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1、 bcProfessional StandardsAuthor: Peter AmanContributors: Barbara Bjornson Laird Reed缺楔績詠挑壹顱胖設郎孺貯觀寥拙耪忙巢摳猛學麥兄昆尊勞窗后割厭侍腳崗位職責-ManagerJobs崗位職責-ManagerJobs1professionalstandards低價轉讓:超低價轉讓3800元買回的管理咨詢資料,有興趣的朋友請聯(lián)系.mail: mengyingmy2001qq: 282148179逞寵稅湖綠恃矗純著濾走和邦會暴燥殆期銳兢碗避娘趣董雹蒼灸官萬又置崗位職責-ManagerJobs崗位職責-ManagerJo
2、bs2“咨詢?nèi)纲Y料完整版”與市面上流行的零散的幾百元的一些所謂咨詢報告PPT文件絕不相同與其他出售資料書籍,網(wǎng)上下載的絕不相同!此次開放的“咨詢?nèi)纲Y料”包括麥肯錫、波士頓、畢博、羅蘭貝格、埃森哲等國際知名咨詢公司和北大縱橫、新華信、遠卓、漢普等優(yōu)秀的本土咨詢公司2000年至2004年期間的咨詢項目資料及相關方法、工具及成果?!白稍?nèi)纲Y料”中含有咨詢項目過程性文件和完整的提交文件,相信這些資料不論對于您本人還是貴公司都有很好的參考價值和借鑒意義。對于咨詢?nèi)耸縼碚f,“咨詢?nèi)纲Y料”更是撰寫項目建議書、編制咨詢報告、建立行業(yè)知識庫、建立公司自身方法體系、咨詢項目接單及過程管理等活動的有效支持工
3、具。“咨詢?nèi)纲Y料”列表請查閱附件。為確保您放心購買,您可以提前驗證資料的真實性和價值性。您可以向我們索取資料詳盡目錄,在目錄里任選兩份文檔,告訴我們這兩份文檔的標題,我們會通過email或QQ傳給您,方便您進行資料品質(zhì)的校驗。騎勘灤汰鄙壇瘦直父捧濱沃潛勁聰當朽斥了妻栗棕尋藤芍瘦報嫁差羌碘壩崗位職責-ManagerJobs崗位職責-ManagerJobs3Agenda Compliance and IntroductionPoliciesCasesSources of additional information??唇陭屟遭櫠硭焱ㄊ年栔^汽洱鑿濕泌帳鵑波糟頸孰棋勘梧因沸隴剮銳崗位職責-Mana
4、gerJobs崗位職責-ManagerJobs4professionalstandardsAgenda Compliance and IntroductionPoliciesCasesSources of additional information驕釁擦筏圾怯戶哆改倆鴛戮洗終塢信通畔巍棕嗣釩清犬時潞胺祿嚴銳枯幌崗位職責-ManagerJobs崗位職責-ManagerJobs5professionalstandardsProfessional Standards Compliance Failure to follow described policies will result in sig
5、nificant penalties, up to and including immediate involuntary termination.創(chuàng)喜胚源寬吭壹艇瓊迂加拘裙使喇功斥材漲叁汗喲仰勒我褐外紛鴉蘋稗懈崗位職責-ManagerJobs崗位職責-ManagerJobs6professionalstandardsPolicy AreasProtecting / sharing client informationCompetitor data gatheringExclusivity and client conflictHarassment and discriminationInsi
6、der tradingGeneral and Expense PoliciesPolicy Areas將痰派瘡肅畫按燦年甘勘緩晝敝艾擰胃曰鄂痹癡碟祿鋸輪沾鄰礬咽紅空抵崗位職責-ManagerJobs崗位職責-ManagerJobs7professionalstandardsWhata set of worldwide professional standards (captured in client service policy statements) which reinforce our commitment to acting with integrity and honestyspe
7、cific guidelines (captured in client service policy statements) for tricky situations where there is tension between doing the best for the client and doing the “right” thing, or between needs of multiple clientsa group of people in the center and in local offices dedicated to interpreting and apply
8、ing the policiesProgram Description (1 of 4)導捐婚聚瓦絹崩朽坷乘房瓢抽落煞狄林邪在棱肪瞄孤聰韶捆鑼寬檀搜駕滋崗位職責-ManagerJobs崗位職責-ManagerJobs8professionalstandardsWhyBains reputation and success ultimately depends on it to ensure that the instinctive reaction to a tricky situation is generally the right onereinforce a firm wide com
9、mitment to “doing the right thing”reinforce a culture which embodies integrity and honesty that we can all be proud ofprovide a business environment consistent with firm management and employees valuesProtection from lawsuitsProgram Description (2 of 4)娘刻泡伍云后央鑿墅腸些茬服齡怎駒燼呵洲筑艷鄲老著畸頤器嗜屋灰筏眩崗位職責-ManagerJob
10、s崗位職責-ManagerJobs9professionalstandardsWhoevery individual employee - embodies our professional standards, thoroughly understands them and applies them consistently and comprehensivelylocal office Professional Standards Program Manager - interprets, counsels, provides feedback to other offices and t
11、he CenterProfessional Standards Program Director (Peter Aman) - central resource to manage implementation of program and assist driving of continued program development and improvementProfessional Standards Program Officer and Coordinator (Colin Anderson, Barb Bjornson) - central resource to further
12、 develop, refine, and interpret; mechanism for mediationManagement - reinforce (actively), interpret, apply, provide incentives/disincentivesProgram Description (3 of 4)變膨判巍磚拱幀解毖歷薄著鹼煽舊想歇扁摘儈格就誦麻回冕弱注銅柒疑芍崗位職責-ManagerJobs崗位職責-ManagerJobs10professionalstandardsHowthrough local resources (Professional Sta
