SlideShare une entreprise Scribd logo
1  sur  33
Télécharger pour lire hors ligne
Managing
the
Consulting
Engagement
The Consulting Engagement Lifecycle
Maintenance

Evaluation

Closure

Commitment

Engagement
Management Disciplines in a Consulting
Engagement
Project
Management
Knowledge and
Practice

General
Management
Knowledge
and Practice

Subject
Matter
Expertise

Several management disciplines
come to play in a consulting
engagement
• General management knowledge
generally used to plan, organize,
staff, execute & control
operations of an enterprise
• Subject matter expertise on
technical elements (software,
construction) or industry
elements (automotive, financial)
• Project management knowledge
and practice that this material
will focus on in slides ahead
Deconstructing the Consulting Project
Project Management
Processes
Consulting
Engagement
Lifecycle

Project
Management
Responsibilities

The following
sections examine
each of these
dimensions
The Consulting
Engagement
Lifecycle
The Consulting Engagement Lifecycle
Maintenance

Evaluation

Closure

Commitment

Engagement
Evaluation
Ensure that all factors related to the opportunity are considered prior
to committing resources to the proposal.

The delivery organization decides whether the engagement is aligned
to its core competencies and whether the client belongs to its target
market segment.

Activities

Output

• Value proposition, potential
• Lead qualification
benefits, risk ratings
• Client organization
• Engagement approach:
analysis
stakeholder identification;
• Approach development
scope & objectives; effort
• Opportunity assessment and cost estimates; project
plan outline; skills required;
Commitment
Agree on the engagement parameters of scope, outcome, cost and
execution method.
If the opportunity is one that the delivery organization wishes to
pursue then it builds commitment to the assignment.

Activities
• Proposal and contract
development
– Scope definition
– Project approach
development

• Contract negotiation
and agreement

Output
• An approach, scope and
objectives to the potential
project
• One of the following:
– A signed contract
– Decision not to propose
– Client decision to not accept
the proposal
Engagement
Transition to the envisioned state within the agreed scope.
This stage is the ‘‘main course’’ of the project. The consultant builds
on output from previous stages and proceeds as per the method
decided earlier to achieve the outcomes agreed in the contract.

Activities

Output

• Mobilize team
• Analyze issues &
envision solution
• Implement
recommendation

• Project management
documentation
• Sign offs on deliverables &
work products
• Final deliverable to meet the
project objective
Closure
Close the project with client agreeing that contracted outcomes have
been achieved.

Evaluation of project results determine the extent to which anticipated
goals have been achieved.

Activities

Output

• Measure client satisfaction
•
• Harvest project knowledge
•
• Confirm project
completion
• Demobilize team
• Finalize billing
•

Plan ongoing maintenance
Formal closure report,
including measurement
criteria & results
Debriefing report & updated
knowledgebase
Maintenance
It isn’t over until it’s over. For the successful consultant it is never over.
Consultants develop a strategy for maintaining client contact, protecting
their investment, and expanding to other areas within the account.

Activities

Output

• Enhanced relationship
• Keeping client updated
between the client and
with industry trends and
the consultant
consultant events
• Receiving client feedback • A returning client for a
subsequent assignment
on success resulting from
consulting assignment
Project
Management
Processes
Project Management Processes
Controlling

Initiating

Closing
Planning

Executing
Process Iterations and Overlaps
Project management
processes overlap
with each other and
repeat in each stage
of the engagement
lifecycle

Maintain

Evaluate
Close
Commit
Engage

Executing
Planning
Closing
Initiating

Controlling
Initiating
Defining a project and organizing to start a
project or a project phase. A detailed
project plan may not exist in the Evaluation
phase. However, follow-on phases are
initiated based on the plan developed as a
deliverable of the previous phase

Activities
• Mobilize infrastructure for
project
• Identify all project
stakeholders and their goals
or interests

• Communicate with
stakeholders to firm up
their commitments
Planning
Developing / maintaining a plan to execute
the project phase. Planning defines what
needs to be done when, by whom, &
required resources. It’s a continuous
process. The Level of detail depends on
project phase and intended use.

Activities
• Scope planning
• Resource planning
• Activity planning
• Expense budgeting

•
•
•
•
•

Infrastructure planning
Training to project team
Risk mitigation plan
Communication strategy
Project charter
Executing
Coordinating and authorizing people or
other resources to carry out the plan. The
project management activities in this
phase are implementation of
management mechanisms defined in the
planning process.

