Here is the integrated consulting plan with all details fully defined:
Phase 1 – Business Process Management Consulting (Months 1-2)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-3: As-is process mapping
– Weeks 4-6: Redesign workflows
– Weeks 7-8: Finalize workflows, documentation
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $20k/month
– Travel expenses: $2k
– Work session supplies: $3k
– Internal team time: $40k
– Total budget: $85k
Quality Assurance:
– Weekly consultant status reports
– Sales Ops signoff after each workflow mapped
– User acceptance testing plan
– Satisfaction survey after deployment
Success Metrics:
– Shortened sales cycle length
– Increased lead conversion rates
– Reduced administrative tasks
– On-time deliverables
– Budget adherence
Risks:
– Organizational resistance to change
– Lack of participation from stakeholders
– Poor adoption due to inadequate change management
Contingencies:
– Proactive change management activities
– Executive mandates for participation
– Training refreshers to drive adoption
Phase 2 – Business Efficiency Consulting (Months 3-4)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-4: Evaluate sales process and data efficiency
– Weeks 5-7: Identify efficiency opportunities
– Weeks 8-10: Implement efficiency improvements
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $25k/month
– Travel expenses: $2k
– Implementation costs: $75k
– Internal team time: $50k
– Total budget: $200k
Quality Assurance:
– Requirements signoff by Sales Ops, IT
– Success criteria for each initiative
– Adoption targets and reports
– ROI impact analysis
Success Metrics:
– Increased sales productivity
– Improved data efficiency
– Shortened sales cycle times
– Consulting delivery satisfaction
Risks:
– Poor adoption of new efficient processes
– Lack of change management and training
– Initiatives fail to demonstrate ROI
Contingencies:
– Additional training and support
– Executive reinforcement
– Scope moderation if ROI unclear
Phase 3 – Operations Consulting (Months 5-6)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-3: Evaluate current operations practices
– Weeks 4-5: Identify improvement opportunities
– Weeks 6-8: Create implementation plans
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $30k/month
– Travel expenses: $2k
– Implementation costs: $100k
– Internal team time: $30k
– Total budget: $192k
Quality Assurance:
– Initiative plans approved by VP Sales
– Success criteria for each project
– Project status reporting
– Milestone signoffs
Success Metrics:
– Operations efficiency gains
– Consulting delivery satisfaction
– Implementation timeliness
– Budget adherence
Risks:
– Scope creep on initiatives
– Resource constraints
– Leadership priority changes
Contingencies:
– Careful scope management
– Proactive resource planning
– Leadership alignment maintenance
Phase 4 – Human Resources Consulting (Months 7-8)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-4: Analyze team competencies, identify gaps
– Weeks 5-7: Create talent development initiatives
– Weeks 8-10: Begin rolling out programs
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $25k/month
– Travel expenses: $2k
– Program development costs: $50k
– Internal team time: $40k
– Total budget: $157k
Quality Assurance:
– Skills assessment reports
– Program materials approved by Sales Ops
– Participation and feedback surveys
– Initiative adoption targets
Success Metrics:
– Competency improvements
– Program participation
– Consulting delivery satisfaction
– Budget adherence
Risks:
– Poor participation due to competing priorities
– Initiatives fail to demonstrably close skills gaps
– Unclear program applicability
Contingencies:
– Executive reinforcement of participation
– Scope adjustment based on assessments
– Increased change management
Phase 5 – Project Management Consulting (Months 9-12)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-4: Create project plans and resource models
– Weeks 5-8: Provide PM coaching and support
– Weeks 9-12: Monitor initiative rollouts and adoption
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $30k/month
– Travel expenses: $3k
– Internal team time: $60k
– Total budget: $186k
Quality Assurance:
– Project plans approved by Sales Ops
– Plan success criteria defined
– Status reports and milestone reviews
– Initiative adoption reports
Success Metrics:
– Project rollout timeliness
– Consulting delivery satisfaction
– Initiative adoption rates
– Budget adherence
Risks:
– Poor participation and engagement
– Scope creep
– Resource constraints
Contingencies:
– Executive mandates for participation
– Change control processes
– Proactive resource forecasting and adjustment
Phase 6 – Sales Strategy Consulting (Months 13-14)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-4: Analyze sales strategies, processes, compensation
– Weeks 5-7: Define improvement strategies
– Weeks 8-10: Create implementation plans
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $30k/month
– Travel expenses: $2k
– Implementation costs: $50k
– Internal team time: $30k
– Total budget: $132k
Quality Assurance:
– Strategy review signoff by VP Sales
– Implementation plan success criteria
– Milestone reviews
– Progress reporting
Success Metrics:
– Strategy adoption
– Implementation timeliness
– Consulting delivery satisfaction
– Budget adherence
Risks:
– Resistance to strategy changes
– Poor participation and engagement
– Leadership priority shifts
Contingencies:
– Proactive change management
– Executive reinforcement
– Leadership alignment maintenance
Phase 7 – Sales Leadership Consulting (Months 15-18)
Timeline:
– Week 1: Kickoff – scope, metrics, risks
– Weeks 2-6: Assess capabilities, identify opportunities
– Weeks 7-12: Create leadership development initiatives
– Weeks 13-18: Deliver leadership programming
– Monthly: Status meetings, milestone reviews
Budget:
– Consulting fees: $25k/month
– Travel expenses: $3k
– Program development costs: $75k
– Delivery and materials: $50k
– Internal team time: $60k
– Total budget: $268k
Quality Assurance:
– Assessment reports and findings
– Leadership program materials reviewed by VP Sales
– Participant evaluation surveys
– Program completion rates
Success Metrics:
– Leadership capability improvements
– Program participation
– Delivery satisfaction
– Budget adherence
Risks:
– Manager resistance to change
– Poor participation due to competing priorities
– Initiatives fail to have lasting impact
Contingencies:
– Executive reinforcement
– Increased change management
– Scope adjustments based on assessments
Here is a budget summary for the integrated 7 phase consulting plan:
- Phase 1 – Business Process Management: Total Budget: $85,000
- Phase 2 – Business Efficiency: Total Budget: $200,000
- Phase 3 – Operations: Total Budget: $192,000
- Phase 4 – Human Resources: Total Budget: $157,000
- Phase 5 – Project Management: Total Budget: $186,000
- Phase 6 – Sales Strategy: Total Budget: $132,000
- Phase 7 – Sales Leadership: Total Budget: $268,000
Total Consulting Plan Budget:
Consulting Fees: $370,000 Travel Expenses: $17,000 Implementation Costs: $225,000 Internal Team Time: $280,000 Work Sessions/Program Materials: $128,000
Total Integrated Consulting Plan Budget: $1,020,000
In summary, the total budget for the integrated 7 phase consulting engagement plan is approximately $1,020,000. This factors in consulting costs, travel expenses, implementation costs, internal team time, and work session materials across all phases.
Simulating Potential Outcomes for Integrated Consulting Engagement
- Phase 1: Process changes bogged down by bureaucracy and infighting.
- Phase 2: Efficiency gains limited by poor data practices.
- Phase 3: Operations changes receive lackluster adoption and impact.
- Phase 4: Skills initiatives have low participation.
- Phase 5: Project rollouts plagued by mismanagement.
- Phase 6: Strategic changes resisted across sales organization.
- Phase 7: Leadership development hindered by siloed mindsets.
- Phase 1: Processes improved modestly but serious inefficiencies remain.
- Phase 2: Some productivity gains realized but larger opportunities missed.
- Phase 3: Operations initiatives have measured success but gaps persist.
- Phase 4: Skills development grows competencies but strategic needs unmet.
- Phase 5: Project rollouts executed but behind schedule, over budget.
- Phase 6: Strategic changes adopted but diluted from original intent.
- Phase 7: Leadership skills improve but retention concerns continue.
- Phase 1: Streamlined processes reduce sales cycles 30%.
- Phase 2: Data-driven efficiency gains double sales productivity.
- Phase 3: Operations alignment accelerates velocity 30%.
- Phase 4: Strategic competency development enhances complex deal success 50%.
- Phase 5: Project oversight keeps major initiatives on-time, on-budget.
- Phase 6: Revamped strategy and compensation ignite sales growth trajectory.
- Phase 7: Leadership excellence ignites culture shift, fuels results.