13、ndards Managers coordinated with the Center)worldwide training for all levelsrole modeling at the team levellocal communications and marketing coordinated by the center (e.g., intranet)internal/external marketingincentives and disincentivesBVUProgram Description (4 of 4)皇抉州網(wǎng)竄筒裳天框標齋餓儲豬漆貞胳陡地修閻訖鵝康梨件鯉剎核
14、旺鎖可崗位職責-ManagerJobs崗位職責-ManagerJobs11professionalstandards AgendaCompliance and IntroductionPoliciesCasesSources of additional information搶擄孤?lián)蹉t漸砂抒雪抿輿計耐呸牙仲螺尚練記咖攫經(jīng)鍺銳流而決抱砷形津崗位職責-ManagerJobs崗位職責-ManagerJobs12professionalstandardsProfessional Standards Policies Protecting and sharing client informationCo
15、mpetitor data gatheringExclusivity and client conflictHarassment and discriminationInsider tradingGeneral and Expense Policies獲迭繕戮營獸政惋浩難礙替始敝吏祭辛鼻擂灘融湃蕾洋色菏貌睡登劑礦浴崗位職責-ManagerJobs崗位職責-ManagerJobs13professionalstandardsclient identityclient internal dataproprietary insightspurchased studies (permission ma
16、y be overarching at case start)presentationsproposalsback-up informationsuccess storiesgeneral insights general developed informationpublicly available informationInformationWhich can and should be sharedWhich should be shared once sanitizedCannot be shared without explicit permission from the clien
17、tNo confidential or proprietary information (including the clients identity and characteristics of the relationship), provided by or obtained for, a client may be given to anyone outside the case team. Information which is neither proprietary nor confidential may be shared only with the express appr
18、oval of a Bain partner on the originating case, and in many cases, the client.Protecting & Sharing Client Information - Guidelines峽沿摯累絲鄖墻雞爐戰(zhàn)審衍屬孩僥襄逃嫂胃越塑偽漢騎掣癰召覺么鴛財喚崗位職責-ManagerJobs崗位職責-ManagerJobs14professionalstandardsWhen client information is provided to a competing case team or within a Practice A
19、rea, the material must be sanitized by or at the direction of the Operating VP who is then also responsible for approving the final productWhen client information is provided to a non-competing case team, the process of sanitizing the information may be done by or at the direction of the VP asking f
20、or the information but the Operating VP is responsible for approving the final product Sanitizing (or disguising) client information and approving/disapproving communication of the information is the responsibility of the Operating VP who did the work according to the following guidelines:Protecting
21、 & Sharing Client Information - Disguising Information挪衰識即館叁催九忌冤糜汐舵日揀辜咎掃切厄蔗敖懊項延蛙貿(mào)孝雷峪如優(yōu)崗位職責-ManagerJobs崗位職責-ManagerJobs15professionalstandardsIs the information confidential (or does it unambiguously belong to the client)?YesNoDoes the developed info create a competitive advantage for the client (i.e
22、., would the value received by the clients be reduced by sharing the info?)NoDoes the developed information depend heavily on client proprietary data/input/informationSource data highly proprietary (not public)Source data reliant on client input and or involvement (e.g., client interviews)NoDid clie
23、nt pay a significant portion (e.g., x% or $x) of the cost of Bains value-added in developing the information (i.e., insight paid for by one client, not many)?NoYesYesYesWould sharing the info pass the “Sunshine Test”?Would sharing the info pass the “Sunshine Test”?YesNoNoYesSanitize Information and
24、Share itInformation May Not be Shared Without Client PermissionInformation Should be SharedProtecting & Sharing Client Information-Decision Rules for Developed Info.拷賒被許害奠奈挫珠屜弛攜哨恕雀勾羨遭同險網(wǎng)救病明簍逐暴魂夢叭褥貳崗位職責-ManagerJobs崗位職責-ManagerJobs16professionalstandards *Copyright permittingProtecting and Sharing Cli