Activities
• Plan execution
• Team development
• Scope verification

• Communication
management
• Project procurement
administration
Controlling
The purpose of the project management
control process is to identify potential
problems early and prevent them from
happening, or if that is not possible,
minimizing their impact. Preventing
problems is far easier and less costly than
solving them.

Activities
• Project plan tracking
• Project review meetings
with stakeholders
• Monitor resource utilization

• Incidence management:
monitor effectiveness of
the issue resolution,
scope change procedures
• Identify potential time,
cost over-runs
Closing
Formalizing the acceptance of the
project or project phase and
documenting lessons learned

Activities
• Obtain formal confirmation
of project phase closure
• Measure client satisfaction
• Review plan, scope &
budget

• Obtain formal
authorization to proceed
to next phase in the
project lifecycle
• Plan resources,
infrastructure for
subsequent phases
Project
Management
Responsibilities
Project Management Responsibilities
Integration

Risk

Scope

Communication

Quality

Organization
Impact

Time

HR Management

Cost

Procurement
Project Integration Management
Ensures coordination of all project elements such
as infrastructure, resources, end client buy-in and
other project management responsibilities.

Activities

Output

• Project plan development
• Project plan execution
• Overall change control

•
•
•
•

Project plan
Stakeholder analysis
Project charter
Agreed project management
methodology
Scope Management
No charging at windmills if your contract does not
ask you to. Scope management comprises
processes to ensure that the project has planned
for all the work required, and only the work
required, to complete the project successfully.

Activities

Output

•
•
•
•

• Scope / requirements
definition
• Work breakdown structure
• Product baseline control
• Project baseline control

Scope planning
Scope definition
Scope verification
Scope change control
Quality Management
Ensures that the project will satisfy the agreedupon requirements. Quality management
includes quality planning, quality assurance and
quality control.

Activities

Output

• Quality planning
• Quality assurance
• Quality control

• Quality management plan
• Operational definitions and
checklist
• Rework and process
adjustments
Cost Management
Ensures that the project is completed within the
approved budget. Cost management comprises
estimating resources & cost, and monitoring &
control of cost.

Activities

Output

•
•
•
•

•
•
•
•

Resource planning
Cost estimating
Cost budgeting
Cost control

Resource requirements
Cost estimates
Cost management plan
Budget updates / corrective
action
Time Management
Ensures timely completion of the project. It
consists of task or activity definition, activity
sequencing, resource planning, activity duration
estimating, and development & control of project
schedules.

Activities

Output

•
•
•
•

• Activity list
• Project network diagram
(Gantt chart, PERT chart)
• Project schedule
• Schedule updates

Activity definition
Activity sequencing
Schedule development
Schedule control
Risk Management
Identifying, assessing, and mitigating project risks
associated with factors such as new technology,
schedule constraints, availability of skills needed,,
and degree of readiness of the user organization
to accept changes the solution may introduce.

Activities

Output

•
•
•
•

• Risk event statement
• Opportunities to
pursue/ignore, threats to
accept/ respond to
• Risk management plan
• Corrective action

Risk identification
Risk quantification
Risk response development
Risk response control
Communication Management
Provides timely and appropriate generation and
dissemination of project information to
management and other stakeholders to ensure
that their expectations are consistent with the
realities of the project.

Activities

Output

•
•
•
•

•
•
•
•
•

Communication planning
Information distribution
Performance reporting
Administrative closure

Communications plan
Project records and archives
Change requests
Formal acceptance
Lessons learned
Organizational Impact Management
Identifies organizational changes that must occur
and develops appropriate communication and
training programs for impacted departments and
staff to support the new systems and processes

Activities

Output

• Organizational readiness
assessment
• Stakeholder management

• Organizational change plan
• Training / knowledge transfer
Human Resource Management
Provides effective leadership and management of
the project team. Personal development and
growth are key motivators for the project staff.
Therefore, fostering development and growth are
important parts of project Human Resource
Management.

Activities

Output

• Project organization planning
• Staff acquisition
• Team development

• Role & responsibility
definitions
• Project organization plan
• Team directory
• Input to performance
appraisals
Procurement Management
Includes all the processes required to acquire
goods and services from outside the performing
organization. Understanding the procurement
process of the client organization and obtaining
expert support on purchasing critical items for the
project to minimize significant project delays.

