Consulting Skills Self Assessment 1st Edition

Consulting Skills Assessment
© 2023 by Umbrex Consulting LLC
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ISBN: 978-1-961779-05-1
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The Umbrex Consulting

Skills Self-Assessment
Toolkit
Will Bachman
Umbrex is the fastest way to find the right independent consultant for your project.
Contact us: inquiry@umbrex.com

Other resources from Umbrex
These other free resources are available at: https://umbrex.com/resources/
The Umbrex PowerPoint Template: 150+ Slides Designed for Consultants, by Consultants
The Umbrex Library of Creativity Exercises
The Umbrex Post-Merger Integration Playbook
The Umbrex Project Management Office Playbook
Sample Board Reporting Package
The Umbrex Library of Key Performance Indicators
The Umbrex Library of Business Processes
The McKinsey Approach to Problem Solving
Consulting Frameworks Toolkit
How to Build a Consulting Website
How to Write a Consulting Proposal
… and many more

How to use this toolkit
1. Print the assessment scorecard
2. Complete the assessment, marking answers on the scorecard. To get more objective answers, ask yourself
“How would my [client / peer / supervisor / friend / significant other] rate me?”
3. While completing the assessment, keep notes on any observations or reflections that come to mind. What
events, accomplishments, incidents, experiences lead to your ratings? While you could quickly complete the
assessment in 15 minutes, some consultants find value in spending 2-3 hours on this exercise.
4. Once completed, make a list of all the areas where you’d like to improve
5. Prioritize those areas. Pick the top three areas that you’ll focus on first. Ask: How valuable to my career would
it be if I were higher skilled in this area? How excited am I right now to make improvements in this area? Let
your excitement be your compass. Don’t prioritize an area out of a sense of obligation.
6. Develop an action plan (next slide) for those three areas.
7. Select just one of those action plans to start with. It is difficult to make progress on more than one thing at a
time while living the rest of your life.
Developing an action plan
1. Understand your why: Write down why you are seeking to improve this skill. What benefits will you
receive? Why are those benefits important to you? Write a letter to your future self, say 3 months from now.
“Dear Self, When you open this, I hope to have improved the following skill: ____. Here’s why I’m putting
effort into this… Here’s how I’m going to do it…”
2. Knowledge: Identify sources of insight. But the book, subscribe to the podcast, sign up for the course today.
But don’t use research as an excuse to delay.
3. Mentorship and coaching: If available, identify a more experienced consultant who can observe you and
provide feedback. Tell that person of the skill you plan to work on, and specifically request feedback.
4. Practice: Begin practicing the new skill today. Look for side projects or opportunities outside work to put the
skills into practice. If you’re working on negotiations as a skill, ask for a discount at the deli.
5. Journal: Write a short daily observation on how you employed the skill and what you did to develop that
skill. Focusing your attention in this manner will massively accelerate progress.
6. Set targets: Determine what counts as success. What will it look like if you improve this skill? Set a
milestone with a date.
7. Celebrate: We can quickly forget how much progress we have made. Create your own ritual. Give yourself a
certificate. Go out to your favorite restaurant. Celebrate your graduation.
Self-assessment scorecard
Analytics Interpersonal Skills Marketing
1 2 3 4 1 2 3 4 1 2 3 4
Data analytics Client Leadership Content creation
1 2 3 4 1 2 3 4 1 2 3 4
Economics Conflict Resolution Personal brand
Estimation and mental arithmetic 1 2 3 4 Cultural sensitivity 1 2 3 4 Social media 1 2 3 4
Finance and accounting 1 2 3 4 Emotional intelligence 1 2 3 4 Portfolio 1 2 3 4
Spreadsheet skills Empathy 1 2 3 4 Project list 1 2 3 4

1 2 3 4
Statistics 1 2 3 4 Influence Skills 1 2 3 4

Personal
Negotiation Skills 1 2 3 4
Client Development Agility 1 2 3 4
Relationship building 1 2 3 4
Discovery calls 1 2 3 4
Senior Presence Curiosity 1 2 3 4
1 2 3 4
Generate project opportunities 1 2 3 4
Team Leadership Diversity 1 2 3 4
1 2 3 4
Outbound outreach 1 2 3 4 Drive 1 2 3 4
Knowledge
Proposal process 1 2 3 4 Ethical Behavior 1 2 3 4
Functional Knowledge 1 2 3 4 Fitness 1 2 3 4

Communications 1 2 3 4
Industry Knowledge Habits 1 2 3 4
1 2 3 4
Design skills Mindfulness 1 2 3 4
1 2 3 4 Management
Foreign language Scout Mindset 1 2 3 4
Interviewing skills 1 2 3 4 Administration 1 2 3 4

Observation skills 1 2 3 4
Listening Skills 1 2 3 4 Coaching 1 2 3 4 Self-management 1 2 3 4

Meeting facilitation 1 2 3 4 Decision-Making Skills 1 2 3 4 Technological Proficiency 1 2 3 4
Oral Communication Skills 1 2 3 4 Project Management 1 2 3 4
Thought Leadership
Public speaking 1 2 3 4 Recruiting 1 2 3 4
Business Acumen 1 2 3 4
Writing horizontal documents 1 2 3 4
Innovation 1 2 3 4
Writing vertical documents 1 2 3 4
Problem Solving 1 2 3 4
Strategic Thinking 1 2 3 4
Synthesis 1 2 3 4
CATEGORY: ANALYTICS Consulting Skills Assessment
Data Analytics
LEVEL DESCRIPTION ASSESSMENT
Struggles with managing and interpreting data sets. Lacks the confidence to independently
1. Progressing structure analyses and requires significant assistance to draw insights. The consultant has a basic
understanding of data analytics tools but needs further training to use them efficiently.
2. Meets Capable of managing data sets and interpreting data with minimal supervision. Can structure
standard analyses, with occasional guidance needed for more complex tasks. Draws basic insights
Expectations from data and is proficient in using common data analytics tools.
Independently manages and interprets complex data sets. Structures and conducts comprehensive
3. Above analyses without needing guidance. Draws meaningful insights that contribute to project outcomes.
Average The consultant also has advanced proficiency in data analytics tools and often assists others in
using them.
Expert in managing and interpreting complex, large-scale data sets. Structures and conducts
intricate analyses independently, demonstrating creativity and strategic thinking. Draws insightful
4. Distinctive conclusions that drive strategic decision-making. The consultant has exceptional proficiency in
advanced data analytics tools, develops new methodologies for data analysis, and is considered a
go-to expert in the organization.
RESOURCES: Best Data & Analytics Podcasts, Search for data analytics courses on LinkedIn Learning
Economics
Has a basic understanding of core economic principles, such as supply and demand, incentives, and
1. Progressing marginal cost, but struggles to apply these concepts in practical consulting situations. Often
requires guidance to integrate economic insights into project work.
2. Meets Displays a firm grasp of core economics concepts and can apply them in typical consulting
scenarios. Can independently incorporate economic insights into their projects, but may require
Expectations assistance with complex economic analyses.
Demonstrates a deep understanding of economics, including more complex theories. Can

3. Above independently apply these concepts to a range of consulting situations, often finding innovative
Average ways to integrate economic insights into their projects. Can explain economic principles to others
and use them to inform decision-making.
Possesses a comprehensive and detailed understanding of both foundational and advanced

4. Distinctive economic theories and seamlessly applies these insights to all consulting situations, often creating
innovative solutions or strategies. Their expertise is often sought after by both clients and
colleagues, and their economic insights have a significant impact on project outcomes.
Marginal Revolution University – free videos by top economics professors

RESOURCES:
Estimation and Mental Arithmetic

Struggles to structure calculations and may make errors in arithmetic. Uncomfortable making
1. Progressing assumptions or estimates without concrete data. Has basic numerical skills but needs further
training to effectively perform mental arithmetic and estimation tasks.
2. Meets Capable of making rough estimates based on reasonable assumptions, but may need occasional
guidance with complex scenarios. Usually accurate in mental arithmetic but might need to double-
Expectations check complex calculations.
3. Above Comfortable making quick, rough estimates based on sound assumptions. Rarely makes errors in
mental arithmetic and is confident in handling numbers. Has developed a knowledge base of useful
Average figures to support accurate estimates.
Expert in making accurate estimates swiftly, based on reasonable assumptions, and knows a wide
range of useful figures such as population sizes and GDPs. Extremely proficient in mental
4. Distinctive arithmetic, rarely making errors even in complex calculations. Not only does the consultant make
estimates quickly and accurately, but they also instinctively triangulate by making several
independent estimates using different approaches, providing a range of plausible answers and
increasing the accuracy of their estimations.
Management Consulted: Math Drills. Many websites promise to help prepare for management consulting
RESOURCES:
case interviews and focus on this skill, e.g., igotanoffer, mconsultingprep, myconsultingcoach
Finance and Accounting

Has a basic understanding of financial statements including the balance sheet, profit and loss
1. Progressing statement, and cash flow statement. Struggles with interpreting the implications of these
documents and requires guidance to understand complex financial scenarios.
Comfortably understands and interprets financial statements. Can make reasonable assessments of
2. Meets a company's financial health based on these statements. Has a working understanding of how basic
Expectations accounting choices can impact these statements, but may need occasional support for more
complex situations.
Demonstrates a solid understanding of finance and accounting principles. Interprets financial

