The internationally accepted
consulting
competency framework —

   What does it take to be an
     effective consultant?




               © ProfWeb 2011   1
The Competency Framework
and The Common Body of
Knowledge




           © ProfWeb 2011   2
Competencies
   Are defined as the ability to act in a
    particular context (or in changing
    contexts). Implies both knowledge and
    skill.
   The required knowledge domain is
    defined in the Common Body of
    Knowledge (CBK). The summary body
    of knowledge is on the IMCSA website.
                   © ProfWeb 2011            3
Competencies are a
      combination of:
              Knowledge




Attitude          © ProfWeb 2011   Skill   4
The Competency Framework
   Is geared to identifying the holistic set
    of competencies required by a
    management consultant
   Is the basis of international reciprocity
    for certified management consultants




                     © ProfWeb 2011             5
PRACTICE MANAGEMENT
                PRACTICE
MANAGEMENT ACUMEN
  BUSINESS          CONSULTING PRACTICE
               MANAGEMENT
 PRACTICE
        EXTERNAL AWARENESS -PESTLE
                             FUNCTIONAL /
           SPECIALIST COMPETENCIES SKILLS
                           TECHNICAL

    INDUSTRY /                         FUNCTIONAL /
                     And / Or
    SECTORAL                           TECHNICAL
  Acting Communicating Thinking       (Behavioural Competencies)




          ETHICAL VALUES/ PRACTICE
                                                                   6
                     © ProfWeb 2011
BUSINESS ACUMEN




      © ProfWeb 2011   7
Business Acumen
   Understanding the client environment and
    context.
   Strategic and systemic thinking, OD, OM,
    BPR, change management.
   Business structures, processes,
    management, disciplines/ functions.
   Planning, critical success factors, goal and
    objective setting.
   In depth understanding of key business
    concepts.
                     © ProfWeb 2011                8
Business Acumen(2)
   Budgeting and financial control
   Motivation and people development
   Implementing new technology
   Measuring performance
   Business development



                  © ProfWeb 2011        9
Consulting Practice
   Everything to do with the consulting lifecycle -
    prospecting, managing the process,
    disengagement.
   Engaging with clients, interacting with them,
    influencing, facilitating.
   Applying consultative techniques, problem
    solving, systemic thinking.
   Knowledge capture, management and transfer
    etc.
   Managing the team throughout the lifecycle.

                       © ProfWeb 2011                  12
The Consulting Lifecycle
       - A Linear View


Prospecting,     Proposal,                     Assignment
Engagement,      Closure,          Execution    Closure &
Qualification   Contracting                      Review


                The Consulting Lifecycle




                              © ProfWeb 2011                13
The consulting lifecycle
   The consultant needs to be able to
    execute and manage each aspect of the
    consulting lifecycle, from entry to
    closure.
   The consultant must be familiar with
    the activities and products in each
    phase of the lifecycle

                  © ProfWeb 2011        14
Consulting Management
Activities
   Manage expectations
   Manage Risk
   Manage Quality
   Maintain Intervention Continuity
   Managing Costs and other commercial activities
   Managing Resources
   Manage Productivity and performance
   Manage Learning
   Manage the Team (client and own)
                      © ProfWeb 2011             15
The Consulting Lifecycle


                Build & Maintain the Client Relationships




Prospecting,       Proposal,                                Assignment
Engagement,         Closure,            Execution           Closure &
Qualification     Contracting                                 Review



                      The Consulting Lifecycle




                                   © ProfWeb 2011                        16
Build & Maintain Relationships
   Consulting is more about relations and
    perception management than about
    technical quality.
   Relationship building takes effort and
    time.
   You need to build relationships with
    client decision makers

                   © ProfWeb 2011            17
Build & Maintain Relationships
(2)
   Understanding the client/industry (context)
   Recognising a client need (client perspective)
   Selecting the optimum method of intervention
   Managing conflict
   Maintaining & building the relationship
      Understanding the client/industry (context)

      Dealing with client management

      Dealing with the client culture


                      © ProfWeb 2011            18
The Consulting Lifecycle and
       Process
           Managing Productivity and Performance




