Managing the consulting engagement (2024)

Delegates will learn to:

  • Manage the thinking, the team and the client in any complex engagement more effectively
  • Identify client’s rational, emotional and political drivers to build trust and help overcome resistance from stakeholders
  • Apply the research on best practice principles that help their teams to excel and to build trust and loyalty with their clients
  • Understand the dynamics within your client organisation and apply a variety of approaches to facilitate client change
  • Gain greater client trust and satisfaction

Overview

This programme focuses on the role of the manager in engagements who must lead a team and win the respect and trust of clients. It is for those who are about to manage or have already managed engagements.

What the programme will cover

Participants will explore the different leadership and management demands of the engagement manager role through the key stages of the consulting process. Topics will include:

Working with the client to clarify the objective and engagement expectations ­

Building the team and creating a high performance trusting environment

Setting expectations with the client and the team

Facilitating the analysis and challenging the thinking in one͛s team

Leading the key phases of the engagement

Managing quality and creating moments of truth with the client that illustrate quality

Creating compelling conclusions and recommendations

Leading client communication and facilitating the communication and relationship building process with your team

Distilling the thinking into provocative thought leadership

Coaching team members

Managing challenging conversations with both the client and team members

Understanding the dynamics of facilitating change in order to stimulate positive change for clients

­

The seven stages of managing the consulting process

  1. Clarifying client expectations
  2. Briefing and building the team
  3. Preparing the thinking
  4. Conducting the analysis and managing the data collection
  5. Managing the synthesis, preparing communication and key presentations
  6. Coaching the client to lead the implementation and developing change agents
  7. Managing client expectations and closing the engagement successfully

Managing the consulting engagement (1)

How individuals and organisations benefit from this programme

Individuals will:

  • Be more adept at managing challenging engagement situations.
  • Manage and exceed client expectations.
  • Be able to integrate their learning into projects immediately.
  • Increase their productivity.

    How we will embed learning

  • Workshops with managers on the leadership and processes required to maximise ROI.
  • Use of online orientations and process and tool overviews before any face to face training.
  • Participants work in teams on a live materials or relevant case studies (optional technology based gaming and simulation).
  • Highly experiential exercises and roleplays interspersed with tutor coaching, debriefs and peer reviews.
  • All case learning, processes and tools are applied to real world situations and integrated with existing approaches.
  • Follow up coaching on live projects with online resources, reference videos and articles.
Managing the consulting engagement (2024)

FAQs

How do you manage consulting engagement? ›

The seven stages of managing the consulting process
  1. Clarifying client expectations.
  2. Briefing and building the team.
  3. Preparing the thinking.
  4. Conducting the analysis and managing the data collection.
  5. Managing the synthesis, preparing communication and key presentations.

How do you answer the question why management consulting? ›

Good example: “I think that another reason why I want to pursue a career in Consulting is because of the people working in Consulting. All the interactions I had with Consultants left a strong impression on me. I have found them to be well-articulated and able to take a high perspective on a business issue.

How do you measure the success of a consulting engagement? ›

Client satisfaction KPIs

These metrics can include client feedback ratings, referral rates, and repeat business from existing clients. By monitoring client satisfaction KPIs, consultants can guarantee that they meet and exceed client expectations while also identifying areas for improvement.

What are the 5 phases of consulting engagement? ›

Getting agreement with a client on engagement structure before work begins will prevent scope creep and missed expectations. Engagement management has five major phases: proposal, kickoff, delivery, closure, and archive.

What is a consulting engagement? ›

In a consulting engagement, the consultant helps the client create the subject matter. Warning! Here comes the crude part! On a consulting engagement, the consultant is helping to make the baby (the subject matter), and on an audit, the auditor is being asked to say whether the baby is ugly.

Why is engagement important in consulting? ›

Employee engagement is crucial for the long-term success of consulting firms. By cultivating a motivated and committed workforce, consulting firms can benefit from increased productivity, enhanced collaboration, lower employee turnover, a stronger company culture, and greater innovation and adaptability.

How do you demonstrate interest in consulting? ›

Clearly articulate why you are passionate about joining the consulting firm. Highlight specific aspects of the firm's work, values, or industry focus that resonate with your career goals. Be authentic in sharing your motivation, illustrating a genuine desire to contribute to the firm's success.

What makes a successful consultant? ›

To be successful you need a high level of confidence about who you are, your skills and experience. You are a “can do” person who will always be able to help. Successful Consultants have a Realistic Approach. Clients can ask consultants to perform all kinds of assignments and you need to know what is realistic.

What is management consulting in simple words? ›

Management consulting is a global industry focused on helping organizations operate effectively. A management consultant, or management analyst, provides an outside perspective on problem-solving, best practices, and strategy to help companies improve their performance.

How do you structure a consulting engagement? ›

What is the typical process in an engagement?
  1. Structure the problem.
  2. Divide the work streams among the consultants.
  3. Each consultant seeks out relevant data (via interviews with the client or other research)
  4. Consultants crunch numbers and present internally.
  5. Project leader pieces all info together and present to partners.
Jan 4, 2022

How do you measure consulting performance? ›

Consulting KPIs
  1. Leads generated. This is the measurement of how many clients a consulting firm has brought in through methods such as marketing, referral, publicity and social media outreach. ...
  2. Number of current clients. ...
  3. Rate of utilization. ...
  4. Average hourly fee. ...
  5. Repeat business rate. ...
  6. Customer satisfaction.
Apr 7, 2023

How long is a typical consulting engagement? ›

Before diving into what this means, it's important to note the typical length of consulting engagements: Due Diligence – 2-4 weeks. Strategy – 3-6 months. Implementation – 6-24 months.

What is the 3 C's of consulting? ›

I still haven't found a magic formula but I have, nevertheless, noticed three interdependent variables with significant bearing: confidence, credibility and competence. I will describe each of these variables and their key characteristics below.

What are the 5 P's of consulting? ›

Purpose, people, prep, process, and product—this is how we plan our meetings, online and off.

What are the 3 C's of consultation? ›

The three interdependent variables that appear to play a major role in consultancy are; confidence, credibility and competence. Firstly confidence is key to your success, if your professional development is dependent on the professional development of others then it is important that they can have confidence in you.

What does an engagement manager do in consulting? ›

What You'll Do. You will typically lead a team of 3 – 5 consultants to help clients achieve new performance highs. You will lead the day to day execution of a client project while guiding and developing individual team members.

What are the deliverables of consulting engagement? ›

Consulting deliverables can take many forms, depending on the nature of the engagement and the client's needs. Some common examples of consulting deliverables include reports, presentations, recommendations, process maps, and action plans.

How do consultants engage with clients? ›

Active listening allows consultants to grasp the nuances of a client's needs. In fact, 54% of customers think companies need to fundamentally transform how they engage. It's this level of understanding that transforms a standard consulting engagement into a transformative partnership.

Top Articles
Latest Posts
Article information

Author: Zonia Mosciski DO

Last Updated:

Views: 5659

Rating: 4 / 5 (51 voted)

Reviews: 82% of readers found this page helpful

Author information

Name: Zonia Mosciski DO

Birthday: 1996-05-16

Address: Suite 228 919 Deana Ford, Lake Meridithberg, NE 60017-4257

Phone: +2613987384138

Job: Chief Retail Officer

Hobby: Tai chi, Dowsing, Poi, Letterboxing, Watching movies, Video gaming, Singing

Introduction: My name is Zonia Mosciski DO, I am a enchanting, joyous, lovely, successful, hilarious, tender, outstanding person who loves writing and wants to share my knowledge and understanding with you.