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Between 2005 and 2011, IMC published Daily Tips every weekday on consulting ethics, marketing, service delivery and practice management. You may search more than 800 tips on this website using keywords in "Search all posts" or clicking on a tag in the Top Tags list to return all tips with that specific tag. Comment on individual tips (members and registered guests) or use the Contact Us form above to contact Mark Haas CMC, FIMC, Daily Tips author/editor. Daily Tips are being compiled into several volumes and will be available through IMC USA and Mark Haas.

 

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Top tags: client relations  communication  customer understanding  your consulting practice  marketing  consultant role  learning  client service  reputation  goodwill  consulting process  market research  practice management  sales  ethics  planning  client development  engagement management  innovation  proposals  professional development  professionalism  knowledge assets  prospect  trends  presentations  recommendations  consulting colleagues  intellectual property  product development 

#5: How Well Do you Know the Foundations of Your Discipline?

Posted By Mark Haas CMC FIMC, Friday, March 13, 2009
I admire consultants who know more than just technique. If you don't know the history or theory of a discipline or the major thinkers, how can you create the right approach for your client?

Although more a statement than a question, your point is very well taken. Managers are often disappointed with consultants who apply techniques that don't fit with the client's specific needs. We all use our experience as the basis of our designs for diagnosis, findings and recommendations. We add to this the benefit of our conversations with our colleagues, research we do and books or journals we read. But some of our best learning can come from looking into how various practices came about. When were they developed, who developed them and why, what caused them to rise and fall from favor, what replaced them and who are the dominant practitioners today?

This kind of deep understanding is what large consulting firms look for in case interviews and IMC requires in certification panel interviews for the Certified Management Consultant (CMC) designation. You may not need an academic grounding in the full history of the discipline, but you do benefit from knowing enough how it is applied in many settings to be a capable user.

Tip: One of the best ways to hone your understanding of the nuances of your discipline is through case discussions. Gather a half dozen of colleagues you respect with varied backgrounds by industry, age, and perspective (some consultants and some executives). Pick a relevant case study or example from the newspaper and debate and discuss it. Having to defend your position in vigorous debate really deepens your understanding of your discipline.

© 2009 Institute of Management Consultants USA

Tags:  intellectual property  learning  professional development 

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#4: Collaborate With Other Consultants Working For Your Client

Posted By Mark Haas CMC FIMC, Thursday, March 12, 2009
I have a new client whose company seems to be crawling with outside consultants. I am not convinced that I want any of them involved in areas for which my sponsor has engaged me. How should I make that clear?

Although most times we may be the only, or principal, consultant in a company, it seems increasingly common these days to be one of many. This makes sense, since we each have our areas of expertise and don't expect to be the expert on everything. We were brought in because of our reputation and referral on a specific skill, technology, or ability. Other consultants were brought in because they bring their own expertise.

I suggest you consider this a tremendous opportunity rather than a problem. What could be better than to work alongside someone withgreater skills than you in a discipline important to your client on a problem in the same general area? Other than the obvious benefit of getting to meet and observe in action some new professional colleagues, this is a fabulous opportunity to improve the quality and effectiveness of your own work product for this client. Everyone wins here by collaboration.

Tip: Take the initiative to collaborate. Talk to the other consultants in the client office about getting together at least once (on a regular basis would be better) to discuss how you might all collaborate to best serve the client. Maybe you can arrange a brown bag lunch every week or two to discuss ideas or resolve problems you face individually. Even better is to discuss your findings and recommendations before presenting them to your client to be sure your recommendations do not create a conflict between different parts of the organization. Be careful to run this idea by your sponsor to be sure there isn't something in office politics or confidentiality you should attend to.

© 2009 Institute of Management Consultants USA

Tags:  consultant role  consulting colleagues  goodwill 

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#3: Completed Staff Work (for Consultants)

Posted By Mark Haas CMC FIMC, Wednesday, March 11, 2009
With new clients, it is sometimes hard to know how specific to make recommendations without seeming too presumptuous. I want to add value but not overreach. What's the balance?

