HOW TO START AND MANAGE A CONSULTING PROGRAM. William A. Cohen, PhD, Major General, USAF, Ret President, California Institute of Advanced Management

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1 HOW TO START AND MANAGE A CONSULTING PROGRAM William A. Cohen, PhD, Major General, USAF, Ret President, California Institute of Advanced Management

2 THE CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT Incorporated as a Non-Profit to teach the concepts of Peter F. Drucker the Father of Modern Management at an affordable cost Licensed by State of California and began teaching July 14 th, 2012 to offer a single MBA in Executive Management and Entrepreneurship (12 courses). Not Yet Accredited by ACICS Awards by Pasadena Star, Whittier Daily News and San Gabriel Valley Tribune: 2012 Favorite MBA Value, 2013 Favorite MBA Program, Favorite College/University, 2014 Best MBA, Favorite College/University

3 THE HISTORY OF CIAM CONSULTING The Small Business Institute Program of the U.S. Small Business Administration General Student Consulting at the University of Southern California, UCLA, the Drucker School at Claremont, CETYS University (Mexico) Model perfected in over 1000 engagements at undergraduate and graduate levels in U.S., Mexico, Canada, China, and Israel over a 30 year period

4 CIAM CONSULTING PROGRAM Teams of 4 students on each of 12 engagements, except one engagement which is done solo Consulting in every one of 12 courses; issue pertinent to the course topic (this is a Drucker concept: apply theory to practice) Performance, teamwork, formal presentation to client, consulting report, and team leadership (which rotates in each course, is graded)

5 NEVIN KAMATH, JD, DIRECTOR, CIAM CONSULTING INSTITUTE JD, Harvard Law School Former Senior Associate Consultant (strategy) at McKinsey & Company Led teams of student consultants at the University of Southern California

6 ADVANTAGES OF CONSULTING PROGRAM TO STUDENTS 1. Learn to apply theory and what is learned in the classroom 2. Practice teamwork 3. Meet executives with different challenges 4. Experience in a variety of industries 5. Real accomplishments which enhance resumes 6. Develop self-confidence 7. Examine entrepreneurial opportunities, problems, and issues

7 ADVANTAGES TO CLIENTS AND TO LOCAL COMMUNITIES Develop business and consequential increased job opportunities Small businesses receive consulting not otherwise obtainable due cost Help government and nonprofits solve problems at little or no cost

8 ADVANTAGES TO SCHOOL Gainful employment Completion Favorable and free publicity Build connections to businesses and industry Anecdote to Media and Government attacks on for-profit institutions Attract high quality professors, administrators, and board members

9 STARTING AND DEVELOPING YOUR PROGRAM Develop a Template Develop Forms Get Buy In from Administrators, Dean and Faculty Provide instructions and Teach Professors What is Expected and How to Do It Provide a How To Textbook Start your program and adjust as you progress

10 CURRENTLY AT CIAM Consulting reports appraised as being worth $ thousands Numerous testimonials from satisfied clients in many different industries both letters and video tapes on file Pioneered new distance consulting techniques Distance consulting with FEMSA, one of largest corporations in Mexico, and largest beverage company in Latin America, as well as companies in Canada and Israel Requests from organization in China and offer to fly students to China Proposal to teach professors and administrators of schools in Africa Proposal to United Nations through contest to disseminate student consulting instruction Finalist in Drucker Challenge Video by Peter Drucker Society of Austria to disseminate methodology worldwide CIAM Contestant paid trip to Vienna

11 ENGAGEMENT PROCEDURE 1. Potential Clients Sourced 2. Director Interviews Potential Clients 3. Director, CIAM Briefs Class on Available Projects and Contacts 4. Professor Makes Team Assignments 5. Students Meet as Team and Develop Plan under Direction of Team Leader 6. Students Meet with Client and Confirm Assignment and Planned Procedures 7. Professor Allows Some Time in Class for Project Work; Most Work is Outside of Class

12 WHAT QUESTIONS CAN I ANSWER?