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Strategic Goals for Consulting & Training

The document outlines objectives for securing a mid-sized project, delivering corporate training sessions, enrolling students on excursions, onboarding new clients, and placing candidates via recruitment, with specific revenue targets. It also details strategies for sales and project management, including contextual prospecting and retainer structuring, as well as approaches for corporate training delivery and feedback-driven iteration. The focus is on aligning objectives, refining training content, and generating recurring revenue.

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Patrick Ozioma
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11 views1 page

Strategic Goals for Consulting & Training

The document outlines objectives for securing a mid-sized project, delivering corporate training sessions, enrolling students on excursions, onboarding new clients, and placing candidates via recruitment, with specific revenue targets. It also details strategies for sales and project management, including contextual prospecting and retainer structuring, as well as approaches for corporate training delivery and feedback-driven iteration. The focus is on aligning objectives, refining training content, and generating recurring revenue.

Uploaded by

Patrick Ozioma
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

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Objectives
 Secure one mid-sized project (₦20 M scope → ₦1 M fee) (Consulting
Projects: 6 Ways to Close 'em, 5 Ways to Lose 'em, How to Nail Your Project
Kickoff Meeting | The Workstream - Atlassian)
 Deliver 3 corporate training sessions (₦900 K revenue) (Conversion Rate
Optimisation Certification Course in Lagos)
 Enroll 93 students on excursions (₦697 500 revenue) (Marketing Trips,
Tours, and Travel to Schools - Sprint Education, 8 Smart Marketing Strategies
For Schools | Finalsite Blog)
 Onboard 6 new educational consulting clients (₦300 K revenue) (Customer
Acquisition Strategy for EdTech - First Page Sage, 10 client acquisition
strategies that work (with examples))
 Place 2 candidates via recruitment (₂ × ₦180 K = ₦360 K) (What is the
industry average for placement agencies success rate?, 5 High Impact Tips To
Streamline Recruitment Processes)

2. Sales & Project Management


 Contextual Prospecting:
o Conduct face-to-face or virtual discovery meetings with decision-
makers to “clarify the need and want” before proposal development
(Consulting Projects: 6 Ways to Close 'em, 5 Ways to Lose 'em).
o Use kickoff best practices: distribute pre-work materials on a shared
platform and involve all stakeholders in the first meeting to align
objectives and deliverables (How to Nail Your Project Kickoff
Meeting | The Workstream - Atlassian).
 Retainer & Upsell Structuring:
o Package Phase 1 deliverables in a retainer format (e.g., monthly
governance reviews) to secure recurring revenue (2 Types of
Consulting Retainers (& How to Use Them Effectively)).

3. Corporate Training Delivery & Upsell


 Workshop Facilitation:
o Run three tailored modules (leadership, AI-driven skills, team
performance) with interactive case exercises.
 Feedback-Driven Iteration:
o Implement structured feedback loops via post-session surveys and
quick pulse checks to refine content in real time (How to Implement
Effective Employee Feedback Loops and Why?), (Effective Feedback
for Training: Importance & Best Practices).

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