Roles, Goals and Reasons in Consulting
Course Details
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60 to 90 minutes
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Self-Paced
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$35 (US funds)
About the Course
Grasp the foundational concepts, terms and practices you need to know as a consultant. Classify the type of consultant that you are. Understand the most common overall approaches for solving complex problems with clients. Recognize who your real client – your most influential person – is at different times in a project.
This course can be completed as a stand-alone or as part of the Certificate-Series Principles in Professional Consulting.
Learning Outcomes
- Broaden your definition of consulting to expand your options
- Strengthen your focus to market your services effectively
- Expand your toolbox of approaches to problem solving
- Determine — “Who is my real current client?”
- Build foundations for stronger relationships with internal and external clients
Tools & Resources
- Training Video
- Pre and Post Assessments
- Learning Journal
- Sources for Additional Learning (recommended interactive exercise(s), book(s), discussion group and questions for reflection about the topic)
Downloadable Resources
- Suggested Primary Goals and Working Assumptions for Consultants
- Types of Clients in Consulting Projects
- Organic Approach to Consulting
- Comparison of Internal and External Consultants
- Internal and External Consulting – Two Different Worlds
How it Works: To Enroll & Get Started
Enrollment Instructions
Create your account. Go to CDI’s Learning Management System (LMS). Read the brief “Welcome” section and click on “new account”.
Select a course or Certificate-Series. Back at the LMS, click on View the Catalog of Courses and Certificate-Series, and select the desired course or Certificate-Series.
Enroll. In your selection, click on the “Enroll” button. In the "Enroll Options" page, use Paypal for major credit cards, or enter an enrollment key if you have one.
Log-in & Learning Instructions
Start your learning. In your selected course or Certificate-Series, follow the step-by-step instructions in the "Start Here". Links to your enrolled courses will be on the right side of your pages.
For support, see CDI Help Center or email us.
Proceed at your own pace. However, paid enrolled courses should be completed within 60 days, and Certificate-Series within 90 days.