Author Profile Picture

Joy Wilson

Spectrum Training services

Learning and Development Consultant

Read more from Joy Wilson

googletag.cmd.push(function() { googletag.display(‘div-gpt-ad-1705321608055-0’); });

Top Tips..Working with External Consultants


Many organisations find that consultants fail to deliver what was expected, and yet, many consultants experience a sense of sheer frustration because of scope creep or lack of clarity because expected outcomes have not been clearly defined. Consultants thrive on their reputation

                               you’re only as good as your last job” Speaks volumes

So, before you consider hiring a consultant, consider these tips to ensure you work well together:

Tip One:

Define what you want to achieve. Identify measures of success. How will your organisation benefit from the consultants expertise in measurable terms?

Tip Two:

Avoid the quick fix, like plasters they are a temporary solution. Identify realistic timescales and avoid shortcuts. Break “problem identification” and “solution implementation” into separate phases.

Tip Three:

Assess organisational readiness. Take a global view and consider integration with ongoing projects in your organisation. Identify barriers and resistance to implementation – be realistic, consultants are not magicians!

Tip Four:

Ensure that the consultant is the right fit for your environment. Request proposals and explore what the consultants experience is in working with organisations and projects of a similar nature. Ensure all your concerns are addressed. If you find the right expertise and the wrong fit for your culture consider alternative approaches.

Tip Five:

Clarify deliverables ask the consultant to describe tangible examples of deliverables and ensure they are specific in the contract.

Tip Six:

Always contract with the consultant. Clear, explicit and agreed contracts can help to avoid misunderstandings and legal proceedings. Ask the consultant to provide a risk assessment before contracting, they have a wealth of experience and can often identify the dangers you have failed to consider.

Tip Seven:

Ensure access to essential documents in a language that the consultant can understand. Consider all confidentiality issues surrounding the project and if necessary ensure the consultant signs a confidentiality agreement

Tip Eight:

Ensure internal roles are clear, consultants do not work in isolation, they need support, and access to suitably influential internal staff is essential to executing the project. Free up the time of staff associated with the project prior to commencement.

Tip Nine:

Avoid the dangers of “Scope Creep”! This can occur when the project parameters are unclear, as a result of the impact of an unforeseen event, and occasionally dishonesty on behalf of the consultant who enhances the job in the hope of additional work. . Be prepared to postpone, re-negotiate or postpone the project until you can get it back on track.

Tip Ten:

Ensure regular and 2-way feedback, to resolve issues as soon as they arise. Ensure the consultant does not save any nasty surprises for the final report, and ask for any contentious/confidential issues to be written into a private letter if necessary

Tip Eleven:

Develop internal expertise – identify and assign individuals to work alongside the consultant encourage them to be curious and learn from the consultants methodology, approach, behavioural techniques.

Tip Twelve:

An efficient consultant does not want to encourage dependency and will be keen to discuss transfer of initiatives for the benefit of your business, change can be exciting and uncomfortable – be sure to engage in those conversations and identify implementation strategies that will fast forward your change initiatives.

Available Solutions:

Spectrain design and deliver training and organisation development solutions for a range of organisations.

Read about our professional standards and take a look at how our customers businesses have benefited from working with us here: We will always encourage development from within because we want you to be independent and you might find our ILM Accredited Change Leadership Training Programme and our Developing Internal Consultants Training Course really

Author Profile Picture
Joy Wilson

Learning and Development Consultant

Read more from Joy Wilson

Get the latest from TrainingZone.

Elevate your L&D expertise by subscribing to TrainingZone’s newsletter! Get curated insights, premium reports, and event updates from industry leaders.


Thank you!