Considering that your client engaged you to provide recommendations, it is hard to imagine that they are reluctant for you to hold back. Given that your ethics would preclude recommending anything for which you do not have a solid basis, you should feel free to develop as robust a set of recommendations as you have time for.

Napoleon Bonaparte was known for some innovative and prodigious management skills. One of Napoleon's requirements for his advisors was what is called "completed staff work." He did not want his staff to come to him and say, "Napoleon, the men are hungry, we are low on supplies and the enemy is approaching. What do you want me to do?" He demanded, instead, that his staff do their job and come to him, saying "Napoleon, the men are hungry, we are low on supplies and the enemy is approaching. We have three options. My recommendations is . . .".

Tip: Speaking of Napoleon, you might be interested in a good book about Napoleon's management style that is particularly relevant for management. Napoleon on Project Management: Timeless Lessons in Planning, Execution, and Leadership will resonate with you on areas of project management and leadership that can lead to success as well as a description of characteristics that led to some historical failures (we probably learn more from our bad days than from our good ones).

© 2009 Institute of Management Consultants USA

Tags:  client relations  client service  consultant role  project management  recommendations 

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#2: Ethics is Critical in Down Markets

Posted By Mark Haas CMC FIMC, Tuesday, March 10, 2009
Down markets place tremendous pressure on managers to cut corners to keep their companies afloat. What is the right amount of emphasis I should place on ethics in my consulting services?

I infer from your question that you are concerned that you may jeopardize your engagement if you push ethics on a client who is inclined to cross the line. This is a misinterpretation of your obligation as a consultant. As with most professional services acting in the public interest, consultants have a responsibility to uphold the highest standards of ethics and professional conduct. You should feel that your ethical sensibilities are more important than ever in times like these. As Edmund Burke famously said, "All that is necessary for evil to triumph is for good men to do nothing."

The IMC USA Code of Ethics, paragraph 11.0, states that, "If within the scope of my engagement, I will report to appropriate authorities within or external to the client organization any occurrences of malfeasance, dangerous behavior, or illegal activities." This means that you have an obligation to participate in assuring ethical behaviors, both yours and your clients. It is unclear how you would be proud to facilitate unethical behavior on behalf of your client.

Tip: Your ethics can be a source of your greatest value to a client. You can serve as an antidote to the pressures that can lead to an ethical lapse. Consider how, when you may be tempted to transgress, how important it is to be reminded of your responsibilities by others. Talk to your client and candidly discuss how you recognize how much pressure there may be on anyone in the company and that you bring a strong commitment to ethics as part of your value. This is another situation where having a CMC (Certified Management Consultant) gives this argument solid credibility.

© 2009 Institute of Management Consultants USA

Tags:  business culture  client service  ethics 

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#1: Break Your Services Into Parts For Faster Sales

Posted By Mark Haas CMC FIMC, Sunday, March 08, 2009
With consultant hiring slowed at large consulting firms and even boutique firms seeing delayed starts of projects, where are the best places to look for new client engagements?

In any market, your best opportunities come by identifying a prospect's points of pain and bringing expertise to solve them. In a disruptive market like 2009, even clients with solid businesses have different concerns than in normal times. Now the concerns of employees, creditors, suppliers as well as those of management are of concern. Your ability to bring these issues into sharp relief is your ticket to a motivated buyer of consulting services.

Read the concerns of managers in the business press. Their first thoughts turn to managing risk: preserving budget, using credit sparingly, doing more with less, hiring smart, and generally hunkering down. Risk management, however, also means not taking a chance on a consultant who says they can help with those issues. You will need to do more than just promise results; you'll need to work out a clear, highly focused, short time frame approach with tangible results. No more long windup, diagnostic-focused, training-rich, casual-pace engagement plans.

Tip: Instead of shopping your traditional services in search of a need, think about breaking them up into their parts. Each service should have a clear line of sight between a specific point of pain, applying your expertise and producing a tangible result and ROI. Propose each part as a standalone service, each with specific benefits and show how these results resolve a specific pain.

© 2009 Institute of Management Consultants USA

Tags:  marketing  proposals  prospect 

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