3. Above statements confidently, recognizing the implications for business strategy. Understands how a range
Average of accounting choices can impact financial statements and is capable of advising others on these
matters.
Displays a deep understanding of finance and accounting, being able to interpret and dissect
financial statements with precision. Understands the strategic implications of different accounting
4. Distinctive choices, such as the difference between operating lease and financial lease, and how these choices
can significantly impact financial statements. Their nuanced insights often shape strategic decisions,
and their expertise is sought after by colleagues and clients alike.
RESOURCES: LinkedIn Learning has courses on Finance and Accounting, included free with LinkedIn Premium.
Spreadsheet Skills
Basic familiarity with spreadsheet tools such as Microsoft Excel, Google Sheets or Apple Numbers.
1. Progressing Can perform basic operations and calculations but struggles with more complex functions and data
management tasks. Spreadsheets may be poorly organized or documented, making it difficult for
others to use or interpret them.
2. Meets Comfortable using a range of spreadsheet tools and functions. Can create moderately complex
spreadsheets with calculations, charts, and data management features. Typically produces clean,
Expectations functional spreadsheets, but they may lack advanced formatting or thorough documentation.
3. Above Proficient with advanced spreadsheet functions, such as pivot tables, logic functions, and text
functions. Produces well-organized, clearly documented spreadsheets. Works efficiently but may still
Average
rely on traditional methods for data input and management.
Highly skilled in spreadsheet tools. Has mastered all the standard tools of Excel such as pivot
tables, logic functions, and text functions. Works quickly and efficiently using keyboard shortcuts
4. Distinctive and other efficiency tools. Produces exceptionally well-designed and well-documented spreadsheets
that are easy for others to use, interpret, and modify. All inputs, assumptions, and outputs of the
model are clearly labeled and formatted, which demonstrates a thoughtful and strategic approach to
data management.
100 Excel Tips all Consultants Should Know – a free resource from Umbrex (Publication September 2023)
RESOURCES:
Statistics
Has a basic understanding of descriptive statistics but struggles to apply them in a business
1. Progressing context. May find it challenging to use or explain concepts such as mean, median, mode, range,
variance, and standard deviation.
Has a solid understanding of both descriptive and inferential statistics. Can apply these concepts in
2. Meets data analysis, interpret the implications correctly, and make generalizations about populations from
Expectations samples. Understands and correctly applies correlation and covariance in examining the relationship
between variables.
Displays proficiency in time-series analysis and probability distributions, often using these
3. Above techniques for predicting future values and making assumptions about the likelihood of different
Average outcomes. Understands and utilizes regression analysis to determine the relationship between
dependent and independent variables.
Demonstrates exceptional mastery of a broad range of statistical concepts and their application in a
business context. Excels at multivariate analysis techniques such as factor analysis, cluster analysis,
4. Distinctive and discriminant analysis. Skilled in using ANOVA for identifying significant differences between
group means. Proficient in Bayesian Statistics, updating probability for hypotheses as more
evidence becomes available. Understands and utilizes statistical quality control techniques, such as
control charts, for performance tracking.
LinkedIn Learning and most other online learning platforms have courses on statistics
RESOURCES:
CATEGORY: CLIENT DEVELOPMENT Consulting Skills Assessment
Discovery Calls
Struggles to effectively lead discovery calls, often missing key details about the potential project.
1. Progressing May have difficulty asking the right questions to uncover the client's needs and context, and
typically unable to establish a strong rapport with the client during the call.
2. Meets Successfully leads discovery calls to obtain basic project information. Asks relevant questions to
identify the client's needs and the project context. Effectively communicates the potential value that
Expectations their consulting service could bring in addressing the client's needs.
Not only gains clear understanding of project needs, but also probes into the context and potential
3. Above stakeholders. Begins to identify possible risks and can discern the potential business impact of a
Average successful project. Skillfully establishes a rapport with clients and is perceived as a potential partner
rather than just a service provider.
Excels in leading discovery calls, emerging with a comprehensive understanding of the client's
needs, the project context, stakeholders involved, the potential business impact of a successful
4. Distinctive project, the risks, and the client's concerns. Demonstrates expertise in gauging client’s budget and
aligning it with their needs. Uses this information to create a highly persuasive, customized
proposal. Able to quickly build trust and establish rapport, positioning themselves as a trusted
advisor rather than a mere service provider.
RESOURCES: Secrets of Effective Discovery Calls – Presentation by Will Bachman.

Generate Project Opportunities

1. Progressing Struggles to identify new project opportunities within existing client relationships or projects. May
rely too heavily on direction from others and lacks proactive approach to business development.
2. Meets Effectively identifies, surfaces, and pursues project opportunities that arise out of existing projects
or relationships. Understands the client's needs and aligns them with the value proposition of the
Expectations consulting services.
3. Above Not only identifies and pursues opportunities from existing projects, but also takes initiative to seek
new opportunities within different areas of the client's business. Begins to develop strong
Average
relationships with clients that aid in business development.
Is proactive and highly effective in generating project opportunities. Clients reach out to the
consultant directly, requesting assistance with new projects based on their established credibility,
4. Distinctive trust, and expertise. Has built a reputation for reliability and for delivering high-quality solutions,
and possesses strong relationships with clients that continually bring in new business. Has also
managed to create a personal brand that is both likeable and memorable, further driving client
engagement.
RESOURCES: How To Find Clients For Your Consulting Practice

Outbound Outreach
Seldom initiates outbound outreach. May often forget or neglect to follow up with clients and
1. Progressing contacts after engagements end. Struggles with organizing contact information, resulting in missed
opportunities and inefficient communication.
2. Meets Conducts some follow up with clients and contacts after engagements end, but it's inconsistent and
dependent on availability. Outreach may lack personalization or be poorly timed, missing the
Expectations opportunity to deepen relationships. Uses simple contact management tools for organization.
Demonstrates consistency in conducting outbound outreach and begins to systematize this process.
3. Above Shows efforts to personalize communications and demonstrates memory of past conversations.
Average Uses more advanced contact management tools and begins to involve administrative support in
managing the process.
Has a consistent, efficient, and effective process for outbound outreach. The process seems
authentic and natural, and communications are highly personalized and timely. Demonstrates a
4. Distinctive strong memory of past conversations and uses these to deepen relationships. Utilizes advanced
CRM systems and effectively engages administrative support to streamline the process. Has
identified a core network of relationships and maintains regular, valuable contact with these
individuals, resulting in stronger relationships and more opportunities.
RESOURCES: Unleashed Episode 170 with David A. Fields: Effective Outbound Calls. Also: The Irresistible Consultant's
Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom by David A. Fields
Proposal Process
Struggles to convert project leads into signed deals; the proposal may lack clarity or fail to
1. Progressing communicate value effectively. The relationship with the client does not noticeably improve through
the proposal process.
2. Meets Is successful at converting project leads into signed deals at an industry average rate. Proposals
clearly communicate the value and scope of the project and align with client needs. Relationships
Expectations with clients tend to stay stable or improve slightly during the proposal process.
3. Above Exceeds the industry average rate in converting project leads into signed deals. The proposal
process not only effectively communicates the value and scope of the project, but also helps build a
Average
stronger rapport with the client.
Demonstrates a very high conversion rate of project leads into closed deals. Uses the proposal
4. Distinctive process as an opportunity to deepen relationships with clients, often leading to expanded project
scope and long-term engagements. Proposals are clear, concise, and compelling, effectively
demonstrating the unique value proposition of the project and exceeding client expectations.
RESOURCES: How to Write a Consulting Proposal – an Umbrex resource

CATEGORY: COMMUNICATIONS Consulting Skills Assessment
Design Skills
Struggles with creating visually engaging or clear materials. Documents, presentations, and other
1. Progressing communications may lack coherence in design and be visually unappealing or confusing. Has a
limited understanding of design principles and struggles to apply them effectively.
Creates adequately designed materials that convey necessary information. Demonstrates an

2. Meets understanding of basic design principles such as alignment, contrast, and balance. However, the
Expectations design may not always enhance the logical argument or convey the intended message as effectively
as possible.
3. Above Demonstrates a more refined sense of design, producing visually clear and compelling materials.
Understands and applies design principles effectively to enhance communications. Designs not only
Average
convey the necessary information but begin to support and strengthen the logical argument.
Exhibits a strong sense of graphic design. Familiar with the writings of Edward Tufte, Gene Zelazny,
and other leading thinkers on design principles as applied to consulting. Produces communications
4. Distinctive that are not only cogently written but also visually laid out in a clear, compelling way such that the
design enhances the logical argument. Displays a well-developed good taste for design, consistently
creating materials that are visually engaging, easy to understand, and effectively enhance the
communication of complex ideas.
RESOURCES: Best Books on Design

