Phil McGuire, Innovative Paradigms - CalACT

Welcome
Consultants and Clients
We’re In It Together
May 16, 2013

Successful Consulting Engagements
• Building upon the previous speakers
• Adding an additional perspective

Successful Consulting Engagements
• Building relationships with the client
• Build into the budget more face time if possible
• Unplanned work sessions

Types of Consulting Engagements
‣ Tightly written, very specific project
‣ Broadly written flexible scope to be adjusted through the
engagement
‣ Technical support engagement that is open ended

Measures of Success
‣ Client perspective:
‣ Fulfill contract requirements
‣ Serve a purpose at the next level
‣ Consultant perspective:
‣ Fulfill contract requirements

My Measure of Success:
Repeat business!!!!

How To Achieve Repeat Business Objective
‣ Achieve a high level of mutual respect
‣ Reveal a broader skill set than originally contracted
‣ Offer services that were not originally envisioned

Client – Consultant Stories
‣ Proximity as an advantage in relationships
‣ Mutual respect as a facilitator of success
‣ Knowing your niche as a consultant