Benefits & Best Practices

of Management Consulting

Prepared by Laith Tseganoff, CM March 31st, 2011

“Project funded by the European Union in cooperation with Jordan

Enterprise Development Corporation”
“Benefits & Best Practices of Management Consulting” Documents

Table of Contents
Introduction 1
The Institute of Management Consultants and Trainers (IMC-Jordan)
General Terms and Definitions 1
Document I “Benefits of Management Consulting” 3
Objectives of the “Benefits of Management Consulting” Document 4
The Need to Procure Management Consulting Services 4
The Role of A Management Consultant 6
Values of a Management Consultant 7
Making a Management Consulting Service as Productive as Possible 8
Setting the Client’s Expectations 9
What Makes Procuring Management Consulting Services Difficult 13
Procuring a Management Consulting Service and Benefiting from It 13
Getting “Value for Money” from a Management Consultant 14
Managing Risks and Quality Assurance Issues in Consulting Assignments/Projects 15
Document II “Best Practices” 17
Objectives of the “Best of Practices” Document 18
The Consulting Process - Client’s Perspective - A Quick Guide 19
Best Practices – Client’s Perspective 20
Identifying and Defining the Problem/Opportunity 20
Clarifying Expectations (Requirements/Terms of Reference (ToR)) 21
Preparing the Request for Proposal (RfP) 22
Allocating Management Consultants 24
Screening Potential Proposals 25
Interviewing Candidate Management Consultants 27
Making the Final Decision 29
Ensuring Effective Utilization of Management Consulting Services 30
Formalizing the Assignment/Project Contract 31
Managing the Consulting Assignment/Project 33
Evaluating the Success of the Consulting Assignment/Project 37
The Consulting Process – Client’s Perspective 39
Best Practices – Management Consultant’s Perspective 40
General Knowledge of Management Processes and Functions 40
Personal and Interpersonal Attributes of a Management Consultant 40
The Consulting Process – Management Consultant’s Perspective 42
The Consultant/Client Communication 46
Final Client Evaluation 46
Continuous Improvement of the Management Consultant 47
“Annexes” 48
Annex A: IMC-Jordan Code of Ethics 49
Annex B: Interview Questions 52
Annex C: Action Checklist 53
Annex D: Sample of a Consulting Assignment/Project Charter 55

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Introduction:
The Institute of Management Consultants and Trainers (IMC-Jordan):
The Institute of Management Consultants and Trainers (IMC– Jordan) is a private not-for-profit
professional association that aims to effectively represent, promote, and advance the Jordanian
management consulting and training professions and professionals to the best interest of their clients
in Jordan and abroad through various activities including: certification programs, training, networking,
establishing and regulating standards, and providing guidance. IMC-Jordan has been providing various
services since 1995 to its members and to both the public and private sectors in Jordan and abroad.
The Institute’s vision is to achieve excellence in management consulting and training for the best interest
of its clients, consultants and trainers locally and regionally in order to contribute to the development
of the Jordanian economy.
The Institute aims to effectively represent, promote, and advance the Jordanian management consulting
profession and training professionals to the best interest of their clients in Jordan and abroad, through
various activities including certification programs, training, networking, regulating, establishing
standards, guidance and creating database.

General Terms and Definitions:

For the purposes of both documents, “Benefits of Management Consulting” and “Best Practices”, the
following terms and definitions shall apply;

Term Definition
Management Consulting The industry and practice of providing organizations with the needed managerial
assistance to improve their performance primarily through the analysis of existing
business problems and the development of plans for improvement.

Management Consulting The provision of independent advice and assistance to clients. This advice can
Service take several shapes, as consultants can be external, internal and may take on one
or more of a whole array of roles, including being an outsourced function for the
client organization.
Such services may include gaining external advice and access to specialized
expertise, as well as knowledge of the industry’s «best practices».

Management Consultant An individual or an organization; providing independent advice and assistance

about the process of management to clients. The individual can be a generalist or
a specialist and may approach an assignment with, for example, a purely financial
point of view, as required by the client.

Client An organization or a person that is the recipient of the management consulting

service supplied by the management consultant.

Assignment/Project The management consulting service to be provided by the management

consultant to the client.

Requirements/Terms of A set of requirements, needs or expectations that a client states for requiring the
Reference (ToR) management consulting service of a management consultant.

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Term Definition
Request for Proposal (RfP) The official invitation by a client to a management consultant to provide the
required management consulting service according to the set requirements/
terms of reference.
Offering/Proposal The set process of coordinated and controlled activities with start and finish date
including the constraints of time, cost and resources, to be undertaken by the
management consultant to achieve the objectives of the assignment/project
as set by the requirements/terms of reference of the client.
Agreement/Contract The basic formal outcome from the offering/proposal phase defining the
assignment/project, consisting of terms and conditions for the assignment/
project including details and requirements regarding the content and the purpose
of the assignment/project.
Execution/ The actual performance of the management consulting service by the
Implementation management consultant as described and stated in the agreement/contract.
Closure The last step in an assignment/project.
Final Report The final document containing a description of the performed activities during
the execution/implementation of the assignment/project, and any performed
evaluations, conclusions reached and proposed suggestions.
Communication The process of maintaining clear and systematic two-way flow information
between the client and the management consultant throughout the execution/
implementation of the assignment/project from the initiating process until
closure.
Stakeholder Any individual and/or organization that are actively involved in the assignment/
project or whose interest may be affected as a result of the execution/
implementation of the assignment/project.

