Designing Your Professional Services

It takes special skills, and a special mindset to be a successful business consultant.  If you have decided to set yourself us as a consultant—or you are working with an established or start-up consulting group ready to expand your consulting practice, you can benefit from having a behind-the-scenes mentor and colleague on your team.

My work in an industry-specialized firm with 8-15 consultants and as an independent consultant working solo or partnering with other independents for larger projects has given me a broad range of valuable consulting skills and expertise that I can share with newer and aspiring consultants.

I will help you focus on defining your specific consulting niche and determining exactly how you can best develop your professional practice, so you focus on your ideal clients and consistently add value to each phase of your consulting engagements.

When you are ready to get the word out that you are serious about partnering with your clients to add your experience and expertise to their business-building and problem-solving arsenal, I can mentor you, mastermind your approach, and give you  ongoing coaching to maximize your consulting effectiveness.

Proposal Development and Contracting

  • Uncover potential client needs, agree upon client objectives, and schedule time to review a consulting proposal
  • Devise an approach to solving client dilemmas with specific steps to cover necessary fact finding, analysis, options development, and recommendations
  • Estimate project scope—timing, staffing, schedule, fees and expenses
  • Draft proposal and meet with prospective client to review, clarify, and revise draft assumptions
  • Revise proposal and meet with prospect to firm up details
  • Submit contract describing consulting engagement and assumptions and responsibilities of both client and consultant
  • Negotiate and sign final contract, and schedule start date

Conducting the Work

  • “Kick-off” meeting to introduce client and consultant teams, describe engagement objectives and approach, and enlist involvement in specific activities and phases of project
  • Begin work! Refer continually to the contract and agreed-upon approach to ensure quality control and client satisfaction
  • Assemble data and information, conduct interviews, meet with client managers, task forces/project teams
  • Develop options for improvements, resources required, benefits delivered, and discuss with client
  • Schedule and conduct regular progress meetings to discuss information implications with client, stay informed with new developments, solicit additional insights and build client consensus on changes required to meet objectives

Delivering your Recommendations

  • Determine major recommendations and present to client organization with guidelines for implementation
  • Stay involved in implementation as appropriate
  • Schedule follow-up sessions for 3- and 6-months following completion of project to maintain client relationships, answer questions, and provide suggestions for implementation course correction