Foreign Language
Limited proficiency in a foreign language or English (if not the native language). Struggles with
1. Progressing complex language tasks, may have issues in understanding and making oneself understood in work-
related situations that require language proficiency.
2. Meets Adequate proficiency in a foreign language or English (if not the native language). Able to
understand and communicate in everyday situations but may struggle with complex or specialized
Expectations language tasks.
3. Above Strong proficiency in a foreign language or English (if not the native language). Can comfortably
engage in a variety of conversations and understands most of what is being said in both common
Average
and more specialized contexts.
Native fluency in a foreign language or English (if not the native language). Demonstrates an
excellent command of the language, with a rich vocabulary, understanding of idiomatic expressions,
4. Distinctive and an ability to discuss complex topics fluently and accurately. If the native language is English,
has achieved native fluency in at least one other language and regularly consumes content and
engages in conversation in that other language. Demonstrates cultural understanding along with
language skills.
Great way to refresh a foreign language you’ve studied before is to download a book in that language on
RESOURCES:
Kindle. Then download the [language]-English dictionary available free on Kindle. Any word you don’t
know, just tap and get the translation.
Interviewing Skills
Limited ability to interview subject matter experts. May struggle with creating an interview guide,
1. Progressing sticking to the script, asking relevant questions, or summarizing the discussion and deriving
insights.
Can competently interview subject matter experts. Able to draft a functional interview guide,
2. Meets conduct an interview following the guide, and summarize the discussion along with key insights.
Expectations However, may struggle with real-time analysis, asking deep follow-up questions, and building strong
rapport.
3. Above Has a strong ability to interview subject matter experts. Not only follows the interview guide but
also asks insightful follow-up questions. Begins to show signs of rapport-building and gaining trust,
Average
which leads to more revealing conversations and deeper insights.
Displays exceptional interviewing skills. Able to read between the lines, draw insightful inferences,
ask penetrating follow-up questions, and build strong rapport and trust with interviewees. This leads
to deeply insightful conversations where interviewees feel comfortable sharing valuable information
4. Distinctive
and proactively offer facts and insights. The consultant has a strong ability to think on their feet,
adapt the interview strategy based on responses, and guide the conversation towards desired
outcomes. Demonstrates excellent communication skills and empathy, establishing a comfortable
and trusting environment for interviewees.
Second-seat (note-taker) during expert interviews, paying particular attention to the follow-up questions
RESOURCES:
they ask and when they set aside the interview guide. Start a podcast to get more practice conducting
interviews.
Listening Skills
May struggle with active listening, often missing key points or details. Tends to think ahead about
1. Progressing their own response rather than focusing on what the speaker is saying. Has a hard time reading
between the lines or noticing non-verbal cues. Rarely checks for understanding or acknowledges
what's been said.
2. Meets Demonstrates basic active listening skills. Generally understands the main points and details, and
will occasionally check for understanding by restating key points. However, may miss subtle cues or
Expectations unspoken messages, and struggles to analyze group dynamics or power structures.
An effective active listener. Not only comprehends what is being said, but also often identifies what
3. Above has been left unsaid. Regularly checks understanding by reframing and restating what's been said.
Average Begins to show an ability to read group dynamics and non-verbal cues, and can sometimes infer
alliances and hidden agendas.
Displays exceptional active listening skills. Regularly checks understanding by reframing and
restating what's been said, and demonstrates an uncanny ability to draw valuable insights and
inferences from what has been left unsaid. Exhibits a nuanced understanding of group dynamics:
4. Distinctive identifies who speaks, in what order, and how others react, and from this generates insights on
alliances and hidden agendas. Frequently asks probing questions to reveal unheard voices or
unexplored perspectives. Understands that listening is not just about hearing words, but also about
decoding the context, the emotions, and the unsaid.
RESOURCES: Unleashed Episode 522 with Oscar Trimboli: Listening Secrets Every Consultants Should Know
Meeting Facilitation Skills

Struggles to maintain the focus of a meeting or to guide the conversation. Often allows meetings to
1. Progressing run over the allotted time due to lack of control over the conversation. Has difficulty managing
disruptions and may allow dominant voices to monopolize the conversation. Has a basic
understanding of the meeting's objectives, but may struggle to achieve them.
Able to maintain the focus of a meeting and guide conversation towards the meeting's objectives.
2. Meets Generally keeps meetings within the allotted time. Has some ability to handle disruptions and
Expectations ensures that all voices are heard, but may occasionally let some participants dominate the
conversation.
Effectively facilitates meetings, keeping discussions on track and focused on the meeting's
3. Above objectives. Manages time well and handles disruptions smoothly. Encourages participation from all
Average attendees, managing power dynamics to ensure that all voices are heard. Is alert to group
dynamics and works to facilitate productive and respectful dialogue.
Displays an instinctive sense of timing, flow, and the management of group dynamics. Consistently
ensures all voices are heard and carefully manages power dynamics in the room. Skilfully navigates
4. Distinctive disruptions or tangential discussions, placing off-topic items in a "parking lot" without offending
anyone, and redirects the conversation back to the main focus. Facilitates an environment where
groups generate more innovative ideas and make better decisions. Demonstrates a high degree of
sensitivity, empathy, and strategic thinking in guiding the group towards its objectives.
One place to start: The Umbrex Library of Icebreakers

RESOURCES:
Oral Communication Skills

Struggles to articulate thoughts or explain complex ideas in a clear, concise manner. May have
1. Progressing difficulty staying on point or avoiding unnecessary jargon. May occasionally exhibit signs of
discomfort or nervousness while speaking, especially when asked to express an opinion or offer a
new idea.
2. Meets Conveys information and ideas in a coherent, crisp, confident manner. Can deliver clear and concise
messages, effectively explain complex ideas, and articulate thoughts in an organized way. Shows
Expectations comfort in speaking up during meetings and small-group discussions.
3. Above Exhibits strong communication skills across a variety of topics and contexts. Regularly contributes
valuable insights and ideas during discussions. Begins to ask insightful questions and can synthesize
Average
different viewpoints. Able to clarify complex topics or confusing discussions for others.
Excels at oral communication, demonstrating an exceptional ability to synthesize multiple

perspectives, ask penetrating questions, and significantly advance discussions. Is skilled at
4. Distinctive reframing, synthesizing, and summarizing discussions in a way that attendees find exceptionally
clarifying and valuable. Displays an excellent command of language, superior clarity of thought, and
an impressive ability to steer a conversation or negotiation to a beneficial outcome. Frequently
sought out for their insights and perspectives due to their communication abilities.
Rehearse your delivery before a major presentation. Record yourself, then watch the video and critique.
RESOURCES:
Repeat. Also: ask experienced consultants in advance to provide feedback after progress reviews.
Public Speaking
May show signs of nervousness while presenting. Struggles with pacing, vocal projection, or
1. Progressing maintaining the audience's attention. Tends to read from prepared remarks or slides rather than
engaging directly with the audience. The content delivered may lack clarity, focus, or relevance to
the audience.
2. Meets Delivers clear and concise presentations. Maintains consistent eye contact, uses gestures
appropriately, and speaks with confidence. Knows the content well and communicates information
Expectations relevant to the audience. Generally receives positive feedback from audience members.
Excels at delivering engaging presentations that capture the audience's attention. Articulates
3. Above complex ideas in a clear and understandable manner. Begins to incorporate storytelling or
Average anecdotes to make content more relatable and memorable. Shows evidence of adapting
presentation style based on audience reactions.
Masterfully delivers presentations that not only convey the required information but also inspire and
captivate the audience. Seamlessly weaves in stories and anecdotes that highlight the points being
made, raising the energy in the room. Speaks in a natural, confident, and engaging manner.
4. Distinctive Demonstrates exceptional ability to adjust dynamically based on audience reactions. Delivers a
memorable message that resonates with the audience, driving them to action or influencing their
perspectives significantly. Often receives exceptionally positive feedback from the audience and is
sought after for future speaking engagements.
Rehearse. Seek out opportunities to practice. This is the way.

RESOURCES:
Writing Horizontal Documents

Struggles with slide creation and organization. The slides may lack a single clear takeaway, the
1. Progressing charts and graphs may be less compelling or may not clearly support the key points. The storyline
may lack clarity or cohesion. Documents may have noticeable format discrepancies, typos, or
inaccuracies in the Source line.
Competently crafts individual slides, each having a clear, single takeaway supported by compelling
2. Meets charts and graphs. All elements of the slide adhere to the firm's format, and there are no typos or
errors. The Source line is accurate. Whole presentations have a clear and compelling storyline. The
Expectations presentations effectively convey the intended message and successfully influence the audience's
understanding or perspective.
Begins to show signs of creating visually compelling slides that enhance the overall narrative of the
3. Above presentation. The individual slides not only have a clear takeaway but also start to show a unique
Average and effective visual style. The storyline across the presentation is not only clear but begins to build
in a logical and engaging way.
Masters the craft of creating visually compelling, memorable documents that captivate the attention
of senior executives. Each slide is not just clear and accurate but also visually distinctive, enhancing
4. Distinctive the overall argument or narrative. The full presentations have an exceptional and compelling
storyline that effectively brings the audience along. The consultant's documents become a reference
point within the organization, referred to repeatedly over time due to their clarity, accuracy, visual
appeal, and effectiveness in making persuasive arguments.
How to Create PowerPoint Presentations + Free PPT Template with 150+ consulting slides
RESOURCES:
Best Books on Business Presentations
Writing Vertical Documents

Produces documents that may lack clarity, conciseness, or structure. The writing might lack a clear
1. Progressing central idea or thesis, and supporting arguments may be weak or disjointed. The document may
have errors, such as grammatical mistakes or inaccuracies in the content.
Produces well-structured documents with a clear central idea or thesis, supported by well-organized
2. Meets arguments. The writing is clear, concise, and accurate, with appropriate language and tone for the
Expectations intended audience. The document is free of grammatical errors and accurately reflects the relevant
facts and ideas.
Begins to show signs of producing persuasive, engaging documents that effectively argue for a
3. Above particular point of view. The documents not only have a clear central idea and well-organized
Average arguments but also utilize compelling evidence, insightful analysis, and engaging language. The
documents are meticulously edited and polished, with a strong attention to detail.
Masters the craft of writing compelling narrative documents that convincingly argue a point, engage
the reader, and shift perspectives. The documents not only have a clear thesis and strong
4. Distinctive supporting arguments but are also engaging, insightful, and thought-provoking. The documents
utilize compelling evidence, innovative analysis, and persuasive language to powerfully
communicate the intended message. Documents are meticulously edited and polished, exhibiting a
high degree of professionalism and mastery of the written word.
Make writing a daily habit. Write summaries of books you read. Write the full case in support of and
RESOURCES:
opposing the proposals you are developing. Publish on a blog or LinkedIn to see what resonates.
CATEGORY: INTERPERSONAL RELATIONSHIPS Consulting Skills Assessment
Client Leadership
Shows some understanding of how to manage client relationships but may struggle with
1. Progressing consistency. May find it challenging to keep clients engaged in the work or struggle with building
trust. There may be instances of misalignment with the client around recommendations. Coaching
provided to the client may lack depth or effectiveness.
Effectively manages client relationships, keeping the client engaged in the work. Shows ability to
2. Meets build a trusting relationship with the client and is generally successful in aligning the client with
Expectations recommendations. Provides coaching to the client to support implementation, demonstrating a clear
understanding of the client's needs.
Builds strong client relationships characterized by mutual trust and respect. Consistently engages
3. Above the client in the work and aligns the client with recommendations. Provides effective coaching to the
Average client to support implementation, demonstrating a deep understanding of the client's needs and
challenges. Begins to anticipate and address client concerns proactively.
Excels at managing client relationships, maintaining high levels of trust, and ensuring the client is
engaged and invested in the work. Proactively anticipates and addresses client concerns. Aligns the
client with recommendations seamlessly, navigating any potential roadblocks with diplomacy and
4. Distinctive tact. Provides highly effective coaching to the client to support implementation, demonstrating a
deep understanding of the client's needs, aspirations, and constraints. Is viewed as a trusted
advisor by the client, influencing client decisions and behaviors beyond the immediate scope of
work.
RESOURCES: The Trusted Advisor by David H. Maister, Charles H. Green, and Robert M. Galford
Conflict Resolution
Demonstrates basic understanding of how to address conflicts, but may struggle with executing the
1. Progressing resolution process in a constructive manner. May avoid conflicts or get defensive when issues arise.
Lacks a consistent approach to identify root causes and build alignment around the next steps.
Effectively manages conflicts when they arise. Does not avoid conflicts and handles them in a
2. Meets respectful manner. Works to understand the root cause of the conflict and helps parties involved to
Expectations build alignment around the next steps. However, the process may not consistently lead to stronger
relationships post-conflict.
Consistently handles conflicts in a constructive manner. Actively works towards identifying root
3. Above causes and building alignment around the next steps. Begins to strengthen relationships post-
Average conflict through respectful dialogue and resolution. Does not become defensive and remains
objective throughout the conflict resolution process.
Masters conflict resolution, transforming potentially disruptive situations into opportunities for
strengthening relationships. Consistently identifies the root cause of conflicts and facilitates
4. Distinctive constructive dialogue to build alignment around the next steps. Never becomes defensive and
instead, creates an open, respectful environment that encourages resolution. Ensures all parties feel
heard and respected throughout the process. Post-conflict, relationships are often stronger, trust is
reinforced, and future conflicts are mitigated.
RESOURCES: Unleashed Episode 293 with Ken Cloke: Conflict Resolution

