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Exploring the Second Oldest Profession So – You Want To Be A Consultant?
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],The Context www.cmc-canada.ca The Kennedy Information Study – 2007
Three Level Approach ,[object Object],[object Object],[object Object],Because consulting is learned by  watching  and  working with  consultants..
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],To Get The Most Out Of Today
Please allow me to introduce myself… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Performance Advantage – Chelsea Consulting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Where we’ve worked... Public Sector & Not For Profit
What we do… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
We Believe Process Transformation • Project Excellence • Performance Metrics Breakthrough performance is possible… Transformation is possible…
Our Expertise
What do you want to get out of this? What would you like to take away from this session? ??? Objectives
And your expectations? Turn to the person next to you – or another person and ask them the question –  “ What do you want to get out of this session?” Write down what they say… ??? Excercise
And your expectations? Now – play it back to them… (Take turns) ??? Excercise
Observations ,[object Object],[object Object],[object Object]
What I Want To Get Out Of This.. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What did we just learn? ,[object Object],[object Object],[object Object],[object Object]
And your expectations? Turn back to your neighbour  Regardless of how well you did – ask them… What is one thing I could have done better? Courtesy: Dave Howlett ??? Excercise
Consulting Is About Relationships Relationships are based on a  mutual   exchange  of value. Whether the exchange of value is mutual is a matter of perception  There are learned behaviours, skills and techniques to affect that perception It starts with the realization that it’s not about  you You get better at it by asking and applying one thing at a time
What Is  Consulting?
The Second Oldest Profession? Torn from the comic pages…
An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
An Honourable Profession Consulting is a  collaboration  between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
An Honourable Profession Consulting is a collaboration between the  consultant  and the  client  which solves one or more challenges faced by the client to the mutual benefit of both parties.
An Honourable Profession Consulting is a collaboration between the consultant and the client which  solves  one or more  challenges  faced by the client to the mutual benefit of both parties.
An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the  mutual benefit  of both parties.
What Is A Consultant? Give us a term which is synonymous with  Consultant  or is a characteristic of a consultant. See how many words you can come up with in one minute. ??? Consulting
Many different meanings… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Making sense of the many roles Expertise Efficiency Experience Client Problem Source:  David Maister,  Managing the Professional Services Firm
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Product Leadership Customer Intimacy Operational Excellence Known for: “Best total cost” Known for: “Best total solution” Known for: “best product” Skills:  Product Differentiation Skills: Customer Response Skills:  Operational Competence Disciplines of market leaders – Treacy, Wiersma
Why Are You Interested?  What do you want to get out of consulting? Turn over that piece of paper – write down three goals ??? Consulting
Quick Review
There’s no life like it! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A Personal Strategy  ,[object Object],[object Object],[object Object],Jim Collins, “Good To Great”
What do  you  want to be famous for? David Maister – Managing the Professional Services Firm
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Can you see this as the most interesting thing you could do for the next 3 to 5 years?
What do  you  want to be famous for? David Maister – Managing the Professional Services Firm
Do You Have The Desire What do you want to be famous for? Turn to your neighbour and tell them… David Maister – Managing the Professional Services Firm ??? Me
What’s Your Asset – Your Balance Sheet ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IF ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Consulting might not be right for you…
IF ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Consulting  might  be your thing…
Gimme A Break! I will resume in 19 minutes and 30 seconds – exactly! Invest 10 minutes –  Find someone you don’t know and compare notes…
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],To Get The Most Out Of Today
And your goals… ,[object Object],[object Object]
You’re Back
What have we done?
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Can you SELL it? They wouldn’t listen to the fact that I was a genius,  The man said they had all that they could use.  Now I got the steadily depressing No count mind messin’ Workin’ in the car wash blues….. Jim Croce
Taking Care Of Business “ I’m doing a great job of  Selling – my customers are doing a lousy job of  Buying !”
People Don’t Buy Drills (Mark Langlois) Name one of your key products/services: Five Problems That It Solves: Problem 1:  Problem 2:  Problem 3:  Problem 4:  Problem 5:  Source:  The Spin Selling Fieldbook
Taken from the point of view of a real potential customer (segment) – what is the  real view  they would have of The attributes of your service? Be honest!  It’s their perception that counts! Try to do one of these for your competitors…
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Help them by pushing the point… Is there one thing I could have done better?
Sit down. Shut up. And Sell! Sales is a process that anyone can learn. It involves connecting, listening and learning… People who follow a process have the greatest overall improvement in success rates.
