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 + vat | 4-5 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 + vat | 6,7 & 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 + vat | 11-13 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 + vat | 17-18 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 + vat | 19-20 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 + vat | 24-25 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 + vat | 26-27 May 2021 |
![]() | CMC-108 - Powerful & Effective Communication - Understanding the Barriers to Communication - Interpersonal & Non-Verbal Communication - Organisation & Project Communication | 2 x 3hrs | £495 + vat | 7-8 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 + vat | 9-10 June2021 |
![]() | CMC-110 - Successfully Managing Change, Resistance & Conflict - Managing Change & Resistance - Managing Conflict - Conflict Management Process | 2 x 3hrs | £495 + vat | 14-15 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 + vat | 16-17 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 + vat | 18 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 |