Activities

Output

•
•
•
•

• Procurement management
plan
• Contracts
• Procurement documents
• Payment requests
• Formal acceptance and closure

Procurement planning
RFP preparation
Source selection
Contract negotiation and
administration
Thank You for your interest

Managing the Consulting Engagement by Saumya Ganguly is licensed under a
Creative Commons Attribution-Noncommercial-ShareAlike 4.0 International License. This
means you can download, modify and redistribute this presentation non-commercially, as
long as you acknowledge this source and license your new document / presentation under
the identical terms. Check for credits in the next slide.

Please feel free to contact me
using the buttons on the right
with your feedback or requests
for similar material.
Acknowledgements & Credits
Contents sourced from
Project Management Methodology, City of Los Angeles
A Guide to Project Management Body of Knowledge, PMI

Picture credits
Title Slide: Aleksandar Markovic.jpg
The Consulting Engagement Lifecycle
Project Management Processes
Project Management Responsibilities
Clipart: Microsoft Office

Contenu connexe

Tendances

10 project management knowledge areas
10 project management knowledge areas10 project management knowledge areas
10 project management knowledge areasInsaf Ali Soomro PMP
 
Portfolio Mgt Presentation
Portfolio Mgt PresentationPortfolio Mgt Presentation
Portfolio Mgt PresentationCarolyn Reid
 
Project Management
Project ManagementProject Management
Project ManagementMark Roman
 
Issue Management
Issue ManagementIssue Management
Issue Managementssshhhsss
 
Project Management Challenges
Project Management Challenges Project Management Challenges
Project Management Challenges Mohan Arumugam
 
Integrating Sustainability and Project Management
Integrating Sustainability and Project ManagementIntegrating Sustainability and Project Management
Integrating Sustainability and Project ManagementLuca Sabini
 
Project controls
Project controlsProject controls
Project controlsAshok Kumar
 
PMI Project Risk Management
PMI Project Risk ManagementPMI Project Risk Management
PMI Project Risk ManagementImran Jamil
 
Evolution of production & operation management
Evolution of production & operation managementEvolution of production & operation management
Evolution of production & operation managementFaizan Ahmad
 
Plan Risk Responses : PMP : Project Risk Management
Plan Risk Responses : PMP : Project Risk ManagementPlan Risk Responses : PMP : Project Risk Management
Plan Risk Responses : PMP : Project Risk ManagementSaket Bansal
 
Product and Services Design & Development
Product and Services Design & DevelopmentProduct and Services Design & Development
Product and Services Design & DevelopmentRaj Vardhan
 
Principles of strategic portfolio management
Principles of strategic portfolio managementPrinciples of strategic portfolio management
Principles of strategic portfolio managementSmartOrg
 
Change Management PPT Slides
Change Management PPT SlidesChange Management PPT Slides
Change Management PPT SlidesYodhia Antariksa
 
Project Management Office (PMO)
Project Management Office (PMO)Project Management Office (PMO)
Project Management Office (PMO)Anand Subramaniam
 

Tendances (20)

Project risk analysis
Project risk analysisProject risk analysis
Project risk analysis
 
10 project management knowledge areas
10 project management knowledge areas10 project management knowledge areas
10 project management knowledge areas
 
PMBOK 7th Edition What is Changing?
PMBOK 7th Edition What is Changing?PMBOK 7th Edition What is Changing?
PMBOK 7th Edition What is Changing?
 
RMP risk management-final exam
RMP risk management-final examRMP risk management-final exam
RMP risk management-final exam
 
Portfolio Mgt Presentation
Portfolio Mgt PresentationPortfolio Mgt Presentation
Portfolio Mgt Presentation
 
Project Management
Project ManagementProject Management
Project Management
 
Issue Management
Issue ManagementIssue Management
Issue Management
 
Project Management Challenges
Project Management Challenges Project Management Challenges
Project Management Challenges
 
Integrating Sustainability and Project Management
Integrating Sustainability and Project ManagementIntegrating Sustainability and Project Management
Integrating Sustainability and Project Management
 
Project controls
Project controlsProject controls
Project controls
 
PMI Project Risk Management
PMI Project Risk ManagementPMI Project Risk Management
PMI Project Risk Management
 
Change management
Change managementChange management
Change management
 
RACI Matrix
RACI MatrixRACI Matrix
RACI Matrix
 
Evolution of production & operation management
Evolution of production & operation managementEvolution of production & operation management
Evolution of production & operation management
 