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Document I

“Benefits of Management Consulting”

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Document I: Benefits of Management Consulting:

Objectives of the “Benefits of Management Consulting” Document:
This document aims to promote and establish a criterion of how a management consultant and/or trainer
should operate, and thereof provide the recipients of the services with key measurement indicators.
It also aims to serve as a general guideline of professional conduct for management consultants/trainers
including but not limited to; benefits of professionalism, quality assurance of deliverables, reduction
of risks, elimination of recurring errors and reduction of ethical conflicts of interest and dilemmas, etc.
The “Benefits of Management Consulting” Document generally aims to provide the prospective clients
with general guidelines which should answer the most common questions clients face when seeking to
benefit from the management consulting services, such as;
• Which of my Managerial Needs could be fulfilled through a management consultant or a
management consulting service?
• What management consulting skills should a management consultant have to fulfill my Managerial
Needs?
• What would be the role of a management consultant in my organization, once he/she is contracted
for an assignment/project?
• As a client, what and what not should I expect from a management consultant?
• How to procure management consulting services and get benefits of it?
• How to assure quality in a management consulting assignment and get “value for money”?

The Need to Procure Management Consulting Services:

Generally, clients would primarily require the procurement of the services of a management consultant,
over varying timescales and in different ways, for one or more of the following reasons;
• To increase sales, revenues, cash flow and/or profits.
• To solve internal marketing, sales or personnel problems; impairing or limiting productivity.
• To turnaround a particular department or produce a “cultural” change.
• To meet the competitive pressures in the marketplace.
• To enhance the operations of the company when perceived inefficient or ineffective.
• To manage more progressively by embracing new and innovative ideas.
• When they are convinced that a new or better way will produce better or new results.
Additionally, one of the following typical situations might deem the necessity of having a management
consultant onboard;
• The organization has no expertise in the area of need.
• The time of need is considered short-term, e.g., less than a year, with a general start and end time.
• The organization’s previous attempts to meet their own needs were not successful.
• Organization members continue to disagree about how to meet the need and bring in a consultant
to provide expertise or facilitation skills to come to consensus.
• Leaders want an objective perspective, i.e., someone without strong biases about the organization’s
past and current issues.
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• A consultant can do work that no one else wants to do.

• An outside organization demands that a consultant be brought in, e.g., a funder wants to ensure
the organization is well suited to spend the funder's money.
• The organization wants a consultant to lend credibility to a decision that has already been made,
although this situation would be looked at by many experienced consultants as highly unethical.
Furthermore, the management consulting services of management consultants may be procured by a
client to;
• Provide a strategic overview on the position of the organization in its marketplace or environment,
and hence to recommend mid to long term strategic directions. Typically, the client will be looking
for a consultancy that not only has deep experience of the client’s particular industry, but can bring
a broader view of how other sectors have coped with analogous problems or decisions.
• Provide an independent review of a proposed course of action, or of the choice between two or
more, typically tactical decisions, based on knowledge of how such decisions have been effected
in other organizations.
• Catalyze change by recommending alterations to management processes and organization. Often
this will be in cases where the client has a clear idea of problems and solutions (possibly though
not necessarily as the result of previous consultancy) but is unsure of ‘how to get from A to B’.
• Strengthen a team. Client and consultant may create a joint team to develop in-house capabilities,
for example to manage a new process. The intention here is that once strengthened, the in-house
team can carry on without the consultant.
• Achieve the implementation of a new system or process. Sometimes the implementation of a new
system, may be beyond the client organization not because of any lack of skills but because those
skills are fully deployed in other tasks. If there is no longer-term justification for strengthening the
in-house team, it may make sense to hand the implementation project over to consultants.
• Be involved in the long term operation of the organization. It may be that the most desirable
management solution is to employ the consultants on a long-term contract to manage particular
processes or systems. This of course is outsourcing rather than a consultancy, and should be
contracted for like any other outsourced service.

It should be noted that the nature of the consultant’s assignment/project with the client will change
over time as priorities are refined and projects develop. This normal process should be managed well to
keep the project focused and stop it becoming an open-ended arrangement.
It is therefore essential that the client retains a clear recollection of what the initial purpose of the
consultancy was and that subsequent changes in goals and directions are subject to an assessment at
least as rigorous as the initial decision to contract for consultancy.
A consultancy assignment may contain some or all of these elements simultaneously. In other cases
there may be a clear sequence, essentially a serial consultancy, working from the strategic, through
the tactical, to the purely operational. This may well mean changing consultancies, or adding other
practices to the team.

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The Role of a Management Consultant:

Following are the most common tasks that a management consultant may undertake throughout an
assignment/project;
• Diagnosis and Assessment: Through identifying the client’s problems and stating them.
• Problem Solving: Through suggesting ways of solving the client’s problems.
• Research and Analysis: Through investigating the trends, events, obstacles and opportunities
affecting a client’s organization’s goals.
• Training: Through teaching a client’s board and staff essential managerial skills.
• Mediation: Through resolving disputes with or within a client’s organization.
• Facilitation: Through assisting to set goals for an important meeting, such as an annual retreat
or membership meeting, and lead group members through a series of structured steps to meet
the goals.
• Contract Services: Through hiring out to plan and execute high-skill tasks of limited duration.
• Systems Development: Through devising reliable methods for conducting daily business or
providing the best available equipment to accomplish important tasks.
• Executive Search: Through locating candidates to fill key staff positions.
• Organizational Process: Through assisting to identify and resolve problems in communication,
personnel conflict, and collaboration that hinder a client’s organization from attaining its goals.
• Planning: Through working with the board to devise and complete a strategy for the organization’s
future.
• Fund Development: Through assisting the board and staff in developing strategies for fundraising
or in carrying out fundraising plans.
• Board Development: Through assisting a client to identify goals for the organization’s board, as
well as assisting a client to plan for the recruitment of new members and train the board to meet
their goals.
A client should take into consideration that, in practice, consultants rarely take on just one of the
tasks outlined here, as a good management consultant can and often will work on several fronts
simultaneously and comfortably.
Accordingly, and based on the requirements of the client and on the type and nature of the assignment;
a management consultant can perform one of the following roles;
• Generalist versus Specialist; whereas a Generalist would advise clients on areas such as overall
company performance, mergers and acquisitions and entering overseas markets, a Specialist would
provide clients with expertise in specific corporate disciplines that focus on the departmental
rather than organizational level.
• Task versus Process; a Task-oriented management consultant focuses on singular functions within
an organization and aims to resolve the drawbacks of these functions as they present a priority
“problem” for the client, while a Process-oriented management consultant would provide the
client with a holistic, systems’ approach, for example; on the entire organization, product or
service and especially on the relationships among subsystems within the system, for example; on
the coordination among processes, such as strategic planning, marketing and sales.

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• Diagnostic versus Implementation; whereas a Diagnostic management consultant focuses on

analyzing the problem facing the client and presenting recommendations to resolve this problem,
an Implementation management consultant would recommend the resolutions of the problem
and assist the client in their execution and implementation; which would involve a considerable
amount of performing Change Management practices.
No matter what the role of the consultant is, a client must always remember that a management
consultant’s general role should be one that leads to “Productivity, Performance or Profit Improvement”;
a client’s management consultant should become his/ her partner in “Productivity, Performance or Profit
Improvement”.
A client, procuring the consulting management services of a management consultant, is procuring the
consultant’s knowledge, wisdom, experience and most of all, his/her ability to affect a client’s bottom
line in a positive way.

Values of a Management Consultant:

Regardless of the role(s) a management consultant will perform during the undertaking of an
assignment/project, a client should, in addition to evaluating a consultant’s competencies, knowledge
and experience (as will be demonstrated in the “Best Practices” Document) be considering the evaluation
of the following values;

Value Description
Professional Behavior Performing duties with objectivity, due diligence and professional care, in
accordance with professional standards and best practices.
Serving the Interest of the Serving the interest of the client in a lawful and honest manner, while maintaining
Client high standards of conduct and character and not to engage in acts discreditable
to the profession.
Maintaining objectivity in the relationship with all stakeholders, while maintaining
absolute independence.
Transparency Achieved through compliance to openness, communication, and accountability
as set in the Code of Ethics, demonstrating the minimum degree of disclosure
to which agreements, dealings, practices, and transactions are open to all for
verification and making available the full information required for collaboration,
cooperation, and collective decision making.
Ensuring the scope, timings, cost and deliverables are clear and agreed. Conflicts
of interest are identified and resolved.
Efficiency Optimizing the client’s and own resources.
Quality Excellence in the services provided.
Stability Sustainability of the recommended solution.
Security Respect, need to show regard for clients and the other resources involved in
management consulting services (people, natural or environmental).
Confidentiality Protection of any client’s intellectual property or information assets.
Honesty Being truthful in both communications and conduct.

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Value Description
Responsibility To take ownership for the decisions, the actions and the consequences as a result.
Flexibility Agility or ability to face changes when required.
Continuous Improvement Non-stop evaluation of the impact of the service.
Respect Creating an atmosphere based on human respect, equity and transparency as a
prerequisite for well-functioning cooperation and a climate of confidence.
Mutually Beneficial Relationships should be based on cooperation and collaboration; more of a
partnership than a client/supplier relationship.
Performance Excellence Working at the highest quality level.
Common Understanding The client and the management consultant share information and each recognize
the other’s perspective and values.

Making a Management Consulting Service as Productive as Possible:

To ensure that any consulting assignment/project to be undertaken by any management consultant is
beneficial and productive, a client should always;
• Know what you want to do through clearly defining your needs and requirements.
• Make sure your company/organization is prepared for the intended change to be introduced.
• Reach an internal agreement with all concerned stakeholders about the consultancy.
• Do not become dependent on the management consultant.
• If possible, do not limit the consultant to recommending action; get the consultant involved in
implementing his/her recommendations.
• Fix causes, not symptoms.
The benefits of procuring the management services of management consultants should include;
• Unique solutions reflecting the particular circumstances and aspirations of the client.
• Speed of action (because the management consultant, unlike the in-house management, is not
being constantly distracted by other tasks).
• Knowledge of ‘best practice’ and effective solutions from within the client’s own industrial/ commercial sector.
• Exposure to expertise derived from other industries and sectors, or indeed other countries.
• Provision of specific technical skills that are either non-existent or in short supply in-house, and
often the transfer of such skills to in-house staff.
• Change management skills, enhanced by the consultant’s position as independent and objective.
Determining whether a consulting assignment/project was a “Success” or not is not nearly as easy as
it might seem because there are numerous perspectives on what is project “success”. Therefore, it is
important to consider one or more of the following perspectives as options of “Success”, especially in a
complex – and usually changing – project;
• Desired outcomes and results listed in the project agreement are achieved. Both the client and
the management consultant should somehow specify the overall results that the project is to achieve.
Ideally, the results are described in terms such that both parties could readily discern if the results were
achieved or not. This outcome is often a measure as to whether the project was successful or not.
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• The problem is solved. More times than people realize, the originally specified project results
have little to do with actually solving the most important problem in the client’s organization. That
occurs because, both the client and the management consultant work together to examine and
address their overall problem, they both realize that there is a more important problem to address.
At that time, it is wise to change the project plans if both agree to.
Still, later on, the client might believe that any agreed-to results that were achieved from the
project were not as important as addressing any current, unsolved problems, so the client might still
conclude that the project was not as successful as it should have been. Or, the client might believe
that any achieved results were actually more useful than addressing the original problem that was
discussed, so the client might still conclude that the project was highly successful.
• The project is completed on time and within budget. Often, the client has limited resources
in terms of money and time. Therefore, any project that did not require more time and money
than expected might be considered successful. That might be true, especially if the client has the
philosophy that there are always problems to be solved in any organization and that the project
was done as best as could be done.
• A high-quality, working relationship is maintained between the client and the management
consultant. The quality of this relationship is often directly associated with what the client perceives
to be the quality of the project. In a highly collaborative approach to management consulting, as
both parties require this relationship to be as open, honest and trusting as possible. The nature
of the relationship supports the client’s strong, ongoing commitment and participation in the
project itself, which, in turn, helps to ensure that the project effectively addresses problems in its
organization.
• Learned to address similar problems in the future. This outcome is one of the major goals
for any management consultant. However, the exact nature of the problem may never arise in the
client’s organization again, so it is often difficult to assess if the client has learned to solve that
problem. Also, few management consultants are willing to scope a project to the time required to
assess whether a client can really solve the same type of problem in the future or that he/she has at
least gained the know-how to solve the same type of problem should it occur in the future.
• Looking to hire the same management consultant again. One of the most powerful
outcomes is the willingness to work with each other again. One of the ethical considerations for
any management consultant is to avoid creating a dependency of the client on the consultant –
where the client cannot capably participate in the organization without the ongoing services of the
consultant.
However, it is not uncommon that the client strongly believes that the quality of the relationship
with the consultant is as important as the consultant’s expertise. The client might choose to use
that consultant wherever and whenever they can in the future.

Setting the Client’s Expectations:

This section of this document presents a summary of what a client should and should not expect from
a management consultant. The topics presented in the tables hereunder should be among the major
concerns of a client;

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Topic OUGHT
Consulting Assignment/ The consulting assignment/project Ought to take place in the context of the
Project agreed terms of references and expectations.
Working with a Consultants Ought Not to act as an employee member of staff.
Consultant
Consultant Ought to be objective and frank in the judgments, opinions and
recommendations made.
These opinions May touch upon the competence and credibility of the organization
or of its board, management and staff.
Stages of Consulting – Consultants Ought only to claim experience, qualification and achievement that
Acquiring Business and can be substantiated.
Promotion of Business
Consultants Ought Not to guarantee results.
Consultants Ought to make completely clear all fees, expenses and other associated
costs, the basis or range upon which fees will be based and the payment schedule.
Consultants Ought to advise potential clients of the strengths and weaknesses of
their case and objectives.
Consultants Ought to ensure that the client understands the scope of the consulting
service and responsibilities and what input will be required from the client.
Consultants Ought Not to apply undue pressure to secure contracts.
Where a prospective Client has already retained other consultants for other
assignments or projects, Consultants Ought to establish the referral relationship
with the retained Consultants and Ought to confer with the previously retained
consultant(s).
Consultants Ought Not to criticize in a derogatory manner other bona fide
consultants.
Consultants Ought to alert the (prospective) Client and other Clients if a Consultant
is aware of or perceives a potential conflict of interest (actual or perceived) between
the prospective Client and other Clients with whom the Consultant is already
working.
Consultants Ought to prepare a written proposal for the Client setting out services
and costs and timescales.
Stages of Consulting – For the relationship to start and continue effectively, both Client and Consultant
Contracts Ought to have clear expectations of what might be achieved, based on the services
and resources committed by each party and, over what period.
There Ought to be a contract between the Consultant and the Client.
The contract Ought to:
• Be clear about with whom the Client and Consultant will deal and where
operational responsibility sits in each case;
• State to whom the Consultant will report and at what stages (for example,
board, senior management); and
• State the Consultant’s terms of remuneration (including charges for taxes and
expenses) and the schedule of payments.

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Topic OUGHT
Fees Consultants Ought to state the actual basis of remuneration in any proposal or
contract.
Consultants Ought to be clear about how expenses will be paid (whether separately
or covered by the Consultant).
Consultants Ought Not to be remunerated by commission only methods.
Conflicts of Interest and Each party Ought to alert the other party if either is aware of a potential conflict
their Management of interest, be it one that actually exists or could be perceived to exist.
Consultants Ought Not to represent conflicting or competing interests without
the express consent of the parties concerned after full disclosure of the facts.
Confidentiality Terms governing conditions of confidence and what constitutes confidential
information Ought to be stipulated as part of the written contract between
Consultant and Client.
Copyright Clients Ought to ensure that the copyright of materials of which they expect to
own the copyright is transferred to them explicitly in the contract.
Data Protection The obligations of data protection Ought to be included in the contract. In
particular, if the Consultant will be using personal data held by the Client, or
collecting personal data on his behalf.

