Aims of Course
Problem Solving Skills for
• To provide you with the basic skills you need to undertake a consultancy role
• To provide an opportunity for you to practise and improve these skills
• To provide you the opportunity to apply these skills within a real-life project
Why do I want to be a Consultant?
• Mrs Susan Linkman – module coordinator,
CR122, office hours Monday 1 – 4 pm
• Almost all development projects involve consultancy in some form
• Many of the skills that consultants possess overlap with the soft skills needed for successful developments • Mr Steve Linkman - module tutor,
CR23, please contact for appointments
• And special guests….
What is a Consultant?
A consultant is a professional who provides professional or expert advice in a particular area or specialised field
Problem solving and Solution generation
What is a professional?
Lone and Team Player
Paid a fee for services
Types of Consultant
– Working for a company or organisation
– Skills available to all departments
– Set terms and conditions of employment
– Employed by company for specific task
– Will have multiple clients
– Fee paid by clients for each job undertaken
What Is a Project?
• A project is “a temporary endeavor undertaken to create a unique product, service, or result” (PMBOK® Guide,
Third Edition, 2004, p. 5)
• Projects end when their objectives have been reached or the project has been terminated
• Projects can be large or small and take a short or long time to complete
• Successful projects follow set procedures and are well managed • Operations is work done to sustain the business
• A project:
–Should have a primary customer or sponsor
–Has a unique purpose
–Is temporary – has a beginning and an end
–Is developed using progressive elaboration
–Requires resources, often from various areas
–Involves uncertainty or risk
–It is not part of normal business
The project sponsor
• provides the direction and funding for the project
– Determines the size and scope of the project
– Will work with the consultant/team to ensure progression of project is still in line with the business goals – provides the budget
• has an interest in the system’s success
• serves as the primary point of contact for the consultant. 9
Is this a Project?
Anne Roberts, director of a project management office, has asked for an IT collaboration project to develop a list, and initial analysis of, potential IT projects to improve operations for her company.
She needs this information for a finance meeting in 1 months time.
Over to You
Have a look at the case study in your handout
•Do you think this a project?
– Underline all the attributes of a project
– Add descriptions of attributes
Look at the list of events
•Which of these are projects?
– If an activity is not project, why not?
Types of Consultancy
Consultancy Procedures (1)
• Set up initial meeting with client
2 main types:
– What needs changing?
– How is change to be managed?
– What specific task?
– Planning, execution, closure
Consultancy Procedures (2)
• Different methods o interviews, observation, surveys etc
Using PS techniques to determine o What needs doing o How to do it
Using SLR’s to find out what is already happening
– Establish goals of project
– What needs to be done
– When it needs completing by
– Who is responsible for what
– Any budgetary constraints
– Who are the