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Consultant Log Book MBA FT 15
Management Consulting Tools and Processes
Rafael Mohrez
Executive
Summary
My
timetable
and fees
Best
Consultants
Initial
presentation
Elevator
pitch
Toolkit
Exercise
Reputation
My SWOT
and
Evaluation
Networking
Marketing
myself
Writing a
reference Selling
skills
Exercise
Proposal
The Cake
Shop
Project
Management
Business
Cases
Table of contents
23
Fev
26
Fev
27
Fev
Executive Summary
• This Log book includes the main topics and key take away from the first week of
management consulting specialization
• A Timetable was created in order to control the hours and costs
• Major consulting firms seek for professional with the following skills: ability to
communicate effectively ,critical thinking, capacity to solve problems, work in
teams and win globally
• It is very important to have an elevator pitch prepared to succeed when selling
yourself
• Working in teams, build a strong reputation and how to marketing yourself were
abilities developed during the course
• Build a reliable and extensive network is the key in consulting business as well as
the development of selling and pricing skills
•This log book also contains examples of team work activities and case studies
during the course, which were extremely important linking theory and practice
My Timetable
22/fev 23/fev 24/fev 25/fev 26/fev 27/fev 28/fev
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Classes
5h 30 min
Classes
3h 30 min
Classes
9h
Organizing notes
and files
2h
Profile/
Reputation 1h
21 hours 6h 30 min 5h 30 min 9h
01/mar 02/mar 03/mar 04/mar 05/mar 06/mar 07/mar
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
LogBook
2h
LogBook
1h
Reference
1h
4 hours 2h 2h
08/mar 09/mar 10/mar 11/mar 12/mar 13/mar 14/mar
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
LogBook
2h
LogBook
2h LogBook
4h
LogBook
4h
12 hours 2h 2h 4h 4h
37
Hours
Special Fee
110 euros / hour
4,070 euros
Best Consultants
Vault.com shows a ranking with the best consulting firms and the 3 first position
are:
• Bain & Co.
• McKinsey Consulting
• BCG – Boston Consulting Group
They look for caracteristics such as Communications (active listener and use well
the client time), critical thinking (structure of the work and the strategic “no”),
capacity to solve problems (give alternatives solutions) , work in teams (work
well with different people from different cultures) and win globally (know how to
win business in a global perspective).
Initial presentation
First impression is not in the first day that we meet someone
Get formal commitment from other people
Ask great questions
When evaluating ourselves, be honest, conscious, understand our limititations and roles inside a team
Set expectations and common rules when working in a team. Define a team leader
• Sharon starts the course introducing herself in a professional way giving her
business card (she was expecting us to present our cards).
• She asked us to fill a form and evaluate the quality of the question in this
questionnaire (the importance of smart questions!)
• She explained about the course, evaluation criteria and the importance of the self-
evaluation process
• We participated in a team exercise focused in aligning expectation between team
member
Elevator pitch
Be organized
Give informations
Be calm, clear and
confident
Keep eye contact
Why you are here?
What comes next?
1
2
3
4
5
6
In 30 seconds
you have to
deliver your
message…
“Over the past 10
years I build a
solid career in
supply chain,
strategy and
consulting.
Working with cross
cultural teams I
developed my
leadership skills.
I am a
multidisciplinary
and strategy
thinking
professional able
to solve complex
business
problems.
Your problems are
my motivation,
here is my card.
What about to
meet for a coffee
later?”
Toolkit Exercise
• Hard skills (knowledge and abilities) + Soft skills (interpersonal interactions) that
are important for a consultant
Exercise
• Group work to classify “tools” or abilities needed for a consultant into categories
Why the outcome was so bad?
Understand what is
the real issue
(Big Picture)
Define a
leader and
plan before
act
Negotiate the
resources
Present your
result with
confidence
Focus on
What the
client care
about!
Reputation
What is the most important for a consultant?
 What you know
 Who you know
 Who knows you
Keys learnings:
• The value of a social presence
• The importance of building, updating and managing reputation (personal and professional)
• Colaboration in blogs and professional networks to build reliability
• Consultants must build a brand: trust, credibility and consistence
• Follow up your network. Keep in contact with people. Send Christmas best wishes!