Topic SHOULD - MUST

Consulting Assignment/ The consulting assignment/project Must be based on an agreement of the “Code
Project of Ethics” and “Principles of Engagement”*.
The consulting assignment/project Must be based on a contract between the
Client and the Consultant.
Working with a A Consultant Should be appointed by the Client because he/she has special
Consultant experience, knowledge, insight and skills; and a track record validating these.
A Consultant Should work outside the Client's Management structure as an
independent agent.
Consultants Should be accountable for their contracted services, within agreed
terms, to the Client's board, management and staff.
If a Client hires a Consultant on a short term contract, the Client Should be clear
about how the Consultant fits into the structure of the organization.
A Consultant May work and collaborate with a Client's board, management, staff
or any stakeholders as deemed necessary by the terms of the assignment/project.
The relationship between a Client and Consultant Should be based on trust and
cooperation, with realistic expectations of the course to be taken, the timings and
the possible outcomes.
Any tender process Should be open, fair and transparent.

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Topic SHOULD - MUST

Stages of Consulting – Consultants Should exercise due diligence with regard to the credentials of a
Acquiring Business and potential client.
Promotion of Business

Stages of Consulting – The contract Should:

Contracts • Include a requirement for review points to be agreed between Client and
Consultant, allowing for any over-run or under-run in the programme;
• Be explicit about copyright ownership of materials; and
• Be clear about the terms of disengagement.

* Annex A presents the Code of Ethics and Principles of Engagement of the IMC-Jordan

Topic SHOULD - MUST

Fees Consultants Should use time-based fees (for the actual, professional time a
consultant spends on an assignment/project) or some other form of remuneration
that is not commission based, such as a fixed fee.
Fee payments and structure Should be agreed with the Client and Must be set
out in the contract.
Conflicts of Interest and The aim of managing conflicts of interest Should be to resolve problems within a
their Management working relationship.
Escalation of a dispute Should be anticipated in the contract through the provision
of an agreed practical dispute resolution procedure.
Confidentiality Consultants Must keep in confidence any information of a confidential nature
obtained during the consulting assignment/project with a Client, unless it is
information available within the public domain or may otherwise be legally
disclosed (e.g. with consent).
Copyright If a Consultant expects to own the copyright, the Consultant Should agree to this
with the Client in the written contract.
As copyrights may also be licensed exclusively/non-exclusively, for limited terms/
irrevocably, for royalties/no payment, with or without sub-licensing rights. Post-
contract ownership Should be considered.
If a Client expects to own the copyright, they Should agree this with the Consultant
in the written contract.
Rights in the compilation and ownership of databases and mailing lists Should be
clear and may need assignment in the same way as copyright in the contract.
Data Protection Both parties Must ensure that they comply with their obligations under data
protection legislation.
Terms of Data Protection Must be covered by a written agreement.

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What Makes Procuring Management Consulting Services Difficult:

Clients, organizations or managers, who are seeking to hire or work with management consultants, are
usually faced with the following challenges;
• Clients find it difficult to differentiate between management consultants. Due to the
different terms used to describe their services, as well as the wide range of work that might be
undertaken by a management consultants; making it harder to make comparisons.
• Clients find it hard to assess whether they are getting value for money. The range of
consulting activity makes it difficult to identify meaningful metrics for all types of projects. Also,
it is not always easy to attribute cause and effect, even where performance has improved. As a
result, almost half of all organizations do not attempt to quantify the return on investment from
using management consultants.
• The relationship between a client and a management consultant must balance objectivity,
perspective, and potentially divergent objectives. A blurred line between management
consultants’ advisory work and their implementation and outsourcing work can compromise a
firm’s ability to provide independent advice. Long-term relationships can be beneficial; however
when management consultants perform a role for too long, they may lose their independence,
their accountability may become blurred, and clients may become overly dependent on them.
Clients need to know that management consultants are working in their (the client’s) best interests.
• The way a consulting firm is structured, and how consultants are incentivized, can focus
on the supplier’s rather than the client’s needs. The archetypal consulting firm has a pyramid
structure in which the expensive time of a small number of people at the apex of the pyramid is
spread across a large number of projects. More junior, less experienced staff often provides the
majority of the resource on the project. Clients may receive less input from the senior people
whose time they thought they were buying. Management consultants may also be encouraged or
incentivized to sell more work, even where it is not necessary.

Procuring a Management Consulting Service and Benefiting from It:

This section presents, in summary, the project cycle a client has to go through in order to ensure that;
(a) he/she procures the right type of Management Consulting Service and (b) that the maximum benefit
from procuring this Management Consulting Service is achieved. Drawing the attention of the reader
that this section is further discussed in details in “Document-II “Best Practices”” under the section “Best
Practices – Client’s Perspective.”
The project cycle starts with the project concept identification stage “Defining the Problem” and enters
the preparation stage where project design and development takes place “Clarifying Expectations
(Requirements/Terms of Reference (ToR))” and “Preparing the Request for Proposal (RfP)”.
When the project has taken shape and the project content is near completion, the appraisal stage
“Screening Potential Proposals” and “Interviewing Candidate Management Consultants”
provides a comprehensive review of all aspects of the procurement process, historically and into the
future, focusing on achievement of concrete results through carefully managed implementation of the
Consulting Assignment/Project.