Plan Risk Responses : PMP : Project Risk Management
Plan Risk Responses : PMP : Project Risk ManagementPlan Risk Responses : PMP : Project Risk Management
Plan Risk Responses : PMP : Project Risk Management
 
Product and Services Design & Development
Product and Services Design & DevelopmentProduct and Services Design & Development
Product and Services Design & Development
 
Principles of strategic portfolio management
Principles of strategic portfolio managementPrinciples of strategic portfolio management
Principles of strategic portfolio management
 
Change Management PPT Slides
Change Management PPT SlidesChange Management PPT Slides
Change Management PPT Slides
 
Project Management Office (PMO)
Project Management Office (PMO)Project Management Office (PMO)
Project Management Office (PMO)
 
Project Risk Management
Project Risk ManagementProject Risk Management
Project Risk Management
 

En vedette

ICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-Slides
ICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-SlidesICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-Slides
ICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-SlidesRussell Archibald
 
Joint Venture & Strategic Alliance- hu consultancy
Joint Venture & Strategic Alliance- hu consultancyJoint Venture & Strategic Alliance- hu consultancy
Joint Venture & Strategic Alliance- hu consultancyHU Consultancy
 
MANAGEMENT CONSULTING 101 part 1
MANAGEMENT CONSULTING 101 part 1MANAGEMENT CONSULTING 101 part 1
MANAGEMENT CONSULTING 101 part 1Ahmad Faisal
 
Consulting: the engagement lifecycle & core consultancy skills
Consulting: the engagement lifecycle & core consultancy skillsConsulting: the engagement lifecycle & core consultancy skills
Consulting: the engagement lifecycle & core consultancy skillsFirewerks
 
Our Experience with Adobe Audience Manager DMP
Our Experience with Adobe Audience Manager DMPOur Experience with Adobe Audience Manager DMP
Our Experience with Adobe Audience Manager DMPMatěj Novák
 
DMP - Audience Segmentation Strategy & Audience Testing
DMP - Audience Segmentation Strategy & Audience Testing  DMP - Audience Segmentation Strategy & Audience Testing
DMP - Audience Segmentation Strategy & Audience Testing Eddy Widerker
 
The DMP 101 - Data Management Platforms Explained
The DMP 101 - Data Management Platforms ExplainedThe DMP 101 - Data Management Platforms Explained
The DMP 101 - Data Management Platforms ExplainedEddy Widerker
 
A Digital Marketing Strategy for Spotify
A Digital Marketing Strategy for Spotify A Digital Marketing Strategy for Spotify
A Digital Marketing Strategy for Spotify Maura Hickey
 
Joint venture & strategic alliance
Joint venture & strategic allianceJoint venture & strategic alliance
Joint venture & strategic allianceTarang Gupta
 
A Digital Marketing Platform Strategy
A Digital Marketing Platform StrategyA Digital Marketing Platform Strategy
A Digital Marketing Platform StrategyMartin Walsh
 
How to create a management consulting presentation
How to create a management consulting presentationHow to create a management consulting presentation
How to create a management consulting presentationAsen Gyczew
 

En vedette (13)

ICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-Slides
ICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-SlidesICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-Slides
ICEC 2014 Linking 6 Phase Project Life Cycle with TCM Framework-Slides
 
Joint Venture & Strategic Alliance- hu consultancy
Joint Venture & Strategic Alliance- hu consultancyJoint Venture & Strategic Alliance- hu consultancy
Joint Venture & Strategic Alliance- hu consultancy
 
MANAGEMENT CONSULTING 101 part 1
MANAGEMENT CONSULTING 101 part 1MANAGEMENT CONSULTING 101 part 1
MANAGEMENT CONSULTING 101 part 1
 
Consulting: the engagement lifecycle & core consultancy skills
Consulting: the engagement lifecycle & core consultancy skillsConsulting: the engagement lifecycle & core consultancy skills
Consulting: the engagement lifecycle & core consultancy skills
 
Our Experience with Adobe Audience Manager DMP
Our Experience with Adobe Audience Manager DMPOur Experience with Adobe Audience Manager DMP
Our Experience with Adobe Audience Manager DMP
 
DMP - Audience Segmentation Strategy & Audience Testing
DMP - Audience Segmentation Strategy & Audience Testing  DMP - Audience Segmentation Strategy & Audience Testing
DMP - Audience Segmentation Strategy & Audience Testing
 
The DMP 101 - Data Management Platforms Explained
The DMP 101 - Data Management Platforms ExplainedThe DMP 101 - Data Management Platforms Explained
The DMP 101 - Data Management Platforms Explained
 
