From the course: Critical Roles Consultants Play (and the Skills You Need to Fill Them)
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Exercise video: The initial interview
From the course: Critical Roles Consultants Play (and the Skills You Need to Fill Them)
Exercise video: The initial interview
- For this exercise, I'll role play the initial interview at the start of a consulting engagement. I'm meeting my client contract manager. Based on this interview, note the roles I play to successfully deliver this consulting engagement. And then in the next movie, we'll talk through them. It is so good to see you again. Thank you for inviting me. - Absolutely. Would you like a bottle of water while you're here? - I think I'm fine, thank you. - Well, thank you for coming. We have been so stressed with juggling four financial management processes and the related IT systems. And pulling everyone together to centralize on one system has proven to be even more stressful. - Well, I'm happy to help. How did you get to four systems in the first place? - Well, our business has grown through acquisition. And the businesses we purchased brought their own processes and systems with them. And while we had good intentions to merge processes and systems, customer contracts and growth opportunity…
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