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At this stage, a client must make all the necessary documentation in a “Project Appraisal Document
(PAD)”; which becomes one of the key documents of good project implementation and ensures that
the planning, execution and monitoring of the Consulting Assignment/Project are done efficiently, in a
timely manner, and in compliance with best practices. However, a client should be aware that despite
the most carefully crafted plans, a combination of unforeseen issues may arise, and so a continuing level
of undiminished care and vigilance is necessary to achieve the Consulting Assignment/Project success.
The evaluation stage “Evaluating the Success of the Consulting Assignment/Project” is the final
step in the project cycle. At this point the effects of good procurement, planning, implementation and
follow-up can be readily seen, and qualitative and quantitative information is consolidated to provide a
balanced view of lessons learned.
In terms of specific procedures of procuring Management Consulting Services, the following stages
should normally be followed;
• Preparation and documentation of project requirements including; Terms of Reference (ToR),
Technical Specifications, Letters of Invitation (LoI) and Request for Proposal (RfP) to prospective
Management Consultants.
• Preparation of proposals and candidate Management Consultants’ selection criteria.
• Selection of potential candidate Management Consultants through general market intelligence
and other available resources.
• Technical and Financial evaluation of candidate Management Consultants and proposals.
• Formal approval of the selected Management Consultant for the Consulting Assignment/ Project.
• Contract preparation and signing.
• Monitoring and verification of the delivery of the Consulting Services with particular emphasis
on the Management Consultant’s performance in meeting specifications and adhering to other
contractual obligations.
• Consulting Assignment/Project closure and evaluation.

Getting “Value for Money” from a Management Consultant:

Once a client has decided on a Management Consultant to undertake the Consulting Assignment/
Project, there are several things he/she should do to get the most from the Management Consultant’s
work and the client’s invested money. Among the key issues are the following;
• Clients should schedule adequate time to meet with the management consultant. A
client should be certain of his/her availability when the management consultant is in his/her office
or company premises.
• Clients should not leave the management consultant in a vacuum. A client should promptly
provide the management consultant with all the information needed to complete the Consulting
Assignment/Project; efficiently and effectively.

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• Clients should arrange interviews and travel schedules to most effectively utilize the
management consultant’s time. A client should make sure that all individuals to be interviewed
by the management consultant will be available when the management consultant is in the
company’s premises.
• Clients should impose reasonable time constraints. A client should make sure that his/her
company can hold up its end of the Consulting Assignment/Project and its set deadlines as well.
Remembering that the management consultant’s information needs must be met before the work
can proceed.
• Clients should know and communicate to the management consultant how much
documentation is needed in their reports. A client should clearly communicate with the
management consultant whether every recommendation must be supported with the exact logic
used to reach it or is the “bottom line” adequate. A client should also clearly communicate
whether he/she requires a personal presentation of the study results. A clear understanding of the
number and kind of needed reports and presentations will avoid wasted time and unnecessary
consulting fees.
• Clients should determine in advance whether the management consultant’s work may
require access to confidential materials. A client may wish to have the management consultant
sign a confidentiality agreement in which the management consultant agrees not to release to
third parties any information obtained during the Consulting Assignment/Project. Additionally,
a client may wish to require the management consultant to return to the client all information
and work generated during the course of the Consulting Assignment/Project at its closure and
conclusion.

Managing Risks and Quality Assurance Issues in Consulting Assignments/Projects:

Prior to engaging a management consultant on a Consulting Assignment/Project, clients should keep in
mind the protection of their business interests and reducing their liability with legally binding contracts,
signed by both contracting parties.
During the initial stages of project development, management consultants may tend to rely on informal
documentation methods, such as retaining e-mails to and from the client. E-mail can provide a
convenient record of written communication between the client and the management consultant, but
legally, it is not a substitute for a signed Agreement/Contract governing the relationship of both client
and management consultant during the implementation of the Consulting Assignment/Project, as well
as setting a strong foundation for a project risk management strategy.
Well-crafted project Agreements/Contracts are an important first step in project management, as well
as an integral part of a client’s project risk management plan to protect his/her business; as this can
reduce or eliminate any complications that may develop during a Consulting Assignment/Project.
Establishing project deliverables, milestones and limitations early - and in writing - may help a client
avoid legal trouble later, saving him/her from a costly legal defense as well as valuable time spent in a
courtroom.
Most consulting Agreements/Contracts clearly establish each contracting party's responsibilities, as well
as compensation, terms, expenses, project reporting, confidentiality and termination rules.

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Having stated the aforementioned, the following should constitute integral parts of any consulting
Agreement/Contract;
• Risk Assessment; An initial summary of the anticipated risks associated with the Consulting
Assignment/Project. A preliminary assessment of the potential severity of the risks will determine
the level of time and resource that should be invested in further evaluation of the key risks. It may
well be the case that some risks are judged to be so fundamental as to potentially undermine the
rationale for the Consulting Assignment/Project.
• Assumptions; A summary of the key facts upon which the Consulting Assignment/Project will
be planned and executed. The key assumptions should be documented and validated as early as
possible during the lifecycle of the Consulting Assignment/Project.
• Constraints; A summary of any restrictions within which the Consulting Assignment/Project must
be planned and executed, for example resources, immovable milestones, limits to funding and
basic quality criteria.
• Client Quality Requirements and Acceptance Criteria; An outline of the quality characteristics
that the client is expecting for each of the Consulting Assignment/Project’s key deliverables. Quality
requirements must be measurable and will be integral to the acceptance criteria against which the
client will ultimately sign-off and accept the deliverables of the Consulting Assignment/Project.

