WHAT DOES AN EDUCATION CONSULTANT DO?
Published: Dec 24, 2024 - The Education Consultant provides planning and organizational support to identify tasks, develop timelines, and efficiently manage design processes, including stakeholder mapping and trend analysis of relevant programs. This position assists in preparing workshops, field visits, and consultations with key stakeholders such as USAID, ADB, and other agencies while conducting mandatory gender, environment, and climate risk analyses. Counsel international students, assist with admissions and visa requirements, and develop a wide network through effective marketing strategies to meet KPIs for course enrollment and service fees.
A Review of Professional Skills and Functions for Education Consultant
1. Education Consultant Duties
- Customer Onboarding: Ensure the onboarding of new accounts in the territory.
- Relationship Management: Establish relationships with assigned customers, assist them with issues, and be available to them continuously with a positive and customer-focused attitude.
- Proactive Strategy: Maintain a proactive strategy with assigned customers.
- Platform Expertise: Be an expert on the platform and educate clients on the use and benefits of services.
- KPI Management: Establish project success KPIs in both Crehana's indicators and the client's own KPIs.
- Customer Success: Ensure customer success.
- KPI Compliance: Ensure compliance with KPIs set by each project to ensure satisfaction and repurchase.
- Client Value: Work with clients to ensure they effectively leverage and find value in services.
- Team Collaboration: Work closely with sales, support, billing, and other technical teams to ensure an exceptional customer experience and address any issues that may arise.
- Process Improvement: Develop and share best practices with team members to continuously improve the quality, effectiveness, and efficiency of processes.
- Time Management: Efficiently manage time to focus on essential activities to ensure customer satisfaction.
- Customer Advocacy: Be the voice of customers within the organization.
- Feedback Collection: Be an advocate for the customer while collecting key improvement feedback and reporting requests to the B2B Product team.
- Revenue Growth: Drive upgrade revenue through increased product adoption and platform usage.
- Team Liaison: Be the Liaison within the Crehana ecosystem.
- Cross-functional Coordination: Coordinate tasks with all teams that impact customers.
- Curriculum Feedback: Alignment with the Education team to bring feedback from B2B for the creation of upcoming courses to be developed by China.
- Product Collaboration: Work hand in hand with Product to assist in Crehana’s Enterprise product roadmap.
2. Education Consultant Details
- Activity Coordination: Participate as a coordinating member of the core activity design team and support the Education Office team member who will be appointed as the Activity Planner.
- Work Planning: Create a work plan for the period of performance that aligns with the milestones already approved in the Design Planning Document for this activity.
- Documentation Management: Assist the design team in maintaining documentation of all design team and stakeholder meetings, decisions, and key deliverables produced during the period of performance.
- Written Communication: Draft and/or maintain written communications regarding activity design, as requested, that may engage other offices of the USAID/Uzbekistan Mission, USAID/Washington, the Government of Uzbekistan, or other stakeholders.
- Logistics Coordination: Assist in logistics and coordination of meetings with internal and external stakeholders, as requested.
- Problem Analysis: Facilitate and implement tasks associated with the broader problem analysis, including assembling background information, research, and other materials, conducting a literature review and consultations.
- Additional Analysis: Conduct additional analysis, if deemed appropriate (e.g., a modified Literacy Landscape Assessment).
- Theory of Change: Support the development of a theory of change.
- Document Quality Control: In collaboration with the core and extended design team, lead the drafting, editing, and general quality control of activity design documents, including the Activity Description and Cost Estimate and Selection of Instrument memo.
- Participant Enrollment: Conduct participant enrollment and education meetings for assigned client group.
- Presentation Materials: Prepare presentation materials, be familiar with mutual fund performance, and be knowledgeable of the defined contribution industry.
- Retirement Planning: Conduct one-on-one individual retirement planning meetings with plan participants.
- Client Relationship: Act as part of a client relationship team to deliver retirement plan services to ARB clients.
- Communication Management: Maintain excellent and timely communication among all involved members of the service team.
- Education Plan Development: Collaborate with the Relationship Manager to create, present, and execute plan-specific education plans for large clients.
- Education Materials Improvement: Work with ARB education team to develop and improve education materials for plan sponsors and participants.
3. Education Consultant Responsibilities
- Task Management: Provide planning and organizational support to help identify tasks, develop timelines, and otherwise efficiently manage the design processes.
- Root Problem Analysis: Use the team’s initial conceptual analysis, develop a detailed “root problem” analysis, and review the full range of options for effectively addressing the identified problems.
- Workshop and Field Visit Planning: Develop, prepare, and participate in workshops and field visits needed for the activity plan and design, e.g., a theory of change/logic model.