The DMP
The DMPThe DMP
The DMP
 
A Digital Marketing Strategy for Spotify
A Digital Marketing Strategy for Spotify A Digital Marketing Strategy for Spotify
A Digital Marketing Strategy for Spotify
 
Kick Off Meeting Presentation
Kick Off Meeting PresentationKick Off Meeting Presentation
Kick Off Meeting Presentation
 
Joint venture & strategic alliance
Joint venture & strategic allianceJoint venture & strategic alliance
Joint venture & strategic alliance
 
A Digital Marketing Platform Strategy
A Digital Marketing Platform StrategyA Digital Marketing Platform Strategy
A Digital Marketing Platform Strategy
 
How to create a management consulting presentation
How to create a management consulting presentationHow to create a management consulting presentation
How to create a management consulting presentation
 

Similaire à Managing the Consulting Engagement

APM Practitioner Qualification revision cards
APM Practitioner Qualification revision cardsAPM Practitioner Qualification revision cards
APM Practitioner Qualification revision cardsJacobs Engineering
 
Project management
Project managementProject management
Project managementBiswa Prusty
 
Projectmanagement 130721095616-phpapp01
Projectmanagement 130721095616-phpapp01Projectmanagement 130721095616-phpapp01
Projectmanagement 130721095616-phpapp01samansari22
 
x-introduction-to-project-management-110720031057-phpapp01 (1).pdf
x-introduction-to-project-management-110720031057-phpapp01 (1).pdfx-introduction-to-project-management-110720031057-phpapp01 (1).pdf
x-introduction-to-project-management-110720031057-phpapp01 (1).pdfEidTahir
 
Introduction to project management.ppt for
Introduction to project management.ppt  forIntroduction to project management.ppt  for
Introduction to project management.ppt forItcHcm1
 
Introduction to project management
Introduction to project managementIntroduction to project management
Introduction to project managementMohamad Ashrafi
 
06. Project Management Process Groups
06. Project Management Process Groups06. Project Management Process Groups
06. Project Management Process GroupsBhuWan Khadka
 
Intro to Project Management
Intro to Project ManagementIntro to Project Management
Intro to Project ManagementNoman Aftab
 
Project management life cycle
Project management life cycleProject management life cycle
Project management life cycleAmjad Idries
 
Project Management Ch 14.ppt
Project Management Ch 14.pptProject Management Ch 14.ppt
Project Management Ch 14.pptUjalaBatool7
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-managementPinta Florin
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-managementN Raghuraman
 
Introduction To Project Management
Introduction To Project ManagementIntroduction To Project Management
Introduction To Project Managementneha2788
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-managementPinta Florin
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-managementPinta Florin
 
Introduction To Project Management
Introduction To Project ManagementIntroduction To Project Management
Introduction To Project ManagementTrue Corporation
 

Similaire à Managing the Consulting Engagement (20)

APM Practitioner Qualification revision cards
APM Practitioner Qualification revision cardsAPM Practitioner Qualification revision cards
APM Practitioner Qualification revision cards
 
Project management
Project managementProject management
Project management
 
Projectmanagement 130721095616-phpapp01
Projectmanagement 130721095616-phpapp01Projectmanagement 130721095616-phpapp01
Projectmanagement 130721095616-phpapp01
 
x-introduction-to-project-management-110720031057-phpapp01 (1).pdf
x-introduction-to-project-management-110720031057-phpapp01 (1).pdfx-introduction-to-project-management-110720031057-phpapp01 (1).pdf
x-introduction-to-project-management-110720031057-phpapp01 (1).pdf
 
6396901
63969016396901
6396901
 
Introduction to project management.ppt for
Introduction to project management.ppt  forIntroduction to project management.ppt  for
Introduction to project management.ppt for
 
Introduction to project management
Introduction to project managementIntroduction to project management
Introduction to project management
 
06. Project Management Process Groups
06. Project Management Process Groups06. Project Management Process Groups
06. Project Management Process Groups
 
Making of Stakeholders Delight
Making of Stakeholders DelightMaking of Stakeholders Delight
Making of Stakeholders Delight
 
Making of Stakeholders Delight
Making of Stakeholders Delight Making of Stakeholders Delight
Making of Stakeholders Delight
 
Intro to Project Management
Intro to Project ManagementIntro to Project Management
Intro to Project Management
 