Prospecting,       Proposal,                       Assignment
Engagement,         Closure,           Execution   Closure &
Qualification      Contracting                       Review


                      The Consulting Lifecycle



                                  © ProfWeb 2011
Managing Productivity &
    Performance
   The consultant needs to manage
    performance throughout the lifecycle:
       Manage expectations
       Evaluate against agreed roles, deliverables
        and timeframes
       Reallocate resources as necessary
       Identify and document training
        requirements
       Measure against client feedback
                          © ProfWeb 2011              20
The Consulting Lifecycle and
       Process
                   The Consulting Lifecycle


Prospecting,    Proposal,                        Assignment
Engagement,      Closure,           Execution    Closure &
Qualification   Contracting                        Review




                 Knowledge Transfer & Learning



                               © ProfWeb 2011                 21
Knowledge transfer & Learning
   Learning from the client
   Learning from each other
   Transferring knowledge to the client
   Developing and updating Methods and
    approaches
   Learning from the engagement
   Learning from the environment
                  © ProfWeb 2011           22
Knowledge transfer & learning
   The most successful consulting
    practices are those that manage
    knowledge formally
   This occurs throughout the lifecycle
   Requires disciplined knowledge
    management approaches
What would you treat as knowledge?
                    © ProfWeb 2011         23
The Consulting Lifecycle and
       Process
                         The Consulting Lifecycle

Prospecting,           Proposal,                           Assignment
Engagement,            Closure,           Execution         Closure &
Qualification         Contracting                               Review




                Developing and Applying Methods and Practices



                                     © ProfWeb 2011                      24
Developing and Applying
Methods & practices
   Methods & practices are specific forms
    of knowledge
   They are repeatable
   Methods consist of multiple layers –
    what would you say they are?



                   © ProfWeb 2011            25
Components of a methodology
                   FRAMEWORK

          MANAGEMENT OVERVIEW AND GUIDES


                    GUIDELINES

   ROUTE                                 DELIVERABLES
                   TECHNIQUES
   MAPS

                    CHECKLISTS


                AUTOMATED SUPPORT

                     TRAINING
                        © ProfWeb 2011                  26
The Consulting Lifecycle and
       Process


Prospecting,     Proposal,                         Assignment
                       The consultingExecution     Closure &
Engagement,      Closure,
Qualification   Contractingactivities                Review



                   The Consulting Lifecycle




                                  © ProfWeb 2011                27
Consulting Activities
   Throughout the consulting lifecycle, a
    consultant performs certain activities,
    which impact on the success of the
    phase in the consulting process.
   These activities are repeated at various
    points and distinguish competent and
    inexperienced consultants.
   What are they?

                    © ProfWeb 2011         28
Consulting activities
   Interviewing
   Research & Fact finding
   Analysis, synthesis & diagnosis
   Taking Notes
   Managing documentation & record
    keeping
   Presenting findings

                                      29
                  © ProfWeb 2011
Engagement Management
   The consultant with the highest level of
    accountability on the engagement or
    intervention is accountable for the overall
    success of the engagement.
   This is known as Engagement
    Management and covers the consulting
    lifecycle and all the consulting processes
    and activities related to that particular
    intervention.

                     © ProfWeb 2011               30
The Consulting Lifecycle and Process
                         Engagement Management


                  Build & Maintain the Client Relationships




Prospecting,          Proposal,                               Assignment
                           The consultingExecution
                Managing Productivity and Performance          Closure &
Engagement,          Closure,
Qualification        Contractingactivities                      Review


                     The Consulting Lifecycle

                       Knowledge Transfer & Learning

                           Methods and Practices


                                       © ProfWeb 2011                      31
External Awareness - PESTLE
The experienced & competent consultant
should remain current in every aspect of the
environment that affects his/her work
 Political

 Environmental

 Social
 Technical

 Legal

 Economic


                  © ProfWeb 2011           32
PESTLE Relates to all domains
   It is imperative to remain aware of
    developments in the
    management, specialist and consulting
    fields.
   The certified consultant needs to prove
    this through a continuing professional
    development (CPD) record.

