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CONSULTING 
ENGAGEMENT LIFECYCLE & CORE 
CONSULTANCY SKILLS 
London College of Fashion 
Executive MBA presentation 
10th July 2014
CONSULTING 
ENGAGEMENT 
LIFECYCLE
START MIDDLE END 
Analysis & Critical Thinking 
Brief 
Proposal 
• Understanding of the 
problem 
• Proposed methodology 
• Timescales 
• Agreed outputs 
• Rates 
• Terms & Conditions 
Kick off meeting 
Consultations 
Update Meetings / Key 
Milestones 
Draft Deliverables 
Final Deliverable 
Close-down
TOP TIPS 
Make sure you understand the problem the client 
wants to solve – play it back to them 
Ensure the scope of work is clear 
– manage ‘scope 
creep’ 
Don’t get too hung up on the methodology – it can 
change, in agreement with the client 
Be clear about timescales – but they can change in 
agreement with the client
CORE 
CONSULTANCY 
SKILLS
Depth of personal relationship 
Breadth of business issues 
The Trusted Advisor (Maister, Green & Galford 1990)
Ask yourself: 
“What is going on 
here?”
What the client thinks is the 
issue might not be the issue
Don’t assume you have 
the answer from the 
beginning...
Hypothesise based upon 
your experience
Keep a very open mind from the start – you 
are dealing with limited information to 
begin with
Technical mastery is 
important
But ultimately you must build a trust-based 
relationship 
“You don’t get the chance to employ advisory skills until you get someone 
to trust you enough to share their problems with you”
The Trusted Advisor (Maister, Green & Galford 1990)
Care about their 
problem 
MANAGE 
EXPECTATIONS 
If you say you are going 
to do something... do it! 
Remember the client 
knows more about their 
business than you 
Know when you are 
outside your area of 
You can be creative 
with the truth but 
NEVER lie 
Don’t be afraid to 
manage the elephant in 
the room 
expertise 
Practice the art of 
thinking 3 questions 
ahead
Never ‘tell’ someone 
what to do 
Express potential 
solutions as options 
Provide clear rationale 
for each option 
Remember it is the 
client’s decision not 
yours 
That doesn’t mean you 
can’t exercise 
professional opinion 
Not enough to be right – 
you must be helpful! 
Be mindful of internal 
politics in determining 
options 
You are there to make 
the client’s life easier 
not harder 
Ensure the client 
remains the centre of 
attention 
The client should feel 
like they have come up 
with the solution
You have 2 ears and 1 
mouth, use them in that 
order 
Listen and 
understand... I mean 
really listen 
Show an interest and 
establish (genuine) 
rapport 
Earn the right to offer 
advice 
Set clear goals and 
outcomes 
Manage the 
engagement effectively 
Let the small stuff go... 
Research them and 
their background

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Consulting: the engagement lifecycle & core consultancy skills

  • 1. CONSULTING ENGAGEMENT LIFECYCLE & CORE CONSULTANCY SKILLS London College of Fashion Executive MBA presentation 10th July 2014
  • 3. START MIDDLE END Analysis & Critical Thinking Brief Proposal • Understanding of the problem • Proposed methodology • Timescales • Agreed outputs • Rates • Terms & Conditions Kick off meeting Consultations Update Meetings / Key Milestones Draft Deliverables Final Deliverable Close-down
  • 4. TOP TIPS Make sure you understand the problem the client wants to solve – play it back to them Ensure the scope of work is clear – manage ‘scope creep’ Don’t get too hung up on the methodology – it can change, in agreement with the client Be clear about timescales – but they can change in agreement with the client
  • 6. Depth of personal relationship Breadth of business issues The Trusted Advisor (Maister, Green & Galford 1990)
  • 7. Ask yourself: “What is going on here?”
  • 8. What the client thinks is the issue might not be the issue
  • 9. Don’t assume you have the answer from the beginning...
  • 10. Hypothesise based upon your experience
  • 11. Keep a very open mind from the start – you are dealing with limited information to begin with
  • 12. Technical mastery is important
  • 13. But ultimately you must build a trust-based relationship “You don’t get the chance to employ advisory skills until you get someone to trust you enough to share their problems with you”
  • 14. The Trusted Advisor (Maister, Green & Galford 1990)
  • 15. Care about their problem MANAGE EXPECTATIONS If you say you are going to do something... do it! Remember the client knows more about their business than you Know when you are outside your area of You can be creative with the truth but NEVER lie Don’t be afraid to manage the elephant in the room expertise Practice the art of thinking 3 questions ahead
  • 16. Never ‘tell’ someone what to do Express potential solutions as options Provide clear rationale for each option Remember it is the client’s decision not yours That doesn’t mean you can’t exercise professional opinion Not enough to be right – you must be helpful! Be mindful of internal politics in determining options You are there to make the client’s life easier not harder Ensure the client remains the centre of attention The client should feel like they have come up with the solution
  • 17. You have 2 ears and 1 mouth, use them in that order Listen and understand... I mean really listen Show an interest and establish (genuine) rapport Earn the right to offer advice Set clear goals and outcomes Manage the engagement effectively Let the small stuff go... Research them and their background

Notas del editor

  1. 10 years in the corporate world, I set up Firewerks to work with startups and high growth businesses, to help them think more strategically about their business challenges and structure their own thinking Training – own Intelligent Business Planning course (share a few details at the end) Consulting – work with startups and scaling organisations to prepare business plans for investment purposes
  2. Exercise designed to help participants get all the good (and bad ideas) out of their head and into a more constructive format