Project management life cycle
Project management life cycleProject management life cycle
Project management life cycle
 
Project Management Ch 14.ppt
Project Management Ch 14.pptProject Management Ch 14.ppt
Project Management Ch 14.ppt
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-management
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-management
 
Introduction To Project Management
Introduction To Project ManagementIntroduction To Project Management
Introduction To Project Management
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-management
 
Introduction to-project-management
Introduction to-project-managementIntroduction to-project-management
Introduction to-project-management
 
Introduction To Project Management
Introduction To Project ManagementIntroduction To Project Management
Introduction To Project Management
 
Project Management.pptx
Project Management.pptxProject Management.pptx
Project Management.pptx
 

Dernier

Slicing Work on Business Agility Meetup Berlin
Slicing Work on Business Agility Meetup BerlinSlicing Work on Business Agility Meetup Berlin
Slicing Work on Business Agility Meetup BerlinAnton Skornyakov
 
Developing Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, OursDeveloping Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, OursKaiNexus
 
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISINGUNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISINGlokeshwarmaha
 
Tata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerakTata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerakEditores1
 
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptxHELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptxHelene Heckrotte
 
Mihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZMihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZKanakChauhan5
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...Khaled Al Awadi
 
Data skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsData skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsyasinnathani
 
Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)Lviv Startup Club
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsIntellect Design Arena Ltd
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access
 
Building Your Personal Brand on LinkedIn - Expert Planet- 2024
 Building Your Personal Brand on LinkedIn - Expert Planet-  2024 Building Your Personal Brand on LinkedIn - Expert Planet-  2024
Building Your Personal Brand on LinkedIn - Expert Planet- 2024Stephan Koning
 
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John MeulemansBCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John MeulemansBBPMedia1
 
Graham and Doddsville - Issue 1 - Winter 2006 (1).pdf
Graham and Doddsville - Issue 1 - Winter 2006 (1).pdfGraham and Doddsville - Issue 1 - Winter 2006 (1).pdf
Graham and Doddsville - Issue 1 - Winter 2006 (1).pdfAnhNguyen97152
 
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...IMARC Group
 
Anyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agencyAnyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agencyHanna Klim
 
7movierulz.uk
7movierulz.uk7movierulz.uk
7movierulz.ukaroemirsr
 
Lecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb toLecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb toumarfarooquejamali32
 
To Create Your Own Wig Online To Create Your Own Wig Online
To Create Your Own Wig Online  To Create Your Own Wig OnlineTo Create Your Own Wig Online  To Create Your Own Wig Online
To Create Your Own Wig Online To Create Your Own Wig Onlinelng ths
 
Introduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptxIntroduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptxJemalSeid25
 

Dernier (20)

Slicing Work on Business Agility Meetup Berlin
Slicing Work on Business Agility Meetup BerlinSlicing Work on Business Agility Meetup Berlin
Slicing Work on Business Agility Meetup Berlin
 
Developing Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, OursDeveloping Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, Ours
 
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISINGUNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
 
Tata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerakTata Kelola Bisnis perushaan yang bergerak
Tata Kelola Bisnis perushaan yang bergerak
 
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptxHELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
 
Mihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZMihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZ
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
 
Data skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsData skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story points
 
Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)Michael Vidyakin: Introduction to PMO (UA)
Michael Vidyakin: Introduction to PMO (UA)
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking Applications
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024
 
Building Your Personal Brand on LinkedIn - Expert Planet- 2024
 Building Your Personal Brand on LinkedIn - Expert Planet-  2024 Building Your Personal Brand on LinkedIn - Expert Planet-  2024
Building Your Personal Brand on LinkedIn - Expert Planet- 2024
 
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John MeulemansBCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
BCE24 | Virtual Brand Ambassadors: Making Brands Personal - John Meulemans
 
Graham and Doddsville - Issue 1 - Winter 2006 (1).pdf
Graham and Doddsville - Issue 1 - Winter 2006 (1).pdfGraham and Doddsville - Issue 1 - Winter 2006 (1).pdf
Graham and Doddsville - Issue 1 - Winter 2006 (1).pdf
 
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
 
Anyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agencyAnyhr.io | Presentation HR&Recruiting agency
Anyhr.io | Presentation HR&Recruiting agency
 
7movierulz.uk
7movierulz.uk7movierulz.uk
7movierulz.uk
 
Lecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb toLecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb to
 