- Stakeholder Mapping: Conduct mapping exercises of key and relevant stakeholders’ programs, funding, and geographic dispersions.
- Trend Analysis: Produce trend and pattern analysis based on indicator data of USAID Bangladesh’s PMP, Performance Plan and Report (PPR) and other key stakeholders including the Government of Bangladesh’s relevant programs.
- Document Review: Review Situational Analysis and other documents related to higher secondary education programming.
- Concept Paper Drafting: Draft concept paper, make revisions, and share with the design team for inputs and comments.
- Stakeholder Consultations: Conduct in-person or virtual consultations with Donors and other relevant stakeholders CAMPE (Campaign for Popular Education), ADB (Asian Development Bank), World Bank, FCDO (formerly DFID) and relevant UN agencies.
- Concept Note Finalization: Collaborate with USAID/Bangladesh activity Design team, Program Office and Development Objective lead to finalize the concept note.
- Mandatory Analysis: Conduct and assist in the completion of at least two mandatory analyses (gender, environment, or climate risk).
- Program Description Writing: Write the program description in consultation with the design team.
- International Student Counseling: Counsel international students and assist in admission to universities and colleges, while maintaining student visa requirements.
- CRM Management: Create and maintain client information in the company's CRM system.
- Lead Generation: Develop a wide network of students and generate leads through different marketing/promotion strategies implementation.
- Content Creation: Create content and participate in marketing activities via social media to engage and build a prospective client base.
- Sales KPI Achievement: Meet monthly KPIs through sales via course enrollment and service fees.
4. Education Consultant Job Summary
- Client Meetings: Meeting with potential/existing clients for independent school applications, university applications, etc.
- Consultation Management: Initiating consultation and following up within the entire education planning process.
- Application Process Management: Conducting applications according to the corresponding process.
- Client Communication: Responding to client inquiries, issues, and requests for information.
- Relationship Management: Maintaining a good relationship with customers.
- Communication with Stakeholders: Communicating with teachers and students/parents according to needs.
- Recruitment Process Management: Manage the recruiting processes for checking students' suitability for recruitment to the learning centre.
- Parent Communication: Consultant to contact students' parents overseas/locally for confirmation and documents.
- Consultant Review & Training: Conduct regular reviews and appraisals for other consultants, and give the appropriate training and advice to newly recruited Consultants.
- Database Management: Ensure the Inspiration Learning Hub database accurately reflects the correct recruitment of students and ensures data integrity.
- Student Selection: Seek, select and choose students for appropriate consultations and tend to concerns.
- Talent Pool Interviewing: Learn to interview future coordinators from talent pools & hiring trends.
- Interview Conducting: Learn to conduct interviews with students' parents and potential students via Zoom or other proper platforms.
- Salary Reviews: Conduct salary reviews for new coordinators, including bonus allocations.
- Curriculum Development: Learn to develop an education curriculum.
5. Education Consultant Accountabilities
- Project Participation: Participate in project planning and project management activities.
- Data Analysis: Analyze client data to identify interesting patterns and trends and to discern causal relationships.
- Client Interviews and Focus Groups: Prepare for and conduct client interviews and focus groups with senior leadership, staff, and other stakeholders, conduct classroom observations, and review related student Individualized Education Program (IEP) files.
- Meeting Facilitation: Facilitate client meetings effectively to ensure clear objectives and outcomes.
- Findings Development: Develop findings that are well-supported through analysis of data and/or a gap in meeting an expected standard.
- Business Process Analysis: Analyze business functions to identify process inefficiencies.
- Process Mapping: Develop process maps using Microsoft Visio to illustrate process inefficiencies and recommendations for improvement.
- Recommendation Formulation: Formulate recommendations that are thoughtful, impactful, and actionable.
- Report Writing: Write reports that are well-organized, well-documented (usually with data tables and graphics), and effectively communicate the results of Gibson’s work.
- Presentation Development: Develop PowerPoint presentations and present the results of Gibson’s work to various audiences.
- Consulting Tool Improvement: Contribute to the Firm’s ongoing efforts to continuously improve its consulting tools, templates, and other resources.
- Proposal Contribution: Contribute to the proposal process through the development of project scopes of work, work plans, and budgets.
- Business Development: Participate in other business development activities, such as oral presentations, conferences, or the development of other work products to disseminate information about Gibson and its services.
- Professional Development: Seek out and participate in professional development and growth opportunities to further individual knowledge base and skill sets.
- Knowledge Sharing: Contribute to the firm’s collective knowledge base by sharing relevant information across Gibson’s practice areas.