Practice Development Workshop

Get Smart
Get Known
Get Business

PRACTICE
DEVELOPMENT
WORKSHOP

Jan. 9th, 2008

DON'T MISS THIS INSIGHTFUL NEW WORKSHOP
  

 
CONSULTING CONTRACT & PROPOSALS

Workshop Focus
Learn from experts, stay current, exchange ideas, and share your expertise.

You got a new client referral, made contact and arranged to meet, discussed what you could do for the client, outlined a possible engagement, and your prospective client seemed interested. Now what? Write a winning proposal! Too many consultants get things right up to this point, only to drop the ball when it comes to writing proposals that close the client engagement.

This month's workshop will enable you to move from potential engagement to actual engagement by leveraging the power of well-written contracts and proposals. We will review such aspects as:

  • The role of the proposal within the consulting process
  • Writing winning proposals that will get accepted
  • Legal and other considerations

Workshop Facilitators
Michael Egan, Ph.D., CMC
is the immediate past president of our Dallas/Fort Worth Chapter and a Senior Vice President with the Dallas Marketing Group. After spending over a decade in the academic world, he has served in important corporate roles across a variety of industries. Through his extensive sales & marketing expertise, Michael has helped numerous clients, most of whom are engaged in technology-intensive markets. He is a Certified Management Consultant.
 

LOCATION     13701 Dallas Pkwy, Telos club, Parthenon conference room
west side of Dallas Tollway, between Spring Valley and Alpha (click for Google map)
TIME /  
RESERVATIONS  
Networking:
Program:
Cost per session:

Reservations:
7:15 am - 7:30 am
7:30 am - 9:00 am
$10 for members, $20 for non-members
(includes continental breakfast; please bring cash or check)

Click here to let us know you're coming !

PRACTICE  
DEVELOPMENT  
WORKSHOP  
CURRICULUM  
 
Session 13 of 24  

 

Calendar   

(revolving  
program;  
continues with  
Session 1  
in January 2009)
  

Successful Consulting   
Laying The Foundation   
The Right Legal Structure   
Effective Business Financing   
The Consulting Process   
Pricing Strategies   
Marketing Your Consultancy I   

Marketing Your Consultancy II   
Marketing Your Consultancy III
   
Marketing Your Consultancy IV   
Attention Grabbing Communications
   
Understanding The Code of Ethics
   
Consulting Contracts & Proposals   
Selling Your Consultancy I   
Selling Your Consultancy II   
Selling Your Consultancy III   
Managing Clients' Expectations   
Managing Your Resources   
Expanding Your Consultancy   
Improving Your Strategic Agility   
Publishing For Success 
  
Re-Using Past Work   
Effective Client Analysis   
How to Become A CMC    
Why clients engage; aligning to market needs
Defining your services
Sole Proprietorship, Partnership, LLC, Corp.
Financing; business plan; managing profitability
Exploration; contracting; project mgmt; closure
How to price & quote; billing; discounts; collecting
Client & market segmentation; identifying prospects

Brand building and consistent marketing strategy
Collateral, newsletter, web presence; budgets

Networking and referrals; professional memberships
Speaking; press releases; media coverage
Integrity; confidentiality; conflicts of interest; etc.

Roles; winning proposals; legal aspects
Economic buyers; selling process; cold calls
Closing the deal; dealing with problem clients
How to sell to large corporations and senior buyers
Initial rapport; expectations; resolving scope conflicts

Effectively using you time, finances and energy
Partners; subcontractors; virtual company; JVs

How to seize an opportunity to interest a buyer
Reviewing; client ownership; managing withdrawal
Writing case studies & articles; publishing books
Profiling; client base management; referral requests
Process; certification requirements

LAST   
MONTH   
  Steve Maffei, Ethics Advisor for the IMC’s DFW chapter, led a well-received session introducing the IMC's Code of Ethics as a practical tool for consultants to make responsible decisions and to win and retain their clients' respect and trust.

LEARN,  
STAY CURRENT,  
EXCHANGE IDEAS,  
SHARE YOUR  
EXPERTISE  

We invite you to join us if you are new to the consulting business, wanting to learn how to effectively ramp up your practice, an established consultant, looking to stay current with state-of-the-art methods and to exchange ideas about new practices, or an experienced practitioner, willing to share your expertise on how to maximize your consulting success.

The Practice Development Workshop series is designed to cover all aspects of managing a successful consulting practice. You can attend only some of the workshops
or join us for the whole series.

IMC DALLAS FORT WORTH          www.imcdfw.org                    IMC USA       www.imcusa.org