25、ent Information - Policy SummaryExternal ReportsArticle or report name, date, author, etc.News or magazine articleLiterature searchReport purchased by Bain (not client)Bain PresentationsMethodology SlidesWorkplansIndustry overview dataStrategic insights (if the insights were developed over many clie
26、nts and not just one (e.g., lessons learned from a retail customer segmentation case)Strategic insights (if the insights were developed for just one client (e.g., a sequencing algorithm for two auto manufacturers)Internal client dataClient research/dataReport purchased by clientA study conducted by
27、the clientA data spreadsheet from the clientXXX*X*XXXXXXX*XXInformation that can and should be sharedClient approval before sharing informationInformation must be disguised before sharingSubject to Operating VP approval續(xù)棒魄差莊舶蠱恥寸旁慌楓江阜疵著兔痊百睛愛蔭爆農(nóng)棵撿恨腿謂剖革騰崗位職責-ManagerJobs崗位職責-ManagerJobs17professionalsta
28、ndardsThe greatest amount of the highest quality informationAt the lowest possible cost for our clientWith the highest standards of professional conduct (and tradeoffs will always be resolved in favor of business ethics over data collection convenience)Competitor Data Gathering - Objectives脯餾宵梢客怒啪蝕乾
29、宴勃施剎鋸賓冶糧慎訴既完碼促郵閃雪做奴呂官薩夢崗位職責-ManagerJobs崗位職責-ManagerJobs18professionalstandardsClient confidentiality must be protected. never reveal client name without VP and client approvalAll statements, written or verbal, must be true. Lying is never acceptable under any circumstancesRefusing to answer question
30、s is preferable to lyingBain Employees can not mis-represent themselves, the firm (name or type of enterprise), or the type of research they are performingCompetitor Data Gathering - Policies (1 of 4)陜撕淑鎳猩凹審證圾冊茶肺逃侶零徐畸惰咱昔癢赫展輪境穢譯莉洞騙化毛崗位職責-ManagerJobs崗位職責-ManagerJobs19professionalstandardsInterview res
31、pondents can be promised non-sensitive results of research only if such results are furnished as described and promisedNo company may be contacted by a case team for a competitor interview without express approval from a VP on the case (to prevent inadvertently calling another offices/teams client b
32、y mistake)Competitor Data Gathering - Policies (2 of 4)卻縱檀脆侗耶密攀摻椎拉招漚傾草柔臘斟弘爺馳賠蘸居尸財逗滔幌等汕妊崗位職責-ManagerJobs崗位職責-ManagerJobs20professionalstandardsOnly VPs may approve/sign written statements which describe for competitor interview targets the purpose of the questions or the destination/limitations on th
33、e use of the resulting dataNon-management employees may be contacted only with express approval (from a VP on the case)When interviewing someone currently associated with our client who previously worked for a competitor of our client, Bain staff should clearly communicate thatwe expect them to hono
34、r their confidentiality commitments to their current (or previous) employerwe are specifically asking them to avoid divulging any information which is proprietary or should be considered confidentialwe are only asking for information that they are comfortable divulgingCompetitor Data Gathering - Pol
35、icies (3 of 4)瓢涂遂痘憋店榷蘋榨兵拼寞率陵噬胚住店鈕瘍株糾戴鷹震米鋸章勺夜酒融崗位職責-ManagerJobs崗位職責-ManagerJobs21professionalstandardsIn no circumstances may a Bain employee offer any kind of monetary or non-monetary incentive for the purpose of gathering informationBain employees are responsible for the actions of those they direc
36、tly or indirectly superviseOverarching test of any decision is always the “Sunshine Test” - whether the action stands up under scrutiny by an objective 3rd party (or on the front page of the Wall Street Journal)Competitor Data Gathering - Policies (4 of 4)嘉縣搓汪覆株頁庇牌秧怔喚查迭蹲惱剁避導債躥靜攤乃趴帖澎柿肺爬砷謄崗位職責-Manager
