Diagnostic

Choose the level that best fits your experience.

Time required: 30 minutes

Beginner = I have never done this

Novice = I have done this once or twice

Experienced = I have done this many times in different environments

Expert = I am often called upon to support other people to do this

Model existing and new business processes

Consultants often analyse current workflows and design improved processes to enhance efficiency.

They create visual representations of business operations, identifying bottlenecks and opportunities for optimisation.

This involves mapping out steps, roles, and information flows to streamline operations and align them with organisational goals.

Write user stories with detailed acceptance criteria

Consultants often craft concise narratives describing software features from an end-user perspective.

These user stories include specific acceptance criteria that define when a feature is complete and functioning correctly.

This approach helps development teams understand requirements and ensures that the final product meets client expectations.

Analyse scenarios to foresee potential challenges and proposed solutions

Consultants often conduct thorough scenario analysis to anticipate possible obstacles in project implementation or business strategies.

They evaluate various "what-if" situations, assess risks, and develop contingency plans.

This proactive approach helps clients prepare for potential issues and make informed decisions to mitigate risks.

Investigate business problems to identify causes

Consultants often employ root cause analysis techniques to uncover the underlying factors contributing to business issues.

They gather data, conduct interviews, and use analytical tools to pinpoint the source of problems. This deep dive helps clients address core issues rather than just treating symptoms.

Apply methods like UML to analyse and document systems

Consultants sometimes use Unified Modeling Language (UML) and similar tools to visually represent complex systems and software architectures.

They create diagrams that illustrate system components, interactions, and processes.

This documentation aids in understanding, designing, and communicating system structures to stakeholders and development teams.

Write a business plan or business case

Consultants often need to develop comprehensive documents outlining business strategies, market analyses, financial projections, and operational plans.

These plans serve as roadmaps for new ventures or project proposals, helping clients secure funding, align stakeholders, and guide decision-making processes.

Use financial data to inform business decisions

Consultants sometimes analyse financial statements, market trends, and performance metrics to provide data-driven recommendations.

They interpret complex financial information to guide strategic decisions, such as investments, cost-cutting measures, or expansion plans, ensuring clients make informed choices based on solid financial insights.

Manage invoices and payments for a small business

Consultants often work as small businesses and should establish efficient invoicing and payment systems.

They implement processes for timely billing, tracking accounts receivable and payable, and ensuring proper cash flow management.

This financial oversight helps maintain healthy business operations and client relationships.

Use financial management software to run a business

Consultants often use financial management tools to streamline their accounting processes, track expenses, and generate financial reports.

These provide real-time financial insights, automate routine tasks, and ensure accurate record-keeping for better business decision-making.

Produce and manage a budget and forecasts for an organisation

Consultants often create detailed budgets and financial forecasts, considering historical data, market trends, and organisational goals.

They monitor actual performance against projections, analyse variances, and make necessary adjustments.

This financial planning helps organisations allocate resources effectively and make informed financial decisions.

Adapt your verbal language and style to suit diverse audiences

Consultants frequently tailor their communication approach to effectively engage with various stakeholders, from C-suite executives to technical and operational teams.

They adjust terminology, tone, and presentation style to ensure clarity and relevance for each audience - facilitating better understanding and collaboration across diverse groups.

Produce emails, reports, and project plans that convey messages clearly and convincingly

Consultants must craft well-structured, concise, and persuasive written communications.

They create clear project plans, detailed reports, and effective emails that articulate complex ideas, project status, and recommendations.

This ensures that all stakeholders are well-informed and aligned throughout the consulting engagement.

Build compelling cases for recommendations

Consultants will often need to develop persuasive arguments supported by data, industry best practices, and strategic insights.

They present well-researched recommendations that address client needs and demonstrate potential value.

This approach helps gain buy-in from decision-makers and drives the implementation of proposed solutions.

Listen and ask questions

Consultants should employ active listening techniques to fully understand client needs and concerns. They ask probing questions to gather detailed information and paraphrase key points to confirm understanding.

This approach ensures accurate interpretation of client requirements and fosters strong client relationships.

Tell stories

Consultants often leverage narrative techniques to convey complex information effectively.

They create compelling stories to enhance understanding, engagement, and retention of key messages among diverse audiences.

Examine data sets

Consultants often analyse large volumes of data to uncover trends, patterns, and actionable insights.

They use analysis tools and statistical techniques to interpret complex information and translate it into clear, impactful reports that guide strategic decision-making and drive business improvements.

Use visualisation tools to communicate complex data insights effectively

Consultants often employ data visualisation software to create interactive dashboards, charts, and graphs.

They transform raw data into visually appealing and easily understandable formats, enabling stakeholders to grasp complex information quickly and make data-driven decisions more efficiently.

Apply statistical methods to analyse data

Consultants sometimes use statistical techniques such as regression analysis, hypothesis testing, and predictive modeling to extract meaningful insights from data.

They apply these methods to identify trends, correlations, and causal relationships, providing clients with robust, data-backed recommendations for business strategies.

Ensure data accuracy, reliability, and consistency

Consultants implement data quality processes to verify the accuracy and consistency of information used in analysis and decision-making.

They establish data governance protocols, perform data cleansing, and conduct regular audits to maintain data integrity, ensuring that insights and recommendations are based on reliable information.

Extract and transform data using tools like SQL and Python

Consultants use programming languages and database tools to extract, clean, and manipulate large datasets.

They write queries and scripts to merge data from various sources, perform data transformations, and create structured datasets ready for analysis, enabling more efficient and accurate insights generation.

Build strong professional relationships across organisational and domain boundaries

Consultants need to cultivate diverse networks spanning industries, roles, and geographies.

