Defining Roles: CTL vs. VP in Client Management PPT

This PPT slide, part of the 30-slide How to Be a Great Manager PowerPoint presentation, outlines the distinct roles of the CTL (Case Team Leader) and VP (Vice President) in managing client relationships and project execution. It emphasizes the hierarchical structure within a consulting team, highlighting how each role contributes to client success.

For the CTL, the responsibilities are centered around the operational aspects of the case. They sit at the top of the analytic pyramid, indicating their role in synthesizing data and deriving insights. The CTL is tasked with providing overall answers and implications, which involves assigning work to team members. They are also responsible for addressing day-to-day client issues and managing ongoing project development (PD). This suggests that the CTL is deeply involved in the tactical execution of the project, ensuring that the team remains aligned with client needs and project objectives.

On the other hand, the VP occupies a higher position within the client pyramid. Their role is more strategic, focusing on the overarching relationship with the client. They provide overall answers and implications as well,, but their emphasis is on understanding the broader context and causes affecting the client. The VP also addresses exceptional performance issues, whether positive or negative, indicating a responsibility for high-level oversight and intervention when necessary. This role requires a keen awareness of client dynamics and the ability to step in at critical moments to guide the team and the client toward success.

Understanding these roles can help organizations structure their teams effectively and ensure that both operational and strategic needs are met in client engagements.

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