Instructor for this course
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Do you talk strategy with your clients? Why not?

This course gives you the keys to developing your ability to advise your clients, internal or external, on their business strategies. Instructor Blair Cook discusses strategic management principles in a practical context for small- and medium-sized business application, and focus on the essentials you need to know to participate, facilitate, and converse with your clients about their strategy. This is an outstanding opportunity to further add value to your client relationship.

We cover:

  • How to assess your client's current and future strategy
  • Strategy development
  • Performance management

You learn to gather information, analyze data, and provide value-added advice to your clients. You also receive a turnkey strategic management toolkit that you can put to use right away with your clients, including the 20 key questions that all good strategies need to address.

Learning Objectives

  • Recognize elements of your expertise that enable your client's strategic management process
  • Define elements of a good strategic planning process
  • Identify how to advise your clients on developing and executing strategy
Last updated/reviewed: October 24, 2017

18 Reviews (56 ratings)Reviews

4
Member's Profile
Good overview of strategy. Very basic, but still useful. It's nitpicking, but the instructor is a little difficult to listen to. I think he's trying to be enthusiastic, but it comes off as almost yelling the whole time and is rather annoying. While a lot of discussion of very basic strategy concepts were discussed, there wasn't much on how to convince clients to hire us as strategy consultants.
4
Anonymous Author
I worked for a company which said they had a strategic plan but then showed in many ways that they did not (through their seat of the pant decisions that were constantly moving them in many different directions - many of which did not work well together). Too bad they did not have a good strategic advisor working with them.
5
Member's Profile
This course has been an eye opener to me and it will enable my firm to start offering value added services to our clients. In this new age offering only traditional services such as accounting, bookkeeping and tax services might not be enough and might be the reason why small firms struggle.
5
Member's Profile
I was able to follow along with the presenter and scroll through the slides at the same time which reinforced the learning of the information rich content. This is a great deal of very useful material that I can apply daily!
5
Member's Profile
Mr. Cook has done it again. An outstanding, non-intimidating overview of the entire strategic planning process in a well-structured 90 minute presentation.
5
Member's Profile
Very helpful - would like to see more trainings on how strategic thinkers with CPA background can add value to their organizations.
4
Anonymous Author
Fairly general and high level, but a good refresher course on SWOT/BCG Matrix/Porter's 5 forces, etc
4
Anonymous Author
I do not work in the Financial Industry yet this information was very relevant to me.
5
Member's Profile
Great course on strategic planning with a really useful and practical 2 page tool.
4
Member's Profile
The course reinforced the need to write down and communicate strategic plans
5
Member's Profile
Enjoyed the class and especially appreciate the tools and materials provided
4
Anonymous Author
These tools are very useful. I plan to apply them in my organization.
5
Anonymous Author
Excellent overview, especially good for new team members.
4
Member's Profile
Slides with lots of information, but interesting topic.
5
Member's Profile
nice review of strategic concepts
5
Anonymous Author
excellent course!
4
Member's Profile
Good thoughts
4
Anonymous Author
Good content

Prerequisites

Course Complexity: Intermediate

Prerequisite: Business experience

 

Advanced Preparation: None

 

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Understanding Strategy
  8:05What is strategy?
  7:14Mission, Vision, and Values
Assess, Develop, Manage
  7:28Current State Assessment
  10:51Strategy Development
  7:48Performance Management
CONCLUSION
  5:43Supplemental: Using the Strategic Advisory Toolkit
SUPPORTING MATERIALS
  PDFSlides: Strategic Advisory
  PDFStrategic Advisory Glossary/Index
  DOCXStrategic Advisory Toolkit
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM