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The Consultant's Workshop : Contracting With Clients & Managing Expectations - June 1, 2016
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Join colleagues of all experiences and experience levels to learn and share about what it takes to be a consultant.

When: June 1, 2016
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, IMC-DFW Webmaster

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The Consultant's Workshop: Contracting With Clients & Managing Expectations





Presenting the Consultant’s Workshop, June 1st, 7:30 AM

Share. Learn. Grow.

Workshop 18 - Contracting With Clients & Managing Expectations


What I wish I knew before I knew I needed it!...
Michael Egan will share the lessons experience has taught

A crucial mistake consultants make is to focus too much on selling their clients, while failing to think ahead. Some of them end up in "missions impossible." Client expectations exceed what the consultant could possibly deliver. Engagements are ultimately considered failures even though the consultant may have made valuable contributions and achieved strong results.

Successful consulting engagements require effectively managing client expectations right from the start.

This month's workshop will teach you the right approach to managing expectations throughout the selling process and beyond. We will be discussing important aspects such as:

  • Building initial rapport
  • Identifying, agreeing upon, and managing expectations
  • Avoiding and, when necessary, resolving conflicts

Workshop facilitator 

Michael Egan Ph.D., CMC is a Senior Vice President with the Dallas Marketing Group. After spending over a decade in the academic world, he has served in important corporate roles across a variety of industries. Through his extensive sales & marketing expertise, Michael has helped numerous clients, most of whom are engaged in technology-intensive markets. He is a Certified Management Consultant.

Networking: 7:15 - 7:30 am
Program: 7:30 - 9:00 am
Cost per session:

$15 for members, $25 for non-members
(includes continental breakfast; please bring cash or check)

Members may now bring guests and pay the member rate for them.
The member must register and pay for the guest.


2016 Consultants Workshop Program

Date Facilitator Subject
 Jan 6, 2016 Edward Stone, CMC®  Expanding Your Consultancy
 Feb 3, 2016 Peter Jay Sorenson, CMC®  Creating Value for Your Clients
 Mar 2, 2016 Michael Egan PhD, CMC®  Making Proposals & Contracts Work!
 Apr 6, 2016 Don Springer  Commercial Teaching: Selling Consulting Services
 May 4, 2016 Gerald Turner PhD, CMC®  Selling and articulating value to vito (Very Important Top Officer)
 Jun 1, 2016 Michael Egan PhD, CMC®  Contracting With Clients & Managing Expectations
 Jul 6, 2016 Edward Stone, CMC®
 Sales Secrets for Consultants
 Aug 3, 2016 Tom Ingram  Getting a Jump on Closing That Deal
 Sep 7, 2016 Judy Bragg, CMC®  Managing Your Resources
 Oct 5, 2016 Peter Jay Sorenson, CMC®  Ethics in a Chaotic, Challenging World
 Nov 2, 2016 Peter Jay Sorenson, CMC® & Dick Tozer   Expanding & Enhancing Your Consultancy
 Dec 7, 2016 Janice Scanlan, CMC®   Agility: Essential for Today's Consultancy
 Jan 4, 2017 Dick Morgan, CMC®   The Value of Certification and Reputation


Michael Egan PhD, CMC®
Michael Egan PhD, CMC®