• Be honest , trustful and be able to give before ask
My SWOT and Evaluation
• Criativity
• Flexibility
• Critical thinking
• Result oriented
• Persistence
• Cross cultural
team work
• Networking MBA
• Intelectual
resource capture to
solve business
problems
• Value of a MBA
• Family x
professional
interest
• Money restriction
• Introvert profile
• Lack of assertiveness
• Demanding
• Impulsive
• Impatient
Item
I demostrated an ability to
communicate effectively
I demostrated critical
thinking
I
demonstrated
an ability to
solve
problems
I contributed
to the success
of the team or
class
I demonstrated
global thinking
Summary
Score
Score 16 18 18 18 15 17
Comments
Presentations are organized
and creative. Respect to
other speakers.
Could improve confidence in
verbal communications
Ability to identify
critical issues and
combine discussions
with other contents.
Arguments supported.
Ability to solve
problems
using
alternatives
solutions.
Work
proactively
and sharing
knowledge.
Could spent more
time thinking
about impact
generated by
alternatives
solutions
Verbal Evaluation
Scoring: 18-20: Outstanding 15-17: Very good 12-14: Fair <12=minimum or no performance
• Networking exercise with the members of the class
• In 15 minutes you have to share informations about you with
the maximum numbers of members however with the goal to
build solid contacts for your network
Networking
Exercise
In a networking event dont move too fast or too slow....maybe you
are loosing some important information....
Importance of the word month
Eye contact and smile!
Face to face interactions
Be a active listener
Try to focus on the right person to add value
Be a conector
Start the conversation with a interesting topic Invite people that are alone to join your conversation
Second degree conection. Maybe you are talking with someone that knows your most important contact
Marketing myself
• How to get
myself know
• How I help
my clients
• What I do• Who I am
A Visionary and
entrepreneur
professional
Multidisciplinary and
creative
Cross cultural
experience
Problem solver
Solve complex
business
problems giving
alternative
solutions
generating
value
Networking, Word
of mouth, being part
of association,
comment on blogs,
creating a plattaform
to offer consulting
services, following up
my contacts,
generating content
Developing
alternatives
solutions at low
costs, analytical and
critical thinking about
processes and
products, strategical
approach to
problems
Writing a reference
• It is important to have your own criteria and guidelines to give references to
someone.
• References should always be honest, trying to link skills and professionals
objectives
• The following reference I wrote to a classmate using Linkedin:
“Guilherme is an energetic and passionate professional. He has an outstanding
ability to analyze problems and share creative ideas. Additionally, his relationship
and communications skills are remarkable. He shows a high degree of emotional
intelligence which drives his decisions in a weighted, fair and responsible way. He
always brings result-oriented insights adding considerable value in a work
environment.”
• Volunteers simulated a sales situation. Negotiating a product the two parts
should met their objectives: seller (sell its quota) and the buyer (buy the product
with a limited budget).
Listen the
client
needs
/budget
Ask smart
questions
Know
about
what you
are selling
Fulfill what
you
promised
Work in a
collaborative
way
Successful
sales
Selling skills exercise
Exercise
The price is how much the client is willing to pay!
There is no such thing as FREE!
Always bring creative and alternative solutions!
Be prepared: know your BATNA, limits and target!
• Cake Shop produce fancy cakes and acessories. They have physical and online
presence.
• The challenge was to propose a solution to help The Cake Shop to become more
profitable in certain operations.
Proposal – The Cake Shop
Company profile and challenge
Guidelines
to elaborate
the proposal
Executive
summary
Objectives
Project
structure
Time line
Engament
price
Issues /
Exceptions
Company,
NGO,
personal
profiles
References
Contact
infoBased on the presentation
Be careful when mentioning number (%) without alignment with your client
Start and finish your presentation in a strong way
Adjust your presentation according with your client
Roles inside a
team
Believe in your
solution
Key concepts and values
Results
Activities
Milestones
“selling skill exercise”
Back up
Consultant
background
Customer
and partners
Call for action at the end
Project Management
Constrain Optimize Accept
Resources
Time
Scope
Dimensions to
be considered
in a projects
Flexibility level
+-
• Its important to determine with the
client the priority for each dimension.