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Document II

“Best Practices”

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Document II: Best Practices:

Objectives of the “Best Practices” Document:
This document aims to promote and establish a criterion of how a management consultant and/or trainer
should operate, and thereof provide the recipients of the services with key measurement indicators.
Additionally, It also aims to promote and set the criteria and best practices of how clients should
approach their activities of procuring Management Consulting Services available in the market through
outlining the steps of; defining their requirements and expectations, allocating, selecting and contracting
management consultants, managing the consulting assignment/project and finally evaluating the
success of any given consulting assignment/project.
Finally, this document aims to increase the level of maturity among businesses towards the Management
Consulting/Training Sector and its services; resulting from the utilization of this document as a general
guideline for both clients and management consultants/trainers on the usage of management consulting/
training services throughout all the steps of a consulting/training assignment.
The “Best Practices” Document generally aims to;
• Present the “Best Practices” from the perspective of both clients and management consultants;
clarifying the two sides of the coin of process being carried out by both parties involved in the
management consulting service.
• Improve transparency and understanding between clients and management consultants; leading to
better results from management consultancy projects, as well as reducing barriers to management
consultancy services.
• Enable management consultants to provide better value for clients and reduce risk in management
consultancy assignments.
• Improve the quality, professionalism and compatibility of management consultancy services to
enhance the effectiveness of the management consulting sector and accelerate the development
of the profession.

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The Consulting Process - Client’s Perspective - A Quick Guide:

The following diagram aims to provide any prospective client with a comprehensive flow of the steps to
be followed in any consulting process. It also aims to provide the reader with a quick reference to any
specific topic;

Investigate Possibilities for Management Identifying and Defining the

Consulting support required by his/her Problem/Opportunity 20
managerial issue(s)

Clarify and set his/her expectations in Clarifying Expectations

relation to the present challenges (Requirements/Terms of 21
Reference "ToR")

Prepare a Request for Proposal (RfP) to solicit Preparing the Request for
proposals 22
Proposal "RfP"

Select candidate Management Consultants Allocating Management 24

Consultants

Evaluate Management Consultants'

qualifications upon submitting their Screening Potential
25
proposals Proposals

Conduct personal interviews with potential Interviewing Candidate

Management Consultants 27
Management Consultants

Make his/her final decision on seslecting the Making the Final

candidate Management Consultant 29
Decisioin

Ensure his/her organization's readiness Ensuring Effective

to engage the selected Management Utilization of Management 30
Consultant Consulting Services

Formalize the Consulting Assignment/Project Formalizing the

contract into its legal format Assignment/Project 31
Contract

Assure (Management, Monitoring and Managing the Consulting

Control) on the delivery of a Management 33
Assignment/Project
Consultant

Ensure proper "Closure" of a Consulting Evaluating the Success

Assignment/Project and identify "What to of the Consulting 37
do next" Assignment/Project

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Best Practices – Clients’ Perspective:

The following tables aim to provide any prospective client with a comprehensive, logical walk-through of the steps required to identify and analyze his/her
own needs for improvement within his/her organization, as well as the steps of how to procure the management consulting services of a management
consultant to achieve these objectives, while ensuring the maximum utilization of the management consultant, protecting “Value for Money” and
maintaining quality and trust.

Sequence Activity Activity Description Activity Objective

1 Identifying As a client reviews symptoms, he/she should begin to outline Management Consultants are available in more than 800
and Defining the organization's needs in relation to the present outcomes. specialized categories, offering assistance on everything from
the Problem/ For instance, if an organization is consistently over-budgeting absenteeism to Xerox copiers. To identify the type of consultant
Opportunity on campaigns to raise the awareness of its mission; a symptom a client needs, he/she must first accurately define the problem
would have been identified. With the system the organization within the organization which requires the services of a
is currently using; too much is being spent on direct mail, for management consultant.
example.
Clients often mistake symptoms for problems. Such an error
could interfere with the management consultant's ability
to offer his/her services, as that person may be misled by
statements pointing her/him in the wrong direction. However,
looking at the symptoms is a necessary step in the client’s
effort to identify the source of the problem.

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Sequence Activity Activity Description Activity Objective

2 Clarifying Answering the following questions should assist a client in Once the symptoms of the problem and the organization’s
Expectations clarifying and setting his/her expectations; needs have been clearly identified, a client should set his/her
(Requirements/ expectations; which should clarify the type of management
• What work needs to be accomplished Will there be a
Terms of consulting service and management consultant to procure.
report, new system in place, a new person hired, etc.?
Reference
"ToR") • What skills are required, a facilitator, someone with
specific technical skills, a generalist who can achieve
agreement?
• Which members should be on the project committee, to
scope out the work, develop a request for proposal (RfP)
and identify and screen potential consultants?
• What would be the required time-frame? How much
time will be allocated to the project? How quickly does it
need it to be performed?
• Who will be responsible for the project and who will
be the lead contact for the consultant, who will make
decisions when they are required?
• Who will do the work internally?
• Who are the stakeholders for the project? How many
staff members will be allocated to this project and how
will they be supervised?
• Where to find information about specific consultants?