They establish and maintain connections with clients, colleagues, and industry experts through effective communication and collaboration.

These relationships foster knowledge sharing, business opportunities, and cross-functional problem-solving.

Keep up to date with industry trends

Consultants continuously expand their knowledge by engaging with various information sources.

They attend industry events, follow relevant online content, and participate in webinars to stay informed about emerging trends, technologies, and best practices.

This ongoing learning ensures they provide cutting-edge advice to clients.

Engage with people across organisational and domain boundaries

Consultants actively participate in professional networks, both online and offline.

They contribute to discussions, share insights, and connect with diverse professionals at conferences and through social media platforms.

This engagement broadens their perspective and enhances their ability to provide comprehensive solutions.

Contribute ideas, opinions and reflections into your network

Consultants share their expertise and insights through various channels, such as blog posts, articles, or social media updates.

They offer thoughtful commentary on industry trends, share lessons learned from projects, and engage in meaningful discussions.

This contribution establishes them as thought leaders and valuable resources within their network.

Gain paid work via your network

Consultants leverage their professional connections to secure new projects and clients.

They maintain strong relationships, demonstrate their expertise, and actively seek referrals.

By nurturing their network, consultants create a steady stream of opportunities and expand their client base through trusted recommendations.

Manage project resources

Consultants often oversee the allocation and utilisation of human, financial, and material resources throughout a project's lifecycle.

They create resource plans, monitor usage, and make adjustments to ensure optimal efficiency.

This involves balancing competing demands, prioritising tasks, and maximising resource effectiveness to meet project goals.

Coordinate with vendors

Consultants sometimes manage relationships with external suppliers and service providers.

They negotiate contracts, establish clear expectations, and oversee vendor performance.

This coordination ensures that outsourced components of a project are delivered on time, within budget, and to the required quality standards.

Use agile methodologies for iterative development and adaptive planning

Consultants often use Agile frameworks like Scrum or Kanban to manage projects flexibly.

These facilitate short development cycles, encourage frequent client feedback, and enable plans to adapt based on evolving requirements.

This approach allows for rapid delivery of value and better alignment with client needs throughout the project.

Use waterfall methodologies for managing delivery of a project's products

Consultants sometimes apply traditional, sequential project management approaches for projects with well-defined scopes and requirements.

They create detailed plans, establish clear milestones, and manage each phase systematically.

This structured approach ensures thorough documentation and is suitable for projects with stable requirements.

Create and maintain project documentation

Consultants develop comprehensive project artifacts to guide execution and keep stakeholders informed.

They create detailed project plans, intiation documents, risk registers, and regular status updates.

This documentation ensures clear communication of project objectives, progress, and expectations throughout the engagement.

Write successful sales proposals

Consultants craft compelling proposals that articulate the value of their services to potential clients.

They tailor each proposal to address specific client needs, highlight their expertise, and outline clear deliverables and expected outcomes.

These well-structured documents help win new business and set the foundation for successful engagements.

Present propositions to potential clients

Consultants deliver persuasive presentations to showcase their proposed solutions and demonstrate value to prospective clients.

They combine storytelling, data visualisation, and clear articulation of benefits to engage decision-makers.

These presentations are crucial in winning new business and establishing credibility with potential clients.

Foster long-term partnerships with clients

Consultants build and maintain strong, lasting relationships with clients beyond individual projects.

They consistently deliver value, provide ongoing support, and proactively identify new opportunities to assist clients.

This approach leads to repeat business, referrals, and a reputation for being a trusted advisor.

Produce marketing collateral

Consultants create various marketing materials to showcase their expertise and attract potential clients.

They develop informative content, design visually appealing brochures, and maintain an engaging online presence.

These materials help establish thought leadership, build brand awareness, and generate leads for consulting services.

Develop propositions designed to meet a client's needs

Consultants create tailored solutions that address specific client challenges and objectives.

They combine industry knowledge, analytical skills, and creativity to develop unique propositions that deliver value.

These customised approaches demonstrate the consultant's understanding of the client's business and increase the likelihood of engagement success.

Create and use visual aids to simplify complex information

Consultants often design infographics, diagrams, and other visual representations to make complex data and concepts more accessible.

They use these visual aids in presentations, reports, and workshops to enhance understanding and retention of key information.

This skill helps clients grasp intricate ideas quickly and make informed decisions.

Facilitate workshops to generate creative solutions using structured frameworks

Consultants lead interactive sessions using techniques like design thinking or brainstorming to solve complex problems.

They guide participants through structured exercises, encourage diverse perspectives, and synthesise ideas.

These workshops foster innovation, collaboration, and buy-in from stakeholders for proposed solutions.

Gather and collate ideas and information using tools such as mind maps and concept maps

Consultants employ visual thinking tools to organise and connect diverse pieces of information.

They create mind maps and concept maps to structure ideas, identify relationships, and generate insights.

These techniques help in problem-solving, strategic planning, and communicating complex concepts to clients and team members.

Conduct competitor and stakeholder analyses

Consultants perform comprehensive assessments of a client's competitive landscape and key stakeholders.

They gather market intelligence, analyse competitor strategies, and map stakeholder interests and influences.

This analysis informs strategic recommendations, helping clients position themselves effectively and manage stakeholder relationships.

Conduct exercises to identify the root causes of issues within an organisation

Consultants facilitate structured problem-solving sessions to uncover underlying causes of organisational challenges.

They use techniques like the "5 Whys" or fishbone diagrams to dig deep into issues.

This approach helps clients address fundamental problems rather than symptoms, leading to more effective and sustainable solutions.

 

Please note, this is a prototype. Your data is not currently stored on our systems. If you wish to retain it, please take a copy of the summary.