• All dimensions must be rated in just
one level of flexibility (Accept most
flexible, Optimize and Constrain least
flexible).
Example
What is the most important factor for your client?
Risk Management and other tools used in projects
• Risk assessment/management plan: Issue, likelihood (or probability to happen), Impact (can be
high, medium or low) and the back up plan. Should be elaborated together with the client
• Pareto, drill-down, 5 Why´s, Mind mapping, PEST and SWOT analysis: Strategical analysis and
company size up
When presenting your result to the client is important to:
Restate
Objectives
Summarize
info
Report
findings
Filter to
essential
Present
insights
Present
your
value
added
Conclude
strongly
with good
recommen
dation
Business Cases
Business Case # 2 – Urb.im
• Putting into practice the concepts learned in class, we had the opportunity to
analyze a case and present a proposal to provide consulting service.
• The feedback was really constructive and well done
• I really enjoyed to work with my team because of the collaborative and
productive environment created by its members
Considering the case studied, I could observe how a consultant recomendation can impact the
society
It is essencial to divide the work in a way to maximize the productivity
Respect betwen member is extremelly important
Commitment of all members is crucial when the time is limited
Be a good listener is a valuable skill
• The proposal should address the development of a roadmap to connect online communities
helping Urb.im to become an influencial leader in urban poverty and as a consequence
promoting Ford Fundation image
Be positive and trust in your potential
Alignment and set expectation is the key for success
Testimonial Dear Sharon,
For a long time I am interested in management consulting
in the fields of strategy and supply chain.
I decided to attend the MBA program in France because I
felt the need to change the course of my career. I have as
a major goal to increase my network and to exchange
experiences with people from different nationalities and
cultures in order to enrich professionally and personally.
During the course of the MBA I felt some disappointment
regarding my set goals. However, you came to change my
perception.
You are a person full of energy and passion doing your
work. You was able to transmit a positive vibration during
the first week of the specialization in Management
Consulting. After this week, I feel like a “light turned on in
the end of the tunnel” and many doubts and questions were
answered.
Thank you for all the brilliant insights and the extreme
influences in my career. Despite the short time, the week
was really productive.
Thanks again for all your hard work and dedication. I hope
you can continue disseminating all your positive energy
inspiring many future consultants.
Rafael Mohrez

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Management Consulting - Logbook - Rafael Mohrez

  • 1. Consultant Log Book MBA FT 15 Management Consulting Tools and Processes Rafael Mohrez
  • 2. Executive Summary My timetable and fees Best Consultants Initial presentation Elevator pitch Toolkit Exercise Reputation My SWOT and Evaluation Networking Marketing myself Writing a reference Selling skills Exercise Proposal The Cake Shop Project Management Business Cases Table of contents 23 Fev 26 Fev 27 Fev
  • 3. Executive Summary • This Log book includes the main topics and key take away from the first week of management consulting specialization • A Timetable was created in order to control the hours and costs • Major consulting firms seek for professional with the following skills: ability to communicate effectively ,critical thinking, capacity to solve problems, work in teams and win globally • It is very important to have an elevator pitch prepared to succeed when selling yourself • Working in teams, build a strong reputation and how to marketing yourself were abilities developed during the course • Build a reliable and extensive network is the key in consulting business as well as the development of selling and pricing skills •This log book also contains examples of team work activities and case studies during the course, which were extremely important linking theory and practice
  • 4. My Timetable 22/fev 23/fev 24/fev 25/fev 26/fev 27/fev 28/fev Sunday Monday Tuesday Wednesday Thursday Friday Saturday Classes 5h 30 min Classes 3h 30 min Classes 9h Organizing notes and files 2h Profile/ Reputation 1h 21 hours 6h 30 min 5h 30 min 9h 01/mar 02/mar 03/mar 04/mar 05/mar 06/mar 07/mar Sunday Monday Tuesday Wednesday Thursday Friday Saturday LogBook 2h LogBook 1h Reference 1h 4 hours 2h 2h 08/mar 09/mar 10/mar 11/mar 12/mar 13/mar 14/mar Sunday Monday Tuesday Wednesday Thursday Friday Saturday LogBook 2h LogBook 2h LogBook 4h LogBook 4h 12 hours 2h 2h 4h 4h 37 Hours Special Fee 110 euros / hour 4,070 euros
  • 5. Best Consultants Vault.com shows a ranking with the best consulting firms and the 3 first position are: • Bain & Co. • McKinsey Consulting • BCG – Boston Consulting Group They look for caracteristics such as Communications (active listener and use well the client time), critical thinking (structure of the work and the strategic “no”), capacity to solve problems (give alternatives solutions) , work in teams (work well with different people from different cultures) and win globally (know how to win business in a global perspective).
