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Management Consultancy Services by CPAs:
TRADITIONAL SERVICES
Consultants
Professional Attributes of
consultants:
According to Professor J. Owen Cherrington
I. TECHNICAL SKILLS
II. INTERPERSONAL SKILLS
III. CONSULTING PROCESS SKILLS
02/05/17
I. TECHNICAL SKILLS
- understanding and experience in a technical discipline.
Education Requirements:
A. TECHNICAL TRAINING
1. Length of Education
- usually an attainment of a Bachelor's degree
2. Type of Education
- programs include a technical degree and a general degree
B. COMMON CORE REQUIREMENT
1. Communications
2. Mathematics and statistics
3. Computer data processing
02/05/17
II. INTERPERSONAL SKILLS
1. INTELLIGENCE OR CAPACITY FOR LOGICAL THINKING AND REASONING
degree of mental organization and development that enables him/herto absorb and relate
facts to reason inductively and deductively.
2. INTEGRITY
moral and ethical soundness, fairness, equity, honesty, dependability
3. UNDERSTATING OF PEOPLE
ability to anticipate human reactions to differing situations.
4. JUDGMENT
ability and reasoning power to arrive at a wise decision
5. OBJECTIVITY
unbiased, independent
6. COURAGE
strength of mind and character that enables him to encounter disagreement, difficulties
and obstructions with firmness of spirit.
02/05/17
II. INTERPERSONAL SKILLS
7. AMBITION
the desire and motivation to earn and obtain full recognition for the attainment of professional
status
8. PSYCHOLOGICAL MATURITY
ability to view situations in perspective and to take action needed on a controlled basis
9. PHYSIOLOGICAL EQUILIBRIUM
a high energy level
02/05/17
II. INTERPERSONAL SKILLS
10. RELATIONSHIP BUILDING SKILLS
An ability to build rapport and trust with the client
An ability to question effectively
An ability to communicate ideas succincly and precisely
An ability to negotiate objectives and outcomes
An ability to convince through verbal, written and visual mediums
An ability to use information to make a case for a particular course of action
An ability to develop selling strategies
An ability to work effectively as a member of a team
An ability to listen effectively
An ability to demonstrate leadership
02/05/17
Common barriers to effective
communication between the
client and consultant
1. Know-it-all-attitude and/or prejudice of some personnel of the
client
2. Inability to understand technical language
3. Inadequate background or knowledge
4. Resistance to change
5. Information overload
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II. INTERPERSONAL SKILLS
11. PROJECT MANAGEMENT SKILLS
An ability to define objectives and outcomes
An ability to develop formal plans
An ability to sequence and prioritize taks
An ability to manage the financial resources that are to be invested in the consulting
project
An ability to recognize the human expertise necessary to deliver the project
An ability to manage personal time
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II. INTERPERSONAL SKILLS
12. ANALYSIS SKILLS
An ability to identify what information is available in a particular situatuion
An ability to identify what information is needed in a particular situation
An ability to process that information to identify the important relationships within it
An ability to draw meaning from that information and use it to support decision-
making
An ability to recognize the business's profile of strengths, weaknesses and capabilities
An ability to recognize the opportunities and challenges the environment offers the
business
An ability to asses the business's financial situation
An ability to evaluate the business's markets and how they are developing
An ability to asses the business's internal conditions
An ability to analyze the way in which decision-making occurs within the business
02/05/17
III. CONSULTING PROCESS
SKILLS
FOUR AREAS:
1. Problem definition phase
fully describing the underlying problem. Begins with the recognition of the symptom
pointing to the problem and ends with the complete description of the problem.
4. Presentation
5. Implementation Phase
putting the detailed plan into operation.
02/05/17
Source:
Management Consultancy: Principles and Engagements
Ma. Elenita B. Cabrera 2015
02/05/17