From the course: Critical Roles Consultants Play (and the Skills You Need to Fill Them)

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Exercise solution: The initial interview

Exercise solution: The initial interview

From the course: Critical Roles Consultants Play (and the Skills You Need to Fill Them)

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Exercise solution: The initial interview

- After watching that conversation, I'll be you're saying that I could have played every role in the consultant playbook, and I wouldn't argue with you. There are some key points in the dialogue that send clear messages about what the client is wanting and expecting and which indicate the specific roles I need to play. I'll share those with you, but I don't want to be too prescriptive here. There are other hints and tips about success my client is sharing with me in this dialogue, so beyond the roles, I will share thoughts on those success perspectives as well. Early on, the client is clearly calling for the consultant to take on the role of the follower-listener. Initially she says. - We have, it's just that each finance organization favors their own way of doing things and senior leadership has been reluctant to choose one process over another. - And later in the discussion, she's more direct. - I'd like you to help get us on one page. Help me rally the team of finance managers and…

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