Consultants are expected to deliver high-quality solutions to their client’s problems. But how do they go about managing a project from start to finish?

This short post will list a simplification of some steps to help you understand what to expect from planning and executing a successful consulting project from the consultant’s point of view.

They will:

1. Define the scope and objectives of the project. The first meeting with the client is crucial to establish a clear and mutual understanding of what clients want to achieve, their expectations, and the deliverables and timelines. The consultants will also identify the key stakeholders, the project team, and the communication channels.

2. Conduct thorough research and analysis of the problem. Once the consultants have a clear scope and objectives, they will need to gather relevant data and information to understand the root causes and implications of the problem. They will also benchmark best practices and identify potential solutions.

3. Develop and present your recommendations. Based on the consultants’ research and analysis, they will formulate recommendations that address the problem and meet the objectives. They should also prepare a compelling presentation that showcases findings, insights, and proposed actions. Multiple offers can be presented if various solutions to the challenges can be executed.

4. Implement and monitor the solution. After getting the client’s approval and feedback, the consultants should implement the solution according to the agreed plan. The consultant’s involvement can go from leading or overseeing the client’s team to implement the solution to the consultant implementing it personally. They will monitor the progress and impact of the solution and report any issues or changes to the client.

5. Evaluate and close the project. At the end of the project, the consultants should evaluate the results and outcomes of the solution and measure its effectiveness against the objectives. They will solicit feedback from you, the client.