Cultural Sensitivity
1. Progressing Recognizes that cultural differences exist but may struggle to navigate these differences effectively.
Can occasionally misinterpret or offend due to cultural misunderstandings.
2. Meets Displays an understanding of cultural differences and regularly considers these in interactions.
Expectations Generally respectful of cultural norms but may sometimes make unintentional missteps.
3. Above Consistently displays respect for cultural differences and understands how culture impacts
communication and work styles. Adapts behavior and communication style to better fit different
Average
cultural contexts.
Displays deep understanding of a wide variety of cultures and seamlessly adapts behavior,
communication style, and strategies to be effective across those different cultural contexts. Is highly
4. Distinctive aware of cultural subtleties, shows empathy towards different cultural perspectives, and leverages
cultural diversity as a strength. Regularly educates oneself and others about cultural nuances and
displays exceptional ability to build strong, culturally diverse relationships.
RESOURCES: Best Diversity & Inclusion Podcasts

Emotional Intelligence
1. Progressing Recognizes basic emotions in oneself and others but may struggle to manage or leverage them
effectively. Responses to emotional situations are often reactive rather than proactive.
2. Meets Has a good understanding of one's own emotions and can generally discern emotions in others.
Begins to use this understanding to adapt behavior and make decisions. Shows awareness of the
Expectations impact of one's actions on the feelings of others.
3. Above Displays a strong understanding of personal emotions and the emotions of others. Effectively
manages one's own emotions and is able to positively influence the emotional state of others.
Average
Regularly uses emotional understanding to improve personal interactions and decision-making.
Demonstrates a high level of emotional self-awareness and a deep understanding of others'

emotions. Excels at managing personal emotions and the emotions of others to foster positive
4. Distinctive relationships and resolve conflicts. Regularly leverages emotional understanding to drive positive
outcomes. Is seen as a calming presence and a source of emotional support and guidance, both for
team members and for clients.
Emotional Intelligence: Why It Can Matter More Than IQ by Daniel Goleman

RESOURCES:
Empathy
1. Progressing Recognizes that empathy is important, but often struggles to understand and share the feelings of
others. May default to problem-solving or advice-giving rather than empathetic listening.
2. Meets Generally understands and shares the feelings of others. Is able to listen empathetically and
respond appropriately in most situations. Begins to use empathetic understanding to improve
Expectations personal interactions.
3. Above Frequently demonstrates empathetic understanding and shares in the feelings of others. Excels in
listening empathetically and is often sought out by others for support and understanding. Regularly
Average
uses empathetic understanding to improve personal interactions and to guide decision-making.
Always demonstrates a deep empathetic understanding and shares in the feelings of others. Excels
at empathetic listening and is seen as a trusted confidant by both team members and clients.
4. Distinctive Consistently uses empathetic understanding to drive positive outcomes, build trust, and foster a
supportive environment. Displays a natural ability to 'walk in others' shoes' and uses this ability to
navigate complex interpersonal dynamics, resolve conflicts, and create inclusive and understanding
environments.
Emotional Business: Inspiring Human Connectedness to Grow Earnings and the Economy, by Ravi Rao
RESOURCES:
Influence Skills
Understands the importance of influence techniques but tends to rely heavily on only one or two
1. Progressing techniques. May struggle to apply influence techniques appropriately in different contexts or with
different stakeholders.
2. Meets Uses a range of influence techniques effectively, including logical persuading, appealing to
friendship, socializing, and consulting. Tends to use these techniques intuitively rather than
Expectations strategically.
3. Above Demonstrates a solid understanding and implementation of most of the 12 influence techniques.
Intentionally chooses the most suitable technique depending on the situation and the individual.
Average
Seeks to build on existing relationships and shared values to influence outcomes.
Intentional about which influence technique to employ and has full mastery of all 12 influence
techniques: Legitimizing, Logical Persuading, Appealing to Friendship, Socializing, Consulting,
4. Distinctive Stating, Appealing to Values, Modeling: Exchanging, Alliance Building, Scarcity, and Consistency.
Uses these techniques ethically and adeptly, enhancing their influence while maintaining respect
and trust. Able to adapt their influence strategy based on the specific context and individual,
resulting in more effective and sustainable influence.
RESOURCES: The Umbrex Influence Toolkit (Publication date September 2023)

Negotiation Skills
Knows basic negotiation principles and approaches, but struggles to apply them consistently or
1. Progressing effectively. May tend to see negotiation as zero-sum, focusing on winning rather than collaboration
and mutual benefit.
2. Meets Understands and employs standard negotiation techniques, such as preparation, active listening,
and seeking win-win solutions. Is aware of the concept of BATNA but may not always have a clear
Expectations understanding of it or how to use it in negotiations.
3. Above Consistently applies best practices in negotiation, including thorough preparation and understanding
of all parties' interests, and the use of BATNA. Begins to identify opportunities for creative solutions
Average
and value creation beyond the immediate negotiation.
Has mastered all best practices around negotiation. Seeks to deeply understand other parties'
objectives and integrates this understanding into strategy. Has a thorough understanding of one's
own BATNA and uses this to drive beneficial outcomes. Identifies and creates opportunities to
4. Distinctive expand the pie through creative solutions, focusing on mutual benefit and long-term relationship
building. Displays high emotional intelligence and cultural sensitivity in negotiations, enhancing trust
and respect among all parties. Thoroughly rehearses prior to all major negotiations, with a
teammate playing the role of the other side.
RESOURCES: Best Books on Negotiation

Relationship Building
Recognizes the importance of relationships in professional life, but may struggle to maintain them
1. Progressing or may have a limited network. Interactions with others can be transactional, with a focus on
immediate personal gain rather than mutual benefit.
2. Meets Builds relationships within their immediate work context and industry. Understands the importance
of giving and receiving in relationships but may still maintain a somewhat transactional approach.
Expectations Makes efforts to stay in touch and offer help when possible.
Builds a diverse network of relationships both inside and outside their industry, across different
3. Above geographies, and among different age groups. Seeks ways to provide value to others in their
Average network and maintains relationships over time. Begins to shift away from a transactional approach
towards a focus on long-term relationship building.
Builds and maintains an extensive, diverse personal network over time. This network spans across
different age groups, geographies, and industries, demonstrating a broad reach and versatility.
Constantly seeks ways to provide value to this network, viewing relationships as opportunities for
4. Distinctive mutual growth rather than transactional exchanges. Does not use the term "networking," preferring
to think of this activity as long-term relationship building. Maintains a perspective of enduring
relationships that are expected to last over an extended period of time. Shows genuine interest in
others, fostering relationships characterized by trust, respect, and mutual benefit.
RESOURCES: Unleashed Episode 82 with Will Bachman: Building Relationships

