Consultants -- Getting Consultants, Doing Consulting

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

To develop your consulting skills, consider the Consultants Development Institute

Many of the articles in this Library topic were adpated from Field Guide to Consulting and Organizational Development and Field Guide to Consulting and Organizational Development with Nonprofits

Sections of This Topic Include:

Understanding Consultants and Consulting
Doing Consulting (professionalism, field of Organization Development)
Hiring Consultants
Requests for Proposals, Proposals and Contracts
Additional Information for Nonprofits
To Develop Your Consulting Skills
General Resources


Understanding Consultants and Consulting

The Definition of Consultant
Internal Compared to External Consultants
Consultant as Equilateralist
Not-For-Profit Consulting

You would also benefit from reading the following section on Professionalism for consultants, so you can set some standard of performance when selecting and working with consultants. Also review the materials in the section about Request for Proposals, Proposals and Contracts.

Doing Consulting

Professionalism

Understanding Yourself as an Instrument of Change
Principles for Effective Consulting
Confessions of an Ex-Consultant
In Search of Suckers
Types of Clients (to answer critical question: "who is current client?")
Defining Success Between Consultants and Clients
Ethical Consulting
Boundaries for Consultants
Multicultural Consulting
Minimize Consulting Liabilities and Risk
When to Bail from a Consulting Project

Consulting Process

Collaborative Consulting (one-page depiction)
Consulting Process: A"Bare Bones" Outline

Consulting to Accomplish Significant Change in Organizations

If you are consulting to accomplish significant change in organizations, then you can get a great deal of guidance by reviewing materials from the field of Organization Development.
Organization Developmental Development and Change


Hiring Consultants

Basic Considerations

All About Using Consultants
Consideration in Choosing Between A Generalist and A Specialist
Generalist or Specialist -- Whom Do I Consult?
Sample Checklist for Hiring Consultants
Defining Success With Consultants
Do More Than Fix My Company

Potential Issues When Hiring Consultants

Landmines Ahead -- Avoiding 12 Common Pitfalls of Hiring Consultants
Are They Worth Their Hefty Fees
Hiring consultants with poor screening invites lousy work

Note that the concerns of the IRS regarding "independent contractor status vs. employee status" also exist as concerns in Canada with the Canada Customs and Revenue Agency.
Independent Contractors - Human Resources - 06/10/98
Court TV's Legal Cafe: Freelancers and Temps (Background)

Requests for Proposal, Proposals and Contracts

Request for Proposal

How to Write an RFP
Sample Request for Proposal
All About Using Consultants (includes sample proposal, plan and contract)
More sample requests for proposal (scroll down to Request for Proposal (RFP)

Proposal

Sample Proposal Form
sample proposal (scroll down the page)
anatomy of a proposal
sample proposals

Contracts

Sample Agreement for Services (much of what goes in a proposal is also in the agreement)
tips on writing contracts with consultants
Sample Consulting Agreement
sample agreement

Additional Information for Nonprofits

See the American Philanthropy Review's " ;Consultants Registry Online" (http://philanthropy-review.com/consultants) which lists a large number of nonprofit consultants and how to contact them. (Information in this topic is relevant to for-profits, too.)

"Consulting with Nonprofits: A Practitioner's Guide" written by Carol A. Lukas, published by Amherst H. Wilder Foundation. Call 1-800-274-6024.

"Field Guide to Consulting and Organizational Development with Nonprofits" written by Carter McNamara, published by Authenticity Consulting, LLC.

About.com provides a list of major consultancies for nonprofits.

To Develop Your Consulting Skills

There are many resources from which consultants can start and market a consulting business. However, there are very few programs in which consultants can further develop their skills to solve problems or achieve goals in the clients' organizations. Consider the following resource, the
Consultants Development Institute

General Resources

The Directory of Management Consultants -- Online
http://www.idealist.org/is_cons/helpcons.html
http://www.ontap.org/
http://www.hfpg.org/cdb/how_consult.htm


Submit a link


For the Category of Organization Development:

Related Library Topics

Recommended Books

Managing Organizational Change

Growing Your Organization



Managing Organizational Change

Book Cover Field Guide to Consulting and Organizational Development
by Carter McNamara, published by Authenticity Consulting, LLC. Provides complete, step-by-step guidelines to identify complex issues in for-profit or government organizations and successfully resolve each of them. This book is also helpful to organizations that are doing fine now, but want to evolve to the next level of performance. This is one of the truly comprehensive, yet practical, books about this complex subject! Includes online forms that can be downloaded. Many materials in this Library's topic about guiding change are adapted from this comprehensive book.
Book Cover Field Guide to Consulting and Organizational Development With Nonprofits
by Carter McNamara, published by Authenticity Consulting, LLC. Provides complete, step-by-step guidelines to identify complex issues in nonprofit organizations and successfully resolve each of them. This book is also helpful to organizations that are doing fine now, but want to evolve to the next level of performance. This is one of the truly comprehensive, yet practical, books about this complex subject! Includes online forms that can be downloaded. Many materials in this Library's topic about guiding change are adapted from this comprehensive book.

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just hover your cursor over the image of the book. A "bubble" of information will be displayed. You can click on the title of the book in that bubble to get more information, too.


Growing Your Organization

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just hover your cursor over the image of the book. A "bubble" of information will be displayed. You can click on the title of the book in that bubble to get more information, too.


Also See

Capacity Building (Nonprofit) -- Recommended Books