Course Details

Price: £1495 + vat
Duration: 2 days
Location: London

Overview

This is an intensive course for those who want to achieve a rapid understanding of the key tasks of becoming an outstanding Salesforce Consultant and the critical skills needed, particularly in the professional arena and working effectively with clients.

This workshop is designed to enable delegates to understand the processes involved in consulting, including adapting and selecting the most appropriate tools, underpinned with key relationship building skills.

Advanced courses consist of modules that leverage role play and practical group exercises, and these can be booked separately.

Target Audience

  • Graduates or new hires into the world of Salesforce Consulting,
  • Individuals who need an overview as to what it takes to understand how to implement software systems in a robust manner.

What will it give you?

At the end of this course you will be able to:

  • Understand the Consulting Engagement process
  • Identify consulting and project delivery stages, and become familiar with team roles & responsibilities
  • Understand how to run process mapping workshops, to gather and document requirements
  • Know the principles of delivering powerful presentations such as show & tells
  • Understand core skills required for building resiliency and managing difficult situations with tact and sensitivity
  • Learn how to engage with key stakeholders,
  • Understand the principles behind managing change, resistance and conflict
  • Understand group dynamics and working effectively within a High Performing Team
  • Build knowledge on how to communicate effectively and empathetically
  • Appreciate why Emotional Intelligence is a critical element in the Leadership toolkit

What will this course cover?

This is the foundation Masterclass, and the intensive 2-day course is designed to cover all essential aspects of the Software Consulting World. 

Day 1

  1. Consulting Primer – brief introduction to consulting
  2. Project Delivery Methodology, introducing*
    • Client & stakeholders
    • Project team
    • Consulting Engagement – Sales/Delivery
    • Delivery Methodologies – Waterfall, Agile. Hybrid Scrum framework
  3. Running Process Workshops & Gathering Requirements
    • Guidelines for running workshops
    • Preparing Agenda
    • Room Considerations
    • Overview of As-Is and To-Be Process Mapping
  4. Documenting Requirements
    • Typical Deliverables for Discovery
    • Writing User Stories and Business Requirement Documents
  5. Delivering Show & Tells
    • Identifying ‘Done’ User Stories and creating narrative
    • Planning, Preparation, Practice & Performing
    • Dealing with client feedback
  6. Overview of Building, Testing, Training & Deploying
    • Functional Build, Data Migration & Integration
    • Test Strategy & Plans
    • Deployment plans & Cutover Strategy

Day 2

  1. Core Consulting Skills
    • Active Listening
    • Coaching, giving & receiving feedback
    • Building Resilience
    • Time Management & Personal Productivity
    • Windows & Office Productivity Hacks
  2. Rules of Client Engagement
    • Practical Guidelines
    • Professionalism
  3. Critical Thinking & Problem Solving
    • Overview of De Bono’s 6 hats
    • Using the Socratic Questions
  4. Managing People
    1. Part 1: Stakeholders & Clients
      • Customer Touchpoints for Delivery Team
      • Stakeholder maps
      • Influencing strategies
      • Managing Political Behaviour
    2. Part 2: Managing Change, Resistance & Conflict
      • Emotional Cycle of Change
      • Managing Resistance
      • Understanding Conflict Styles
      • Project Conflicts
    3. Part 3: High Performing Teams
      • Understanding Group Dynamics
      • Working effectively with virtual teams
      • High performance team model
  5. Project Communication
    • Barriers to effective communication
    • Skills of empathetic communication
  6. Practical Leadership
    • Personal Excellence
    • Leading with Emotional Intelligence

How will this course be delivered?

This course is delivered face-to-face

  • within the Public Courses
  • in-house company training for Salesforce Partners. 

Typically, the course would follow on from the normal Induction process, so that the new intake of graduates or experienced hires would be well equipped with the foundation and expectations of the Consulting role before starting on a new project.


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