Thursday, April 25, 2019

Consulting 101 - Working with customers to develop basic rules

I have been a consultant for many years and I have always developed a policy to set some basic rules with my clients before starting a task. I found this to be an invaluable step that helped me get the job done on time and satisfied with the customer.

First, I clearly explained what the deliverables are expected in the first meeting with the customer who hired me. I also make sure that the client is the ultimate arbiter of all the conflicts I might find. We have also set a time frame and we all agree that all conflicts will be resolved. This has shortened the lengthy debate between parties who believe they have a vested interest in the ultimate deliverables. Finally, a process of slow decision-making is made and agreed by the customer. This is another important way to speed up this process.

If the customer cannot agree to these preliminary basic rules, then it may even be time to reduce the loss and find another customer. These basic rules determine whether the customer is really taking you seriously and carefully making the changes you might suggest.

This may sound strange. If they don't intend to make any changes, why would they call you? Sometimes, customers call a consultant to show openness to shareholders or others. Once you leave, the various reports and deliverables are neatly placed on hold. The whole exercise that calls you is just to decorate the facade! The customer never intended to implement any changes you suggested! This is more common than people think.

By developing these basic rules, you will be able to continue to serve as a consultant. If you don't do this, then you may be dragged into the daily quagmire, which is part of every business. Your job is to evaluate the situation and advise the customer, not to become another gear in the business machine.




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