Consulting Toolkit

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Collaborate with a team of high performing Project Managers, Product Managers, engineers, Vendor Managers, and Customer Success managers to own the Solution Deployment of an enterprise level payments software.

More Uses of the Consulting Toolkit:

  • Analyze client surveys with the client partner to identify areas for improvement and development of action plans.

  • Manage: people in strategy and Consulting drive Profitable Growth by developing market relevant insights to increase market share or create New Markets.

  • Be certain that your business complies; partners with leaders to execute on human resource solutions which support the short term and long term Business Objectives of the assigned business unit client group.

  • Help the team strike a balance of client facing Consulting work and Product Roadmap progress across multiple projects and teams.

  • Direct: Effective Communication with team/manager/stakeholders keeping everyone updated on project status, tracking, risks, etc.

  • Manage work with pursuIT Teams to sell Organizational Change Management services either on a standalone basis or as part of large technology enabled Transformation Programs.

  • Methodize: on behalf of the Audit Committee, facilitate the process for selection and management of any necessary External Auditor or other outside expert for necessary review or audits in specialized areas.

  • Be accountable for managing Policies and Procedures (general administration, access rights, approvals, review, automation of processes etc).

  • Formulate: monitor relevant marketplace trends; bring new ideas, assess opportunities and develop roadmap of how to further elevate your marketing.

  • Develop and manage detailed project and Work Plans, facilitate project meetings and resolve obstacles and issues with limited direction.

  • Serve as liaison between client, Project Team, development team, and other partners; Provide Quality Assurance and oversight to multiple consultants on your teams.

  • Ensure metrics are met or exceeded; drive Client Satisfaction through gathering and disseminating feedback to drive Performance Improvements.

  • Drive acquisition integration planning and ensures the appropriate team is assembled to execute plan once the deal is closed.

  • Guide: partner with cross functional teams to augment Business Value fluency through identifying, tracking, and documenting business outcomes delivered by client and project.

  • Help design partnerships (internal and external), frame outcome and impact measures, and build Implementation Plans.

  • Ensure you outpace; lead, design and drive your Organizational Change Management program on one or more concurrent large scalE Business transformation engagements.

  • Ensure your corporation solves complex problems; takes a new perspective using existing solutions and approaches changes with flexibility.

  • Orchestrate: host Training Sessions for new hires and existing Team Members on new and existing product functionality, Consulting techniques, and development of other relevant skills.

  • Manage work with Market Research to maintain a Marketing Intelligence reporting capability in order to keep abreast of market, customer, competitor and supplier trends.

  • Develop: first rate Interpersonal Skills with a talent to naturally build and maintain relationships at all levels and strategically leverage relationships appropriately.

  • Maintain the process for establishing ERM communication at all levels for gathering data and developing risk reports.

  • Lead: ready to think, behave and act in an innovative Consulting manner to drive your organizations Digital Business Strategies.

  • Bring a remarkable strength in communication and Relationship Building and clear insight into your own style/impact.

  • Audit: proper execution by a client services partner results in increased Client Satisfaction, revenue growth due to sales opportunities and new client potential based on positive client references.

  • Initiate: effective, consistent, inspiring Case Management and delivery for multiple complex/new cases and client environments.

  • Utilize effective Project Management, Business Process Management, Team Building and Change Management to execute and achievE Business results.

  • Be accountable for organizing and executing assigned Business Consulting projects on behalf of clients according to clients requirements.

  • Be accountable for facilitating risk awareness (organization of risk awareness sessions, preparation of packages for new employees, assessment/testing of employees knowledge etc).

  • Develop and implement Process Improvements to optimize workflows, Organizational Structure and Business Operations.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Consulting Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Consulting related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Consulting specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Consulting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Consulting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will you know that a change is an improvement?

  2. What kind of crime could a potential new hire have committed that would not only not disqualify him/her from being hired by your organization, but would actually indicate that he/she might be a particularly good fit?

  3. Have design-to-cost goals been established?

  4. How do you spread information?

  5. How likely is it that a customer would recommend your company to a friend or colleague?

  6. Which individuals, teams or departments will be involved in Consulting?

  7. Will the team be available to assist members in planning investigations?

  8. What are you verifying?

  9. How much does it cost?

  10. What disadvantage does this cause for the user?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Consulting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Consulting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Consulting Self-Assessment and Scorecard you will develop a clear picture of which Consulting areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Consulting Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Consulting projects with the 62 implementation resources:

  • 62 step-by-step Consulting Project Management Form Templates covering over 1500 Consulting project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Consulting project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Consulting Project Team have enough people to execute the Consulting Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Consulting Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Consulting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Consulting project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Consulting project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Consulting project with this in-depth Consulting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Consulting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Consulting and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Consulting investments work better.

This Consulting All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.