How to Manage Consulting in Teams
Post on 12-Nov-2014
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Working in Teams to Amplify Your Independent Consulting Career
Copyright © 2009 MBO Partners. All rights reserved.1
Gene ZainoPresident and CEO
Copyright © 2009 MBO Partners. All rights reserved.2
Kelly SchererTeam Manager
Copyright © 2009 MBO Partners. All rights reserved.3
Bill JamesExecutive Vice President,Senior Executive Services
Copyright © 2009 MBO Partners. All rights reserved.4
Wh W k i T ?Why Work in Teams?
Copyright © 2009 MBO Partners. All rights reserved.5
The Advantagesg
Provide comprehensive solutions to your clients
Take on larger contracts
Optimize talent for the best value and profit
Partner with peers that compliment your skill sets
Avoid getting married: no legal partnerships required
Build business, reference and capabilities
Each team member has a network to leverage
Copyright © 2009 MBO Partners. All rights reserved.6
The Challengesg
Differing styles, approaches and methodologies
Who is the boss?
Increases the amount of administrative duties
Copyright © 2009 MBO Partners. All rights reserved.7
Types of Teamsyp
Project-based TeamAssemble the talent for a particular one time deliverableAssemble the talent for a particular one-time deliverableGenerally a large project Team leader manages the project and negotiates the terms
Consulting TeamMaintain a network or bench of qualified talentMarket the skills and experienceFind engagements for one or more peopleAssign the person or group to the engagement
Broker or Recruiter TeamSolicit requirements from clients who need talentRecruit and qualify talentP t t li t f t
Copyright © 2009 MBO Partners. All rights reserved.8
Present to client for engagement
MBO TMBO Teams:Our CapabilitiesOur Capabilities
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Features of an MBO Team Center
Independent Company vs Associate Team
Billing and accounting for a team or a project
Establish team leaders (or partners) with splits
Hire resources as subs or employees of the team
Manage time, expenses, team member records, account
history, collections, etc
Secure, shared team access for reporting and monitoring
Copyright © 2009 MBO Partners. All rights reserved.10
Features of an MBO Team Center
Create a brand name for team identity
Retain working capital in your team center to fund start-
up or other operating costs
Team members covered under the MBO Partners’
professional insurance umbrella
Team members can create a talent directory in the MBO
Partners Connection Center
Copyright © 2009 MBO Partners. All rights reserved.11
Case Study:Bill JBill James
Senior Executive Services
Copyright © 2009 MBO Partners. All rights reserved.12
Questions?Gene Zaino
1-800-220-0469gene@mbopartners.comg @ p
Kelly Scherer1-800-220-0469 x 6025
kscherer@mbopartners.com
Bill James1-866-719-1881
Bill.James@seniorexecutiveservices.com
Copyright © 2009 MBO Partners. All rights reserved.13
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