To Create Your Own Wig Online To Create Your Own Wig Online
To Create Your Own Wig Online  To Create Your Own Wig OnlineTo Create Your Own Wig Online  To Create Your Own Wig Online
To Create Your Own Wig Online To Create Your Own Wig Online
 
Introduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptxIntroduction to The overview of GAAP LO 1-5.pptx
Introduction to The overview of GAAP LO 1-5.pptx
 

Managing the Consulting Engagement

  • 2. The Consulting Engagement Lifecycle Maintenance Evaluation Closure Commitment Engagement
  • 3. Management Disciplines in a Consulting Engagement Project Management Knowledge and Practice General Management Knowledge and Practice Subject Matter Expertise Several management disciplines come to play in a consulting engagement • General management knowledge generally used to plan, organize, staff, execute & control operations of an enterprise • Subject matter expertise on technical elements (software, construction) or industry elements (automotive, financial) • Project management knowledge and practice that this material will focus on in slides ahead
  • 4. Deconstructing the Consulting Project Project Management Processes Consulting Engagement Lifecycle Project Management Responsibilities The following sections examine each of these dimensions
  • 6. The Consulting Engagement Lifecycle Maintenance Evaluation Closure Commitment Engagement
  • 7. Evaluation Ensure that all factors related to the opportunity are considered prior to committing resources to the proposal. The delivery organization decides whether the engagement is aligned to its core competencies and whether the client belongs to its target market segment. Activities Output • Value proposition, potential • Lead qualification benefits, risk ratings • Client organization • Engagement approach: analysis stakeholder identification; • Approach development scope & objectives; effort • Opportunity assessment and cost estimates; project plan outline; skills required;
  • 8. Commitment Agree on the engagement parameters of scope, outcome, cost and execution method. If the opportunity is one that the delivery organization wishes to pursue then it builds commitment to the assignment. Activities • Proposal and contract development – Scope definition – Project approach development • Contract negotiation and agreement Output • An approach, scope and objectives to the potential project • One of the following: – A signed contract – Decision not to propose – Client decision to not accept the proposal
  • 9. Engagement Transition to the envisioned state within the agreed scope. This stage is the ‘‘main course’’ of the project. The consultant builds on output from previous stages and proceeds as per the method decided earlier to achieve the outcomes agreed in the contract. Activities Output • Mobilize team • Analyze issues & envision solution • Implement recommendation • Project management documentation • Sign offs on deliverables & work products • Final deliverable to meet the project objective
  • 10. Closure Close the project with client agreeing that contracted outcomes have been achieved. Evaluation of project results determine the extent to which anticipated goals have been achieved. Activities Output • Measure client satisfaction • • Harvest project knowledge • • Confirm project completion • Demobilize team • Finalize billing • Plan ongoing maintenance Formal closure report, including measurement criteria & results Debriefing report & updated knowledgebase
  • 11. Maintenance It isn’t over until it’s over. For the successful consultant it is never over. Consultants develop a strategy for maintaining client contact, protecting their investment, and expanding to other areas within the account. Activities Output • Enhanced relationship • Keeping client updated between the client and with industry trends and the consultant consultant events • Receiving client feedback • A returning client for a subsequent assignment on success resulting from consulting assignment
  • 14. Process Iterations and Overlaps Project management processes overlap with each other and repeat in each stage of the engagement lifecycle Maintain Evaluate Close Commit Engage Executing Planning Closing Initiating Controlling
  • 15. Initiating Defining a project and organizing to start a project or a project phase. A detailed project plan may not exist in the Evaluation phase. However, follow-on phases are initiated based on the plan developed as a deliverable of the previous phase Activities • Mobilize infrastructure for project • Identify all project stakeholders and their goals or interests • Communicate with stakeholders to firm up their commitments
  • 16. Planning Developing / maintaining a plan to execute the project phase. Planning defines what needs to be done when, by whom, & required resources. It’s a continuous process. The Level of detail depends on project phase and intended use. Activities • Scope planning • Resource planning • Activity planning • Expense budgeting • • • • • Infrastructure planning Training to project team Risk mitigation plan Communication strategy Project charter
  • 17. Executing Coordinating and authorizing people or other resources to carry out the plan. The project management activities in this phase are implementation of management mechanisms defined in the planning process. Activities • Plan execution • Team development • Scope verification • Communication management • Project procurement administration
  • 18. Controlling The purpose of the project management control process is to identify potential problems early and prevent them from happening, or if that is not possible, minimizing their impact. Preventing problems is far easier and less costly than solving them. Activities • Project plan tracking • Project review meetings with stakeholders • Monitor resource utilization • Incidence management: monitor effectiveness of the issue resolution, scope change procedures • Identify potential time, cost over-runs
