CERTIFICATE IN MANAGEMENT CONSULTING … in Management Consulting Essentials (CMCE) for internal...

CERTIFICATEINMANAGEMENTCONSULTINGESSENTIALS

COURSEOVERVIEWFORTHOSEWISHINGTOTRAINASIN‐HOUSE/INTERNALCONSULTANTS

FromCoachingforChange,accreditedwiththeInstituteofBusinessConsulting

CertificateinManagementConsultingEssentials(CMCE)forinternalconsultants P a g e |2

CERTIFICATEINMANAGEMENTCONSULTINGESSENTIALS

OVERVIEW

Organisationswishingtodrivechangebutreducetheirrelianceonexternalconsultantscandeveloptheirownstaffwiththeskillsandknowledgeusedinthefieldofmanagementconsultancy,savingonthepremiumcostsofexternalconsultantsandalsoonlearning‐curvetime.

TheCertificateinManagementConsultingEssentials(CMCE)courseincludesanoverviewoftypicalconsultancyinterventionsandintroducesarangeoftools,skillsandtechniques,includingcommunication,knowledgesourcing,researchandanalysis,projectdelivery,risk,qualityassuranceandeffectivepersonalcontribution.

ABOUTTHISCOURSEPACKAGE

Weunderstandthattoattendthiscourseyouwillbeoutofyourofficeforthreeworkingdaysandlikelytobestayingawayfromhome.Withthisinmindwehaveputtogetherapackagetomakeitaseasyaspossibleforyoutogainthisvaluablequalification:

1. OurCMCEcourseisrunoverthreedays,finishingonaFriday

2. ItisbasedinthebeautifulDerbyshirecountrysidesoyoucanextendyourstayintoaleisureweekendifyouwish

3. Thecoursefeeincludeshighqualityaccommodationwhichwehavenegotiatedatadiscount

4. Weincludeone‐to‐onefollow‐upsupportasyoubegintouseyourskillsinyourworkplace

CoachingforChangeisaccreditedwiththeInstituteofBusinessConsultingandwebelievewearetheonlyproviderofthiscoursetooffersuchahighvalueflexiblepackagedesignedforyourbusinessconvenience.

WHATARETHEBENEFITS?

• Improvesyourcareerpotentialwithinyourchosenorganisation• Buildsconfidenceinyourapproachandabilitiesinfacilitatingchange• Providesasoundbaseforfurtherprofessionaldevelopment• Identifiesyouasaqualifiedpractitionerrecognisedin40+countries• ProvidesarefresherforthoseexperiencedconsultantsandthoseprogressingtheCMC®

award

WHOSHOULDATTEND?

• Those responsible for change within their organisation who want to know the pre-requisites for successful project delivery

• Thoseinvolvedinconsultancyprojects• Thoseinvolvedinsupplychainimprovementactivity• Thosewantinganintroductiontotheskillsandknowledgeneededinthefieldofmanagement

consultancy• Thosewantingtobroadentheirmanagementskillsforfacilitatingchange


AIMS

Tohelpyoulearn,asanaspiringmanagementconsultant,about:

• TheConsultancyRole

• TheConsultancyCycle

• TheClientRelationship

• CommunicationforConsultants

• EffectiveProjectDelivery

• StructuredKnowledge,ResearchandAnalysis

QUALIFICATIONSFORENTRY

Therearenospecificentryrequirementsforthisqualification.Asaguideitisequivalentto,orrepresentsthedemandsof,NVQlevel4.

GUIDEDLEARNINGHOURS

Theseareusedasanotionalmeasureofthesubstanceofaqualificationandhelplearningcentresdeterminewhatresourcesaregoingtobeneededtosupportcandidates.Theyarebasedonanestimateofthetimethatmightbespentbythecandidatebeingtaughtorinstructed,aswellasthetimecandidatesspendonstructuredlearningsuchasdirectedassignments,assessmentsonthejoborsupportedindividualstudyorpractice.Theydonotincludelearnerinitiatedprivatestudy.

Thereare45GuidedLearningHoursfortheCertificateinManagementConsultingEssentials.

AWARDINGBODY

ThequalificationisofferedbyTheInstituteofBusinessConsulting,whichisawhollyowneddivisionoftheCharteredManagementInstitute,whichistheawardingbody.Furtherdetailsaboutthequalificationcanbeobtainedbycontactingeitherorganisation.

SUPPORTANDHELP

YouwillbecomeastudentmemberoftheCharteredManagementInstitute,withaccesstoresourcessuchas:

• suggestedreadinglistsontheInstituteofBusinessConsultingwebsitewww.ibconsulting.org.uk

• awidevarietyofhelp,information,readinglistsandmanagementtexts,atwww.managers.org.uk/students.


LEARNINGOUTCOMES

Theassessmentprogrammeisdesignedtotestyourknowledgeandunderstandingofthewholesyllabus.ToachievetheCMCEqualification,candidatesmustmeetallofthelearningoutcomes.

