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How to manage your consultants

To obtain value from any consultant or consultancy you need to manage them end-to-end. There is a consultant management process.

This Guide enables you to define why you need them, what you want them to do and how you’ll measure their success. This may all seem obvious but most consultants and consultancies are not managed and just reap the rewards of your ineptitude in this area.

Don’t be stung by your consultants, however big name they are. NB They are much better set up to get money out of you than you are to control them - until now.


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Consultants can deliver great value or little to none. Which outcome is the case is largely down to how you plan their use and manage them. This Guide gives you a simple process for ensuing you get value every time.

You first need to understand why you need a consultant - what value are they going to add? If you can’t answer this question you’re already in trouble.

  • What are they going to do? 
  • How will you know if they’re on track and that they’ve been successful? 
  • How and who is going to manage them? 
  • Who is going to be accountable for their performance? 
  • How are you going to measure their performance? And so on.

Retaining consultants is a process that needs to be understood and well managed. This Guide defines the process in terms of project, governance and PPMO roles.

It’s companion book, “Consultants.CON” gives you insight into how consultants think and work - this Guide gives you the inside running of how to make them work for you!

How to manage your consultants

  1. What is a consultant?
  2. Setting the consultant use policies
  3. How to identify the need for a consultant
  4. How to specify what you want from a consultant
  5. How to select a consultant
  6. How to approve a consultant
  7. How to manage consultants
  8. How to manage ‘variations’
  9. How to finalize the consultancy
  10. How to govern consultants
  11. How to manage long term consultancy assignments
  12. How to track consultants’ performance

Anyone and everyone who works with, retains or governs consultants

  • Equips you to be in control of your consultants and consultancy assignments
  • Enables internal staff to understand how they should manage consultants
  • Makes clear the different internal accountabilities for consultancies
  • Increases the standard of results obtained from consultants
  • Enables you to measure consultants’ performance to make better selection decisions in the future
  • Levels the playing field between you and the consultants

Coming soon