Diploma in Professional Consulting Level 5 from CMI, UK

Unit 5030 – Planning and Managing Consultancy Interventions

Understand the need to adopt a structured approach to managing consultancy interventions

• Discuss different types of consultancy interventions and approaches available to a consultant
• Evaluate the role of planning in consultancy interventions
• Explain the stages of the consultancy cycle
• Identify the inputs and deliverables at each stage of the consultancy cycle
• Explain how to overcome challenges and risks which may arise during the consultancy cycle
• Evaluate the importance of scoping to a consultancy intervention

Able to use project management techniques in a consultancy intervention

• Identify the components of an effective project plan
• Evaluate the need for budgeting of financial and non-financial resources
• Develop systems and practices to identify and manage potential risks to the achievement of project objectives
• Identify an appropriate infrastructure to support project delivery
• Assess the impact of the consultants own role and skills in project delivery
• Evaluate the importance of the project leader quality assuring the work of the project team

Know how to conduct a consultancy intervention

• Identify the resource implications for gathering different types of data/information and evaluate their contribution to the project
• Select a range of data analysis tools/models and evaluate the contribution to the success of an intervention project in using a range of tools/models
• Explain how to develop a cohesive set of conclusions/findings
• Describe the process of developing recommendations from the analysis

Unit 5031 – The Client Relationship

The importance of the client/consultant relationship

• Evaluate the impact different organisational structures and processes have on the client/consultant relationship
• Identify the key factors in developing a positive client/consultant relationship
• Assess the impact that client/consultant relationships have on consultancy interventions
• Evaluate the importance of trust in a client/consultant relationship

Unit 5034 – Problem Solving, Tools and Techniques for Consultants 

Understand how to identify the client need

• Evaluate the tools and approaches a consultant may employ to identify the client issue
• Assess the impact on the intervention if the consultant does not fully understand the needs of the client

Understand data collection methods and confidentiality in a consultancy intervention

• Evaluate different sources of data and information which may be used in a consultancy intervention
• Explain how validity and reliability of data and information can be evaluated
• Explain the importance of confidentiality when dealing with client information

Be able to apply analysis tools within consultancy interventions

• Evaluate a range of analytical tools, techniques, and models that can be used by consultants
• Select appropriate analytical tools, techniques, and models to meet the needs of a consultancy intervention
• Evaluate findings and draw conclusions following analysis
• Determine options to address the needs of the client
• Assess risks to the client of adopting alternative course of action

Unit 5029 – Introduction to Consulting Essentials 

Nature of Consulting

• Services of Consultant is needed in an organization
• Consultants as the added value to a client organization
• Consultancy cycle
• importance of Professional and Ethical conduct in consulting
• A consultant can develops credibility for effective engagement with client organizations

Prepare for professional personal development as a consultant

• Plan for personal professional development
• Evaluate current skills knowledge and behaviours against those identified in the consultancy competency framework
• Personal development plan to support development
• Reflective practice in developing oneself as a consultant

Communicate effectively with clients

• Methods of communication available to a consultant
• Diverse communication methods with clients
• Impact of communication methods on the client relationship
• Assess the communication challenges facing a consultant to the client organisation

Unit 5031 – The Role and Responsibilities of a Consultant

Understand the role of the consultant

• Identify different types of organisational structures for consulting practices/departments
• Define the role of the consultant
• Explain the emerging trends and challenges facing the consulting industry
• Explain how the demand for consultants changes in different economic climates

Able to assess current competencies, knowledge and behaviours against those required of a management consultant 

• Explain how the competencies required of a consultant change at different stages of their career
• Evaluate existing competencies, knowledge and behaviours against the Consultancy Competency Framework (CCF)
• Assess how the completion of Personal Development Plan (PDP) activities contributes to changes in the competence knowledge and behaviours as a consultant

Know how to behave in a professional and ethical manner

• Identify the professional behaviours required of a consultant
• Identify ethical dilemmas that may arise in the course of the work of a consultant
• Explain the duty of care owed by a consultant to a client

Unit 5033 – Communication for Consultants 

• Understand the importance of communication
• Identify the key factors to consider when preparing to communicate with clients
• Assess the impact of communication skills on the client/consultant relationship
• Explain how different communication methods may be used to identify clients’ needs
• Evaluate the impact of communications skills on achieving intervention objectives
• Explain how client confidentiality is observed by the consultant

Be able to run effective meetings with clients

• Explain the process of planning and preparing for a meeting with a client
• Identify the key skills required of a consultant when running meetings
• Evaluate the importance of the consultant employing questioning and listening skills during the meeting
• Identify the different types and formats of meetings during the sales and delivery cycles of consulting

Able to present information, findings, conclusions and recommendations to clients

Explain the key principles of delivering a presentation that meets its objectives

• Evaluate the use of presentations as a method of communicating information to clients
• Identify the tools and resources a consultant may use to convey the desired message
• Prepare effective written reports
• Identify the different writing styles which may be used and match these two different situations

In person Training – Virtual – Self-paced

Flexible Timings

Certificate of Completion for delegates who attend and complete the course