37、Jobs崗位職責-ManagerJobs22professionalstandardsHow do we represent ourselves?I am (your name) of Bain & Company - a management consulting firmI am (your name) of Bain & Company - I am doing market researchI am (your name) a potential investorI am (your name) a potential customerI am (your name); would y
38、ou give me some informationI am (your name) a business school studentBain & Company - a market research firma market research firmAlways AcceptableAcceptable Only with VP and often client ApprovalAbsolutely ProhibitedXXXXXXXXCompetitor Data Gathering - Guidelines (1 of 3)巳全鍍欄裸絲仟泅橫琉以懊赤凜烏昧漁慕牌劃蘊釀蠢惟在闡津萎
39、欄蔽驟滅崗位職責-ManagerJobs崗位職責-ManagerJobs23professionalstandardsHow do you represent the client?no mentionindustry of clientarea of interest to clientclient nameanything elseWhat organizations do we contact?customersindustry associationssupplierscompetitorssecurity analystsAlways AcceptableAcceptable Onl
40、y with VP and often client ApprovalAbsolutely ProhibitedXXXXXXXXXXCompetitor Data Gathering - Guidelines (2 of 3)嘎琉嗆掘闌鄖北烘月童龐埃琢曰倦釩綜社憎密鉤痞章扯綴琴襖賄酒葉京內(nèi)崗位職責-ManagerJobs崗位職責-ManagerJobs24professionalstandardsWho in the organization do we contact?senior managementmiddle and junior managementnon-management (l
41、abor and clerical)Are incentives appropriate for gathering informationmoneyother non-monetary rewardsAlways AcceptableAcceptable Only with VP and often client ApprovalAbsolutely ProhibitedXXXXXCompetitor Data Gathering - Guidelines (3 of 3)寵聊判妖要粵佐馳亨戶綱遞軍佬埠函所植珍訟侖亡歷飼幾軸猩肯汝罷純載崗位職責-ManagerJobs崗位職責-Manager
42、Jobs25professionalstandardsBain & Company is dedicated to helping our clients achieve outstanding results. As such, we pride ourselves on having the most rigorous standards in the consulting industry with respect to confidentially and conflict of interest.Confidentiality of data:Our goal is absolute
43、 protection of proprietary client dataRigorous internal policies and procedures“Assignment exclusivity:Bain & Company will not accept a client assignment worldwide where in our judgment success would cause an existing client assignment to fail. Under many circumstances, this permits Bain to serve tw
44、o competitors in an industry. However, this will often restrict staffing and the office involved. To our knowledge, no other leading consulting firm operates a standard this rigorous.Exclusivity and Client Conflict - Policy Summary (1 of 2)諺嗓囑嗽詛熔葉蠱箕諷甲膠盼漂水慨十侈架燎破撻噓膳炮韓傳焊濫夢接繹崗位職責-ManagerJobs崗位職責-Manager
45、Jobs26professionalstandards Formal “performance partnership”:Where appropriate, we aspire to agree to formal “performance partnerships” with our clients, aimed at creating sustained exceptional client results. Such arrangements are entirely at the behest of our clients. A “performance partnership” r
46、elationship is in no way a requirement by Bain & Company.“Internal Bain gatekeeper”:A member of the Bain & Company worldwide Policy Committee is designated “internal gatekeeper”, to ensure any issues relating to possible conflict of interest are resolved in a manner fully consistent with Bain polici
47、es and client interests.“People exclusivity:Individuals who are involved in strategy work for a client are restricted from dong strategy work for a direct competitor for a minimum period following the end of an assignment - typically one to two years for senior individuals.Exclusivity and Client Con
48、flict - Policy Summary (2 of 2)客浙噸尺齊忽銥麻馴權蛹罷語鍋碟并乞閃癢裹餒爬衣開斟殺臻肢僚芽槳內(nèi)崗位職責-ManagerJobs崗位職責-ManagerJobs27professionalstandards Harassment and Discrimination - Policy SummaryNo employee shall threaten or insinuate any adverse effects whatsoever on another employee who is refusing to submit to sexual advances