Adding Your Own SPIN ,[object Object],[object Object],[object Object],[object Object],[object Object],Spin Selling - Huthwaite
The Buying Process Unaware Contemplating Planning Action Sold and Serving Advocacy Cal Harrison – BEYOND Referrals
Finding Leads ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Whether it’s networking or marketing, those who give away  something of value  attract interest.
Building Awareness ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Remember that awareness building is not selling!  You need to deliver real value.  That takes work, planning and tenacity! therealjimlove.wordpress.com
Virtual Networking A copy of this presentation will be available on my Linked In page.
It’s about managing a funnel…. We start with a large number of initial opportunities…
It’s about managing a funnel…. These are qualified and weeded out (or we are).  We  learn  from these.
It’s about managing a funnel…. Until we progress to the “wins”.  We  live  from these!
STOP LOSING LEADS! You need to put a system in place to actively manage the leads that you collect.  We use a CRM product which we also host for small businesses.  Start small and keep track!
Summary  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Want to learn more?  Performance Advantage is hosting a special workshop on Sales for Consultants entitled “Make Your Own Rain” (Late Feb/Early March 2009)
How do you measure up?
Strategy  ,[object Object],[object Object],[object Object],Jim Collins, “Good To Great”
Metrics – More Questions Than Answers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
An Assignment Plan - CRM Process Transformation • Project Excellence • Performance Metrics Analyze Configure Implement Discovery ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Requirements Definition ,[object Object],[object Object],[object Object],[object Object],Customization ,[object Object],[object Object],[object Object],Integration (Interfaces) ,[object Object],[object Object],[object Object],Data Conversion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Validation and Testing ,[object Object],[object Object],Implementation and Training ,[object Object],[object Object],[object Object]
Implementation Timing  Process Transformation • Project Excellence • Performance Metrics 1 day 1 day 3 days TBD 5 days+? 3 days TBD  2- 3 days 3 Days Discovery ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Requirements Definition ,[object Object],[object Object],[object Object],[object Object],Customization ,[object Object],[object Object],[object Object],Integration (Interfaces) ,[object Object],[object Object],[object Object],Data Conversion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Validation and Testing ,[object Object],[object Object],Implementation and Training ,[object Object],[object Object],[object Object]
Lean Road Map
What Can I Charge? ,[object Object],[object Object],[object Object],[object Object],[object Object],Avoid surprises.  Keep your own plan and track against it.  File weekly time reporting with accomplishments, issues and projections. Try to bill regularly, e.g. monthly
What Can I Charge? ,[object Object],[object Object],[object Object],[object Object],[object Object],Define the contents of deliverables and approval criteria. Watch our for “approvals” – we limited time and iterations.  Have a clear process. Try to get partial payment
What Can I Charge? ,[object Object],[object Object],[object Object],[object Object],[object Object],Only if you are absolutely sure. Define measurable success criteria. Ensure that all assumptions and pre-requisite conditions are stated. Document each. Often used for first assignments.  Have a contingency or be prepared to lose money.
What Can I Charge? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Rate =  (A + B) /  (C – D)  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Some Observations ,[object Object],[object Object],[object Object],[object Object]
Know Your Metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Tools For Your Business ??? What Do I Need
What do you need to  do ? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Intranet Components Case Managements Document Management Wiki for Manuals  Content Management Time and Projects  s Chat Home Page CRM Direct access from anywhere on network.  Secure and password protected wherever desired Customer Portal Contacts, Leads, Calls, History
Leveraging The Internet From affordable webcasting, to social networks, to new email networks to the phones we use.  We have a sophisticated tools that are very cheap to own and operate.
An Opportunity ,[object Object],[object Object],[object Object],See me after the presentation if you are interested in collaborating on this
You Inc.? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Staying In Business ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
You are not in this alone!  CMC Canada Is There With You! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What I Want From You ,[object Object],[object Object],[object Object],[object Object],Send me an email with this information and questions about anything you heard here today.  I’ll send you a copy of “Stop Losing Leads”  jim.love@performanceadvantage.ca
Where to from here? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions & Discussion
 

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Getting Into Consulting

  • 1. Exploring the Second Oldest Profession So – You Want To Be A Consultant?
  • 2.
  • 3.
  • 4.
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  • 8.
  • 9. We Believe Process Transformation • Project Excellence • Performance Metrics Breakthrough performance is possible… Transformation is possible…
  • 11. What do you want to get out of this? What would you like to take away from this session? ??? Objectives
  • 12. And your expectations? Turn to the person next to you – or another person and ask them the question – “ What do you want to get out of this session?” Write down what they say… ??? Excercise
  • 13. And your expectations? Now – play it back to them… (Take turns) ??? Excercise
  • 14.