Senior Presence
May be overshadowed in interactions with senior executives. May lack confidence or struggle to
1. Progressing articulate points clearly in high-pressure environments. Personal bearing may not yet command
attention and respect.
2. Meets Demonstrates confidence and communicates clearly, but may not always command the attention of
senior executives. Able to hold their own in interactions with senior leaders, but may still be working
Expectations on refining their ability to influence and persuade.
Consistently communicates with confidence and clarity. Demonstrates a strong personal bearing
3. Above
that starts to command attention and respect. Generally comfortable in interactions with senior
Average executives, but may not always project the gravitas that defines truly distinctive presence.
Exudes confidence and clarity in communication, consistently commanding the attention and
respect of senior executives. Demonstrates a strong personal bearing that invariably demands
4. Distinctive attention. Capable of operating at the highest levels of leadership with ease, showcasing a gravitas
that transcends age. Influences and persuades effortlessly, maintaining their composure even in
high-pressure environments. Seen as an equal among senior executives and exhibits a presence
that is compelling, credible, and confident.
RESOURCES: Ask for feedback from senior consultants. Work with a voice coach.
Team Leadership
Demonstrates basic team leadership skills. Can communicate tasks to team members but may
1. Progressing struggle with motivation or conflict resolution. May not fully understand how to delegate effectively
or manage team dynamics.
2. Meets Leads the team adequately, distributing tasks effectively and keeping the team focused on
objectives. Displays skills in conflict resolution but may struggle to inspire or motivate the team
Expectations consistently.
Demonstrates strong leadership skills. Inspires and motivates the team regularly and handles
3. Above
conflicts in a way that tends to strengthen team dynamics. Encourages input from all team
Average members and uses it effectively to guide the team towards objectives.
Exemplifies exceptional team leadership. Consistently inspires and motivates the team to exceed
their own expectations. Handles conflicts constructively and uses them as opportunities to
strengthen team dynamics and improve performance. Delegates tasks strategically to enhance
4. Distinctive individual growth and team productivity. Demonstrates an intuitive understanding of team dynamics
and leverages it to achieve high levels of team cohesion and performance. Leads by example and is
viewed as a role model by team members. Associates actively seek out opportunities to work with
this consultant.
RESOURCES: The Feiner Points of Leadership: The 50 Basic Laws That Will Make People Want to Perform Better for You
by Michael C. Feiner
CATEGORY: KNOWLEDGE Consulting Skills Assessment
Functional Knowledge
1. Progressing Has a basic understanding of the functional area but may need guidance to apply it effectively.
Requires additional training or experience to contribute substantially to the work.
2. Meets Demonstrates competent knowledge in the functional area. Able to apply it effectively in most
Expectations scenarios, though occasionally requires guidance for complex situations.
Displays deep knowledge in the functional area and applies it adeptly in various contexts. Regularly
3. Above
contributes valuable insights based on this knowledge. May occasionally be sought out for advice or
Average consultation in this area.
Possesses exceptional expertise in the functional area, mastering all aspects of it. Regularly
provides deep insights that significantly enhance project outcomes. Actively sought out as an
4. Distinctive expert, within and beyond the organization. Effectively translates this knowledge into strategic
insights and practical applications, elevating the quality of work and driving significant value for
clients. Recognized in the industry as a thought leader in this functional area.
RESOURCES: Seek out resources in your functional area: podcasts, newsletters, conferences, books, experts.
CATEGORY: KNOWLEDGE Consulting Skills Assessment
Industry Knowledge
Has a foundational understanding of the industry. Able to recognize key players and basic dynamics
1. Progressing but may need guidance in understanding complex industry-specific scenarios. Continues to broaden
and deepen knowledge through study and exposure.
2. Meets Demonstrates a solid understanding of the industry including its key players, products, services,
and value chain. Has a good grasp of current trends and is able to apply this knowledge effectively
Expectations to client situations.
Has a thorough understanding of the industry and stays abreast of emerging trends and shifts.
3. Above
Knowledgeable about industry's key players and competitive dynamics. Can make insightful
Average connections and predictions based on industry knowledge.
Possesses deep and comprehensive expertise in the industry. Familiar with all aspects including the
key players, products, services, value chain, trends, and dynamics. Regularly offers sophisticated
4. Distinctive insights that are sought after by others. Widely recognized as an industry expert and thought leader
who is able to leverage their expertise to provide significant value to clients and shape industry
discussions.
RESOURCES: Umbrex Recommended Reading Across Various Industries

CATEGORY: MANAGEMENT Consulting Skills Assessment
Administration
Has a basic understanding of administrative tasks. Understands the importance of contracts,

1. Progressing invoices, vendor payments, and insurance coverage. May need guidance and reminders to complete
tasks timely and correctly. Is aware of the importance of IT security but may lack a deep
understanding of best practices.
Manages administrative aspects of consulting practice effectively. Contracts are managed correctly,
2. Meets invoices are sent accurately and promptly, vendors are paid on time, and proper insurance coverage
Expectations is maintained. Ensures that IT security measures are in place and adhered to. May occasionally
require assistance but largely operates independently.
Excels at managing administrative tasks, consistently maintaining a high level of accuracy and
3. Above timeliness. Regularly reviews insurance coverage to ensure it meets the needs of the practice.
Average Proactively addresses potential IT security issues and implements updated practices as needed.
Takes initiative to identify and implement improvements in administrative processes.
Mastery of all administrative aspects of a consulting practice. Contracts, invoices, vendor payments,
and insurance are handled seamlessly. Regularly reviews and updates IT security measures to
4. Distinctive maintain top-tier protection. Anticipates potential administrative issues and proactively solves them
before they become problems. Creates and upholds a system of best practices that increases
efficiency, accuracy, and security. Recognized by others for excellence in administrative
management.
RESOURCES: Document your process. Then act like a consultant on your own process: what would you advise yourself if
you were a client? Ask other consultants for best practices.
Coaching
Shows an interest in the development of colleagues and provides basic guidance and support when
1. Progressing asked. Begins to provide constructive feedback and is starting to understand the importance of
active listening in coaching scenarios.
2. Meets Regularly provides constructive feedback and guidance to colleagues. Understands the value of
active listening and asking thought-provoking questions in coaching conversations. Helps colleagues
Expectations identify areas of development and encourages them to take on new challenges.
Excellent ability to provide feedback and guidance. Demonstrates advanced listening skills and the
3. Above ability to ask insightful questions that provoke self-reflection and growth. Provides support and
Average resources for colleagues to address areas of development. Begins to show an ability to tailor
coaching strategies to individual needs and learning styles.
Expert at providing feedback and guidance that spurs the growth and development of colleagues.
Employs advanced listening skills and insightful questioning techniques consistently and effectively.
4. Distinctive Demonstrates an exceptional ability to identify development areas and craft individualized action
plans. Recognized by others for ability to inspire and motivate through coaching. Colleagues
regularly seek advice and mentorship, acknowledging a significant impact on their professional
growth.
RESOURCES: Consider investing in a coaching certification program. Ask certified coaches about their experience and
which program they would recommend.
Decision-making
Makes decisions on basic issues, occasionally seeking advice from seniors. Demonstrates an
1. Progressing understanding of basic decision-making techniques and tools, such as decision trees and pro-con
lists. Occasionally struggles with complex decisions and may hesitate in the face of ambiguity.
2. Meets Consistently makes sound decisions on routine and operational matters. Uses decision-making
techniques effectively and is comfortable dealing with a reasonable amount of ambiguity. Knows
Expectations when to escalate decisions and when to make them independently.
Makes sound decisions in complex and ambiguous situations, drawing on a wide range of
3. Above information and perspectives. Anticipates the potential impacts and consequences of decisions on
Average different stakeholders. Actively seeks to improve decision-making processes and structures within
the team.
Exceptional decision-making abilities, even in highly complex and uncertain situations. Consistently
anticipates long-term implications and systematically evaluates risks and opportunities. Utilizes
4. Distinctive advanced decision-making techniques, synthesizing large amounts of data and diverse perspectives.
Adept at facilitating group decision-making processes and creating environments where others feel
empowered to make decisions. Regularly evaluates past decisions for lessons learned and
continuously improves decision-making capabilities.
RESOURCES: After making decisions, reflect on the process – write your observations. Make a log of all the open
decisions you are facing right now.
Project Management
Basic understanding of project management principles and practices, including setting objectives,
1. Progressing identifying tasks, and creating timelines. Has trouble foreseeing potential obstacles and may
struggle to keep projects on track. Communicates project status, but not always in a timely or clear
manner.
Consistently creates clear project plans with objectives, milestones, and deliverables. Manages
2. Meets resources effectively, keeps projects on schedule, and delivers on commitments. Regularly
Expectations communicates project status and important updates to relevant stakeholders. Identifies and
addresses issues promptly, minimizing negative impacts on the project.
Proactively identifies potential risks and puts contingency plans in place. Ensures that the project
3. Above remains aligned with larger strategic goals. Regularly reviews and adjusts project plans as needed,
Average maintaining flexibility without compromising on quality or timelines. Fosters a collaborative project
environment and effectively resolves conflicts.
Highly skilled at overseeing complex, high-stakes projects, consistently delivering on time, on

budget, and beyond expectations. Anticipates and mitigates risks before they become problems.
4. Distinctive Exceptional at maintaining alignment between project tasks and strategic objectives, even amidst
change. Excellent at balancing competing priorities, resources, and stakeholder interests. Creates a
high-performing project environment where team members are motivated and successful. Regularly
sought after for advice on project management best practices.
RESOURCES: Umbrex Project Management Office Playbook

Recruiting
1. Progressing Understands the importance of recruiting and can participate in the process. May struggle to
effectively evaluate candidate fit or sell the firm's value proposition to potential hires.
Consistently attracts and selects talented individuals. Effectively evaluates candidate fit, both in
2. Meets terms of skills and alignment with firm culture. Able to articulate the firm's value proposition and
Expectations successfully convince candidates to join. Understands and abides by all legal and ethical standards
in recruiting.
Proactively identifies and engages potential candidates, even when not actively hiring. Builds
3. Above
relationships with candidates, fostering their interest in the firm over time. Continually improving
Average the firm's recruiting processes and strategies to stay competitive in attracting top talent.
Exceptional at sourcing, attracting, and selecting top-tier talent. Has a strong network and
reputation that helps in finding and attracting high-quality candidates. Effectively sells the firm's
4. Distinctive value proposition, resulting in high acceptance rates. Expert at assessing candidate potential and
cultural fit, resulting in hires who excel and thrive in the firm. Seen as a thought leader in recruiting
practices and is sought after for advice. Consistently ensures that the firm has the talent it needs to
achieve its strategic goals.
RESOURCES: Best Talent Management Podcasts

