Tip #2:

Be prepared to provide the consultant with the resources (office space, access to equipment/personnel, etc.) he or she will need while assisting your organization.

 

The best way to do this is to pair the consultant with a senior staff member in your organization. This will make the transition easier for the consultant, and will enable them to start working on a solution faster.

If you have limited resources available, be sure to make this clear to the consultant so that they can make the proper future arrangements to provide you with the most effective solutions.

If your organization has special needs (i.e. security protocols, etc.), please let the firm know ahead of schedule so that they can provide the necessary documentation for access to your facility prior to the first visit.

 

Tip #3:

Do not expect the consultant to provide a solution to the issue at hand during the first meeting.

 

The first meeting is designed to address the question of whether or not the consultant can be of assistance to your organization. Typically, they will need some time to review the information that you provide to them in order to produce a viable plan of action.

Rest assured that the consultant will most likely be able to solve the issue; however this may not occur during the initial meeting.

 

 

Tip #4:

Create a preliminary milestone chart prior to the first meeting that includes start and end dates.

 

While this chart may be revised in the future, it will serve as a valuable point of reference for everyone involved. The consultant must be given an initial timeframe in order to properly ascertain how best to provide assistance. If you do not have an end date in mind, then simply provide an estimated one. These initial dates and milestones can always be revised later, if necessary.

 

Tip #5:

Remain focused on the issue at hand during the meeting.

 

While the consultant is more than willing to provide whatever assistance is needed to your organization; it is in everyone’s best interest to remain focused on the primary issue during this initial meeting. If the meeting topic is allowed to diverge, the necessary information may not be properly gathered by the consultant, which may affect your estimated timeline to completion.

We hope that these tips will help you prepare for your first meeting with a consultant. If you need immediate assistance, feel free to contact Karlsrule Consulting. We are available virtually 24/7, and are ready to provide assistance to your most pressing business challenges today!

As always, we wish you the very best in all of your future business endeavors!

 

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