How to Run a Consulting Project (PowerPoint PPT Slide Deck)

CONSULTING PROJECT MANAGEMENT PPT DESCRIPTION

Master consulting project management with this expert PPT, crafted by industry veterans. Learn to sell, organize, and manage projects effectively. How to Run a Consulting Project is a 30-slide PPT PowerPoint presentation slide deck (PPT) available for immediate download upon purchase.

Explore Slides inside the Deck:

Framework for Effective Management Strategies Engagement Wrap-Up Process for Closure PharmaCo Performance Management Workplan Overview

This presentation sets out an approach to run a consulting project. The approach contains three distinct phrases:
1. Sell the project: include Describe the work, Price the work, Get approval, Write the contract
2. Organize the project: include Develop a detailed workplan, Identify appropriate resources
3. Manage the project: include Manage finance, Manage quality, Manage team, Manage client, Topics covered in separate postings.

The deck has 30 slides and contains quite a few examples in elaborating on the approach. This is a companion for another posting Consulting Project Management: Leadership & Team Effectiveness.

See also "How to Write A Business Plan"
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See also "How to Prepare a Business Plan"
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See also "How to Be a Great Manager"
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See also "How to Be a Great Consultant"
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See also "How to Be a Great Associate Consultant "
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See also "How to Deliver Effective Presentations"
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See also "How to Conduct Consulting Interviews"
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This document also delves into practical exercises to develop a high-level work plan, focusing on critical issues like winning new clients and growing market share. It includes detailed instructions for creating Gantt charts, documenting risks, and leveraging issue analysis worksheets, ensuring your team is well-prepared to tackle real-world challenges.

You'll find comprehensive guidance on managing project finances, from tracking and reviewing budgets to billing and closing the job. The presentation emphasizes the importance of understanding financial assumptions, maintaining accurate records, and working closely with finance contacts to ensure a smooth project wrap-up. This resource is essential for consultants aiming to deliver high-quality results while maintaining financial control.

CONSULTING PROJECT MANAGEMENT PPT SLIDES

Framework for Effective Management Strategies

This PPT slide outlines a structured approach to project management, introducing the Project Management Module as part of a broader framework with 4 key aspects. The central question is "How To Deliver Superior Results?" The first section, "Today," emphasizes the importance of project setup and team management as foundational elements for success. The second section, "Thursday / Friday," shifts focus to client management and career development, highlighting the dual aspects of external client relationships and internal career growth. This roadmap aims to enhance project management skills, leading to improved project execution and personal career trajectories, making it a valuable resource for consulting professionals.

Engagement Wrap-Up Process for Closure

This PPT slide outlines a structured engagement wrap-up process in North America, divided into 3 sections: Submit Final Paperwork, Zero-out Final Job Balance, and Close Job. "Submit Final Paperwork" focuses on reviewing the job balance, verifying outstanding backlogs, processing the final bill, and collecting outstanding invoices to ensure all financial aspects are accounted for. "Zero-out Final Job Balance" involves developing a rationale for adjusting the final job balance to zero, determining whether to write off the balance as a credit or debit for accurate financial records. "Close Job" includes tasks for formally closing the project, such as closing the job number, business development number, and conducting a final Client Quality Management Assessment (CQMA). Best practices include reconciling inventory account balances monthly and ensuring all incurred costs are included in the final bill to enhance efficiency and accuracy in project management outcomes.

PharmaCo Performance Management Workplan Overview

This PPT slide outlines PharmaCo's performance management initiative, structured into 2 phases: designing the performance appraisal (PA) system and building the appraisal system. The first phase, starting June 15 for 6 weeks, establishes project scope and success criteria, focusing on developing a performance scorecard, identifying metrics, collecting data, and setting targets. The second phase includes a pilot beginning August 1 for 9 weeks, featuring 2 training workshops to develop individual scorecards, and a 2002 beta phase starting October 1 for 13 weeks, aimed at finalizing the pilot and implementing process improvements. Deliverables include the performance scorecard, metrics identification, and trained HR personnel, emphasizing structured training and collaboration for effective performance management.

Resource Allocation and Budgeting for Teams

This PPT slide outlines key assumptions and team structures for 2 project teams, emphasizing budget constraints and timelines. It specifies billing rates, including discounts, and notes limited availability of the Senior Manager (one day per week) and Partner (half a day per week), highlighting the need for efficient resource allocation. Teams 1-3 operate under a budget of $200,000 and a timeline of 2 to 4 weeks, consisting of 2 managers, 2 consultants, and 2 business analysts, each with defined bill rates. This structure balances managerial oversight and analytical support. Teams 4-7 have a budget of $100,000 and a timeline of 3 to 5 weeks, with a leaner structure of one manager, one consultant, and one business analyst, indicating a strategic decision to minimize costs while ensuring effective project delivery.

Key Decision Points in Client Engagement Process

This PPT slide outlines critical decision points within the GDBF framework, focusing on 5 key areas: Client Selection, Client Development, Opportunity Assessment, Selling the Opportunity, Commitment, and Delivery. In the Client Selection phase, organizations assess the market, classify potential clients, and allocate resources. The Client Development section emphasizes planning client approaches, understanding needs, and building executive relationships. Opportunity Assessment involves defining and prioritizing opportunities, assessing the value proposition, and classifying prospects. Selling the Opportunity focuses on developing a sales strategy and reviewing win/loss scenarios. Commitment finalizes business arrangements and ensures resource allocation aligns with project goals. Delivery emphasizes executing projects, expanding client relationships, and leveraging knowledge gained throughout the process.

Organizing Work Plans with Gantt Chart Methodology

This PPT slide outlines a structured approach to utilizing a Gantt chart in project management. Key steps include resource allocation, effective assignment, and identifying interdependencies among workstreams. The summary workplan details activities, responsibilities, and timelines over nine weeks, with roles assigned to team members such as 'All', 'Sr. Mgr.', and 'BA'. Visual indicators show progress for each activity, while deliverables provide clarity on expectations at various project stages. The percentage completion for each deliverable offers a snapshot of project status, enhancing stakeholder communication and alignment on objectives and timelines. This serves as a practical guide for project managers implementing Gantt charts to organize work and monitor progress throughout the project lifecycle.

Essential Phases of Effective Management

This PPT slide outlines a structured approach to project management, emphasizing 3 critical phases: Selling the Project, Organizing the Project, and Managing the Project. In the "Sell the Project" phase, key activities include articulating project value, pricing using GCPM, obtaining approvals through GBDF, and formalizing agreements with contracts to secure stakeholder buy-in and resource allocation. The "Organize the Project" phase focuses on developing a comprehensive work plan and identifying appropriate resources to ensure adequate staffing and equipment for project objectives. In the "Manage the Project" phase, execution involves managing finances to stay within budget, completing CQMA reviews for quality and compliance, and overseeing team and client interactions. This phase measures project success against initial goals.

Financial Model: Net Fees and Engagement Margin Analysis

This PPT slide outlines a financial model for a consulting engagement, detailing net fees and margins over April and May 2002. Revenues include gross fees, marketing discounts, and net fees, which increased from 630,778 to 777,034, totaling 2,352,472. The cost of services covers chargeable loaded payroll and direct costs, with engagement margins rising from 59.1% to 60.2%, indicating profitability. Total business development costs are zero, reflecting no additional expenses. This model aids in assessing profitability, pricing strategies, and resource allocation, while highlighting net fees and engagement margins as indicators of the project's financial health.

Source: Best Practices in Consulting Project Management PowerPoint Slides: How to Run a Consulting Project PowerPoint (PPT) Presentation Slide Deck, Documents & Files