Live Chat
Monday - Friday 8am - 6pm EST Chat Now
Contact Us
Monday - Friday 8am - 8pm EST 1-800-268-7737 Other Contact Options

Cart () Loading...

    • Quantity:
    • Delivery:
    • Dates:
    • Location:


Consulting Fundamentals (CO10)

Understand the role of internal or external consulting, key consulting processes and the Consulting Life Cycle.

GK# 8963

Course Overview


As the business environment becomes more complex and the pace of technology-led change continues to accelerate, the level of knowledge that technical professionals need to have to successfully plan and implement IT related projects continues to increase. Many organizations are moving from providing commodity products, to providing professional services and complete solutions. This is equally true in the public sector, in which services are offered to the public, to businesses, and to other government departments. It is also true for internal service organizations—organizations that offer services to others within the same company or government body. 

To remain competitive and ensure they are successful implementing IT-led projects internally and fully addressing the business needs of their clients, organizations need technical people who are able to consult with their clients. Professionals whose roles include significant client involvement coupled with technical work need to evolve to a more consultative relationship with their clients. 

This is an interactive workshop that helps both internal and external consultants build the skills and knowledge to increase their credibility and competency as a technical consultant.


  • Delivery Format:
  • Date:
  • Location:
  • Access Period:


What You'll Learn

  • Use the five-step consulting engagement life cycle and associated key actions to successfully consult with your clients
  • Value technical consulting brings to the client, to the consulting company and to the consultant
  • Assess your behaviours against the competencies required for technical consulting and identify how to leverage your strengths and close any gaps
  • Increase your technical credibility and value by adding consulting skills to your current skill set


Viewing outline for:

Classroom Live Outline

Prework: Preparation Phase

  • Identifying a Client Opportunity
  • Consulting Behaviours Benchmark Assessment
  • Your Personal Learning Goals


  • Introduction to workshop
  • Personal learning objectives
  • The Consulting Life Cycle
  • The definition and value of technical consulting
  • The Consulting Competency Model

Engage the Client

  • Establishing an initial relationship
  • Making a preliminary assessment of needs
  • The Strategic Questioning Process
  • Active listening
  • Recognizing and dealing with client resistance
  • Confirming the scope of the engagement

Gather and Analyze Information

  • Collecting and organizing data
  • Establishing a clear definition of desired outcomes
  • Identifying success criteria
  • Analyzing the data
  • Selecting the best solution option
  • Developing and testing an initial recommendation

Present Findings and Recommendations

  • Planning your recommendation message
  • Structuring your communication to achieve your objectives
  • Delivering a compelling presentation
  • Recognizing and handling client concerns or objections

Plan and Implement Recommendations

  • Identifying and mitigating implementation risks
  • Transitioning responsibilities to project teams
  • Ensuring client satisfaction during implementation

Evaluate Results and Evolve Engagement

  • Ending a specific consulting engagement
  • Evaluating the engagement and identifying lessons learned
  • Celebrating successes
  • Evolving the relationship


  • Your personal action plan



Self-study work on the consulting skills portal needs to be completed prior to class. 

Who Should Attend

  • Anyone in an internal or external consulting role
  • Project managers
  • Business analysts
  • IT professionals
  • Engineers
  • Other technical professionals who would like to improve the outcomes of their consulting engagements by:
    • Deepening their skills and competencies across the entire consulting life cycle
    • Using a set of proven tools to achieve better results in current and future engagements
    • Using communication techniques to better understand client needs and preferences
    • Aligning decision makers to gain buy-in and commitment
    • Preparing project teams to ensure successful solution implementation



This course qualifies you for the following PMI® Professional Development Units (PDUs):

• Technical Project Management = 15

Follow-On Courses

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 2 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 2 day

Request this course in a different delivery format.