How To Run A Consultancy

What you'll learn
Understand the role of the Executive Leadership Team (ELT) and how the divisional and local leadership teams can support them.
Have a framework so that you understand what you need to do yourself and what you expect your team to do.
Understand how the financial management in a consultancy organisation is performed
Understand why consultancies need leaders with flexible and supportive leadership styles and to be able to apply techniques to get the best out of your team
Be able to identify and pull the 8 levers for high consultancy performance.
Requirements
There are no requirements for taking this course other than an interest in helping your consultancy succeed!
Description
OverviewThis course provides training for upcoming or newly established consultancy partners, leaders, and managers. The course covers how consultancy's structure themselves in order to meet their strategy and goals. Three distinct levels of leadership are covered so that the delegate understands their role and the role of other leaders, both above and below.You will receive access to the online training material, a 90 page workbook, a copy of "The Balanced Consultancy", a book on running all aspects of a consultancy, and a 54-page booklet with an infographic representation of the course material and more.By the end of the online programme, you will:Understand the role of the Executive Leadership Team (ELT) and how the divisional and local leadership teams can support them.Have a framework so that you understand what you need to do yourself and what you expect your team to do.Understand how the financials in a consultancy organisation workUnderstand why consultancies need leaders with flexible and supportive leadership styles and to be able to apply techniques to get the best out of your team membersBe able to identify and pull the 8 levers for high consultancy performance.Who is it for?Newly appointed Partners, Directors, or General Managers of Consultancy Service ProvidersMore experienced leaders who could benefit from a formal structured refresher on consultancy operations or who would like a structured framework for succession managementFast-track individuals with an aspiration for partnership or general managementHeads of function who want an overall view of how consultancies operateAnyone else who wants to understand how they can support the leadership of their consultancy.
Overview
Section 1: Introduction
Lecture 1 Introduction
Lecture 2 Introducing the Course
Lecture 3 Introducing Balanced Consultancy
Lecture 4 The 8 levers of Operational Success
Section 2: Structure and Organisation
Lecture 5 Organisational Scale
Lecture 6 Organisational Models
Lecture 7 Internal Consultancy Functions
Lecture 8 The Consultancy Employee Model
Lecture 9 Using Permanent Employees and Contractors
Lecture 10 Contractor Management Strategy
Lecture 11 What do Practices do?
Lecture 12 Lever 1 - The Contractor Ratio
Lecture 13 Exercise 1
Section 3: Introducing Consultancy Leadership
Lecture 14 Introducing Leadership
Lecture 15 The Three Levels of Leadership
Lecture 16 Leader Competence Model
Section 4: Executive Leadership
Lecture 17 The Consultancy C-Suite
Lecture 18 Setting the Direction
Lecture 19 Michael Zipursky on Strategy
Lecture 20 Strategic Improvement
Lecture 21 Strategic Balance
Lecture 22 Governance
Lecture 23 Governance Failure - An Example
Lecture 24 Operating Model
Lecture 25 Consultancy Processes by Function
Lecture 26 Representation
Lecture 27 Lever 2 - Strategic Activity
Lecture 28 Thinking about Exit
Lecture 29 Exercise 2 - Executive Leadership
Section 5: Divisional Leadership
Lecture 30 Alignment with Strategy
Lecture 31 Team Assembly - Key Roles
Lecture 32 Local Leadership Team Roles
Lecture 33 Key Considerations when Appointing the Team
Lecture 34 Forming the Delivery Team
Lecture 35 Senior Ratios and Leverage
Lecture 36 Lever 3 - Leverage Ratio
Lecture 37 Succession Planning
Lecture 38 Evangelisations and Communication
Lecture 39 Authority
Lecture 40 Modelling Leadership Behaviour
Lecture 41 The Reluctant Leader - Thanks to Professor Laura Empson
Lecture 42 Exercise 3 - Divisional Leadership
Section 6: Local Leadership
Lecture 43 Atmosphere and Culture
Lecture 44 Challenging the Plan and Adding Realism
Lecture 45 Workforce Planning
Lecture 46 Greg Alexander and Brian Saunders talking workforce planning
Lecture 47 Understanding Attrition in consultancies
Lecture 48 Using a Balanced Scorecard
Lecture 49 Using Balanced KPIs
Lecture 50 Professor Joe O'Mahoney talks KPIs and Reporting
Lecture 51 Reporting and Metrics
Lecture 52 Coaching and Leadership Frameworks
Lecture 53 Exercise 4 - Balanced Scorecard
Lecture 54 Lever 4 - Key Performance Indicators
Section 7: Financial Management
Lecture 55 Types of Money
Lecture 56 Profit and Loss Reporting
Lecture 57 Budgeting
Lecture 58 Exercises 5a and 5b - Financial Management, Budgeting and Profit and Loss
Lecture 59 Setting Rates in your Consultancy
Lecture 60 Financial Effect of the Contractor Ratio
Lecture 61 Raising Rates
Lecture 62 Lever 5 Rates
Lecture 63 The Contracts and Invoicing Process
Lecture 64 Qualitative and Quantitative Cost
Lecture 65 Lever 6 - Cash Control
Lecture 66 Checklist Operational Leakage
Lecture 67 Operational Leakage
Lecture 68 Lever 7 - Cash Control
Lecture 69 Contracts, Invoice and Timesheet Process
Lecture 70 The Importance of Utilisation
Lecture 71 Lever 8 - Utilisation
Section 8: Consultancy Functions
Lecture 72 Introducing Leadership
Lecture 73 Business Development
Lecture 74 Client and Account Management
Lecture 75 Talent Management
Lecture 76 Operational Management
Lecture 77 Business Enablement
Section 9: End of Course
Lecture 78 Additional Bonus Material
Newly appointed Partners, Directors, or General Managers of Consultancies.,Senior Leaders who would like a structured framework for succession management.,"Fast-track" individuals with an aspiration for partnership or general management,Heads of function who want an overall view of how consultancies operate.,Others who want to understand how they can support their company's leadership.
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