Introduction to Consulting

Course Curriculum

Chapter 1: Introduction

Lecture 1: Why this particular course

Chapter 2: What is consulting?

Lecture 1: What is consulting and why do companies use consultants?

Lecture 2: What do consultants provide?

Lecture 3: What does being a consultant mean for your salary?

Lecture 4: What does it take to be a successful consultant?

Chapter 3: First Impressions

Lecture 1: Tell me about yourself

Lecture 2: Setting yourself up on, and using, LinkedIn

Lecture 3: A consulting resume

Lecture 4: The cover letter

Chapter 4: How Money Is Made By A Consulting Firm and the role you can play

Lecture 1: Finders, Minders & Grinders, and the #1 metric for new consultants: Chargeabilty

Lecture 2: Chargeability – how you can impact the #1 metric for a consultant

Lecture 3: Realization – the #1 metric for managers and partners in a consulting firm

Lecture 4: A case example to show how the pieces fit together

Lecture 5: A case example – all the pieces put together

Lecture 6: A case example – the solution

Lecture 7: Partners Salaries

Lecture 8: Making more

Chapter 5: The Proposal: An actual example of a consulting proposal

Lecture 1: The consulting proposal: the cover sheet

Lecture 2: The consulting proposal: the table of contents

Lecture 3: The consulting proposal: the problem statement

Lecture 4: The consulting proposal: Objectives and scope

Lecture 5: The consulting proposal: Statement of Work or Approach

Lecture 6: The consulting proposal: Statement of Work or Approach (part 2)

Lecture 7: The consulting proposal: Project timeline

Lecture 8: The consulting proposal: Major assumptions

Lecture 9: The consulting proposal: Project staffing

Lecture 10: The consulting proposal: Fees

Lecture 11: The consulting proposal: Expenses

Lecture 12: The consulting proposal: Terms and Conditions

Lecture 13: The consulting proposal: References and resumes

Lecture 14: The consulting proposal: From a proposal to an engagement

Chapter 6: Budgeting a Consulting Engagement

Lecture 1: Budgeting a consulting engagement – introduction

Lecture 2: Budgeting a consulting engagement – what goes in a budget

Lecture 3: Budgeting a consulting engagement – the immutable triangle

Lecture 4: Budgeting a consulting engagement – the immutable triangle continued

Lecture 5: Budgeting a consulting engagement – the immutable triangle and clients

Lecture 6: Budgeting a consulting engagement – the immutable triangle and quality

Lecture 7: Budgeting a consulting engagement – the immutable triangle and healthcare

Lecture 8: Budgeting a consulting engagement – the timeline for the project

Lecture 9: Budgeting a consulting engagement – estimating the size of tasks

Lecture 10: Budgeting a consulting engagement – tips for budgeting well

Lecture 11: Budgeting a consulting engagement – tips for budgeting well

Lecture 12: Budgeting a consulting engagement – can you charge for learning?

Lecture 13: Budgeting a consulting engagement – charging for administrative expenses

Lecture 14: Budgeting a consulting engagement – the critical path of a project

Lecture 15: Budgeting a consulting engagement – doing what you promised

Lecture 16: Budgeting a consulting engagement – walkthrough of an actual budget spreadsheet

Lecture 17: Budgeting a consulting engagement – admin expenses on the spreadsheet

Lecture 18: Budgeting a consulting engagement – the project itself on the spreadsheet

Lecture 19: Budgeting a consulting engagement – Fees at standard on the spreadsheet

Lecture 20: Budgeting a consulting engagement – Fees at ERP on the spreadsheet

Chapter 7: Handling a consulting meeting

Lecture 1: An introduction to handling a consulting meeting

Lecture 2: Handling a consulting meeting – collecting information

Lecture 3: Handling a consulting meeting – why is it important?

Lecture 4: Handling a consulting meeting – structured and unstructured meetings

Lecture 5: Handling a consulting meeting – what types of questions to ask

Lecture 6: Handling a consulting meeting – prescriptions for success

Lecture 7: Handling a consulting meeting – asking the wrong questions

Lecture 8: Handling a consulting meeting – three steps to a successful meeting

Lecture 9: Handling a consulting meeting – planning the meeting – part 1

Lecture 10: Handling a consulting meeting – planning the meeting – part 2

Lecture 11: Handling a consulting meeting – planning the meeting – part 3

Lecture 12: Handling a consulting meeting – right before the meeting – part 1

Lecture 13: Handling a consulting meeting – right before the meeting – part 2

Lecture 14: Handling a consulting meeting – right before the meeting – part 3

Lecture 15: Handling a consulting meeting – right before the meeting – part 4

Lecture 16: Handling a consulting meeting – right before the meeting actually starts

Lecture 17: Handling a consulting meeting – the meeting space

Lecture 18: Handling a consulting meeting – Business cards

Lecture 19: Handling a consulting meeting – In the meeting – Establishing rapport

Lecture 20: Handling a consulting meeting – In the meeting – Cellphone off

Lecture 21: Handling a consulting meeting – Confirming the purpose of the meeting

Lecture 22: Handling a consulting meeting – gathering current information

Lecture 23: Handling a consulting meeting – conducting the meeting

Lecture 24: Handling a consulting meeting – drawing out information

Lecture 25: Handling a consulting meeting – clarifying

Lecture 26: Handling a consulting meeting – working with documents

Lecture 27: Handling a consulting meeting – recording client responses

Lecture 28: Handling a consulting meeting – ending the meeting properly

Lecture 29: Handling a consulting meeting – social desirability

Lecture 30: Handling a consulting meeting – listening and understanding

Lecture 31: Handling a consulting meeting – losing control of the meeting

Lecture 32: Handling a consulting meeting – asking for documents

Lecture 33: Handling a consulting meeting – filing