CATEGORY: MARKETING Consulting Skills Assessment
Content Creation
1. Progressing Capable of creating content under supervision but may struggle with clarity, originality, or audience
engagement. Content may require substantial editing for quality and consistency.
2. Meets Consistently produces clear and well-structured content that is relevant and valuable to the target
audience. Shows the ability to create a variety of content types with minimal errors. Effectively uses
Expectations firm guidelines for branding and content style.
Creates engaging and insightful content across various mediums that frequently results in positive
3. Above
feedback from the audience. Has a knack for identifying trending topics or ideas that will resonate
Average with the target audience. Begins to show a unique voice or perspective that distinguishes content.
Exceptional content creator who is recognized as a thought leader. Produces innovative and
influential content across a variety of mediums that consistently captivates and grows the audience.
4. Distinctive Demonstrates a unique and powerful voice that positions the firm as an industry leader. Content
frequently cited, shared, or featured in industry publications or events, significantly enhancing the
firm's reputation. Leverages analytics to optimize content strategy, driving strong engagement and
conversion rates.
RESOURCES: Umbrex Resources: How to Start a Podcast; How to Create a Newsletter

Personal Brand
Beginning to recognize the importance of a personal brand but has not yet established a clear or
1. Progressing cohesive one. Social media presence, appearance, and behavior may not consistently align with
desired brand image.
2. Meets Has a clear understanding of their personal brand and its relevance to their target audience.
Presents themselves consistently across different platforms and in interactions, reinforcing this
Expectations brand. Appearance and behavior align with the brand image.
Personal brand is clearly defined, distinctive, and resonates with the target audience. Actively
3. Above leverages multiple channels to communicate brand, showing consistency and alignment across all
Average interactions. Starts to gain recognition and build a positive reputation within their industry or area
of focus.
Personal brand is well-established, unique, and memorable, significantly contributing to the

consultant's recognition as a thought leader in their field. Mastery of reinforcing the brand through
4. Distinctive every aspect of their professional presence, from social media engagement and public appearances
to personal interactions and attire. The brand drives significant value for the consultant and the
firm, attracting high-profile clients, speaking invitations, or media attention. The brand is authentic
and resonates powerfully with the target audience, resulting in a strong, loyal following.
RESOURCES: Best Branding Podcasts

Social Media
Has a basic profile set up on relevant social media platforms. Posts occasionally but without a clear
1. Progressing strategy or consistent branding. Engagement with the network is sporadic and lacks depth. May not
respond promptly to messages or comments.
Profile on each relevant social media platform is complete, professional, and aligns with personal
2. Meets brand. Posts regularly with content relevant to target audience. Begins to engage with network by
Expectations responding to messages and comments in a timely manner. Starts to generate some leads through
social media activities.
Consistently posts content that aligns with a clear, strategic plan, which resonates with the target
3. Above audience. Demonstrates ability to drive engagement through thoughtful posts and active
Average participation in conversations. Generates regular leads through social media. Profile strengthens
personal brand and fosters positive professional image.
Profile powerfully communicates personal brand and serves as a significant source of inbound leads.
Posts consistently high-quality content that follows a strategic plan and generates high levels of
4. Distinctive engagement. Actively cultivates rich, meaningful relationships with network, irrespective of the
follower count. Recognized as an industry leader on the platform. Effectively manages and responds
to all inbound communication promptly, maintaining strong relationships and demonstrating
expertise and thought leadership.
RESOURCES: LinkedIn for Consultants: Best Practices to Optimize Your Profile

Portfolio
Maintains a basic portfolio of past work but lacks detail and diversity. Work examples may not be
1. Progressing fully sanitized or representative of the consultant's capabilities. Portfolio presentation needs
improvement and does not effectively showcase the breadth or depth of experience.
Portfolio includes a diverse range of work examples, properly sanitized, representing a decent scope
2. Meets of the consultant's capabilities. Work is presented in a clear, organized manner that aligns with
Expectations professional standards and expectations. The portfolio effectively demonstrates the type of work
and deliverables a client can expect.
Maintains a comprehensive and diversified portfolio that showcases high-quality work across a
3. Above range of projects. All items are properly sanitized and presented in a visually appealing and
Average professional manner. The portfolio clearly demonstrates the consultant's skills, experience, and the
level of detail that clients can expect.
Portfolio is extensive and impressively showcases a wide range of top-tier work. It effectively
communicates the distinctive quality of the consultant's deliverables, showcasing exceptional
4. Distinctive attention to detail. Every item is meticulously sanitized and presented, highlighting the consultant's
expertise and commitment to quality. The portfolio consistently impresses potential clients,
contributing significantly to project confirmations.
RESOURCES: Unleashed Episode 121 with Will Bachman: Build a Portfolio

Project List
Maintains a list of some past projects, but it lacks detail or completeness. The list does not provide
1. Progressing enough context about the project, the consultant's personal contributions, or the impact. As a
result, it may not effectively communicate the consultant's experience or capabilities to potential
clients.
2. Meets Maintains a comprehensive list of past projects, providing basic context, personal contributions, and
impact for each. The list communicates the breadth and depth of the consultant's experience and
Expectations can be used effectively to respond to inquiries from potential clients.
Maintains a detailed list of past projects, with rich context, specific personal contributions, and the
3. Above impact of each project. The list effectively communicates the consultant's experience, capabilities,
Average and the value they can bring to potential clients. It is organized and easy to navigate, making it a
valuable tool in responding to client inquiries quickly and effectively.
Maintains an extensive and meticulously detailed list of all projects completed across their entire
career. Each entry is rich in detail, providing context, specific personal contributions, and the impact
4. Distinctive of the consultant's work. The list is a testament to the consultant's experience, capabilities, and the
value they have delivered to past clients. It is a valuable asset in quickly responding to client
inquiries with highly relevant examples of past work, consistently impressing potential clients and
contributing to winning new engagements.
RESOURCES: Umbrex Project List Tips & Templates

CATEGORY: PERSONAL Consulting Skills Assessment
Agility
Shows some capacity to adapt to new circumstances and learn from experiences. Responses to
1. Progressing change are usually reactive and may display hesitation or resistance. Has a basic understanding of
the need to adapt and shows willingness to learn new tools, techniques, and business models, but
application of these new learnings is inconsistent.
2. Meets Adapts to new circumstances and learns from experiences effectively. Is open to changes and is
actively learning new tools, techniques, and business models. Able to apply learnings to new
Expectations projects but sometimes struggles with fluid adaptation to unanticipated changes.
Displays a high degree of adaptability and is consistently learning from experiences. Quickly and
3. Above effectively adopts new tools, techniques, and business models. Actively seeks out new learnings and
Average applies them effectively to new types of projects, showing the capacity to pivot and adjust strategy
when needed.
Excels at adjusting to new circumstances and learning from experiences, consistently displaying a
high degree of agility in the face of change. Proactively adopts and master new tools, techniques,
and business models. Views change not as a disruption, but as an opportunity for growth.
4. Distinctive Demonstrates outstanding adaptability, continually evolving their practice in response to the
changing consulting landscape. Pivots strategy with ease and effectiveness when faced with
unanticipated changes, showing exceptional capacity to navigate and thrive in a dynamic
environment.
RESOURCES: Journal daily with a focus on agility. How are you reacting to new circumstances? What new circumstances
do you face right now? What would someone with a distinctive level of ability do in your situation?
Curiosity
Shows basic interest in own field and occasionally explores other industries or functions. Might
interact with individuals of different backgrounds and occupations, but the purpose and depth of
1. Progressing such interactions are limited. Reads occasionally but not broadly, travel and exposure to new
cultural experiences are minimal. Has a basic understanding of the benefit of diverse experiences,
but its impact on work is limited.
Demonstrates interest in own field and other industries and functions. Actively interacts with
2. Meets individuals from varied backgrounds and occupations, and begins to appreciate the value they add.
Reads a variety of materials and occasionally seeks out new experiences such as travel, arts, and
Expectations diverse cuisine. Understands the value of these experiences in generating innovative ideas, but the
direct application to work is still developing.
Displays high level of curiosity about own field and actively explores other industries and functions.
Frequently interacts with individuals of various backgrounds and occupations, recognizing the
3. Above learning opportunities they present. Reads broadly and frequently, and actively seeks out new
Average experiences such as travel and exposure to different cultures, arts, and cuisine. Integrates these
experiences into work to generate innovative ideas, but the consistency and impact of such
integration could be further improved.
Exhibits relentless curiosity about own field, other industries, and functions. Seeks out
conversations with individuals of all walks of life and occupations, believing that everyone has
4. Distinctive something valuable to teach. Reads voraciously across various genres and subjects, actively
exploring and engaging in diverse cultural experiences such as travel, new music, cuisine, and art
forms. Leverages these diverse experiences to inform work with clients, consistently generating
innovative ideas and adding substantial value. Displays an unquenchable thirst for knowledge and
experiences, viewing every interaction and experience as a potential source of inspiration and
learning.
RESOURCES: Start a side project. Try out the activities in The Umbrex Library of Creativity Exercises.
Diversity
Understands the concept of diversity but struggles to apply it in a meaningful way. Occasionally
1. Progressing demonstrates cultural insensitivity or bias. Needs guidance to engage effectively with diverse teams
or individuals.
2. Meets Consistently demonstrates respect for individuals of diverse backgrounds and experiences. Engages
effectively with diverse teams and clients. Shows understanding of the value of different
Expectations perspectives, but may need occasional guidance to leverage diversity fully.
Proactively seeks out diverse perspectives and integrates them into their work. Demonstrates
3. Above
cultural competence and promotes an inclusive environment. Actively works to mitigate any
Average unconscious bias. Regarded as a champion of diversity within their sphere of influence.
Excelling in valuing diversity, this individual intentionally integrates diverse perspectives into all
aspects of their work. Exhibits advanced cultural competence, acting as a role model for inclusive
4. Distinctive behaviors. Actively seeks out and mitigates unconscious biases, inspiring others to do the same.
Regarded as a thought leader in leveraging diversity, frequently contributing to significant positive
impacts for the team, the client, and the wider organization.
RESOURCES: Best Diversity & Inclusion Podcasts