                   © ProfWeb 2011             33
Specialist Competencies
   Functional and technical competencies
    include IT, HR, Strategy, change
    management, project
    management, finance etc
   Industry specific or sectoral
    competencies – banking, manufacturing
    etc

                  © ProfWeb 2011        34
ACT

Behavioural Competencies –
(Personal and Interpersonal)



             © ProfWeb 2011    35
ACT – personal and
interpersonal competencies
 Acting
 Communicating

 Thinking


      ….Like a management
           consultant

                  © ProfWeb 2011   36
ACTing like a management
consultant
   This is the behavioural aspect of the consultant
    and has much to do with the ―attitude‖ in
    competence.
   The consultant needs to be emotionally
    intelligent (25 competencies), an above
    average communicator, a good
    listener, astute, self driven, motivated, able to
    solve problems, be politically astute, remain
    independent and objective in difficult situations
    and much more.
   This requires an all rounder who can perform
    well in different contexts
                       © ProfWeb 2011               37
ACTing like a Management
Consultant
   Professional Attitude/behaviour
   Professional conduct/ethics,
   Dealing with client culture
   Managing conflict, Motivating and
    developing people, Leading
   Facilitating, Mentoring, Coaching


                   © ProfWeb 2011       38
Communicating Effectively
   Interpersonal and communication skills
    (listening/verbal/written)
   Proposals
   Client communications
   Written reports
   Oral presentations
   Marketing and selling skills
                   © ProfWeb 2011            39
Thinking
   Empathizing
   Creativity
   Problem solving
   Lateral thinking
   Seeing the end from the beginning
   Contingency planning
   Having a flexible approach
                   © ProfWeb 2011       40
Exercise
   Complete the consulting inventory on
    problem solving skills




                   © ProfWeb 2011          41
Ethics

Both a value set and a
     competency



          © ProfWeb 2011   42
Ethical Values and Practices
   Knowledge of what constitutes ethical
    behaviour
   The ability to deal with ethical dilemmas
   Testimonials as to ethical behaviour




                    © ProfWeb 2011         43
Exercise:
   Is Ethics a competency or a value
    system?




                   © ProfWeb 2011       44
Professionalism
   A combination of ethical behaviour,
    presentation, conduct and competence.




                  © ProfWeb 2011        45
Practice Management




        © ProfWeb 2011   46
Practice Management
   Covers all aspects of managing a
    professional practice including:
       Recovery and utilization
       Training & developing consultants
       Marketing and brand building
       Methodologies
   Practice management is not required for
    CMC – hence managing CMC
   Practice management is covered in a
    separate course.
                        © ProfWeb 2011        47

