Effective Meetings for Management Consultants & Analysts

A practical guide on how to conduct efficiently meetings during consulting projects

What is the aim of this course?

During consulting projects, you will be doing plenty of interviews and meetings. In the beginning, you may find them very stressful and challenging, especially when you have to talk with directors and managers who are much older than you and who have much more experience than you. Luckily, there are a lot of interesting techniques that will help you conduct efficient interviews and meetings during consulting projects.

In this course, I will show you different tips and methods that will help you achieve your goals. Thanks to this course, you will learn the following things:

1. How to prepare and conduct initial interviews during consulting projects

2. How to conduct regular meetings

3. How to make sure that your final presentation is a success

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from the Retail, FMCG, SMG, B2B, and services sectors that I worked for. We have helped numerous firms improve performance by using techniques and frameworks shown in this course. Based on what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who are now Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that, my courses on Udemy were already taken by more than 315 000 students, including people working in EY, Walmart, Strategy&, Booz Allen Hamilton, Alvarez & Marsal, PwC, Dell, Walgreens, Orange Citigroup, Cisco, IBM, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses and tools that we use. To a lot of lectures, you will find attached (in additional resources) the Excel files, as well as additional presentations, and materials shown in the lectures, so as part of this course, you will also get a library of ready-made analyses that can, with certain modifications, be applied by you or your team in your work.

Why I have decided to create this course

Most consulting firms and universities don’t devote much attention to softer skills related to conducting and managing meetings. Management Consultants also experience some problems due to the big age difference. Most of the people you will have to talk to during consulting projects are much older than you. Not having the right skills in this area may mean that you will spend too much time in meetings, and the quality of data may be low. That’s why I have decided to put the best practices when it comes to interviewing and conducting meetings into this course.

This course will help you conduct different types of meetings efficiently during consulting projects. These skills will prove very useful not only in consulting but also later on when you become a director or you move on to build your own business. Thanks to this course, you will know what and how to do, during different types of meetings to achieve your goals.

To sum it up, the course will help you become an expert in conducting meetings at the level of McKinsey, BCG, Bain, PwC, Deloitte, EY, and other top consulting firms. That is why I highly recommend this course to Management Consultants and Business Analysts.

In what way will you benefit from this course?

The course is a practical, step-by-step guide loaded with tons of examples, tricks, and hints that will significantly improve the way you conduct meetings. There is little theory – mainly examples, and a lot of tips from my own experience, as well as other notable examples worth mentioning. Our intention is that, thanks to the course, you will learn:

1. How to prepare and conduct initial interviews during consulting projects

2. How to conduct regular meetings

3. How to make sure that your final presentation is a success

You can also ask me any questions either through the discussion field or by messaging me directly.

How is the course organized?

The course is divided into the following sections:

• Introduction. We begin with a short intro to the course, as well as some general info on how the course is organized

• Interviews – Preparation Phase. In the second section, I will show how you should prepare for the first interviews during consulting projects. We will discuss tools that will help you with the preparation.

• Interviews – Execution Phase. In this section, I will show how you should conduct the interviews. We will discuss useful tools and frameworks. I will also discuss briefly how to take notes during the interview

• Regular meetings with stakeholders. In the 4th section, I will discuss regular meetings that you have to conduct during the consulting projects. We will discuss the general framework. Afterward, I will shed some light on how to get buy-in as well as how to over-deliver

You will also be able to download many additional resources

1. Useful frameworks and techniques

2. Selected analyses that are shown in the course

3. Links to additional presentations, articles, and movies

4. Links to books worth reading

At the end of my course, students will learn to…

• How to prepare for a meeting with managers

• How to deliver presentations during consulting projects

• How to conduct interviews with managers and directors

• How to conduct internal meetings with your team during consulting projects

• How to successfully manage implementation teams

Who should take this course? Who should not?

• Management Consultants

• Business Analysts

• Future Managers

• Analysts working in Strategic Departments

• Project Managers

What will students need to know or do before starting this course?

• Basic or intermediate Excel

• Basic knowledge of economics or finance