Core Consulting Skills
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1 Core Consulting Skills Program Overview * Leading through Core Consulting Skills Certification (CCSC)
2 The M eaning and Benefits of Certification The AIM C s Core Consulting Skills Certification (CCSC) indicates that the certified individual has learned the core skills necessary to be an effective contributor in a variety of consulting assignments, including change leadership, project/ program management and process improvement. The certification program also includes membership in the AIM C, which provides access to an extensive knowledge base of best practices, a network of consulting professionals around the world and periodic skill-building and knowledge sharing events including workshops, chapter meetings and conference calls on emerging issues and key areas of interest. Program Overview This Certification Program has been designed by the AIM C in collaboration with competency and learning experts from the St. Charles Consulting Group to provide the basic or core skills most needed to be an effective internal consultant. The target audience includes, but is not limited to, individuals who ar e relatively new to internal consulting roles or careers, as well as individuals who have not received much formal training on consulting competencies and are looking for an opportunity to build capability. The Program also will be of great help to external consultants who want to work more effectively with internal consultants (ICs). The majority of the IC community views externals as strategic partners with whom they are looking to collaborate to provide additional resources or provide supplemental expertise to effectively execute and further develop their practices. In addition, employees in a wide variety of support functions in both private and public sector organizations who have internal client interface responsibilities can benefit greatly by acquiring core consulting skills. These professionals, often characterized as internal consultants by role but not by title, work in the following areas: Human Resources and Training Process Improvement and Lean/ Six Sigma Business and Operations Planning Supply Chain M anagement Technology and IT Performance M easurement and M anagement Project and Program M anagement Quality M anagement Financial Services, Auditing and Risk M anagement
3 Certification Program Curriculum Key Components 1. Self-paced, e-learning M odules tied to each core competency area 2. W hite papers, professional journal articles, and other r eference materials to supplement the learning modules 3. A comprehensive exam taken upon completion of all course material to assess learning gains Certification M odules M odule 1 : Client Service Focus Accurately respond to client s questions, inquiries or requests in a service situation. Persists in providing the highest quality/ services, products, and finding ways to better meet client needs, including improving systems that affect client satisfaction; keeps client focus as the driver of planning and implementation. Goes out of the way to communicate with clients in ways that meet their needs, while also earning their trust and respect. Takes personal responsibility for correcting client service problems promptly and nondefensively to a point where the client is satisfied. M odule 2 : Professional Impact Takes actions that are consistent and aligned with company values and beliefs. Demonstrates high standards for behavior of self and project team members. Demonstrates credibility and self-confidence in areas of responsibility. Stands behind decisions, whether right or wrong, and takes responsibility. Recognizes when and when not to discuss confidential information with employees or clients; can be trusted with confidential or sensitive information. Viewed as trusted business advisor and go to person for area of responsibility. M odule 3 : Change M anagement Proactively demonstrates to clients the impact/ people risks of organizational change and builds and manages plans for reducing this risk. Effectively employs a change management methodology and toolset. Continually raises client s level of awareness as to people risk and need for mitigating. W or ks with client to build sponsorship of change efforts. Demonstrates own flexibility and adaptability in driving change to improve project and business results. Effectively manages change throughout the project lifecycle from initial stakeholder analysis through monitoring project results.
4 M odule 4 : Business Acumen Has a strong understanding about how the business works and assesses trends, issues and challenges which impact on the organization s business environment and builds this into project planning. Applies knowledge of key financial indicators/ measures to evaluate alternative courses of actions and selects optimal solutions to achieve results. Possesses strong analytical skills and an ability to interpret complex data in meaningful and relevant ways. Identifies new information requirements in order to support business needs. Applies knowledge of key business measurements to make strategic decisions. M odule 5 : Project M anagement Administers project budgets that meet cost and resource expect ations. M anages complex and/ or competing priorities. Effectively meets commitments in an accurate and timely manner. Plans and organizes tasks and generates schedules for projects/ processes. Ties work plans to allocated funds. Identifies and secures r esources for projects. M onitors progress through detailed work plans, and status reports. Troubleshoots simple problems and takes steps to notify correct people in the event of schedule slippage, unavailable resources, and ensures successful implementation. M odule 6 : Business Process Optimization M aintains and enhances standards of quality by focusing on the continuous improvement and optimization o processes to achieve project and business objectives. Establishes and communicates clear indicators of pr ocess improvement. Leads clients to understand how technology can help process performance. Utilizes various process improvement methods and tools. Demonstrates the ability to translate data into meaningful recommendations. Analyzes information to accurately define the cost of quality and process inefficiencies. M odule 7 : M anagement Consulting Skills Accurately determines the root causes of various organizational performance issues and partners with the client to determine the appropriate intervention strategy. Continually demonstrates the value/ ROI of the consulting work provided to the client. Effectively builds a business case when introducing recommendations or solutions. Continually monitors the client s threshold for acceptance of recommendations and modifies approach as required. M odule 8 : Coaching Provides appropriate advice, feedback, and development resources to improve the effectiveness of individuals and teams. Provides honest, behavioral feedback to customers about performance development opportunities and problems. Tailors development suggestions (e.g., training, learning opportunities, key experiences) to fit individual, team and organizational needs. Selects approaches that will be most likely to convince and gain the support of the audience.
