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Management: Projects, Products & Innovation

Run a Profitable Consulting or Services Practice

Consulting & Professional Services Management: leave with a statement of work, change-request template and an engagement-margin tracker.

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Khushbu

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Khushbu

Operations · Workflow Automation · automatewithkhushbu.com

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TechlyUpMANAGEMENT: PROJECTS, PRODUCTS & INNOVA…Run a ProfitableConsulting orServicesPracticeFREE WEBINAR TOPIC · VOTE

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What this session would cover

Proposed outline — the mentor finalises the agenda once this topic is scheduled.

  1. 1Why consulting & professional services management matters — the common problem: Client projects expand beyond the agreed price, eating the service firm's margin.
  2. 2Core concepts in plain language: Service offering design, client discovery, consulting proposals, statements of work, engagement planning, staffing
  3. 3Going further: resource allocation, billable utilization, timesheets, project margins, scope control, client communication
  4. 4Framework walkthrough: Scrum, Kanban, Critical Path Method, RICE
  5. 5Practical workflow, built live: A statement of work, change-request template and an engagement-margin tracker.
  6. 6How to measure it: Schedule variance, Cost variance, Milestone achievement, Scope changes, Benefits realization
  7. 7An illustrative case (a fictional example, not a client result), then live Q&A on your own situation

Who it's for

  • • Project and product managers
  • • Team leads running delivery
  • • Consultants and service-business owners

You'd leave with

  • A statement of work, change-request template and an engagement-margin tracker.
  • A working understanding of Scrum and Kanban
  • A short list of measures to track: Schedule variance, Cost variance, Milestone achievement