Effective Meetings For Management Consultants & Analysts

A practical guide on how to conduct efficiently meetings during consulting projects

What you'll learn
How to prepare for a meeting with managers
How to deliver presentation during consulting projects
How to prepare for interviews with managers and directors
How to conduct interviews with managers and directors
Requirements
Basic knowledge of economics or finance
Description
What is the aim of this course?During consulting projects, you will be doing plenty of interviews and meetings. In the beginning, you may find them very stressful and challenging, especially, when you have to talk with directors, managers that are much older than you, and that has a much bigger experience than you. Luckily, there are a lot of interesting techniques that will help you conduct efficiently interviews and meetings during consulting projects.In this course, I will show you different tips and methods that will help you achieve your goals. Thanks to this course you will learn the following things:How to prepare and conduct initial interviews during consulting projectsHow to conduct regular meetingsHow to make sure that your final presentation is a successThis course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. We have helped numerous firms improve performance by using techniques and frameworks shown in this course. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 124 000 students including people working in EY, Walmart, Strategy&, Booz Allen Hamilton, Alvarez & Marsal, PwC, Dell, Walgreens, Orange Citigroup, Cisco, IBM, and many others.I teach through case studies, so you will have a lot of lectures showing examples of analyses, tools that we use. To a lot of lectures, you will find attached (in additional resources) the Excels as well as additional presentations, materials shown in the lectures, so as a part of this course you will also get a library of ready-made analyses that can, with certain modification, be applied by you or your team in your work.Why I have decided to create this courseMost consulting firms and universities don’t devote much attention to softer skills related to conducting and managing meetings. Management Consultants also experience some problems due to the big age difference. Most of the people you will have to talk to during consulting projects, are much older than you. Not having the right skills in this area may mean that you will spend too much time on meetings and the quality of data may be low. That’s why I have decided to put the best practices when it comes to interviewing and conducting meetings into this course.This course will help you conduct efficiently different types of meetings during consulting projects. These skills will prove very useful not only in consulting, but also later on when you become a director or you move on to build your own business. Thanks to this course, you will know what and how to do, during different types of meetings, to achieve your goals.To sum it up, the course will help you become an expert in conducting meetings on the level of McKinsey, BCG, Bain, PwC, Deloitte, EY, and other top consulting firms. That is why I highly recommend this course to Management Consultants and Business Analysts.In what way will you benefit from this course?The course is a practical, step-by-step guide loaded with tones of examples, tricks, hints that will significantly improve the way you conduct meetings. There is little theory – mainly examples, and a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:How to prepare and conduct initial interviews during consulting projectsHow to conduct regular meetingsHow to make sure that your final presentation is a successYou can also ask me any questions either through the discussion field or by messaging me directly.How the course is organized?The course is divided into the following sections:Introduction. We begin with a short intro to the course as well as some general info on how the course is organizedInterviews – Preparation Phase. In the second section, I will show how you should prepare for the first interviews during consulting projects. We will discuss tools that will help you with the preparation.Interviews – Execution Phase. In this section, I will show how you should conduct the interviews. We will discuss useful tools and frameworks. I will also discuss briefly how to take notes during the interviewRegular meetings with stakeholders. In the 4th section, I will discuss regular meetings that you have to conduct during the consulting projects. We will discuss the general framework. Afterward, I will shed some light on how to get buy-in as well as how to over-deliverYou will be able also to download many additional resources1. Useful frameworks and techniques2. Selected analyses that are shown in the course3. Links to additional presentations, articles, and movies4. Links to books worth readingAt the end of my course, students will learn to…How to prepare for a meeting with managersHow to deliver presentations during consulting projectsHow to conduct interviews with managers and directorsHow to conduct internal meetings with your team during consulting projectsHow to successfully manage implementation teamsWho should take this course? Who should not?Management ConsultantsBusiness AnalystsFuture ManagersAnalysts working in Strategic DepartmentsProject ManagersWhat will students need to know or do before starting this course?Basic or intermediate ExcelBasic knowledge of economics or finance

Overview

Section 1: Introduction

Lecture 1 What the course will be about

Lecture 2 A little bit about me

Lecture 3 How to deal with Blurry image

Lecture 4 How to reach additional resources

Section 2: Interviews – Preparation Phase

Lecture 5 Preparation for interviews – Introduction

Lecture 6 Issue tree – Introduction

Lecture 7 Issue tree – Examples Introduction

Lecture 8 Issue tree – Logistics

Lecture 9 Issue tree – Retail

Lecture 10 Issue tree – FMCG

Lecture 11 The value of rough estimations

Lecture 12 Bottom-up approach

Lecture 13 Top-down approach

Lecture 14 Backward Reasoning

Lecture 15 What are KPIs and business drivers

Lecture 16 KPIs for cinema - Problem

Lecture 17 KPIs for cinema - Solution

Lecture 18 KPIs for cinema - solution in Excel

Lecture 19 KPIs for cinema - Presentation in Power Point

Lecture 20 How to look for KPIs and benchmarks?

Lecture 21 How to do overall research on the firm – General rough estimation

Lecture 22 How to do overall research on the firm – Market estimation

Lecture 23 How to do overall research on the firm – Analyzing competitors

Lecture 24 How to do overall research on the firm – Analyzing trends

Lecture 25 How to do overall research on the firm – Consumer Research

Section 3: Interviews – Execution Phase

Lecture 26 Performing interviews – Introduction

Lecture 27 Performing interviews – My Framework – Part 1

Lecture 28 Performing interviews – My Framework – Part 2

Lecture 29 5 Whys

Lecture 30 What is an organizational chart

Lecture 31 Organizational Chart – FMCG Example

Lecture 32 Organizational Chart – example of a consulting firm

Lecture 33 How to take notes during an interview

Lecture 34 Example of notes from an interview

Section 4: Overviews / Regular meetings with stakeholders

Lecture 35 Regular meetings – Introduction

Lecture 36 General framework for regular meetings

Lecture 37 Rules for regular meetings

Lecture 38 Interim Meetings

Lecture 39 How to get a buy-in?

Lecture 40 Meetings with the customer

Lecture 41 How to overdeliver

Section 5: Presentation delivery

Lecture 42 Presentation delivery – Introduction

Lecture 43 How to win over the audience?

Lecture 44 How to be clear during presentation

Lecture 45 How to minimize the risk of attacks?

Lecture 46 How to deflect attacks?

Section 6: Implementation meetings

Lecture 47 Implementation meetings – Introduction

Lecture 48 Kick-off meetings – Before the meeting

Lecture 49 Kick-off meetings – During the meeting

Lecture 50 General framework for implementation meetings

Lecture 51 How to create a to-do list

Section 7: Internal meetings

Lecture 52 Internal meetings – Introduction

Lecture 53 General rules for internal meetings

Lecture 54 KPIs that will help you manage the project

Lecture 55 Kanban for managing a project

Lecture 56 Production process of the presentation

Lecture 57 Tools that your team will need

Section 8: Conclusions

Lecture 58 Bonus Lecture

Management Consultants,Business Analysts,Analysts working in Strategic Departments,Project Managers,Future Managers