Business Plan Playbook

Business Plan Playbook

A business plan is a comprehensive document that outlines the essential details about your consulting firm’s future objectives and strategies for achieving them. It serves as a roadmap, guiding your practice from the startup phase through establishment and growth, and provides a way to think through the key elements of your business. Umbrex has developed […]

100+ Ideas for Using Time Productively Between Projects

We all have gaps between projects from time to time that leave space for other activities. Umbrex has curated this list of 100+ ideas for using your time productively between projects. We’ve provided links to some activities as relevant. Do you have an idea you’d like to contribute for using your time productively between projects? […]

McKinsey Approach to Problem Solving

McKinsey and Company is recognized for its rigorous approach to problem solving. They train their consultants on their seven-step process that anyone can learn. This resource guides you through that process, largely informed by the McKinsey Staff Paper 66. It also includes a PowerPoint Toolkit with slide templates of each step of the process that […]

Guide to Serving on a Company’s Board of Directors

Independent management consultants with executive experience and backgrounds from top-tier consulting firms such as McKinsey, Bain, and BCG often look to board of director seats as an extension to their career. Corporate boards of directors fall into two categories: Public board of directors: boards of publicly-held corporations in which the directors are in charge of […]

How to Solicit Client Feedback

Obtaining feedback from clients allows independent consultants to understand areas of their work that are highly valued, as well as provide insights into areas that need improvement. This resource offers strategies on how to solicit client feedback and how to use it effectively. Client feedback can: Strengthen the relationship Identify things the client might tell […]

Best Practices for Working with Staffing Firms

When you’re setting up your consulting practice, you may want to get set up with various intermediaries in your industry that connect clients to independent consultants. This resource walks you through the best practices for working with staffing firms. Contents You can click any section to go directly there: Get clarity on the work you […]

How to Improve the Client Experience

How to improve the client experience

You’re an expert in your field — it’s why your clients come to you. But do you know how to improve the client experience during the project to such a degree that it takes your service from great to excellent? As independent consultants, we often get so wrapped up in delivering the actual work that […]

Best Strategy Podcasts

At Umbrex, our consultants work with clients to help organizations transform their strategy to accelerate growth, differentiate themselves from competitors, and prime them for market disruptions. From digital strategy to mergers and acquisitions, we develop comprehensive roadmaps for each aspect of the organization to effectively reallocate resources and maximize value. Examples of recent projects include: […]

Best Risk Management Podcasts

At Umbrex, we help clients embed resilience throughout their organizations by implementing strategies to proactively manage risk. Our independent management consultants work with clients to measure, evaluate, and prioritize risk factors, and develop approaches to mitigate them. Examples of recent projects include: Assessing and managing non-financial operational risks Evaluating key risks with portfolio approach Developing […]

Best Mergers & Acquisitions Podcasts

At Umbrex, we support clients throughout the length of their transactions, from capital planning to integration, to ensure that they maximize success with their mergers and acquisitions. Through innovative diagnostics, frameworks, and benchmarks, our independent management consultants tailor mergers and acquisitions strategies to fit their clients’ every need. Examples of recent projects include: Comprehensive understanding […]