  • 15.
  • 16.
  • 17. And your expectations? Turn back to your neighbour Regardless of how well you did – ask them… What is one thing I could have done better? Courtesy: Dave Howlett ??? Excercise
  • 18. Consulting Is About Relationships Relationships are based on a mutual exchange of value. Whether the exchange of value is mutual is a matter of perception There are learned behaviours, skills and techniques to affect that perception It starts with the realization that it’s not about you You get better at it by asking and applying one thing at a time
  • 19. What Is Consulting?
  • 20. The Second Oldest Profession? Torn from the comic pages…
  • 21. An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
  • 22. An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
  • 23. An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
  • 24. An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
  • 25. An Honourable Profession Consulting is a collaboration between the consultant and the client which solves one or more challenges faced by the client to the mutual benefit of both parties.
  • 26. What Is A Consultant? Give us a term which is synonymous with Consultant or is a characteristic of a consultant. See how many words you can come up with in one minute. ??? Consulting
  • 27.
  • 28. Making sense of the many roles Expertise Efficiency Experience Client Problem Source: David Maister, Managing the Professional Services Firm
  • 29.
  • 30.
  • 31.
  • 32. Product Leadership Customer Intimacy Operational Excellence Known for: “Best total cost” Known for: “Best total solution” Known for: “best product” Skills: Product Differentiation Skills: Customer Response Skills: Operational Competence Disciplines of market leaders – Treacy, Wiersma
  • 33. Why Are You Interested? What do you want to get out of consulting? Turn over that piece of paper – write down three goals ??? Consulting
  • 35.
  • 36.
  • 37. What do you want to be famous for? David Maister – Managing the Professional Services Firm
  • 38.
  • 39.
  • 40. What do you want to be famous for? David Maister – Managing the Professional Services Firm
  • 41. Do You Have The Desire What do you want to be famous for? Turn to your neighbour and tell them… David Maister – Managing the Professional Services Firm ??? Me
  • 42.
  • 43.
  • 44.
  • 45. Gimme A Break! I will resume in 19 minutes and 30 seconds – exactly! Invest 10 minutes – Find someone you don’t know and compare notes…
  • 46.
  • 47.
  • 49. What have we done?
  • 50.
  • 51. Can you SELL it? They wouldn’t listen to the fact that I was a genius, The man said they had all that they could use. Now I got the steadily depressing No count mind messin’ Workin’ in the car wash blues….. Jim Croce
  • 52. Taking Care Of Business “ I’m doing a great job of Selling – my customers are doing a lousy job of Buying !”
  • 53. People Don’t Buy Drills (Mark Langlois) Name one of your key products/services: Five Problems That It Solves: Problem 1: Problem 2: Problem 3: Problem 4: Problem 5: Source: The Spin Selling Fieldbook
  • 54. Taken from the point of view of a real potential customer (segment) – what is the real view they would have of The attributes of your service? Be honest! It’s their perception that counts! Try to do one of these for your competitors…
  • 55.
  • 56. Help them by pushing the point… Is there one thing I could have done better?
  • 57. Sit down. Shut up. And Sell! Sales is a process that anyone can learn. It involves connecting, listening and learning… People who follow a process have the greatest overall improvement in success rates.
  • 58.
  • 59. The Buying Process Unaware Contemplating Planning Action Sold and Serving Advocacy Cal Harrison – BEYOND Referrals
  • 60.
  • 61.
  • 62. Virtual Networking A copy of this presentation will be available on my Linked In page.
  • 63. It’s about managing a funnel…. We start with a large number of initial opportunities…
  • 64. It’s about managing a funnel…. These are qualified and weeded out (or we are). We learn from these.
  • 65. It’s about managing a funnel…. Until we progress to the “wins”. We live from these!
  • 66. STOP LOSING LEADS! You need to put a system in place to actively manage the leads that you collect. We use a CRM product which we also host for small businesses. Start small and keep track!
  • 67.
  • 68. How do you measure up?
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  • 79.
  • 80. Tools For Your Business ??? What Do I Need
  • 81.
  • 82. Intranet Components Case Managements Document Management Wiki for Manuals Content Management Time and Projects s Chat Home Page CRM Direct access from anywhere on network. Secure and password protected wherever desired Customer Portal Contacts, Leads, Calls, History
  • 83. Leveraging The Internet From affordable webcasting, to social networks, to new email networks to the phones we use. We have a sophisticated tools that are very cheap to own and operate.
  • 84.
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  • 91.