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– Protection
from lawsuits
bc
BOS professionalstandards 9
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (3 of 4) • Who
– every
3
Professional Standards Agenda
• Compliance and Introduction • Policies
• Cases
• Sources of additional information
bc
BOS professionalstandards 4
Copyright© 1998 Bain & Company, Inc.
– through
local resources (Professional Standards Managers coordinated with the Center) training for all levels
– worldwide – role
modeling at the team level communications and marketing coordinated by the center (e.g., intranet) marketing
Competitor data gathering
Exclusivity and client conflict
Harassment and discrimination
Insider trading
General and Expense Policies
bc
BOS professionalstandards 7
Which can and should be shared
Which should be shared once sanitized
Cannot be shared without explicit permission from the client
– client
– general
insights – general developed information – publicly available information
bc
Professional Standards
Author: Peter Aman
Contributors: Barbara Bjornson Laird Reed
• 低价转让: • 超低价转让3800元买回的管理咨询 资料,有兴趣的朋友请联系. • mail: mengyingmy2001@ • qq: 282148179
– specific
–a
bc
BOS professionalstandards 8
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (2 of 4)
• Why
– Bain’s
reputation and success ultimately depends on it to ensure that the instinctive reaction to a tricky situation is generally the right one
• Protecting and sharing client information • Competitor data gathering • Exclusivity and client conflict
• Harassment and discrimination
• Insider trading • General and Expense Policies
• Compliance and Introduction • Policies
• Cases
• Sources of additional information
bc
BOS professionalstandards 12
Copyright© 1998 Bain & Company, Inc.
Professional Standards Professional Standards Policies
2
• • • • • • • • • • • • •
•
“咨询全案资料完整版” 与市面上流行的零散的几百元的一些所谓咨询报告PPT文件绝不相同 与其他出售资料书籍，网上下载的绝不相同! 此次开放的“咨询全案资料”包括麦肯锡、波士顿、毕博、罗兰贝格、埃森哲等 国际知名 咨询公司和北大纵横、新华信、远卓、汉普等优秀的本土咨询公司2000年至2004 年期间的咨询 项目资料及相关方法、工具及成果。 “咨询全案资料”中含有咨询项目过程性文件和完整的提交文件，相信这些资料 不论对于您本 人还是贵公司都有很好的参考价值和借鉴意义。 对于咨询人士来说，“咨询全案资料”更是撰写项目建议书、编制咨询报告、建 立行业知识库、 建立公司自身方法体系、咨询项目接单及过程管理等活动的有效支持工具。 “咨询全案资料”列表请查阅附件。 为确保您放心购买，您可以提前验证资料的真实性和价值性。您可以向我们索取 资料详尽目录， 在目录里任选两份文档，告诉我们这两份文档的标题，我们会通过email或QQ传 给您，方便您进行 资料品质的校验。
Professional Standards Agenda
• Compliance and Introduction • Policies
• Cases
• Sources of additional information
bc
BOS professionalstandards 5
Copyright© 1998 Bain & Company, Inc.
bc
BOS professionalstandards 13
Copyright© 1998 Bain & Company, Inc.
Professional Standards Protecting & Sharing Client Information - Guidelines
No confidential or proprietary information (including the client’s 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 approval of a Bain partner on the originating case, and in many cases, the client. Information
– local
– internal/external – incentives – BVU
and disincentives
bc
BOS professionalstandards 11
Copyright© 1998 Bain & Company, Inc.
Professional Standards Agenda
bc
BOS professionalstandards 6
Copyright© 1998 Bain & Company, Inc.
Professional Standards Policy Areas
Policy Areas
Protecting / sharing client information
Professional Standards Professional Standards Compliance
Failure to follow described policies will result in significant penalties, up to and including immediate involuntary termination.
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (1 of 4)
• What
–a
set of worldwide professional standards (captured in client service policy statements) which reinforce our commitment to acting with integrity and honesty 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 clients group of people in the center and in local offices dedicated to interpreting and applying the policies
individual employee - embodies our professional standards, thoroughly understands them and applies them consistently and comprehensively office Professional Standards Program Manager - interprets, counsels, provides feedback to other offices and the Center Standards Program Director (Peter Aman) - central resource to manage implementation of program and assist driving of continued program development and improvement Standards Program Officer and Coordinator (Colin Anderson, Barb Bjornson) - central resource to further develop, refine, and interpret; mechanism for mediation - reinforce (actively), interpret, apply, provide incentives/disincentives
– local
– Professional
– Professional
– Management
bc
BOS professionalstandards 10
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (4 of 4) • How
reinforce a firm wide commitment to “doing the right thing”
reinforce a culture which embodies integrity and honesty that we can all be proud of provide a business environment consistent with firm management and employees values
from lawsuits
bc
BOS professionalstandards 9
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (3 of 4) • Who
– every
3
Professional Standards Agenda
• Compliance and Introduction • Policies
• Cases
• Sources of additional information
bc
BOS professionalstandards 4
Copyright© 1998 Bain & Company, Inc.
