat over lunch  Be well prepared. Slide 12 of 16
  • 13. Tip #3 – Euphemism  As it turns out...  Certainly instead of Yes  Verify instead of check  Assists instead of help  Have a magical day  Challenges instead of problems Slide 13 of 16
  • 14. Tip #4 – Asking the right question  How about… Have you thought of?  What’s your vision VS How do you see yourself in 2 years. Describe your ideal state.  Asking questions as a tool to:  Probe deeper  Direct the conversation  Client buy in  Give people credits openly. Slide 14 of 16
  • 15. Tip #5 – Justify Justify Justify  Never ever make recommendations or give suggestions without having any form of data to back you up.  2 Levels of back up.  Actionable and executable strategies  Data visualisation Slide 15 of 16
  • 16. Problem solving process Communication Conclude Scoping Problem Consult with down Solution Project Management Communication is the key to any successful project outcomes Slide 16 of 16
  • 17. Slide of 16

Editor's Notes

  1. Prep = read up on clientBe smart = be widely read.
  2. Prep = read up on clientBe smart = be widely read.
  3. As it turns out, we realize that
  4. Prep = read up on clientBe smart = be widely read.
  5. 2 levels of back up = Source of source 1.
  6. http://www.kec.co.nz/wp-content/themes/KEC/images/cartoon-home.gif