Student Consulting:

Week 1 - Introduction to Consulting

About The Consulting Course

The Consulting Course serves as a structured roadmap for student consultants as they progress through every stage of the UPBI consulting process. Across 13 weeks, this resource hub provides weekly modules that blend theory, real-world practice, and client engagement strategies. Each week builds on the last—helping students understand entrepreneurship, develop business models, refine operations, and strengthen their client relationships.

These interactive sections include downloadable materials, presentations, and videos designed to guide you step by step through business planning, financial modeling, marketing strategy, and mentoring fundamentals.

Explore each week’s page to access tailored resources, learn core consulting principles, and apply them directly to your client projects.

Essential Consulting Resources

Intro to Consulting

Learn the fundamentals of consulting — understanding client needs, building trust, and defining your role in the consulting process.

Classic Article on Process Consulting

A foundational reading explaining the principles, mindset, and ethics behind effective process consulting.

UPBI – Overview

A concise introduction to the UPBI model, its objectives, and its role in community-based entrepreneurship.

Poverty and UPBI – Consulting
Course

An overview of how consulting tools are applied to poverty alleviation through the UPBI framework.

Consulting and Development – First Client

A practical guide to working with your first client, from expectations setting to early-stage delivery.

Process Consulting

A step-by-step introduction to diagnosing problems, facilitating change, and advising clients without dependency.

Tracking Metrics – Activity Steps
(Step 1)

A practical worksheet for defining, tracking, and evaluating key business and client activity metrics.

Visual Learning Hub