AnymaterialyoucreateaspartofthisqualificationmaybecountedtowardstheDiplomainManagementConsultancyofferedbytheInstituteofBusinessConsultinginconjunctionwiththeCharteredManagementInstitute.

Youwillbeassessedtoensurethatyouhavemetallthelearningoutcomesbydemonstratingyourknowledgeandunderstandingofhowto:

1.Produceapersonaldevelopmentplan,basedonyourself‐assessmentagainsttheskills,knowledgeandbehaviourrequiredbymanagementconsultants,whichyoucanusetomanageyourdevelopment.

2.Describethestagesintheconsultancycycleandoutlinetherisksassociatedwitheachstage.

3.Definewhyitisimportanttobuildeffectiverelationshipswithclientsandoutlinethetechniquesyouwouldusetoestablishcredibilitywithaclient.

4.Reviewtherangeofcommunicationmethodsavailabletothemanagementconsultantandplanandmanageaclientmeeting.

5.Describethekeycomponentsofaprojecttoenableeffectivedeliveryofaconsultancyintervention.

6.Describehowyouwouldmanagediagnosisandanalysiseffectivelyinagivenclientcontext.

7.Describehowyouwouldpresentyourfindings,conclusionsandrecommendationstotheclientfollowingresearch,analysisanddiagnosis.

PROGRAMME

Thepurposeofthisprogrammeistoexploretheroleofthemanagementconsultant.Itconsiderstheskills,knowledgeandprofessionalbehaviourrequiredbyaneffectiveconsultant.Itlooksatethicalstandardsandcodesofconductandwillgiveyouaframeworktoevaluateyourcurrentknowledge,skillsandbehaviourtoplanyourfuturedevelopment.

Itincludesanoverviewofthedevelopmentoftheconsultancymarket,reviewsthephasesoftheconsultancyprocessandtypicalconsultancyinterventionsintroducingarangeoftools,skillsandtechniquestosupporteffectiveinteractionwithclients.Theroleofeffectivecommunicationisconsideredaswellascorecommunicationtechniques.Investigatingcoreconsultancyskillsinknowledgesourcing,researchandanalysisfollowsanoverviewofprojectdeliveryincludingrisk,qualityassuranceandeffectivepersonalcontribution.

Theprogrammeissplitintothreeparts:

Part1:Attendthethree‐daycourse,whichcoverthebasicCMCEsyllabus.Seeoverforthethreedayagenda.

Part2:Completeguidedlearninghoursthroughcasestudyworkintroducedduringthecourse.Tutormarkedandsupported.

Part3:CompleteanassignmentfortheIBC.Duringthisphaseyourtutorsupportsyouallthewaythroughtosubmission(within1yearofregistration)andqualification.


Day1

• Module1–IntroducFon• WhatisConsultancy?• Helpingsituabonanalysis• Understandingthepre‐requisitesforasuccessfulintervenbon

• Module2‐Approaches • Differentapproaches• ConsultancyCycle• LeanModel• Keyqualibesneeded• Selfassessment• Module3‐GeIngReady• HowtoCaptureFirstImpressions• Introtocasestudy• Idenbfyingpotenbalbenefits• Idenbfyingpotenbalstakeholdersandpossiblebarrierstochange• Methodsofgatheringthefacts

• Module4–FirstImpressions• Impactofpersonalpreparabon• Interpersonaldoanddon’ts• Buildingrapport• Moreeffecbvequesboningtechniques

• Lightreading/exercise• Endofdaydiscussion• CloseDay1

Day2

• Whatstuckfromday1?• Exercisedebate• Module5–Proposals• Understandthestructuretoagoodproposal• Whatnottodo• Module6–DataGathering• HowtorunEffecbveMeebngs• FacilitabonSkills• BelbinProfiles–yourpreferredstyle• Howtomeasureagoodmeebng• Theeffectsofpoorcommunicabon• Factsvsassumpbons• ValueStreamMappingtoolreallifecasestudywork

• Module7–EffecFveFeedback• BasicPresentabonSkills• Keepingyourstance• EffecbveClosing• Casestudypresentabontotheclientandfeedback

• Lightreadingexercise• Endofdaydiscussion• CloseDay2

Day3

• Whatstuckfromday2?• Exercisedebate• Module8–ImplementaFon• Keyelementsofchangeandinibalcommunicabon• Pre‐requisitesforchange• Techniquesforaddressinglackofclientcommitment• Escalabonprocess• Managingtheworkplan• VisualMasterSchedule• Module9–Managingtheclient• Theimportanceoftransparency• Segngupaprojectroom• Agreeingaworkingcharter• Introducbontocoaching• TGROWpracbce• Module10–Closing• Processconfirmabon• Capturinglessonslearnt• Exposingrisksassociatedwithsustainment• Howtogenerateagoodcasestudy

• Module11–RisksandCerFficaFon• Whattobeawareofateachstageoftheconsultancycycle• Rescuingprojects• Accreditabonrequirements• Supportwithqualificabonandmemberswebsite

• Feedbacksheets• Endofcoursediscussion• Close

Part1:Thethreedaycourseagenda


YOUWILLLEARN

TheConsultancyRole:

UNDERSTANDING:

Whatmanagementconsultancyis?