  • 6. Initial presentation First impression is not in the first day that we meet someone Get formal commitment from other people Ask great questions When evaluating ourselves, be honest, conscious, understand our limititations and roles inside a team Set expectations and common rules when working in a team. Define a team leader • Sharon starts the course introducing herself in a professional way giving her business card (she was expecting us to present our cards). • She asked us to fill a form and evaluate the quality of the question in this questionnaire (the importance of smart questions!) • She explained about the course, evaluation criteria and the importance of the self- evaluation process • We participated in a team exercise focused in aligning expectation between team member
  • 7. Elevator pitch Be organized Give informations Be calm, clear and confident Keep eye contact Why you are here? What comes next? 1 2 3 4 5 6 In 30 seconds you have to deliver your message… “Over the past 10 years I build a solid career in supply chain, strategy and consulting. Working with cross cultural teams I developed my leadership skills. I am a multidisciplinary and strategy thinking professional able to solve complex business problems. Your problems are my motivation, here is my card. What about to meet for a coffee later?”
  • 8. Toolkit Exercise • Hard skills (knowledge and abilities) + Soft skills (interpersonal interactions) that are important for a consultant Exercise • Group work to classify “tools” or abilities needed for a consultant into categories Why the outcome was so bad? Understand what is the real issue (Big Picture) Define a leader and plan before act Negotiate the resources Present your result with confidence Focus on What the client care about!
  • 9. Reputation What is the most important for a consultant?  What you know  Who you know  Who knows you Keys learnings: • The value of a social presence • The importance of building, updating and managing reputation (personal and professional) • Colaboration in blogs and professional networks to build reliability • Consultants must build a brand: trust, credibility and consistence • Follow up your network. Keep in contact with people. Send Christmas best wishes! • Be honest , trustful and be able to give before ask
  • 10. My SWOT and Evaluation • Criativity • Flexibility • Critical thinking • Result oriented • Persistence • Cross cultural team work • Networking MBA • Intelectual resource capture to solve business problems • Value of a MBA • Family x professional interest • Money restriction • Introvert profile • Lack of assertiveness • Demanding • Impulsive • Impatient Item I demostrated an ability to communicate effectively I demostrated critical thinking I demonstrated an ability to solve problems I contributed to the success of the team or class I demonstrated global thinking Summary Score Score 16 18 18 18 15 17 Comments Presentations are organized and creative. Respect to other speakers. Could improve confidence in verbal communications Ability to identify critical issues and combine discussions with other contents. Arguments supported. Ability to solve problems using alternatives solutions. Work proactively and sharing knowledge. Could spent more time thinking about impact generated by alternatives solutions Verbal Evaluation Scoring: 18-20: Outstanding 15-17: Very good 12-14: Fair <12=minimum or no performance
  • 11. • Networking exercise with the members of the class • In 15 minutes you have to share informations about you with the maximum numbers of members however with the goal to build solid contacts for your network Networking Exercise In a networking event dont move too fast or too slow....maybe you are loosing some important information.... Importance of the word month Eye contact and smile! Face to face interactions Be a active listener Try to focus on the right person to add value Be a conector Start the conversation with a interesting topic Invite people that are alone to join your conversation Second degree conection. Maybe you are talking with someone that knows your most important contact
  • 12. Marketing myself • How to get myself know • How I help my clients • What I do• Who I am A Visionary and entrepreneur professional Multidisciplinary and creative Cross cultural experience Problem solver Solve complex business problems giving alternative solutions generating value Networking, Word of mouth, being part of association, comment on blogs, creating a plattaform to offer consulting services, following up my contacts, generating content Developing alternatives solutions at low costs, analytical and critical thinking about processes and products, strategical approach to problems
  • 13. Writing a reference • It is important to have your own criteria and guidelines to give references to someone. • References should always be honest, trying to link skills and professionals objectives • The following reference I wrote to a classmate using Linkedin: “Guilherme is an energetic and passionate professional. He has an outstanding ability to analyze problems and share creative ideas. Additionally, his relationship and communications skills are remarkable. He shows a high degree of emotional intelligence which drives his decisions in a weighted, fair and responsible way. He always brings result-oriented insights adding considerable value in a work environment.”
