CRM Consulting Masterclasses

There are some key principles to becoming an outstanding Consultant. The courses that are offered below focus on the delivery skills required to be a client-facing, problem solving, solution designing consultant.

This is what you will need to get started.

CMC-101: The Consulting Engagement & Delivery
- end-to-end Consulting Engagement lifecycle
- Methodologies: Waterfall, Agile, Hybrid
- Consulting Project team roles & responsibilities
- Key activities during Consulting Projects
2 x 3hrs£495 + vat4-5 May 2021
CMC-102: Running & Facilitating Effective Workshops
- Facilitating skills & Meeting Dynamics
- Running Workshops
- Active Listening Skills
- Preparing for successful CRM Discovery workshops
3 x 3hrs£695 + vat6,7 & 10 May 2021

CMC-103: Requirements Gathering - Critical Thinking, Process Mapping & Design
- Critical Thinking Techniques
- Approach to Problem Definition
- Fundamentals of process mapping
- mapping 'As-Is' Current states and 'To-Be' Future states
3 x 3hrs£695 + vat11-13 May 2021
CMC-104: Requirements Gathering - The Art of Insightful Questioning & Documenting User Stories
- Questioning Strategies for Consulting Workshops
- Drafting Design Documents
- Writing User stories & Acceptance Criteria
3 x 3hrs£695 + vat17-18 May 2021
CMC-105: Delivering Powerful Solution Playbacks and Show & Tells
- Presentation skills focusing on Show & Tells
- Practical Skills practice : Developing and presenting solution playback and Sprint/Iteration Show & Tells
2 x 3hrs£495 + vat19-20 May 2021
CMC-106: Imperative Core Skills for Consultants
- Personal and Professional Values 
- Rules of Client Engagement: First Impressions
- Business and Work Ethics
- Professional Behaviour for the Consultant
2 x 3hrs£495 + vat24-25 May 2021
CMC-107- High Performance Habits
- Running Effective Meetings
- Taking notes & Documentation
- Finding Flow
- Time Management
- Microsoft Office Productivity hacks
2 x 3hrs£495 + vat26-27 May 2021
CMC-108 - Powerful & Effective Communication
- Understanding the Barriers to Communication
- Interpersonal & Non-Verbal Communication
- Organisation & Project Communication
2 x 3hrs£495 + vat7-8 June 2021
CMC-109 - The Power & Politics in Managing Clients & Stakeholders
- Creating & Maintaining Client Relationships
- Effective Stakeholder management
- Understanding Power & Influence
2 x 3hrs£495 + vat9-10 June2021
CMC-110 - Successfully Managing Change, Resistance & Conflict
- Managing Change & Resistance
- Managing Conflict
- Conflict Management Process
2 x 3hrs£495 + vat14-15 June2021
CMC-111 - Working in High Performing Teams
- Coaching, giving & receiving feedback
- Foundation of Effective Team
- Working in High Performing Teams
- Interpersonal Relationships Skills (3.4 Effective Communications)
2 x 3hrs£495 + vat16-17 June2021
CMC-112 - Maintaining Security Compliance in Projects & Delivery
- Security & Secure Information handling
- GDPR & Data Privacy
- Security Compliance in Consulting Projects
1 x 3hrs£199 + vat18 June2021

CRM Project Management Masterclasses

If you are a CRM Project Manager, and you’re looking for the fundamentals in running Discoveries and writing Statement of Works, then check out the masterclasses below.

PMMC-101: CRM Discovery & Project Scoping

Topics:
- Overview of Discovery and Scoping Projects
- Scheduling and Planning Workshops
- Discovery Scope & Deliverables
- Implementation Strategy - resourcing, estimating project cost and schedules
- Building project plan
Date: TBD
PMMC-102: Contracts and Statement of Works

Topics
- Writing Proposals and Statement of Work
- Crafting Strong Contract Schedules
- Pre and Post Contract recommendations
Date: TBD