This course is now delivered online as a series of live sessions which fully meet the learning objectives of face-to-face training


Our comprehensive 3 day training programme is designed to assist insight and data professionals.


Specifically those transitioning from key account management or internal servicing roles to business partners and effective consultants.



This course goes beyond great client servicing and insight practice to cover the additional processes and consultancy skills that are vital if you are to make a valuable contribution to business success.

Drawing on extensive experience working with Big 4 consultants and operating as an independent consultant, this programme will help you to design, deliver and promote advisory services to drive real change.

Consulting requires a mix of different capabilities than the insight industry has traditionally sought and valued. No longer are technical research and analysis skills, good project management and responsive servicing enough. Our research shows that the skills required to operate at the consulting and advisory end of the market include what we call our Consulting 4Cs: Challenging Mind-set, Critical Thinking, Commercial Solutions, and Coaching Support.

The course follows a consultancy assignment based around a case study with an intensive series of exercises designed to evaluate and develop participants’ thought processes and capabilities. In addition, the course will provide access to an extensive toolkit to aid project scoping, problem diagnosis and help design and deliver suitable interventions.

Who would benefit

The programme will benefit senior research directors in agencies who operate in a Key Account or Consultant capacity as well as insight specialists operating in business partnering roles on the client side.


The core objectives of the programme are to:

  • Help you engage with the right people at the right time to co-create consulting projects that meet commercial objectives.
  • Provide diagnostic frameworks to improve situational analysis, hypothesis creation, knowledge mapping and insight synthesis techniques.
  • Provide intervention frameworks to help facilitate action and manage change.
  • Create a demand for advisory support and broader solutions, not just specific analytical or insight projects.

Learning outcomes
  • A clear understanding of the skills an advisory partner requires to carry out a business consulting project.
  • The confidence and persuasiveness needed to successfully diagnose problems and present your recommendations and interventions.
  • A clear understanding of how to build credibility through balancing expertise, commercial acumen and empathy.
  • The ability to design and deliver effective business partnering conversations and meetings.
  • The basic techniques for managing change and the ability to recognise, understand and respond to concerns.


Caroline Florence is the founder of Insight Narrator, an independent training and coaching consultancy that helps professionals working with research and data increase the impact of what they do. Caroline is passionate about turning evidence based insights into commercially relevant stories that drive engagement with ideas, influence decision making, inspire others and improve results.

Prior to establishing Insight Narrator in 2012, Caroline spent 15 years working in market research, competitor intelligence and data analytics roles on the both supplier and client side, with companies as diverse as Masterfoods, Mitchells & Butlers and the Royal Mail Group. Whilst at Royal Mail, Caroline was responsible for establishing and leading a new team in the marketing services function to deliver market measurement models, econometrics, competitor intelligence, pricing and segmentation models to the business.

In her senior agency side role for Synovate/ Ipsos, Caroline held various leadership positions in both the UK and Australia and was responsible for motivating and coaching large teams of researchers and analysts to perform at their best and deliver real insights to clients across multiple sectors.

Day 1:  Advisory relationships and partnership ways of working

9.30 – 10.30:   Advisor models, structures and ways of working

11.00 – 12.00: Creating additional value beyond good insight practice

14.00 - 15.00:  Transitioning the relationship from need-based to business partners

15.30 - 16.30:  Building action plans, Q&A and assignment setting for the course


Day 2:  Consulting toolkits

9.30 – 10.30:   Curating existing knowledge into thought leadership

11.00 – 12.00: Critical thinking and synthesis skills for insight sense-making

14.00 - 15.00:  Commercial assessment of insight recommendations

15.30 - 16.30:  Constructively dealing with difference, contradiction and challenge


Day 3:  Interventions and activation

9.30 – 10.30:   Influencing stakeholders responses using behavioural techniques

11.00 – 12.00: Facilitating others using deliberative techniques

14.00 - 15.00:  Gamifying the insight communication process

15.30 - 16.30:  Finalising action plans and Q&A

Additional Information

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