The International Competency Framework

  • 1.
    The internationally accepted consulting competencyframework — What does it take to be an effective consultant? © ProfWeb 2011 1
  • 2.
    The Competency Framework andThe Common Body of Knowledge © ProfWeb 2011 2
  • 3.
    Competencies  Are defined as the ability to act in a particular context (or in changing contexts). Implies both knowledge and skill.  The required knowledge domain is defined in the Common Body of Knowledge (CBK). The summary body of knowledge is on the IMCSA website. © ProfWeb 2011 3
  • 4.
    Competencies are a combination of: Knowledge Attitude © ProfWeb 2011 Skill 4
  • 5.
    The Competency Framework  Is geared to identifying the holistic set of competencies required by a management consultant  Is the basis of international reciprocity for certified management consultants © ProfWeb 2011 5
  • 6.
    PRACTICE MANAGEMENT PRACTICE MANAGEMENT ACUMEN BUSINESS CONSULTING PRACTICE MANAGEMENT PRACTICE EXTERNAL AWARENESS -PESTLE FUNCTIONAL / SPECIALIST COMPETENCIES SKILLS TECHNICAL INDUSTRY / FUNCTIONAL / And / Or SECTORAL TECHNICAL Acting Communicating Thinking (Behavioural Competencies) ETHICAL VALUES/ PRACTICE 6 © ProfWeb 2011
  • 7.
    BUSINESS ACUMEN © ProfWeb 2011 7
  • 8.
    Business Acumen  Understanding the client environment and context.  Strategic and systemic thinking, OD, OM, BPR, change management.  Business structures, processes, management, disciplines/ functions.  Planning, critical success factors, goal and objective setting.  In depth understanding of key business concepts. © ProfWeb 2011 8
  • 9.
    Business Acumen(2)  Budgeting and financial control  Motivation and people development  Implementing new technology  Measuring performance  Business development © ProfWeb 2011 9
  • 10.
    Consulting Practice  Everything to do with the consulting lifecycle - prospecting, managing the process, disengagement.  Engaging with clients, interacting with them, influencing, facilitating.  Applying consultative techniques, problem solving, systemic thinking.  Knowledge capture, management and transfer etc.  Managing the team throughout the lifecycle. © ProfWeb 2011 12
  • 11.
    The Consulting Lifecycle - A Linear View Prospecting, Proposal, Assignment Engagement, Closure, Execution Closure & Qualification Contracting Review The Consulting Lifecycle © ProfWeb 2011 13
  • 12.
    The consulting lifecycle  The consultant needs to be able to execute and manage each aspect of the consulting lifecycle, from entry to closure.  The consultant must be familiar with the activities and products in each phase of the lifecycle © ProfWeb 2011 14
  • 13.
    Consulting Management Activities  Manage expectations  Manage Risk  Manage Quality  Maintain Intervention Continuity  Managing Costs and other commercial activities  Managing Resources  Manage Productivity and performance  Manage Learning  Manage the Team (client and own) © ProfWeb 2011 15
  • 14.
    The Consulting Lifecycle Build & Maintain the Client Relationships Prospecting, Proposal, Assignment Engagement, Closure, Execution Closure & Qualification Contracting Review The Consulting Lifecycle © ProfWeb 2011 16
  • 15.
    Build & MaintainRelationships  Consulting is more about relations and perception management than about technical quality.  Relationship building takes effort and time.  You need to build relationships with client decision makers © ProfWeb 2011 17
  • 16.
    Build & MaintainRelationships (2)  Understanding the client/industry (context)  Recognising a client need (client perspective)  Selecting the optimum method of intervention  Managing conflict  Maintaining & building the relationship  Understanding the client/industry (context)  Dealing with client management  Dealing with the client culture © ProfWeb 2011 18
  • 17.
    The Consulting Lifecycleand Process Managing Productivity and Performance Prospecting, Proposal, Assignment Engagement, Closure, Execution Closure & Qualification Contracting Review The Consulting Lifecycle © ProfWeb 2011
  • 18.
    Managing Productivity & Performance  The consultant needs to manage performance throughout the lifecycle:  Manage expectations  Evaluate against agreed roles, deliverables and timeframes  Reallocate resources as necessary  Identify and document training requirements  Measure against client feedback © ProfWeb 2011 20
  • 19.
    The Consulting Lifecycleand Process The Consulting Lifecycle Prospecting, Proposal, Assignment Engagement, Closure, Execution Closure & Qualification Contracting Review Knowledge Transfer & Learning © ProfWeb 2011 21
  • 20.
    Knowledge transfer &Learning  Learning from the client  Learning from each other  Transferring knowledge to the client  Developing and updating Methods and approaches  Learning from the engagement  Learning from the environment © ProfWeb 2011 22
  • 21.
    Knowledge transfer &learning  The most successful consulting practices are those that manage knowledge formally  This occurs throughout the lifecycle  Requires disciplined knowledge management approaches What would you treat as knowledge? © ProfWeb 2011 23
  • 22.