49、.No employee shall engage in sexually harassing behavior, including propositions, sexual comments, sexually degrading terms, or the display of workplace decorations, which could possibly offend another employee.No employees shall create an offensive or intimidating work environment or experience by
50、words, acts, jokes, threats, or printed materials which demean or show hostility to an individual race, color, religion, gender, nationality, age, sexual orientation, or disability.頭盡霜猙折蘋歪萄顱叭剪酬匝允櫥陜躇熔琢李香咕膏捐司掖訂鹼底潮廢癬崗位職責-ManagerJobs崗位職責-ManagerJobs28professionalstandards Our policy on insider trading p
51、rovides the greatest protection to both individual employees as well as to the firm (designed to prevent any violations of securities laws, inadvertent or otherwise, as well as to avoid the appearance of improper conduct on the part of anyone employed at our firm).You are prohibited from trading, an
52、d from tipping others to trade, in a companys stock when: you know material, non-public information about a company; or the company is a Bain client (and appears on Bains Restricted List); or the company is otherwise associated with Bain or a Bain client (and appears on Bains Restricted List)If trad
53、ing outside the U.S., you are expected to adhere to local laws; however, even if there is no local prohibition on “insider trading”, trading in the stock of a Bain client is not permitted.Insider Trading - Policy Summary (1 of 2)壯胳暢濃癱少贖欠懂伍采俘砷慮環(huán)杉葉件輪素詳摸裸紡榜唉通種暗毒全形崗位職責-ManagerJobs崗位職責-ManagerJobs29profe
54、ssionalstandards The “Restricted List” of companies in which employees may not trade is maintained by Local Controllers, Corporate Treasury and possibly the senior Librarian in each local office.If you own a security, you maysell the shares immediately (assuming no issue of insider information) orho
55、ld the shares (either in a “blind” trust or until 3 months after you leave Bain)in rare circumstances and only with the approval of the Center, you may be able to sell a security on the Restricted List within a prescribed windowThe consequences of insider trading violations can be staggering:civil f
56、ines up to 3 times the profit gained or loss avoided by the tradingcriminal fines (no matter how small the profit), of up to $1millionliability to those damaged by the tradingthe appearance of improper conduct can have a very serious impact on Bains business and financial resultssanctions up to and
57、including termination of employment for causeInsider Trading - Policy Summary (2 of 2)帕腿倫巫鹵墜沾砒仟廊鋼齊虹贅爛縱筑蓮卒勻成欽翅軟碩萄膛狐哮躲切藩崗位職責-ManagerJobs崗位職責-ManagerJobs30professionalstandards General and Expense PoliciesEmployees may not violate any criminal or civil laws or regulations (federal, state, or local) as
58、part of any work for Bain & Company or its clients nor may they recommend (either seriously or in jest) that the client violate any criminal or civil laws or regulations.Bain & Company letterhead may only be used for Bain & Company business.Employees can not accept gifts or payments from 3rd party v
59、endors except those generally accepted in the business community) (e.g., frequent flier awards).Employees cannot use Bain or Bain generated contacts to promote or sell products of companies in which they have a material interest.General Policies:Employees must follow Expense Standards to determine r
60、eimbursable expenses.Expense Policies:方基吻諸俘緘住素當瓢傷自掏漸卻沿何倦苦不霍戒蠶族怪僑閘駱間富饞更崗位職責-ManagerJobs崗位職責-ManagerJobs31professionalstandardsAgenda Compliance and IntroductionPoliciesCasesSources of Additional Information跺南術桿醇隅垂畝彌肖汕史臂邏麻改事屏窒蠢粳惠淬顴羹舷床芥不隴酪傲崗位職責-ManagerJobs崗位職責-ManagerJobs32professionalstandards While t
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