Professional Services - End Products

Transcript

1. 1 CULTURE & RESEARCH CAPABILITIES Sanitized End Products - Professional Services Firm January 2018
2. Executive Summary Of Project WHAT WORKS: CLIENT has a culture and business model that xxxx • Detailed insights & synthesis • Detailed insights & synthesis ASSESSMENT OF X FUNCTION: Research is vital to the continued… • Detailed insights & synthesis • Detailed insights & synthesis BIGGEST OPPORTUNITIES: To continue improving the function: • Detailed insights & synthesis • Detailed insights & synthesis • Detailed insights & synthesis • Detailed insights & synthesis
3. Structured Recommendations Category Issue Recommendations & Actions Priorities Research team is not always clear on where it should focus its energy • Decide what tasks research should prioritize and be evaluated on. • Determine which strategic projects the research team should drive and how those are created High Level Issues • Details • Details High Level Issues • Details • Details Training & Development High Level Issues • Details • Details High Level Issues • Details • Details High Level Issues • Details • Details Flexibility High Level Issues • Details • Details
4. Interview Insights DETAILED FINDINGS: • Training & Development: Continue to improve & develop structured training & development during onboarding and throughout the first 1-2 years. (e.g. Industry and functional exposure) • Finding 2: Details • Finding 3: Details • Finding 4: Details • Finding 5: Details #1 HIGH LEVEL FINDING 1 xxx #1 HIGH LEVEL FINDING 2 xxx DETAILED FINDINGS: • Training & Development: Continue to improve & develop structured training & development during onboarding and throughout the first 1-2 years. (e.g. Industry and functional exposure) • Finding 2: Details • Finding 3: Details • Finding 4: Details • Finding 5: Details
5. Category Competitor 1 CLIENT Takeaway Structure • Detailed findings (often not the most structured) • Two levels of research • Uses 360 reviews to capture a Researcher’s progress • Given CLIENT size, researchers cannot have as much focus on sector or geography • However, with less levels and hierarchy, CLIENT has advantage of being able to promote faster • CLIENT may miss out on deeper industry or functional knowledge Databases & Technology • Detailed observations • Detailed observations • ACTIONABLE INSIGHTS Engagement • Detailed observations • Detailed observations • ACTIONABLE INSIGHTS Firm Strategy • Detailed observations • Detailed observations • ACTIONABLE INSIGHTS Example: Client Benchmarking
6. Example: Skills Matrix & Expectations By Role Research Associate Training / Support Needed 1 Months • Has a strong understanding of the search process and the research role in that process • Has a high-level understanding of major industries and functions • Has basic ability to use systems (Encore, LinkedIn) to support searches • Is able to scope initial research requests by asking clarifying questions • 1-on-1 coaching • Initial in-depth training on the use of LinkedIn • Develop mock search for end-to-end search simulation 3 Months • Detailed expectations & responsibilities • ADDITIONAL SUPPORT NEEDED 6 Months • ADDITIONAL SUPPORT NEEDED 12 Months • ADDITIONAL SUPPORT NEEDED
7. Example: Best Practices / Checklists 7 Researcher ❑ Xxxx ❑ XXX ❑ XXX Consultant ❑ Xxx ❑ Xxx ❑ xxx START OF SEARCH SEARCH EXECUTION SEARCH CLOSE Researcher ❑ Xxxx ❑ XXX ❑ XXX Consultant ❑ Xxx ❑ Xxx ❑ xxx Researcher ❑ Xxxx ❑ XXX ❑ XXX Consultant ❑ Xxx ❑ Xxx ❑ xxx
8. Example: Mapping Of Internal Expertise 8 Research Skills or Topics Internal “Go-To” Experts & Resources Research Associate Industry Overviews • NAME, NAME, NAME Search Process • NAME, NAME, NAME Encore • NAME, NAME, NAME History of CLIENT • NAME, NAME, NAME Organizational Roles & Hierarchy • NAME, NAME, NAME Compensation • NAME, NAME, NAME Interviewing Others • NAME, NAME, NAME CLIENT Perspectives & External Image • NAME, NAME, NAME Research Manager Managing Others • NAME, NAME, NAME Communication & Presentation Skills • NAME, NAME, NAME Organizational Decisions • NAME, NAME, NAME Influencing and “Managing Up” • NAME, NAME, NAME