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2 strategies and tactics for Consultancy Services

What is Consultancy Services strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Consultancy Services strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Consultancy Services strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Consultancy Services strategy examples

You will find in the next section many different Consultancy Services tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for forming a joint venture for training and consultancy services

  • ⛳️ Strategy 1: Develop a detailed business plan

    • Define the scope and objectives of the joint venture
    • Analyse market demand for training and consultancy services
    • Identify target audience and sectors
    • Outline roles and responsibilities for each organisation
    • Establish a legal and financial framework
    • Prepare a risk management plan
    • Set clear short-term and long-term goals
    • Determine key performance indicators (KPIs) for success
    • Create a budget and financial projections
    • Review and finalise the business plan with both parties

  • ⛳️ Strategy 2: Establish legal and operational structure

    • Consult with legal experts to draft joint venture agreements
    • Define ownership structure and equity distribution
    • Obtain necessary regulatory approvals and licences
    • Set up a governance structure with a joint management team
    • Develop operational procedures and policies
    • Create a brand identity and marketing plan
    • Establish a pricing strategy for services offered
    • Develop a code of conduct and ethics for the joint venture
    • Set up an administrative and financial management system
    • Ensure intellectual property rights are protected

  • ⛳️ Strategy 3: Launch and promote the joint venture

    • Plan a launch event to introduce the joint venture to the market
    • Create promotional materials and online presence
    • Develop partnerships with industry associations and networks
    • Implement targeted marketing campaigns for key sectors
    • Offer introductory workshops or seminars to showcase expertise
    • Engage with potential clients through webinars and conferences
    • Collect feedback to improve service offerings
    • Monitor competitive landscape and adjust strategies accordingly
    • Evaluate monthly performance against KPIs
    • Continuously refine services based on market demand and feedback
joint-ventureconsultancy-serviceslegal-expertmarketing-professionalmanagement-teammarketing-team
Implement these strategies

Strategies and tactics for facilitating local partnership networks

  • ⛳️ Strategy 1: Establish and map local actors

    • Conduct initial research to identify key local actors in employment, education, social protection, youth services, and local governance
    • Create a comprehensive database of identified actors with contact information and roles
    • Schedule meetings with identified actors to explain the concept of Local Partnership Networks (LPNs)
    • Map relationships and roles of each actor within the local context
    • Prepare a report summarising the findings from the mapping exercise
    • Identify potential champions among the actors to lead the establishment of LPNs
    • Facilitate initial meetings to connect local actors and discuss LPN objectives
    • Develop a charter or agreement outlining the structure and objectives of each LPN
    • Assign roles and responsibilities within the LPNs
    • Establish regular communication channels among the members of each LPN

  • ⛳️ Strategy 2: Conduct training needs assessment

    • Design and distribute a survey to institutions participating in the LPNs to determine training needs
    • Conduct focus group discussions with stakeholders to gather qualitative data on capacity gaps
    • Analyse survey and focus group data to identify the main areas where training is required
    • Create a needs assessment report highlighting key skills and capacity gaps
    • Share the assessment findings with LPN members to validate results
    • Collaborate with experts to prioritise training topics based on assessment results
    • Determine the preferred training formats and methodologies for participating institutions
    • Establish criteria for selecting participants for the training programme
    • Draft a preliminary list of topics and modules for the training programme
    • Plan a feedback session with LPN members to refine the training needs assessment

  • ⛳️ Strategy 3: Design and implement the training programme

    • Develop a curriculum for the training programme addressing identified capacity gaps
    • Create training materials and resources tailored to the specific needs of the institutions
    • Schedule the training sessions across the three pilot municipalities
    • Secure venues and necessary equipment for conducting the training sessions
    • Identify and hire qualified trainers or facilitators to deliver the training
    • Launch a communication campaign to inform about the training programme and encourage participation
    • Conduct training sessions and collect real-time feedback from participants
    • Provide follow-up support and troubleshooting for participants post-training
    • Facilitate sharing of best practices and experiences among participants through peer learning platforms
    • Gather overall feedback on training effectiveness and document outcomes for evaluation and future iterations
collaborationcapacity-buildingproject-managernetwork-facilitatorresearch-teamtraining-development-team
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How to track your Consultancy Services strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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