  • 14. • Volunteers simulated a sales situation. Negotiating a product the two parts should met their objectives: seller (sell its quota) and the buyer (buy the product with a limited budget). Listen the client needs /budget Ask smart questions Know about what you are selling Fulfill what you promised Work in a collaborative way Successful sales Selling skills exercise Exercise The price is how much the client is willing to pay! There is no such thing as FREE! Always bring creative and alternative solutions! Be prepared: know your BATNA, limits and target!
  • 15. • Cake Shop produce fancy cakes and acessories. They have physical and online presence. • The challenge was to propose a solution to help The Cake Shop to become more profitable in certain operations. Proposal – The Cake Shop Company profile and challenge Guidelines to elaborate the proposal Executive summary Objectives Project structure Time line Engament price Issues / Exceptions Company, NGO, personal profiles References Contact infoBased on the presentation Be careful when mentioning number (%) without alignment with your client Start and finish your presentation in a strong way Adjust your presentation according with your client Roles inside a team Believe in your solution Key concepts and values Results Activities Milestones “selling skill exercise” Back up Consultant background Customer and partners Call for action at the end
  • 16. Project Management Constrain Optimize Accept Resources Time Scope Dimensions to be considered in a projects Flexibility level +- • Its important to determine with the client the priority for each dimension. • All dimensions must be rated in just one level of flexibility (Accept most flexible, Optimize and Constrain least flexible). Example What is the most important factor for your client? Risk Management and other tools used in projects • Risk assessment/management plan: Issue, likelihood (or probability to happen), Impact (can be high, medium or low) and the back up plan. Should be elaborated together with the client • Pareto, drill-down, 5 Why´s, Mind mapping, PEST and SWOT analysis: Strategical analysis and company size up When presenting your result to the client is important to: Restate Objectives Summarize info Report findings Filter to essential Present insights Present your value added Conclude strongly with good recommen dation
  • 17. Business Cases Business Case # 2 – Urb.im • Putting into practice the concepts learned in class, we had the opportunity to analyze a case and present a proposal to provide consulting service. • The feedback was really constructive and well done • I really enjoyed to work with my team because of the collaborative and productive environment created by its members Considering the case studied, I could observe how a consultant recomendation can impact the society It is essencial to divide the work in a way to maximize the productivity Respect betwen member is extremelly important Commitment of all members is crucial when the time is limited Be a good listener is a valuable skill • The proposal should address the development of a roadmap to connect online communities helping Urb.im to become an influencial leader in urban poverty and as a consequence promoting Ford Fundation image Be positive and trust in your potential Alignment and set expectation is the key for success
  • 18. Testimonial Dear Sharon, For a long time I am interested in management consulting in the fields of strategy and supply chain. I decided to attend the MBA program in France because I felt the need to change the course of my career. I have as a major goal to increase my network and to exchange experiences with people from different nationalities and cultures in order to enrich professionally and personally. During the course of the MBA I felt some disappointment regarding my set goals. However, you came to change my perception. You are a person full of energy and passion doing your work. You was able to transmit a positive vibration during the first week of the specialization in Management Consulting. After this week, I feel like a “light turned on in the end of the tunnel” and many doubts and questions were answered. Thank you for all the brilliant insights and the extreme influences in my career. Despite the short time, the week was really productive. Thanks again for all your hard work and dedication. I hope you can continue disseminating all your positive energy inspiring many future consultants. Rafael Mohrez