A Consultants Checklist

The Consultants Q&A Checklist
by Jack B. ReVelle
At some point in your career, you may aspire to become a full-time

management consultant. Avoid making a hasty decision by going through this YOUR CHECKLIST
Q&A checklist. It includes the critical areas to consider, as well as the
frequently asked questions that need to be addressed before leaping into this
Get credentials
growing field. Higher education
Certifications
Get the proper credentials
Identify your niche
Q: First, do I have the right credentials to make the move? Specialization
A: Credentials are what potential clients look at first. Your experience should Industry
Clients
include industries and functions that assure potential clients you have a full
understanding of their situations. Your certifications should indicate your skills Market your business
Website
and knowledge. Your education should first reflect your highest degree,
Business card
followed by lesser degrees. Potential clients also will want assurance that Content
there will be good chemistry between you and their organization. Networking
Consultations
Q: Should I obtain relevant certifications? A: Clients want their management Competition
Pricing
consultants to have appropriate credentials. If your educational achievements
are limited to a bachelors or masters degree, acquiring certifications is a Design a lifestyle that
works for you
good idea. If you hold a doctorate, certification can still be an attractive Business structure
feature on your rsum. As a management consultant, consider obtaining a Geographic range
certified management consultant designation through the Institute of Time commitment
Management Consultants. Get help

Ask for advice
Identify your ideal niche
Q: What should my specialty be? A: The number of consulting specialties
seems endless. What you know best and what you are known forwhether
its auditing, healthcare, customer service or lean Six Sigmais probably the
best place to start. You can expand your range of services after starting, just
as I did.
Q: Should I focus on one or more particular industries? A: At the outset of

your management consulting career, it likely will be the easiest way to start. However, there
are pros and cons to specializing in a particular industry. For example, one of your clients
competitors may want to make use of your experience and knowledge of their industry
(pro), but your client may object to you assisting one of their competitors (con).
Q: Who are my potential clients? A: The number and type of potential clients are
theoretically unlimited. Being realistic, however, there will be some important restrictions
some self-imposed. Restrictions include factors such as your areas of specialization,
tolerance for travel, reputation and preferences regarding types of clients (size: large,
medium or small; ownership: public vs. private; age: old vs. new; among others).
Market your business

Q: How do I attract clients? A: You must become findable. A great way to do that is to have a
professional website that details previous projects and what you can do for potential clients.
Visit my website at www.revellesolutions.com for some ideas. Many management
consultants promote their availability in classified ads in professional journals. Ive never
used this tactic, but based on the continued appearance of some ads, I assume some
consultants find them worthwhile.
When youre having your business cards designed, make good use of the back side to let
potential clients know about your skills, education and experience. Using social media sites
such as LinkedIn is another way to establish lines of communication and spread the word
regarding your management consultancy.
Q: How will potential clients find me? A: Whether youre starting solo or working with
others, you must let your world of potential clients know your consulting services are
available for hire. There are many ways to attract potential clients. The following are just a
few ideas that have worked for me:
Write articles for publication in professional journals relevant to your target client
base.
Write and publish professional books and have them reviewed in the same
professional journals.
Deliver presentations to chapter, regional and national meetings of professional
societies such as ASQ, the Institute of Industrial and Systems Engineers or the
American Society of Safety Engineers.
Deliver webinars and webcasts under the auspices of the same professional
societies.
Network by attending chapter and national meetings of the same professional
societies.
The reasoning behind these ideas is repetition: The more your name is seen and heard by
your potential clients and colleagues, the more likely it will be recognized, remembered and
recalled when a person with your skills, experience and education is needed. Its not much
different than marketing products and services.
Q: How can I engage and sell clients on my services? A: Offer free consultations. After
contact is made between you and a potential client, its time for you to become the right
person for whatever jobs they need. You must be alert and engaging. Listen for key words or
phrases that clarify the potential clients major concerns. Demonstrate your ability to get
along with individuals at a variety of organizational levels. Indicate how youve successfully
resolved similar problems in the past. If its necessary to demonstrate concepts using
graphics on a flipchart or white board, be sure to obtain prior permission from the potential
clients contact person.
You may believe you have the capability to identify all the potential clients problems and
quickly solve them. I recommend, however, focusing your initial efforts on whatever
problem the potential client believes is most important. Theres nothing more irritating to
clients than a consultant summarily dismissing their assessments of their processes. If you
believe clients are off base in their understanding of what must be done, present your best
explanation of the situation and what you believe should be done to rectify it without
stepping on toes.
Q: Who are my competitors? A: When youre running a race, its clear who the competition
is. When youre competing for a consulting job, its not always clear. Only twice in all my
years of consulting have I learned who my competitors were, and that was by accident. Your
competition could be working solo or part of a consulting organization. Whichever the case,
dont depend on knowing who your competition is to give you a competitive advantage.
However, classified ads in professional journals will provide you with some awareness of
your competition.
Q: What do my competitors charge for their services? A: When youre a consultant,

discovering what your competitors charge for their services is not like comparison shopping
for groceries. Consultants dont openly advertise so everyone can compare prices. This is one
of the most difficult, if not impossible, challenges youll face. Gaining this information is
unlikely, unless you have a knowledgeable friend on the inside of a competitor or clients
willing to divulge this information.
Decide on a lifestyle that works for you

Q: Should I join an existing consulting firm or create my own? A: Decide whether you want
to work alone, form a consultancy with others or join an existing consulting organization.
There are advantages and disadvantages to each option. You need to decide whether you
prefer to work independently or depend on others to occasionally provide you with some
direction.
Q: Should I start part time? A: If you prefer to operate solo, the probability for long-term
success increases if you begin consulting on a part-time basis while youre still employed full
time. This is how I began my consulting career and built a client base without sacrificing my
income. In fact, this modus operandi helped me acquire sufficient savings to protect my
familys lifestyle when I became a full-time consultant. When youre just starting, one or
more of your potential clients will ask you if youve done similar work for other
organizations. Anticipating this, I provided pro bono assistance to nonprofits such as
Goodwill Industries. The only request I made of these organizations was they agree to
become a reference.
Q: Am I willing and able to travel? A: Are you willing or able to be away from home much of
the time? Are you willing to drive or fly from your home territory to serve clients hundreds,
or even thousands, of miles away? Are you willing to put up with the security restrictions and
inconveniences associated with travel? As a long-time management consultant, I quickly
determined that my tolerance for travel was limited.
Q: When and how should I make the move to consulting? A: Timing is critically important
when making the move to become a full-time management consultant. The status of the
economy, especially in your specialty businesses and industries, must be considered,
particularly if youre starting with minimum capital and a short list of potential clients.
Ask for advice

I hope this food for thought helps you start thinking about whether you want to make your
dream of becoming a management consultant a reality. Youll be the final decision maker,
but it might be a good idea to discuss your thoughts with someone who has been down this
path before. He or she will no doubt help you cut through the clutter and find the best
solution for your future.
Checklist examples provided by:

Jack B. ReVelle, Ph.D.
A Consulting Statistician
Santa Ana, California

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The Consultants Q&A Checklist

At some point in your career, you may aspire to become a full-time

Management Consultants. Get help

Q: Should I focus on one or more particular industries? A: At the outset of

Market your business

Q: What do my competitors charge for their services? A: When youre a consultant,

Decide on a lifestyle that works for you

Ask for advice

Checklist examples provided by:

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