5 About AIM C ( info@aimc.org) The Association for Internal M anagement Consultants (AIM C) helps build your value as a corporate management consultant. M embership gives you access to numerous tools and techniques, including our Consulting Operations M odel and Performance M easurement Scorecard to effectively position yourself in your corporation. The association also provides valuable insights regarding how to effectively utilize external consulting capabilities and optimize the organization's overall consulting spend. About St. Charles Consulting Group ( Founded in St. Charles Consulting Group is rooted in a long, rich tradition of excellence and unparalleled commitment to client service. St. Charles Consulting is well known for innovative solutions that address significant client issues and drive successful business results. W ith offices in St. Charles, Illinois, Dallas, Texas, Madison, W isconsin and Phoenix, Arizona, St. Charles Consulting is an organization dedicated to helping clients prepare their people to successfully meet the demands of the competitive business world of today.
6 Core Management Consulting Skills Certification Program
7 Agenda Introductions/Background Review AIMC Competency Model Overview of Core Consulting Skills Pilot Program and Next Steps Q&A 2
8 Background Association of Internal Management Consultants International association representing individual and organizations who provide internal consulting services to their clients AIMC s membership includes professionals from a wide range of organizational practice areas including, but not limited to: Organizational Effectiveness and Development Process Improvement Six Sigma and Quality Management Strategic Planning/Performance Measurement Project Management and Implementation Leading Change/Change Management Leadership/Management Development Organizational Learning/Training St. Charles Consulting Group World-class training and talent development organization comprised of a talented team of seasoned professionals that design, develop and deliver effective and innovative performance improvement interventions for their clients. Their clients represent over 100 organizations, spanning 20+ industries and global markets. Knowledge of MEP organization and mission/presented at the Center Best Practices Conference in Dallas Co-developed the Competency Model for Effective Internal Management Consultants and On-line Competency Benchmarking Tool with the AIMC 3
9 AIMC Competency Model CHANGE MANAGEMENT COACHING BUSINESS ACUMEN BUSINESS PROCESS OPTIMIZATION CLIENT SERVICE FOCUS PROFESSIONAL IMPACT PROJECT MANAGEMENT MANAGEMENT CONSULTING SKILLS Association of Internal Management Consultants 4
10 AIMC Competency Model / Certification Program Evolution In 2013, AIMC leaders and membership determined the desire for a Consulting Skills Certification Program to align with the AIMC Competency Model In 2014, a preliminary concept for the AIMC Core Consulting Skills Certification (CSC) Program was presented to AIMC leaders and members at their annual conference and in board meetings. Preference for self-paced/elearning format expressed and agreed upon. In 2015 and 2016, curriculum and format for program developed In September of 2016, launch of Core Consulting Skills Certification Pilot Program 5
11 AIMC CCSC Program Contents The Core Consulting Skills Certification Program consists of the following: Three to four, self-paced, e-learning Modules mapped to each of the eight AIMC core competency areas: - Business Acumen - Business Process Optimization - Change Management - Client Service Focus - Coaching - Management Consulting - Professional Impact - Project Management White papers, professional journal articles, book chapters (Internal Consulting Excellence (ICE), and other reference materials to supplement the learning modules and enhance competency development. A comprehensive exam taken upon completion of all learning modules. 6
12 Sample elearning Module/Essential: Day-to-Day Management of a Planned Change oduct_sheet.php?trainingcontent_id=56731®istr ation_id=9249&code=ojmh687&locale=en-us elearning MODULE ESSENTIAL 7
13 Other Capability Building/Certification Inputs Internal Consulting Excellence AIMC Knowledgebase
14 Registration REGISTRATION: FEES: Members $750 / Non-Members $1250 CAPACITY: 25 Consultants
15 Next Steps/Projected Timeline* Announcement to MEP Organization to Solicit Interest in Core Consulting Skills Certification Pilot Program (May 2016) Webinar Overview of the Pilot Program to Membership (June 2016) Pilot Program Sign Ups First Come Basis with Capped Enrollment (June/July/August 2016) Kickoff for Pilot Program Participants/Program Commences (September 2016) Curriculum Completed and Certification Awarded (December 2016) Pilot Evaluation (December 2016) * Dates are estimates and will be adjusted depending upon when the required class size is obtained for pilot and software /website modifications completed. 10
16 11
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