Module

Service Offering Design For Professional Firms

The purpose of this advisory module is to transfer knowledge to key decision makers at the firm on abundant opportunities to create more value for clients and to capture more value for the firm.

During this seminar, attendees will be exposed to novel concepts and practical applications. Participants will gain clarity about value perceptions, and learn how to apply specific value enhancing ideas.

Seminar on Service Offering Design (SOD)

Value creation is a tricky business. Because stakeholders often perceive value differently, there is frequently a disconnect between client goals and expected value creation process.

During this interactive session, we will explore what is of value in principle. We will discuss client aims, goals, strategies and motivations, and how they are intertwined with value. We'll investigate eight generic buyer types and their typical goals. We will talk about your firm’s core competencies, ensuing service offering features, and client sought-after benefits.

Apart from value creation opportunities, we will look into value capture — how service design may facilitate professional engagement thus driving financial performance of the firm.

Given the resources already available at your firm, we will discover ways of reconfiguring service offerings in a manner that unlocks new capabilities, creates more value for clients, and captures more value for the professional-led practices.

We will walk through a 10-step framework of service offering design. As a result, participants will be better equipped with the right tools to make substantial improvements to current service lines and to create new valuable offerings from scratch.

While executive leadership of professional services firms of all sizes all over the world agrees that it is imperative to create more value for clients, — expecially nowadays, with global competition and AI impact — few leaders can clearly articulate what kind of value they refer to. It isn't just the deliverables, outcomes, or broad service offering menu that is of value to buyers. Far from it.

Inability to clearly articulate how the firm will generate and sustain competitive advantage in both talent and client markets creates exponentially increasing confusion down the chain of command.

As a result, commendable aspirations remain unrealized. To counter this predicament, firms and individual practice groups must formulate and unambigiously communicate value proposition(s) to its stakeholders.

Components of the Seminar

A half-day seminar (~4-5 hours) has two parts: presentation and diagnostics. It unfolds the following way. First, a 2-hour presentation on the topic followed by a 30-minute Q&A session. Second, facilitation of general discussion among attendees in order to assess the need and desire to proceed with the SOD workshop or any other service design initiatives. Finally, participants will be invited to make decisions about the next action steps (if any), planning, and assignment of responsibilities.

The presentation includes the following topics:

  • Value Categories — what buyers find of value in principle
  • Creating more value through service design
  • Capturing more value for the firm
  • Ten-step SOD framework

Price info

The fee is subject to the scope of work, number of participants, urgency and complexity. The $5,000 fee is for a typical half-day seminar held at your premises or during a retreat.

The purpose of this seminar is to generate awareness among top management and professionals with regard to value creation and capture, assess the necessity, feasibility, and timeliness of service design programs. Attendees will review available options investigating pros & cons.

Also available as an in-depth full-day seminar with thorough evaluation of to-be-made decisions.

Should you wish to know more about the SOD workshop itself, follow this link.

Required participation

Key decision makers in business development, sales, account management, project management, marketing roles who have a say in pricing, pitching, engagement staffing, service provision, and growing client accounts at your firm.
See topics (above) to assess who will be in a better position to make these decisions.

Typical length

4-5 hours

Availability

Typically available within 2-3 weeks.
Advance booking is possible. Please contact to inquire about a non-refundable booking fee.

Payments

Prepayment in full. No refunds (see exception below).

Refund Policy

We provide an unconditional satisfaction guarantee.
Refer to our refund policy page for more details.

Travel

Return flights from NYC, US.
Economy class. Upgrade on long-haul flights.
Additionally: per diem, transport, lodging, print-outs, presentation tools.

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