Consulting Presentations and Storytelling

所在平台: Coursera

课程主页: https://www.coursera.org/learn/management-consulting-presentations

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课程简介

课程名称：咨询演示与讲故事 课程概述：这是管理咨询专业化中的第五门课程。在前四门课程中，我们学习了顾问如何运用工具和逻辑思维来分析问题。现在，我们将把所有部分整合到咨询质量的演示和交付物中。每个咨询项目虽然不同，但最终的演示将包含许多相同的要素： - 各利益相关者对于项目目标的清晰一致 - 理解咨询方法 课程大纲： 1. **咨询提案与工作声明**：管理顾问是讲故事的高手，他们了解受众，不会过度承诺，并懂得如何“销售而不推销”。优秀的交付物始于项目提案，顾问谨慎地界定问题，同时展示足够的专业性以保持客户的兴趣，并与客户合作制定工作声明（SoW），明确责任和期望。 2. **讲故事与梗概**：我们本能地“被编程”成讲故事的人，历代祖先在书面语言出现之前就已讲述故事。因此，客户高管（及其组织）需要理解咨询建议的“意义”。真正的变革管理需同时满足头、心、手三个方面的需求。 3. **金字塔原理与讲故事框架**：商业高管面临多重压力，他们忙碌且急迫，最终演示需要从执行摘要开始，先提供“答案”，再给出支持性分析。 4. **优秀（与不佳）的数据可视化**：有效的数据可视化兼具艺术与科学的性质。艺术体现在经验丰富的数据科学家、设计师或顾问能够选择适合信息的图表形式。科学体现在制作图表时需遵循多项设计原则，如保持简洁、考虑受众以及强化关键信息。 5. **有效的PowerPoint演示**：管理顾问因其PowerPoint演示而臭名昭著。有效的演示通常在“决战日”前数周精心排练。项目草稿画板在项目第一周就开始构建，并随着新分析结果和客户反馈不断完善。 6. **高管形象与咨询成功**：高管形象在工作和职业品牌中的重要性不可忽视，尽管这往往是主观且偏见的。在理想的环境中，工作表现应是唯一的衡量标准，但咨询行业是人际关系为主，因此我们需要展现真实的自我（在最佳状态下）。 课程的目的是让学员掌握咨询项目中演示和故事讲述的基本技能，以更有效地与客户沟通并推动项目成功。

课程大纲

Name:Consulting Proposals and Statements of Work

Description:Management consultants are master storytellers because they understand their audience, don't over-promise, and know how to "sell without selling". If you want to see a great deliverable, start by looking at a project proposal; the consultants cautiously scope the problem without over-promising, but also demonstrating enough professional credibility to keep the client interested. They collaborate with clients to create a statement-of-work (SoW) that outlines a lot of benefits, but also sets accountability and expectations. Artwork.

Name:Storytelling and Storyboarding

Description:We are all biologically "wired" for storytelling because our ancestors told stories long before there was a written language. So it's no surprise that client executives (and their organizations) need to understand the "so what" of consulting recommendations. Real change management needs to satisfy the head, heart, and the hands: 1) Satisfy the client’s intellectual questions (head) 2) Reduce the client’s fears and give them courage (heart) 3) Provide a thoughtful plan and actionable steps (hands)

Name:Pyramid Principle and Storytelling Frameworks

Description:Business executives are pulled in multiple directions; they are busy, expensive, and often impatient. Final presentations need to start with the executive summary, where you provide the "answer first", then give supporting analyses.

Name:Good (and Bad) Data Visualization

Description:Effective data visualization is both an art and a science. An art because a seasoned data scientist, designer, or consultant can select the right chart form for the message. A science because there are many design principles to remember when making charts: a) keep it simple b) consider the audience c) reinforce the key message.

Name:Effective PowerPoint Presentations

Description:Management consultants are (in)famous for their PowerPoint presentations. Effective presentations are choreographed many weeks before "game day." The rough-draft storyboard started the first week of the project and was continually refined with new analysis and the client input. After multiple review-cycles with consulting senior managers / principals, the presentation tells a coherent, credible, and persuasive story. Done correctly, the consultants have socialized the final presentation with key decisions makers many days before the formal presentations. Using the political legislation terminology, "they know they have the votes."

Name:Executive Presence and Consulting Success

Description:Executive presence is both important and also annoying. It's important because people's perception of your work and professional brand matter for teamwork and promotions. It's annoying because this is often quite subjective and biased. In a perfect and clinical world, you would be measured by your work and nothing else. However, consulting is a people business, and therefore, we need to be ourselves (on our best day).

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