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IMC DFW Practice Development Workshop - Improving Your Strategic Agility - August 4, 2010
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When: August 4, 2010
7:15-7:30 am Networking, 7:30-9:00 Program
Where: Telos Club, Parthenon Conference Room
13701 Dallas Pkwy
Dallas, Texas  75240
United States
Contact: Ian Birch

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Dallas / Fort Worth Chapter
Practice Development Workshop

Improving Your Strategic Agility

Workshop Focus
Learn from experts, stay current, exchange ideas, and share your expertise.

Strategic means looking at the big picture and the future. Agile means being able to adjust quickly to emerging trends and circumstances.

Our marketplace moves. The downturn of the last couple of years is eviscerating our clients’ ability to perform to mission and do so profitably. What does it mean to add value in this and the future setting in which we will find ourselves?

A proverb of organizational life is that most of our offerings and solutions are intended to solve problems that existed a decade ago. So get out of the doldrums! Discover what is! Discover what will be! Get beyond what was! Re-invent yourself to deliver tomorrow’s value proposition that addresses your prospect’s emerging needs!

Be Strategic - Be Agile - Stretch Yourself!

  • Review cases of consultants re-inventing their practices . . .
  • Reframe your thinking and redesign your practice around the issues your prospects will face in the future . . .
  • Drink wisely from the fire hose of information that comes your way -- learn what will be . . .
  • Listen carefully to your prospect’s concerns and issues and help them move toward the future . . .

Workshop Facilitator - Peter J Sorenson CMC
Pete, an independent strategic organization design consultant, coach, and social entrepreneur, has recently re-branded his practice under the name "Strategic Organization Design, Inc.” As part of re-branding he has ventured into social media to create a robust web presence and enhance his reputation as a thought-leader.

He is known for his ability to see the big picture, make sense of messes, and lead teams through the resolution of complex issues. He relates well to people from all stations of life, speaks frankly, and has a practical eye for getting things done.

Pete’s consulting and coaching practice focuses on crafting strategy, intentionally designing organizations (with webs of intangible assets), doing change, and discovering what works. Pete also designs and facilitates meetings and does executive coaching to support those practice focus points.

As a social entrepreneur Pete also works to create economic and social self-reliance for individuals, families, and organizations in the developing world.

Networking: 7:15 - 7:30 am
Program: 7:30 - 9:00 am
Cost per session: $25 for members, $35 for non-members 
$10 discount for registration 2 or more business days in advance
(includes continental breakfast; please bring cash or check)

Session 20 of 24
Successful Consulting
Why clients engage; aligning to market needs
Laying The Foundation Defining your services; Mission and value proposition
Legal Issues of Consulting The right legal structure; IP aspects; contracts
Expanding Your Consultancy Partners; subcontractors; virtual company; JVs
Creating Value for Clients Value; fair pricing; 'selling' your pricing
Marketing Your Consultancy I Client & market segmentation; identifying prospects
Marketing Your Consultancy II Brand building and consistent marketing strategy
Marketing Your Consultancy III Collateral, newsletter, budgets
Marketing Your Consultancy IV Networking and referrals; professional memberships
Marketing Through the Web Websites & search engines; blogging
Attention Grabbing Communications Speaking; press releases; media coverage
The IMC Code of Ethics I Integrity; confidentiality; conflicts of interest; etc.
Consulting Contracts & Proposals Roles; winning proposals; legal aspects
Selling Consulting Services I Economic buyers; selling process; cold calls
Selling Consulting Services II Closing the deal; dealing with problem clients
Selling Consulting Services III How to sell to large corporations & senior buyers
Managing Clients' Expectations Initial rapport; expectations; resolving scope conflicts
Managing Your Resources Effectively using your time, finances and energy
Expanding Your Consultancy Partners; subcontractors; virtual company; JVs
Improving Your Strategic Agility How to seize an opportunity to interest a buyer
Writing & Publishing For Success Writing case studies & articles; publishing books
Effective Client Analysis Profiling; client base management; referral requests
Asset Based Consulting Practice Building assets; productizing; valuing for resale
How to Become A CMC Process; certification requirements


We invite you to join us if you are new to the consulting business, wanting to learn how to effectively ramp up your practice, an established consultant, looking to stay current with state-of-the-art methods and to exchange ideas about new practices, or an experienced practitioner, willing to share your expertise on how to maximize your consulting success.

The Practice Development Workshop series is designed to cover all aspects of managing a successful consulting practice. You can attend only some of the workshops
or join us for the whole series

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