  • 19. Closing Formalizing the acceptance of the project or project phase and documenting lessons learned Activities • Obtain formal confirmation of project phase closure • Measure client satisfaction • Review plan, scope & budget • Obtain formal authorization to proceed to next phase in the project lifecycle • Plan resources, infrastructure for subsequent phases
  • 22. Project Integration Management Ensures coordination of all project elements such as infrastructure, resources, end client buy-in and other project management responsibilities. Activities Output • Project plan development • Project plan execution • Overall change control • • • • Project plan Stakeholder analysis Project charter Agreed project management methodology
  • 23. Scope Management No charging at windmills if your contract does not ask you to. Scope management comprises processes to ensure that the project has planned for all the work required, and only the work required, to complete the project successfully. Activities Output • • • • • Scope / requirements definition • Work breakdown structure • Product baseline control • Project baseline control Scope planning Scope definition Scope verification Scope change control
  • 24. Quality Management Ensures that the project will satisfy the agreedupon requirements. Quality management includes quality planning, quality assurance and quality control. Activities Output • Quality planning • Quality assurance • Quality control • Quality management plan • Operational definitions and checklist • Rework and process adjustments
  • 25. Cost Management Ensures that the project is completed within the approved budget. Cost management comprises estimating resources & cost, and monitoring & control of cost. Activities Output • • • • • • • • Resource planning Cost estimating Cost budgeting Cost control Resource requirements Cost estimates Cost management plan Budget updates / corrective action
  • 26. Time Management Ensures timely completion of the project. It consists of task or activity definition, activity sequencing, resource planning, activity duration estimating, and development & control of project schedules. Activities Output • • • • • Activity list • Project network diagram (Gantt chart, PERT chart) • Project schedule • Schedule updates Activity definition Activity sequencing Schedule development Schedule control
  • 27. Risk Management Identifying, assessing, and mitigating project risks associated with factors such as new technology, schedule constraints, availability of skills needed,, and degree of readiness of the user organization to accept changes the solution may introduce. Activities Output • • • • • Risk event statement • Opportunities to pursue/ignore, threats to accept/ respond to • Risk management plan • Corrective action Risk identification Risk quantification Risk response development Risk response control
  • 28. Communication Management Provides timely and appropriate generation and dissemination of project information to management and other stakeholders to ensure that their expectations are consistent with the realities of the project. Activities Output • • • • • • • • • Communication planning Information distribution Performance reporting Administrative closure Communications plan Project records and archives Change requests Formal acceptance Lessons learned
  • 29. Organizational Impact Management Identifies organizational changes that must occur and develops appropriate communication and training programs for impacted departments and staff to support the new systems and processes Activities Output • Organizational readiness assessment • Stakeholder management • Organizational change plan • Training / knowledge transfer
  • 30. Human Resource Management Provides effective leadership and management of the project team. Personal development and growth are key motivators for the project staff. Therefore, fostering development and growth are important parts of project Human Resource Management. Activities Output • Project organization planning • Staff acquisition • Team development • Role & responsibility definitions • Project organization plan • Team directory • Input to performance appraisals
  • 31. Procurement Management Includes all the processes required to acquire goods and services from outside the performing organization. Understanding the procurement process of the client organization and obtaining expert support on purchasing critical items for the project to minimize significant project delays. Activities Output • • • • • Procurement management plan • Contracts • Procurement documents • Payment requests • Formal acceptance and closure Procurement planning RFP preparation Source selection Contract negotiation and administration
  • 32. Thank You for your interest Managing the Consulting Engagement by Saumya Ganguly is licensed under a Creative Commons Attribution-Noncommercial-ShareAlike 4.0 International License. This means you can download, modify and redistribute this presentation non-commercially, as long as you acknowledge this source and license your new document / presentation under the identical terms. Check for credits in the next slide. Please feel free to contact me using the buttons on the right with your feedback or requests for similar material.
  • 33. Acknowledgements & Credits Contents sourced from Project Management Methodology, City of Los Angeles A Guide to Project Management Body of Knowledge, PMI Picture credits Title Slide: Aleksandar Markovic.jpg The Consulting Engagement Lifecycle Project Management Processes Project Management Responsibilities Clipart: Microsoft Office