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Consultants: How to choose, use, and not abuse them.
Since my first consulting project
almost thirty years ago, I have learned a lot
about managing
successful projects and the client/consultant
relationship.
Here are some ideas
that may help you with your
consultants (and your lawyers, accountants and other professionals):
- Before you introduce consultants to the
process, be sure you need what you want and want what you
need. Beware of consultants that agree to do whatever you
want, instead of what you really need.
- Look internally to confirm the three "C's" of project
readiness: Capacity in budget, time and resources; Commitment
of management and staff affected by the process; and
Capability to support the project and implement the
conclusions.
- One more "C" - Compatibility. Select your consultants from an
organisation that is compatible with yours - are you a
corporate multinational or a local entrepreneurial business?
- Recognize whether your consulting needs
are strategic - requiring outside expertise to inspire
and facilitate your business planning process or
operational - bringing knowledge, skills and experience
that are not available internally.
- Meet the operating consultant. It may
not be the same charming, talented person that
sold you the work. And you don't want to train at your
expense that recent MBA, who started last week and studied
your industry yesterday.
- Test whether the consultant
arrives with questions not answers; will operate as neither
boss nor employee; and will win the hearts and minds of your
staff. Successful consultants will listen, understand,
empathize, analyze, strategize, and persuade better than normal people.
- Remember you are hiring a consultant to
challenge and push you. You are not renting a friend to
remind you how smart you are.
- Can you confidently expect a solution
that will be yours not theirs?
- Ask for references. Call them.
- Ask who is not on the reference list
and why not. Learn what they think causes a
project to be unsuccessful. And which list will you be
on when this is over?
- Ask for fee rates and a work plan with
estimated hours. Then agree on a fixed fee for agreed
deliverables - dates, documents, milestones.
- Don't let progress reports interfere
with progress. Get what you need, not what they need
for
"CYA" requirements.
- Check who else is billing time to your
project. Sometimes there is a very expensive partner back
at the office who needs to keep his billing rate up. Your
budget can be quickly consumed while he "supervises" from a
distance.
- Avoid surprises. Ask about
additional expenses - travel, telephone, printing. Terms
of payment? Satisfaction guarantee?
- Get it in writing, read it before
signing it.
- Watch for signs of trouble:
selling more work before the work is done; long delays between
on-site visits; too much time spent "back at the office" and
billed to you.
- And finally, remember consultants are people too.
They want to boast about good work and satisfied clients.
You can help them help you. Don't be difficult.
With respect and regards to all my
favourite clients and consultants,
Del Chatterson. |