Drive
1. Progressing Shows basic motivation to achieve goals, but often needs external motivation and may become
discouraged by obstacles or setbacks. Perseverance in achieving long-term goals is inconsistent.
2. Meets Demonstrates motivation to achieve goals and begins to show resilience in the face of obstacles or
setbacks. Able to work towards a goal for a reasonable period, but may occasionally lose focus or
Expectations momentum. Has some ability to find creative solutions to problems.
Shows strong motivation and resilience in achieving goals. Consistently works towards goals and
3. Above
maintains focus despite setbacks. Often finds creative solutions to overcome obstacles and shows
Average significant perseverance in achieving long-term goals.
Exhibits relentless drive, functioning as a force of nature in the pursuit of goals. Consistently finds
creative and effective ways to overcome obstacles. Can focus and work towards a goal for years,
4. Distinctive remaining undeterred by setbacks and challenges. Shows unwavering perseverance, maintaining
high levels of motivation and dedication, which inspire others around them. Is known for their
resilience and unyielding determination to succeed.
RESOURCES: Write down your goals across every category: Family, Friends, Financial, Career, Fitness, Travel, Skills,
Habits, etc. Reflect on what it would mean to accomplish these goals.
Ethical Behavior
1. Progressing Generally follows established ethical guidelines and rules, but sometimes makes questionable
decisions when under pressure or when not observed.
2. Meets Consistently adheres to established ethical guidelines and rules. Demonstrates an understanding of
the importance of ethical behavior but may struggle to maintain standards under significant
Expectations pressure or in complex situations.
Not only adheres to but also advocates for ethical standards, even under pressure. Demonstrates
3. Above
understanding and commitment to high ethical standards, taking appropriate action when ethical
Average dilemmas arise.
Exemplifies the highest level of ethical behavior and lives by a personal set of values. Acts ethically
even - and especially - when no one is watching. Refuses to work with clients with unethical
4. Distinctive business practices, and holds colleagues to the same high ethical standards. Demonstrates a deep
commitment to ethics that permeates all actions and decisions, and inspires others through their
unwavering commitment to doing what is right.
Journal on ethical questions you encounter, how you reacted, and how your friend / your mom / the New
RESOURCES: York Times would evaluate your response. Are you proud of your choice? If not, what will you do
differently next time?
Fitness
Recognizes the importance of physical health but struggles to maintain a consistent fitness routine
1. Progressing or a balanced diet. Sleep and avoidance of harmful habits are often compromised due to work and
other commitments.
2. Meets Regularly exercises and maintains a reasonably balanced diet. Makes an effort to get adequate
sleep and to manage stress levels, but occasionally allows work or other pressures to compromise
Expectations health routines.
Committed to regular exercise, maintaining a balanced diet, and getting quality sleep.
3. Above
Demonstrates a proactive approach to managing stress levels and avoiding harmful habits.
Average Consistently maintains this balance even during periods of high work pressure.
Exhibits top physical condition, akin to a business athlete, recognizing the necessity of excellent
physical health to perform optimally in professional commitments. Consistently exercises, maintains
4. Distinctive a healthful diet, ensures optimal, high-quality sleep, and avoids harmful habits. Treats physical
health as a priority, understanding its importance for personal performance, well-being and
longevity, and serves as a role model for others in this respect.
Don’t aim to run a marathon tomorrow. What can you commit to? How about just one push-up in the
RESOURCES: morning? If you did zero push-ups this morning, that’s an increase of infinite percent. Next week, you can
increase it to two push-ups each morning. Start with something easy that can become a daily habit.
Habits
Beginning to understand the importance of habits. Might have some good habits but has not fully
1. Progressing taken control of their habit formation process. Struggles with eliminating unproductive habits and
creating new, positive habits.
2. Meets Shows awareness of the impact of habits on personal and professional life. Regularly evaluates
personal habits and makes efforts to form productive habits while working to eliminate or reduce
Expectations unproductive ones. However, these efforts might not always be consistent.
Consistently analyzes personal habits and their impact on professional and personal life. Has a
3. Above systematic approach to building new habits that support goals and to reducing or eliminating habits
Average that do not. However, there is still room for improvement in the effective and efficient formation and
elimination of habits.
Fully understands the power of habits and the truth of the quote "Show me your habits and I'll
show you your future." Keeps a detailed inventory of personal habits and has an ongoing, efficient,
4. Distinctive and effective approach to forming beneficial habits and eliminating those that are not supporting
long-term goals. These habits extend beyond professional skills to include personal life, health, and
well-being. Leads by example and inspires others to recognize the power of habits in shaping their
future.
RESOURCES: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear
Mindfulness
1. Progressing Recognizes the importance of mindfulness but does not yet have a regular or consistent practice.
May engage in mindfulness activities sporadically, but lacks routine or discipline.
Has established a mindfulness practice, such as yoga, meditation, journaling, nature walks, or other
2. Meets techniques. However, these practices may not be consistently maintained, especially during periods
Expectations of high stress or heavy workload. Still working on applying mindfulness to everyday activities and
decision making.
Consistently maintains a mindfulness practice, even during periods of high stress or heavy
3. Above
workload. Is able to apply mindfulness techniques to help improve focus and insight. Beginning to
Average explore how mindfulness can be applied in interactions with others and within professional contexts.
Has mastered the practice of mindfulness, maintaining an ongoing, disciplined approach to

techniques such as yoga, meditation, journaling, nature hikes, walking, or breathing exercises.
4. Distinctive Applies mindfulness effectively in both professional and personal life, resulting in enhanced focus,
improved decision-making, and superior insights. Inspires and helps others to understand and
practice mindfulness, thereby enhancing team performance and individual well-being.
RESOURCES: Umbrex Library of Creativity Exercises

Scout Mindset
Aware of the concept of the Scout Mindset as discussed in Julia Galef's book, but mostly still
1. Progressing exhibits a Soldier Mindset. Tends to defend pre-existing beliefs rather than openly exploring new
information or perspectives. There is limited evidence of unbiased truth-seeking.
Exhibits some elements of the Scout Mindset but inconsistently. Demonstrates curiosity and
2. Meets unbiased truth-seeking at times, but this might falter under stress or when deeply held beliefs are
Expectations challenged. Has an understanding of the value of the Scout Mindset and is working to apply it more
consistently.
Regularly exhibits the Scout Mindset, demonstrating curiosity and an unbiased truth-seeking
3. Above attitude. Even when challenged, seeks to understand and face reality. Has developed techniques to
Average identify and reduce the influence of biased thinking. However, there is still room for improvement in
consistently applying the Scout Mindset under all circumstances.
Exemplifies the Scout Mindset, constantly motivated to see things as they are, not as wished for.
Demonstrates an extraordinary degree of curiosity, unbiased truth-seeking, and openness to
4. Distinctive changing beliefs based on new evidence or perspectives. Excels at facing reality, even when
unexpected or challenging. Influences others to adopt the Scout Mindset, fostering an environment
of unbiased thinking and reality-based decision-making. Has internalized the principles of the Scout
Mindset to such a degree that it pervades all actions and interactions.
RESOURCES: The Scout Mindset: Why Some People See Things Clearly and Others Don’t by Julia Galef
Observation Skills
Shows basic observation skills and may occasionally notice and comment on details or elements in
1. Progressing their environment, but there is no consistent practice to enhance or improve these skills. Rarely
uses these observations in the context of their work. Awareness of the significance of missing
elements is limited.
Regularly notices and comments on environmental details and shows an understanding of their
2. Meets relevance to their work. Has started to actively work on improving these skills but the practices are
Expectations not yet fully integrated into their routine. Can sometimes identify and consider the significance of
missing elements.
Consistently demonstrates a keen eye for details in the environment that others may overlook.
3. Above Actively practices and seeks to improve their observation skills. Can often identify and discuss the
Average significance of missing elements. Uses these skills to inform their work and shares relevant
observations with their team.
Demonstrates exceptional observation skills, consistently noticing subtle details and missing
elements that others overlook. Has honed their skills through regular, rigorous practice and
exercises, such as those mentioned in Rob Walker's "The Art of Noticing: 131 Ways to Spark
4. Distinctive Creativity, Find Inspiration, and Discover Joy in the Everyday." Utilizes these sharp observation skills
to gain unique insights and share them effectively with teams and clients. Not only sees the world in
richer detail but leverages these observations to generate innovative ideas and solutions in their
work.
RESOURCES: The Art of Noticing: 131 Ways to Spark Creativity, Find Inspiration, and Discover Joy in the
Everyday by Rob Walker. Outside Lies Magic by John Stilgoe
Self-management
Demonstrates a basic ability to manage time, focus, and attention. May struggle with
1. Progressing procrastination and prioritizing tasks effectively. Distractions often lead to decreased productivity.
Motivation and energy levels can be inconsistent and dependent on external factors.
2. Meets Generally effective at managing time and prioritizing tasks. Procrastination and distractions may still
present challenges, but the consultant is actively working to improve in these areas. Demonstrates
Expectations a reasonable degree of self-motivation and maintains energy levels for routine tasks.
Consistently demonstrates good time management and prioritization skills. Rarely procrastinates
3. Above
and controls distractions effectively. Exhibits self-motivation and maintains consistent energy levels,
Average even in the face of challenges. Actively works to improve self-management skills and strategies.
Exhibits excellent self-management skills, including impeccable time management, prioritization,

