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…
Author
Bob McGannon
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.
Skill Level Intermediate
Duration
Views
-
1. Jump-Start Your Consulting Career
-
Your career as a consultant1m 16s
-
Types of consultants2m 56s
-
-
2. The Consultant's Job and Roles They Play
-
The consultant's job3m 8s
-
The roles concept3m 5s
-
Assessing the required roles2m 57s
-
-
3. Technical and Managerial Roles
-
Pushing your client3m 29s
-
4. Leader and Follower Roles
-
Exercise: Applying the roles2m 27s
-
5. Reviewer/Critic and Implementer Roles
-
Conclusion
-
Next steps1m 38s
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Exercise: Applying the roles