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.
Here is an outlook simulation of potential outcomes from the 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.