– through
local resources (Professional Standards Managers coordinated with the Center) training for all levels
– worldwide – role
modeling at the team level communications and marketing coordinated by the center (e.g., intranet) marketing
Competitor data gathering
Exclusivity and client conflict
Harassment and discrimination
Insider trading
General and Expense Policies
bc
BOS professionalstandards 7
Which can and should be shared
Which should be shared once sanitized
Cannot be shared without explicit permission from the client
– client
– general
insights – general developed information – publicly available information
bc
Professional Standards
Author: Peter Aman
Contributors: Barbara Bjornson Laird Reed
• 低价转让: • 超低价转让3800元买回的管理咨询 资料,有兴趣的朋友请联系. • mail: mengyingmy2001@ • qq: 282148179
– specific
–a
bc
BOS professionalstandards 8
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (2 of 4)
• Why
– Bain’s
reputation and success ultimately depends on it to ensure that the instinctive reaction to a tricky situation is generally the right one
• Protecting and sharing client information • Competitor data gathering • Exclusivity and client conflict
• Harassment and discrimination
• Insider trading • General and Expense Policies
• Compliance and Introduction • Policies
• Cases
• Sources of additional information
bc
BOS professionalstandards 12
Copyright© 1998 Bain & Company, Inc.
Professional Standards Professional Standards Policies
2
• • • • • • • • • • • • •
•
“咨询全案资料完整版” 与市面上流行的零散的几百元的一些所谓咨询报告PPT文件绝不相同 与其他出售资料书籍，网上下载的绝不相同! 此次开放的“咨询全案资料”包括麦肯锡、波士顿、毕博、罗兰贝格、埃森哲等 国际知名 咨询公司和北大纵横、新华信、远卓、汉普等优秀的本土咨询公司2000年至2004 年期间的咨询 项目资料及相关方法、工具及成果。 “咨询全案资料”中含有咨询项目过程性文件和完整的提交文件，相信这些资料 不论对于您本 人还是贵公司都有很好的参考价值和借鉴意义。 对于咨询人士来说，“咨询全案资料”更是撰写项目建议书、编制咨询报告、建 立行业知识库、 建立公司自身方法体系、咨询项目接单及过程管理等活动的有效支持工具。 “咨询全案资料”列表请查阅附件。 为确保您放心购买，您可以提前验证资料的真实性和价值性。您可以向我们索取 资料详尽目录， 在目录里任选两份文档，告诉我们这两份文档的标题，我们会通过email或QQ传 给您，方便您进行 资料品质的校验。
Professional Standards Agenda
• Compliance and Introduction • Policies
• Cases
• Sources of additional information
bc
BOS professionalstandards 5
Copyright© 1998 Bain & Company, Inc.
bc
BOS professionalstandards 13
Copyright© 1998 Bain & Company, Inc.
Professional Standards Protecting & Sharing Client Information - Guidelines
No confidential or proprietary information (including the client’s 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 approval of a Bain partner on the originating case, and in many cases, the client. Information
– local
– internal/external – incentives – BVU
and disincentives
bc
BOS professionalstandards 11
Copyright© 1998 Bain & Company, Inc.
Professional Standards Agenda
bc
BOS professionalstandards 6
Copyright© 1998 Bain & Company, Inc.
Professional Standards Policy Areas
Policy Areas
Protecting / sharing client information
Professional Standards Professional Standards Compliance
Failure to follow described policies will result in significant penalties, up to and including immediate involuntary termination.
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (1 of 4)
• What
–a
set of worldwide professional standards (captured in client service policy statements) which reinforce our commitment to acting with integrity and honesty 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 clients group of people in the center and in local offices dedicated to interpreting and applying the policies
individual employee - embodies our professional standards, thoroughly understands them and applies them consistently and comprehensively office Professional Standards Program Manager - interprets, counsels, provides feedback to other offices and the Center Standards Program Director (Peter Aman) - central resource to manage implementation of program and assist driving of continued program development and improvement Standards Program Officer and Coordinator (Colin Anderson, Barb Bjornson) - central resource to further develop, refine, and interpret; mechanism for mediation - reinforce (actively), interpret, apply, provide incentives/disincentives
– local
– Professional
– Professional
– Management
bc
BOS professionalstandards 10
Copyright© 1998 Bain & Company, Inc.
Professional Standards Program Description (4 of 4) • How
reinforce a firm wide commitment to “doing the right thing”
reinforce a culture which embodies integrity and honesty that we can all be proud of provide a business environment consistent with firm management and employees values