•Howthemanagementconsultancyrolecanbedefined,andwhichtypicalresponsibilitiesandactivitiesareincluded?

•Whatthechallenges,risksandpitfallsofthemanagementconsultancyroleare

Theknowledge,skillsandbehaviourrequired

•Therangeofessentialprofessionalbehaviourneededbytheindividual–suchasanalyticalandpro‐activethinking,theabilitytodealwithcomplexityandtakeresponsibility,interpersonalcapabilities,effectivedeliveryandtheabilitytoundertakepersonalgrowth

•Theprincipalconsultingskillsandtechnicalknowledgerequiredforeffectiveperformance

•Thepurpose,roleandimpactofprofessionalism,integrityandworkingwithincodesofconductandethicalguidelinesinthebestinterestsoftheclient

Theconsultancymarket

•Thestructureandhistoricaldevelopmentofthemanagementconsultancymarket

•Thecurrentmarketformanagementconsultancy,includingissuessuchascompetition,typesofconsultancyinterventions,andrelevantlegislative,economic,socialandpoliticalfactors,differenttypesofconsultancy(e.g.internal,external,publicsector),andhowtheirproducts,serviceandmarketsmaydiffer

Personalprofessionaldevelopment

•Theimportanceofpersonalgrowthandcontinuingprofessionaldevelopment

HOWTO:

•Undertakeaself‐assessmenttodetermineyourcurrentabilitiesanddevelopmentneeds

•Developandimplementapersonalactionplanforlearningandself‐development

•ReviewandreflectonyourlearninganddevelopmentusingtoolssuchastheInstitute’sManagementConsultancyCompetenceFramework(Appendix1)

•Requestandreviewfeedbacktoimproveyourperformanceanddevelopmentactivities

TheConsultancyCycle:

UNDERSTANDING:

•Thediversityofconsultancyinterventionsandapproaches

•Theconsultancycycleandtypicalinputsanddeliverablesforeachstageofthecycle

•Theprinciplesandstagesofamodelformanagingtheconsultancycycles

•Thetypesofproblems,risksandissueswhichmayariseduringeachphaseoftheconsultancycycle

•Theimportanceofscopinginterventionseffectivelyandagreeingclearcontractswithclients


•Theneedforinterventionstohaveaclear,plannedstructure

HOWTO:

•Selectanappropriatestyleofconsultancyintervention

•Manageclientexpectationoftheintervention

TheClientRelationship:

UNDERSTANDING:

•Theprinciplesofconsultationandnegotiationinmanagingclients

•Methodsofengagingyourclient

•Whatquantitativeandqualitativeinformationisessentialtoyourroleandresponsibilitiesinworkingwithclients

•Theimportanceofprofessionalism,ethicsandconfidentialityinbuildingandmaintainingclientrelationships

HOWTO:

•Establishcredibilitywithyourclient

•Researchyourclients’needseffectively

CommunicationforConsultants:

UNDERSTANDING:

•Theimportanceofeffectivecommunication

•Theprinciplesandprocessesofeffectivecommunicationandtheirimpactonproductiveworkingrelationshipswithclients,teammembers,colleaguesandmanagers

HOWTO:

•Applylisteningandquestioningtechniquestounderstandissuesandproblems

•Recognisedifferentformsofverbalandnon‐verbalbehaviourandtheirappropriateuses

•Planandmanagemeetingseffectively

EffectiveProjectDelivery:

UNDERSTANDING:

•Theimportanceofplanningandmanagingaprojectandtheimpactofpoorprojectplanningandmanagementonconsultancyprojects

•Thecomponentsofaprojectplan

•Theneedforeffectivebudgetingoftimeandresources

•Theroleandimportanceofqualityassurance

•Themanagementconsultant’spersonalroleineffectiveprojectdeliveryincludingupwardmanagementandclientmanagementtechniques


HOWTO:

•Applypersonaltimemanagementtechniqueswithintheprojectcontext

•Establishaneffectiveinfrastructuretoensureprojectdelivery

•Identifypotentialandactualriskstoeffectiveprojectcompletion

StructuredKnowledge,ResearchandAnalysis:

UNDERSTANDING:

•Theimportanceofidentifyingtheclientissue,applyingastructuredapproachandselectingappropriateanalyticaltoolsandtechniquestomeetthisneed

•Themethodsofidentifying,validating,filteringandsourcingtheknowledgeandinformationneededtotakedecisionsindifferentcontexts

•Theimportanceofconfidentialitywhendealingwithsensitiveinformation

•Theresourcesyouhaveavailabletoyouandtheroleofeffectivenetworksinresearch

HOWTO:

•Identifytheclientneedeffectively

•Applyarangeofsimple,recogniseddatagathering,problemsolvingandanalyticaltoolsandtechniques(suchasSWOT,PESTLE,etc)toachieveagreedoutcomes

•Drawconclusionsonthebasisofanalysinginformationbothquantitativelyandqualitatively


APPENDIX1CMIpersonaldevelopmentframework

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