and focus. Procrastination is virtually nonexistent, and distractions are consistently managed and
4. Distinctive minimized. Maintains high levels of self-motivation and effectively manages personal energy to stay
productive and engaged, even during demanding or extended periods of work. Displays a deep
understanding of own work patterns and rhythms, and utilizes this knowledge to optimize
productivity and quality of work. A role model for others in effective self-management.
RESOURCES: Journal daily. Reflect on how you spent time the previous day. When were you productive? If you avoided
a task, why? What are your top three priorities today?
Technological Proficiency
Displays basic proficiency in using necessary software and technology tools. May struggle with more
1. Progressing advanced or unfamiliar tools. Recognizes the need to improve and takes steps to learn and develop
technological skills.
2. Meets Demonstrates solid proficiency with relevant software and technology tools. Has a good
understanding of more commonly used tools and can use them effectively in their work. Begins to
Expectations share knowledge and tips with others.
Displays advanced proficiency in using relevant software and technology tools. Actively seeks to
3. Above
learn new tools and stays up-to-date with technological advancements relevant to their field.
Average Regularly shares knowledge and resources with colleagues and clients.
Exhibits mastery in using relevant software and technology tools, including advanced or specialized
tools. Regularly invests time to learn new tools and technological advancements, and leverages
them to deliver exceptional value to clients. Demonstrates an innovative approach to using
4. Distinctive
technology to enhance productivity and effectiveness. Proactively explores and shares valuable new
tools with others, becoming a go-to person for technological advice and guidance. Adopts and
adapts to new technologies with agility and enthusiasm. Always looking for ways to optimize tasks,
whether it involves mastering a complex software like Tableau or learning time-saving keyboard
shortcuts.
RESOURCES: Beyond using any given tool, simply invest extra time to explore its features. Watch the user videos. Explore
each area of the menu bar. There are probably features you haven’t used that you don’t know about.
CATEGORY: THOUGHT LEADERSHIP Consulting Skills Assessment
Business Acumen
Displays basic understanding of business operations, market dynamics, and customer behavior. Can
1. Progressing apply this understanding in familiar contexts but may struggle with complex or unfamiliar
situations.
2. Meets Shows solid understanding of business operations, market dynamics, and customer behavior. Uses
this understanding to contribute valuable insights in a variety of contexts. Begins to be sought out
Expectations for advice on business issues.
Demonstrates advanced understanding of business operations, market dynamics, and customer

3. Above
behavior. Regularly uses this understanding to drive strategic decisions and insights. Regularly
Average sought out for advice and seen as a credible source of business knowledge.
Exhibits mastery of business operations, market dynamics, and customer behavior. Understands
intricate details and uses this in-depth knowledge to provide exceptional insights and strategic
4. Distinctive direction. Recognized as a thought leader, influencing the field with innovative ideas and insights.
Consistently sought after for expert advice and strategic guidance on complex business issues. Able
to foresee market trends and implications with remarkable precision, and uses these insights to
deliver extraordinary value to clients.
RESOURCES: One place to start: The Umbrex Consulting Frameworks Toolkit

Innovation
Demonstrates basic understanding of how to generate and implement innovative ideas in business
1. Progressing across different areas. Capable of contributing to innovation efforts within the scope of specific
assignments or tasks.
2. Meets Shows ability to generate and implement innovative ideas in business areas, including products,
services, business processes, pricing, distribution, or business model. Is able to lead minor
Expectations innovation projects and contribute valuable insights to larger efforts.
Displays an advanced understanding of how to generate and implement innovative ideas in various
3. Above
business areas. Leads significant innovation projects, demonstrating creativity and strategic insight.
Average Starts to influence others' thinking and approach to innovation.
Masters the generation and implementation of innovative ideas in all business areas, including
products, services, business processes, pricing, distribution, or business model. Regarded as a
4. Distinctive thought leader in innovation, pushing the boundaries of what's possible, and influencing the broader
field. Leads high-impact innovation initiatives and fosters a culture of innovation within their sphere
of influence. Their innovative strategies consistently deliver substantial value to clients and
significantly influence industry trends.
RESOURCES: The Umbrex Library of Creativity Exercises

Problem Solving
1. Progressing Understands basic problem-solving techniques such as issue trees and hypothesis trees. Can frame
problems effectively and work toward solutions under guidance.
2. Meets Uses a range of problem-solving techniques independently and demonstrates the ability to reframe
Expectations problems creatively. Can develop clear problem statements and contribute to innovative solutions.
Exhibits adeptness at using a broad range of problem-solving techniques. Reframes problems in

3. Above
creative ways and develops clear problem statements. Leads collaborative problem-solving
Average processes that involve a range of stakeholders, fostering alignment around solutions.
Masters problem-solving, reframing problems in innovative ways, and developing insightful problem
statements that get to the heart of complex issues. Expertly uses a range of problem-solving
4. Distinctive techniques such as issue trees and hypothesis trees. Involves a wide range of stakeholders in the
problem-solving process to build robust alignment around innovative and impactful solutions.
Recognized for consistently generating innovative solutions that create substantial value and
impact. Their problem-solving acumen shapes strategies and influences industry trends.
RESOURCES: The McKinsey Approach to Problem Solving – a free Umbrex resource

Strategic Thinking
1. Progressing Demonstrates an understanding of strategic concepts. Can contribute to strategic discussions and
provide inputs when guided.
2. Meets Independently applies strategic concepts in practical situations. Participates actively in strategic
Expectations discussions and contributes meaningful insights.
Consistently applies strategic concepts to complex situations. Facilitates strategic discussions and
3. Above
brings unique insights to the table. Demonstrates foresight in anticipating potential outcomes and
Average impacts.
Masters the art of strategic thinking, skillfully applying sophisticated strategic concepts to even the
most complex situations. Leads strategic discussions and consistently provides unique, impactful
4. Distinctive insights. Exhibits remarkable foresight, anticipating potential outcomes, impacts, and opportunities
that others often miss. Their strategic thinking influences organizational direction and can shape
industry trends. Synthesizes information from diverse sources to craft strategies that are innovative
and impactful.
RESOURCES: Best Strategy Podcasts, Best Books on Management Consulting

Synthesis
Demonstrates the ability to compile and summarize information from a few straightforward sources.
1. Progressing Can generate simple summaries or briefs. Struggles when faced with more complex or contradictory
information.
2. Meets Regularly synthesizes information from a variety of sources, including those that may contain
complex or contradictory data. Capable of identifying key insights and distilling them into clear,
Expectations concise summaries or presentations.
Displays proficiency in synthesizing complex information from diverse sources into a coherent
3. Above narrative. Identifies subtle connections and insights, consistently generating clear, insightful
Average summaries or presentations. Recognized for ability to digest complexity and provide clear direction
or advice.
Excels in the art of synthesis, skillfully distilling vast and complex information into coherent,
impactful narratives. Regularly identifies novel insights or connections that others miss. Outputs are
4. Distinctive consistently clear, insightful, and memorable, often influencing decision-making at the highest
levels. Renowned for the ability to cut through complexity and provide clear, actionable direction or
advice.
RESOURCES: The Minto Pyramid Principle, by Barbara Minto

Your assessment is complete.
Now what skill will you work to improve?
Do not prepare. Act.

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Consulting Skills Assessment

© 2023 by Umbrex Consulting LLC

First Edition Published by Umbrex, Astoria, NY

Visit our website at www.umbrex.com

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Printed in the United States of America

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Contact us: inquiry@umbrex.com

Other resources from Umbrex

These other free resources are available at: https://umbrex.com/resources/

The Umbrex Library of Creativity Exercises

The Umbrex Post-Merger Integration Playbook

The Umbrex Project Management Office Playbook

Sample Board Reporting Package

The Umbrex Library of Key Performance Indicators

The Umbrex Library of Business Processes

The McKinsey Approach to Problem Solving

Consulting Frameworks Toolkit

How to Build a Consulting Website

How to Write a Consulting Proposal

… and many more

How to use this toolkit

1. Print the assessment scorecard

6. Develop an action plan (next slide) for those three areas.

Developing an action plan

Analytics Interpersonal Skills Marketing

Finance and accounting 1 2 3 4 Emotional intelligence 1 2 3 4 Portfolio 1 2 3 4

Spreadsheet skills Empathy 1 2 3 4 Project list 1 2 3 4

Statistics 1 2 3 4 Influence Skills 1 2 3 4

Functional Knowledge 1 2 3 4 Fitness 1 2 3 4

Interviewing skills 1 2 3 4 Administration 1 2 3 4

Listening Skills 1 2 3 4 Coaching 1 2 3 4 Self-management 1 2 3 4

Demonstrates a deep understanding of economics, including more complex theories. Can

Possesses a comprehensive and detailed understanding of both foundational and advanced

Marginal Revolution University – free videos by top economics professors

Estimation and Mental Arithmetic

Finance and Accounting

Demonstrates a solid understanding of finance and accounting principles. Interprets financial

RESOURCES: Secrets of Effective Discovery Calls – Presentation by Will Bachman.

Generate Project Opportunities

RESOURCES: How To Find Clients For Your Consulting Practice

RESOURCES: How to Write a Consulting Proposal – an Umbrex resource

Creates adequately designed materials that convey necessary information. Demonstrates an

RESOURCES: Best Books on Design

Meeting Facilitation Skills

One place to start: The Umbrex Library of Icebreakers

Oral Communication Skills

Excels at oral communication, demonstrating an exceptional ability to synthesize multiple

Rehearse. Seek out opportunities to practice. This is the way.

Writing Horizontal Documents

Writing Vertical Documents

RESOURCES: Unleashed Episode 293 with Ken Cloke: Conflict Resolution

RESOURCES: Best Diversity & Inclusion Podcasts

Demonstrates a high level of emotional self-awareness and a deep understanding of others'

Emotional Intelligence: Why It Can Matter More Than IQ by Daniel Goleman

RESOURCES: The Umbrex Influence Toolkit (Publication date September 2023)

RESOURCES: Best Books on Negotiation

RESOURCES: Unleashed Episode 82 with Will Bachman: Building Relationships

RESOURCES: Umbrex Recommended Reading Across Various Industries

Has a basic understanding of administrative tasks. Understands the importance of contracts,

Highly skilled at overseeing complex, high-stakes projects, consistently delivering on time, on

RESOURCES: Umbrex Project Management Office Playbook

RESOURCES: Best Talent Management Podcasts