How to Manage Consulting in Teams

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This document discusses how independent consultants can work in teams to amplify their careers. It outlines advantages like taking on larger projects, optimizing talent, and building business networks. Challenges include differing work styles and determining team leadership. Common team types are project-based, consulting, and broker teams. The MBO Partners program provides tools for independent companies or associate teams to collaborate, including billing, hiring team members, and branding support. An example case study highlights how one executive formed a senior executive services team.

Business

Working in Teams to Amplify Your
Independent Consulting Career

1
Copyright © 2009 MBO Partners. All rights reserved.

Gene Zaino
President and CEO

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Copyright © 2009 MBO Partners. All rights reserved.

Kelly Scherer
Team Manager

3
Copyright © 2009 MBO Partners. All rights reserved.

Bill James
Executive Vice President,
Senior Executive Services

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Copyright © 2009 MBO Partners. All rights reserved.

Why W k i T
Wh Work in Teams?
?

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Copyright © 2009 MBO Partners. All rights reserved.

The Advantages
g
Provide comprehensive solutions to your clients

Take on larger contracts

Optimize talent for the best value and profit

Partner with peers that compliment your skill sets

Avoid getting married: no legal partnerships required

Build business, reference and capabilities

Each team member has a network to leverage

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Copyright © 2009 MBO Partners. All rights reserved.

The Challenges
g

Differing styles, approaches and methodologies

Who is the boss?

Increases the amount of administrative duties

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Copyright © 2009 MBO Partners. All rights reserved.

Types of Teams
yp
Project-based Team
Assemble the talent for a particular one time deliverable
one-time
Generally a large project
Team leader manages the project and negotiates the terms

Consulting Team
Maintain a network or bench of qualified talent
Market the skills and experience
Find engagements for one or more people
Assign the person or group to the engagement

Broker or Recruiter Team
Solicit requirements from clients who need talent
Recruit and qualify talent
Present t client for engagement
P t to li t f t

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Copyright © 2009 MBO Partners. All rights reserved.

MBO Teams:
T
Our Capabilities

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Copyright © 2009 MBO Partners. All rights reserved.

Features of an MBO Team Center

Independent Company vs Associate Team

Billing and accounting for a team or a project

Establish team leaders (or partners) with splits

Hire resources as subs or employees of the team

Manage time, expenses, team member records, account
history, collections, etc

Secure, shared team access for reporting and monitoring

10
Copyright © 2009 MBO Partners. All rights reserved.

Case Study:
Bill James
J
Senior Executive Services

12
Copyright © 2009 MBO Partners. All rights reserved.

Questions?
Gene Zaino
1-800-220-0469
gene@mbopartners.com
g @ p

Kelly Scherer
1-800-220-0469 x 6025
kscherer@mbopartners.com

Bill James
1-866-719-1881
Bill.James@seniorexecutiveservices.com

13
Copyright © 2009 MBO Partners. All rights reserved.

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