Choosing a Consultant
For your convenience, we’ve gathered tips from various
sources on how to choose and work with a consultant. We hope
you find this helpful.
Why hire a consultant?
Almost any type and size of organization can benefit from
outside help from time to time. Choosing the appropriate
consultant for the job can offer advantages such as:
- Expertise that you do not have within
your organization
- Objective observations and advice –
they have nothing to lose by telling you the truth
- Tried and true models and methodology
that can apply to your challenge
- Experience from other industries and
clients
However, bringing in a consultant at the wrong time or
choosing the wrong consultant can cause problems such as:
- Employees feel threatened by the mere
presence of an “outsider”
- You lose time and money because the
consultant doesn’t fit in or understand your
organization, business, needs
- Cookie-cutter solutions are offered
to your unique challenge or aren’t really practical for
your business
So, take a few steps to make a good choice
by considering these items.
Determine what type of help is needed
First, determine what type of help is needed. Define those
needs in terms of desired outcomes. Taking the time to think
through and articulate what you’re really looking for will
give you and prospective consultants a clear idea of project
scope.
Determine the relationship
After you have a clear understanding of your desired
outcomes, decide which type of working relationship is most
appropriate. Consulting usually falls into one of three
categories.
- Expert – someone with technical
expertise that your organization lacks. The control will
rest with the consultant who will analyze the situation
and recommend approaches or solutions. The client’s role
is to evaluate and implement the consultant’s product.
- Pair of Hands – playing the role of
someone who does what the client has decided. The client
makes the decisions and selects the methods and the
consultant executes the plan.
- Collaborative – a joint undertaking
in which solving a problem is not the key focus.
Instead, a consultant works closely with the client to
design a project or program.
Things to consider
Get referrals from business colleagues you trust. Ask for
names of people they have used for similar needs and find
out specifically what the results were.
Ask prospective consultants whether they have done something
similar to what you need. With what result? Get the name and
title of the person who hired them to do that work so you
can check references if desired.
What type of “real world” experience do they have? How many
similar organizations have been clients or employers? What
is their educational background? What you’re looking for is
a nice mix of education, consulting work and conventional
experience (living with the consequences of their own work).
The individual should be professional in their appearance
and behavior.
Ask yourself whether you respect this prospective consultant
and can see him/her as a peer or partner. If so, put them on
your “short list” and meet with them multiple times before
hiring. If you either don’t respect them or see them merely
as a vendor, don’t hire them.
When you have narrowed your decision to just a few
prospects, it’s time to ask for a proposal. When making this
request, expect to put all your cards on the table by
providing more in-depth information. This could include
organizational “sacred cows” and other constructs, budget
details, other projects and deadlines, project time line,
etc. The consultant should present a proposal that is based
on achieving clear business outcomes – not just completing
tasks - and should detail what resources will be needed from
the client to be successful. His or her fee methodology
should be clearly stated. If it’s not, ask.
Next step is to make your decision.
Getting to work
After you have selected a consultant, expect to be asked
more questions during the data gathering process. While a
good consultant can frame issues quickly they should resist
suggesting solutions until the data gathering has been done.
It’s critical to keep communication open by keeping the
consultant “in the loop.” Measure their progress and
performance regularly and give them feedback. Should you
have questions or concerns about their work, talk with them
immediately and review the scope of the engagement.
*Article Credits
Some Tips on how to Choose a
Consultant by David E. Rogers
How to Choose a Consultant by Alan Weiss
Tips on Choose a Consultant
Management Analysis & Development, Minnesota Department
of Administration
Putting Your Best Foot Forward
So, you find yourself at one of those awkward times of
transition when you are leaving an organization and starting
anew. You’re cleaning out your desk, forwarding email, and
handing over files. In fact, you’re more engaged now that
you’re leaving than you have been in about two years –
ironic, huh? You’re so busy that you scarcely have time to
get nervous about starting a new job in a new place with new
people…but you know it will come. You can anticipate the
sleepless Sunday night you’ll have before your first Monday
morning. At least THAT you can predict. But what about after
the blur of your first day wears off and you’re really off
to a new start? You’re well aware that the first two weeks
of a job are the time to settle in and learn the ropes.
That’s when the hiring managers find out whether they made a
good decision in hiring you. It’s also when you find out –
real time, real life – whether the “fit factor” that was
predicted during interviewing was really valid. In other
words, it’s when you make friends, feel part of the team,
and become accepted by other workers…or not.
It’s time to take a few minutes off your Farewell Tour at
the old place and mentally prepare to put your best foot
forward. Here are a few tips to keep in mind when you start
your new job.
Be friendly. When you meet someone new, offer a handshake,
smile, look them in the eye and introduce yourself. Remember
names. Ask questions to get conversation going and to show
interest in what others do. Be a listener. Remember that
first impressions go both ways, so at the end of each day,
write down first impressions of new acquaintances and
situations
Be flexible. So maybe you’re asked to do a few things that
weren’t in the job description you saw during interviews. In
fact, it’s possible that you may get stuck with the tasks
that everyone else dislikes. Show that you’re mature enough
to handle it. However, if it seems way off base for your
role, tactfully ask your manager to help you understand how
it ties to your job.
Show initiative. In the off chance that you finish a task
and have some free time, don’t stand around waiting for
someone to tell you what to do. Show that you’re a team
player by offering to help someone with their work. Or ask
your manager about getting involved in a project that
interests you.
Be dependable. This may seem like a no-brainer, but in order
to show that you can be counted on, show up for work on time
every day and stay until quitting time. Finish your work on
time. Get to meetings a little early in order to mix and
mingle and meet more people. Volunteer to work late when you
see that it’s needed.
Don’t fake things. If you don’t know how to do something,
don’t try to fake your way through it. You’ll lose respect,
which could be hard to rebuild. Instead, ask them to show
you how they want it done.
Obey the rules. First learn the rules – written and
unwritten. They may seem silly at first or you may see
little adherence to them – but they’re there for a reason.
Make your first impression good. Make friends, not enemies.
Admit your mistakes. Everyone makes mistakes – especially
when they’re new to the job. If you make a mistake, admit
it. It shows that you can be trusted.
Hold your ideas. Don’t try to change things right away. Keep
your eyes and ears open, but your mouth closed, especially
the first month. You should, however, write down your first
impressions and your ideas during that first month. Many
managers realize a huge benefit of having a new person in
the department. They see it as a fresh set of eyes and ears,
questions and challenges to the way it’s always been done.
Solve your own problems. Don’t run to someone else for
things you can figure out yourself. You were hired for a
reason – if you can figure it out without too much time or
trouble, do it.
Find a role model. Ask the boss (or just observe) which of
the workers he relies upon most and why. Assuming that the
behavior and work ethic of the identified person is in line
with the values and vision of the organization, this could
be a good role model.
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