As a consultant, it is vital to get client feedback on what you are doing well, and what you can do to improve. This video shares a conversation between a consultant and his client. Based on that conversation, you can assess how the consultant performed while serving different roles during his consulting engagement.
- In this exercise, I'm talking with my client…and I'm hoping to find out if I've used…the manager and follower roles well…during the first phase of my engagement.…Based on this interview, note the clues I get…about my success and opportunities for improvement…with these roles.…Then, in the next movie,…we'll talk through the interview outcomes.…- So, are you sure you wouldn't like…a bottle of water, Bob?…- I assure you that I am not thirsty, still.…- Okay (laughs).…Well thank you so much for coming by to see me.…With all that is going on, it is so easy to get caught up…in everyday activity and not spend time making sure…that we're doing the right thing.…
- Absolutely.…Before we know it, weeks would pass.…So did you get a chance to review…the proposal I gave to you to unify the finance processes…and share it with your finance team?…- I did, thank you.…For the month you've been here,…you've had some meaningful conversations…with many of our senior leaders.…And from those I've talked to,…you have created believers!…They believe that it might be possible…
Released
11/7/2018- Identify the critical requirements needed to become a successful consultant.
- Review the roles a consultant can fulfill to increase their success when dealing with clients.
- Recognize approaches for assessing your success level with a client before you've received a formal evaluation.
- Explore how to switch between consulting roles without confusing or aggravating your client.
- Review the change management conditions that must be in place to successfully deploy your consulting solutions.
- Identify the actions that maximize your chances for future work with a client.
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Video: Exercise: Applying the roles