How to Run a Consultancy

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Dan Minkin

4:04:00

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1 - Introduction

1 - Introduction.mp4

03:27

2 - Consultancy-Leadership-Masterclass-Workbook-v1.04.docx

2 - Introducing the Course.mp4

01:52

3 - Introducing Balanced Consultancy.mp4

04:07

4 - The 8 levers of Operational Success.mp4

02:37

2 - Structure and Organisation

5 - Organisational Scale.mp4

05:27

5 - Organisation-scale-and-characteristics.pdf

6 - Organisational Models.mp4

06:06

7 - Internal Consultancy Functions.mp4

05:09

8 - The Consultancy Employee Model.mp4

03:32

9 - Using Permanent Employees and Contractors.mp4

06:00

10 - Contractor Management Strategy.html

10 - Structure-Contractor-Management-Strategy.pdf

11 - Structure-What-do-Practices-do.pdf

11 - What do Practices do.html

12 - Lever 1 The Contractor Ratio.mp4

02:29

13 - Exercise 1.html

13 - Grow your consultancy.txt

3 - Introducing Consultancy Leadership

14 - Introducing Leadership.mp4

02:35

15 - The Three Levels of Leadership.mp4

04:34

16 - Leader Competence Model.html

16 - Leader-Competence-Model.pdf

4 - Executive Leadership

17 - ELT-The-CxO-Roles.pdf

17 - The Consultancy CSuite.html

18 - Setting the Direction.mp4

04:53

19 - Michael Zipursky on Strategy.mp4

01:39

20 - Strategic Improvement.mp4

05:08

21 - ELT-Strategic-Balance.pdf

21 - Strategic Balance.html

22 - Governance.mp4

03:27

23 - Governance Failure An Example.html

23 - PWC-and-Governance-Failure.pdf

24 - Operating Model.mp4

04:15

25 - Consultancy Processes by Function.html

25 - Consultancy-Business-Processes.pdf

26 - Representation.mp4

05:39

27 - Lever 2 Strategic Activity.mp4

02:13

28 - ELT-Thinking-about-Exit.pdf

28 - Thinking about Exit.html

29 - Exercise 2 Executive Leadership.html

29 - Exercise 2 Executive Leadership.txt

5 - Divisional Leadership

30 - Alignment with Strategy.mp4

03:40

31 - Team Assembly Key Roles.mp4

02:48

32 - LLT-Local-Leadership-Team-Roles.pdf

32 - Local Leadership Team Roles.html

33 - Key Considerations when Appointing the Team.mp4

05:29

34 - Forming the Delivery Team.mp4

01:41

35 - Senior Ratios and Leverage.mp4

04:04

36 - Lever 3 Leverage Ratio.mp4

02:12

37 - DLT-Succession-Planning-Focus-Areas.pdf

37 - Succession Planning.mp4

06:24

38 - Evangelisations and Communication.mp4

04:48

39 - Authority.mp4

06:20

40 - Modelling Leadership Behaviour.mp4

09:50

41 - The Reluctant Leader Thanks to Professor Laura Empson.mp4

05:12

42 - Exercise 3 Divisional Leadership.html

42 - Exercise 3 Divisional Leadership.txt

6 - Local Leadership

43 - Atmosphere and Culture.mp4

04:44

43 - LLT-Aligning-the-Stars.pdf

44 - Challenging the Plan and Adding Realism.mp4

04:44

45 - Workforce Planning.mp4

07:48

46 - Greg Alexander and Brian Saunders talking workforce planning.mp4

03:21

47 - LLT-Understanding-Attrition-in-Consultancies.pdf

47 - Understanding Attrition in consultancies.html

48 - Using a Balanced Scorecard.mp4

04:14

49 - Using Balanced KPIs.mp4

01:49

50 - Professor Joe OMahoney talks KPIs and Reporting.mp4

04:15

51 - Consultancy-Management-Reports.pdf

51 - Reporting and Metrics.mp4

03:48

52 - Coaching and Leadership Frameworks.mp4

05:06

53 - Exercise 4 Balanced Scorecard.html

53 - Exercise 4 Balanced Scorecard Interactive Exercise.txt

54 - Lever 4 Key Performance Indicators.mp4

02:07

7 - Financial Management

55 - Types of Money.mp4

03:34

56 - Profit and Loss Reporting.mp4

04:22

57 - Budgeting.mp4

08:10

58 - Exercises 5a and 5b Financial Management Budgeting and Profit and Loss.html

58 - Exercise 5a.txt

58 - Exercise 5b.txt

59 - Setting Rates in your Consultancy.mp4

04:51

60 - FIN-Contractor-Vs-Permanent.pdf

60 - Financial Effect of the Contractor Ratio.html

61 - Raising Rates.mp4

03:14

62 - Lever 5 Rates.mp4

02:16

63 - The Contracts and Invoicing Process.mp4

03:42

64 - Qualitative and Quantitative Cost.mp4

02:58

65 - Lever 6 Cash Control.mp4

02:09

66 - Checklist Operational Leakage.html

66 - Checklist-3-Levels-operational-leakage.pdf

67 - Operational Leakage.mp4

02:26

68 - Lever 7 Cash Control.mp4

02:12

69 - Contracts Invoice and Timesheet Process.html

69 - Contract-Invoice-and-Timesheet-Process.pdf

70 - The Importance of Utilisation.mp4

05:43

71 - Lever 8 Utilisation.mp4

02:28

8 - Consultancy Functions

72 - Introducing Leadership.mp4

02:21

73 - Business Development.mp4

04:44

74 - Client and Account Management.mp4

04:50

75 - Talent Management.mp4

04:14

76 - Operational Management.mp4

04:02

77 - Business Enablement.mp4

06:11

9 - End of Course

78 - Additional Bonus Material.html

78 - Balanced-Consutalncy-Snapshots-CLM-v-1-0.pdf

78 - the-balanced-consultancy-6476b3fa.pdf

Description

Structure, Leadership and Financial Management for Consultancies

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.

Who is this for?

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.

What You Need to Know?

There are no requirements for taking this course other than an interest in helping your consultancy succeed!

More details

Description
Overview
This course provides training for upcoming or newly established consultancy partners, leaders, and managers. The course covers how consultancyâ€™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 â€œThe Balanced Consultancyâ€, 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 work
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 members
Be 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 Providers
More experienced leaders who could benefit from a formal structured refresher on consultancy operations or 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
Anyone else who wants to understand how they can support the leadership of their consultancy.
Who this course is for:
Newly appointed Partners, Directors, or General Managers of Consultancies.
Senior Leaders who would like a structured framework for succession management.
â€œFast-trackâ€ 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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Dan Minkin

Instructor's Courses

Before going into business helping other firms, Dan held roles as EGM of New Zealand and EGM People Experience and Strategy at Planit Software Testing, one of the top-three pure play quality assurance companies in the world.His specialism is scaling professional services firms’ business activities and operations effectively whilst focusing on people experience and career management.Dan is the author of "The Consultant's Playbook" Published in Feb 2023.

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