    The Consulting Lifecycleand Process The Consulting Lifecycle Prospecting, Proposal, Assignment Engagement, Closure, Execution Closure & Qualification Contracting Review Developing and Applying Methods and Practices © ProfWeb 2011 24
  • 23.
    Developing and Applying Methods& practices  Methods & practices are specific forms of knowledge  They are repeatable  Methods consist of multiple layers – what would you say they are? © ProfWeb 2011 25
  • 24.
    Components of amethodology FRAMEWORK MANAGEMENT OVERVIEW AND GUIDES GUIDELINES ROUTE DELIVERABLES TECHNIQUES MAPS CHECKLISTS AUTOMATED SUPPORT TRAINING © ProfWeb 2011 26
  • 25.
    The Consulting Lifecycleand Process Prospecting, Proposal, Assignment The consultingExecution Closure & Engagement, Closure, Qualification Contractingactivities Review The Consulting Lifecycle © ProfWeb 2011 27
  • 26.
    Consulting Activities  Throughout the consulting lifecycle, a consultant performs certain activities, which impact on the success of the phase in the consulting process.  These activities are repeated at various points and distinguish competent and inexperienced consultants.  What are they? © ProfWeb 2011 28
  • 27.
    Consulting activities  Interviewing  Research & Fact finding  Analysis, synthesis & diagnosis  Taking Notes  Managing documentation & record keeping  Presenting findings 29 © ProfWeb 2011
  • 28.
    Engagement Management  The consultant with the highest level of accountability on the engagement or intervention is accountable for the overall success of the engagement.  This is known as Engagement Management and covers the consulting lifecycle and all the consulting processes and activities related to that particular intervention. © ProfWeb 2011 30
  • 29.
    The Consulting Lifecycleand Process Engagement Management Build & Maintain the Client Relationships Prospecting, Proposal, Assignment The consultingExecution Managing Productivity and Performance Closure & Engagement, Closure, Qualification Contractingactivities Review The Consulting Lifecycle Knowledge Transfer & Learning Methods and Practices © ProfWeb 2011 31
  • 30.
    External Awareness -PESTLE The experienced & competent consultant should remain current in every aspect of the environment that affects his/her work  Political  Environmental  Social  Technical  Legal  Economic © ProfWeb 2011 32
  • 31.
    PESTLE Relates toall domains  It is imperative to remain aware of developments in the management, specialist and consulting fields.  The certified consultant needs to prove this through a continuing professional development (CPD) record. © ProfWeb 2011 33
  • 32.
    Specialist Competencies  Functional and technical competencies include IT, HR, Strategy, change management, project management, finance etc  Industry specific or sectoral competencies – banking, manufacturing etc © ProfWeb 2011 34
  • 33.
    ACT Behavioural Competencies – (Personaland Interpersonal) © ProfWeb 2011 35
  • 34.
    ACT – personaland interpersonal competencies  Acting  Communicating  Thinking ….Like a management consultant © ProfWeb 2011 36
  • 35.
    ACTing like amanagement consultant  This is the behavioural aspect of the consultant and has much to do with the ―attitude‖ in competence.  The consultant needs to be emotionally intelligent (25 competencies), an above average communicator, a good listener, astute, self driven, motivated, able to solve problems, be politically astute, remain independent and objective in difficult situations and much more.  This requires an all rounder who can perform well in different contexts © ProfWeb 2011 37
  • 36.
    ACTing like aManagement Consultant  Professional Attitude/behaviour  Professional conduct/ethics,  Dealing with client culture  Managing conflict, Motivating and developing people, Leading  Facilitating, Mentoring, Coaching © ProfWeb 2011 38
  • 37.
    Communicating Effectively  Interpersonal and communication skills (listening/verbal/written)  Proposals  Client communications  Written reports  Oral presentations  Marketing and selling skills © ProfWeb 2011 39
  • 38.
    Thinking  Empathizing  Creativity  Problem solving  Lateral thinking  Seeing the end from the beginning  Contingency planning  Having a flexible approach © ProfWeb 2011 40
  • 39.
    Exercise  Complete the consulting inventory on problem solving skills © ProfWeb 2011 41
  • 40.
    Ethics Both a valueset and a competency © ProfWeb 2011 42
  • 41.
    Ethical Values andPractices  Knowledge of what constitutes ethical behaviour  The ability to deal with ethical dilemmas  Testimonials as to ethical behaviour © ProfWeb 2011 43
  • 42.
    Exercise:  Is Ethics a competency or a value system? © ProfWeb 2011 44
  • 43.
    Professionalism  A combination of ethical behaviour, presentation, conduct and competence. © ProfWeb 2011 45
  • 44.
    Practice Management © ProfWeb 2011 46
  • 45.
    Practice Management  Covers all aspects of managing a professional practice including:  Recovery and utilization  Training & developing consultants  Marketing and brand building  Methodologies  Practice management is not required for CMC – hence managing CMC  Practice management is covered in a separate course. © ProfWeb 2011 47