PROFESSIONAL ATTRIBUTES AND ETHICS

PROFESSIONAL ATTRIBUTES

PROFESSIONAL ATTRIBUTES
Technical skills
Personal attributes
Consulting process skills

TECHNICAL SKILLS

Education requirements
Technical

(length and type of education)

Common core

PERSONAL ATTRIBUTES

Intelligence or Capacity for logical thinking and reasoning

Integrity
Objectivity
Understanding of people (or human relations/empathy)
Judgment
Courage
Ambition
Psychological maturity
Physiological equilibrium
Relationship-building skills
Project management skills
Analysis skills

RELATIONSHIP-BUILDING SKILLS
Build rapport and trust with the client
Use information to make a case for a particular course
of action
Develop selling strategies
Work effectively as a team member
Demonstrate leadership
Communication skills

Question

effectively
Listen effectively
Communicate ideas succinctly and precisely
Negotiate objectives and outcomes
Convince through verbal, written and visual mediums

RELATIONSHIP-BUILDING SKILLS

Common Barriers to effective communication

Know-it-all

attitude / prejudice
Inability to understand technical language
Inadequate background or knowledge
Resistance to change
Information overload

PROJECT MANAGEMENT SKILLS

Define

objectives and outcomes

Develop formal plans
Sequence and prioritize tasks
Manage the financial resources that are to be
invested in the consulting project
Recognize the human expertise necessary to
deliver the project
Manage personal time

ANALYSIS SKILLS

Information

In a particular situation, Identify what information is

Process that information to ID the important relationships within it

Draw meaning from that information and use it to support decision
making

Recognize/Assess clients

available
needed

Strengths, weaknesses and capabilities

Opportunities and challenges
Financial situation
Markets and how they are developing
Internal conditions

Analyze the way in which decision-making occurs within the

business

CONSULTING PROCESS SKILLS

Problem definition
ID of alternative solutions
Selection of most desirable alternative
Presentation
Implementation

PROFESSIONAL STANDARDS AND ETHICS

PRACTICE STANDARDS

Personal characteristics

Integrity, objectivity and independence

Competence
Due care
Client benefit
Understanding with client
Planning, supervision and control
Sufficient relevant data
Communication of results

Interim
Final

CODE OF ETHICS FOR MANAGEMENT

CONSULTANTS (AICPA)

Basic responsibilities

Practice standards

Integrity, objectivity
Independence
Confidential information
Professional competence
Planning, supervision and due care
Reporting results

Fee structures
Business conduct