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Sequence Activity Activity Description Activity Objective

3 Preparing the A typical Request for Proposal (RfP) should state the following Now that a client has isolated the problem and clarified his/
Request for information about the client; her expectations/requirements/Terms of Reference (ToR); a
Proposal "RfP" • Organization Mission & Description; a brief description of Request for Proposal (RfP), to solicit proposals from management
the organization, its mission, programs, services and sources of consultants interested to offer their services for the project,
funding. should be developed.
• The Problem or Need (Purpose and Scope); the issues, factors A client should make sure that his/her Request for Proposal (RfP)
and/or problems that are driving the client’s organization to format allows for flexibility in the response; making it easier for
undertake this project at this time. It is essential to start with management consultants to present their ideas, and not design
a clear and honest statement of why the consultancy is being
his/her Request for Proposal (RfP) with the expectation of soliciting
commissioned. Clarity and honesty, both within the client
organization and in the relationship with the consultants, is conclusions from management consultants. A client should keep
really the key to success. in mind that the ultimate purpose of the proposal is to specify
how the management consultant will approach the problem.
The scope of the project must be defined. This will need to
look both forwards, anticipating as far as possible directions A final point a client should remember is that consultants are
in which the project may develop, and backwards, reviewing not paid for developing their proposals. However, if the Request
the circumstances that have lead to the decision to hire for Proposal (RfP) entails a huge time commitment, it may deter
consultants. qualified, but busy management consultants that simply do not
• The Expectations/Requirements/Terms of Reference of the have the time to respond. The best bet for a client is to create
client; as defined by the client in the previous section. a Request for Proposal (RfP) format that allows management
consultants to answer in a two or three page proposal.
• Anticipated Outcomes of the Consulting Assignment/ Project;
a brief description of the client’s expected results that the
consulting assignment/project should accomplish, in addition
to the anticipated final products of the assignment/ project;
i.e.; a report, a list of suggestions and recommendations, an
implemented system, etc.
• Other issues of concern the client may have concerning the
Consulting Assignment/Project; such as; the assignment/
project time-frame, quality assurance requirements, conflict
resolution policies, confidentiality and non-disclosure terms,
monetary concerns (if any), support to be supplied by the
client in terms of facilities, staff, etc.

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Sequence Activity Activity Description Activity Objective

Additionally, a typical Request for Proposal (RfP) should
establish a general format for the proposals to be solicited,
which would allow the client to evaluate and compare
management consultants and their proposals equally and
efficiently. The Request for Proposal (RfP) should request the
following information to be stated in any submitted proposal;
• Management Consultant Information; including complete
name, address, phone and fax numbers and email address.
• Anticipated Scope of Work and Time Frame; specifying the
activities, format, and timeframe for each phase, as well as
a description of expected time commitments of the involved
staff and their respective duties.
• Budget and Cost; providing the number of hours and hourly
or daily rates for each of the consultants assigned and the
cost for each phase, as well as the maximum fee for this
project.
• Resumes of Personnel; providing resumes of each
consultant who will work on the project, and their respective
responsibilities for this project. The resumes should include a
summary of relevant experiences of each of the consultants
in working on similar projects with similar organizations.
• References; provide a list of references for each of the
consultants assigned to the project, as well as a brief
description of the scope of the work for these references,
the year completed and a contact name and phone number
for each one.

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Sequence Activity Activity Description Activity Objective

4 Allocating Various sources of allocating management consultants exist. A When asking for recommendations on management
Management client may utilize one or more of the following sources to contact; consultants, a client should determine whether the prospect
Consultants management consultants have demonstrated the following
• Professional associations; e.g., networks of organizational
development practitioners, facilitators, trainers, fundraisers, capabilities;
accountants, lawyers, computer users, etc. IMC-Jordan is • Ability to diagnose problems, as well as sources of “know-
one good example for such professional associations. how” for benchmarking and transfer to client.
• Requests for Information; a formal or non-formal way of • Ability to see “The Big Picture” in terms of the client’s
investigating the capabilities of management consultants situation, as well as that of the business environment.
and what could be expected from them, as well as at what
price. • A track record of presenting workable solutions to clients.
• Local large corporations; as they often have community • The ability to implement suggested/recommended
service programs and can provide a wide range of solutions.
management and technical expertise. • The ability to facilitate consensus and commitment to the
• On-line Databases; IMC-Jordan’s Management plan of action among staff.
Consultants’ “Classification System” is one good example. • The ability to fulfill the client’s expectations, an acceptable
• Local telephone Yellow Pages. style of work, as well as respect and consideration to the
• Local universities or colleges; contacting the departments client’s resources and constraints.
of Human Resources, Training and Development or Business
Administration.
• Other organizations; for ideas, particularly those that
have similar services and head-count size, for contacts and
references.

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Sequence Activity Activity Description Activity Objective

5 Screening The Screening Process may be divided into Three Phases as follows; After completing the process of building the Requirements/
Potential Phase-I: During this phase a client should eliminate proposals Terms of Reference (ToR), the Request for Proposal (RfP)
Proposals that are obviously unsuitable; those proposals that show a lack and disseminating the request to candidate management
of clarity and understanding of the client’s problem and that do consultants, a client needs to develop a screening process for
not provide the necessary information. Additionally, and during the management consultants who respond.
this phase, a client should screen a management consultant’s This process should allow the client to evaluate the consultants’
list of references. Following are sample questions a client might qualifications for submitting their proposals, establish their
utilize in screening a management consultant’s references; dependability as contractors and most importantly, assess the
• Were deadlines met? soundness of their plans.
• Did the project stay on budget? A note highly worth mentioning during the screening process
• Was the management consultant’s analysis of the problem is that although Cost is an important factor when hiring a
accurate? management consultant, but a client should not allow price
• Did he/she offer solid recommendations? to eliminate a proposal too quickly. A client might be able to
• How well did he/she interact with the organization’s negotiate an acceptable fee with the potential management
representatives? consultant when it comes to the interview. Concerning this
issue, what a client would want to avoid is eliminating a good
• How well was the organization’s mission understood?
plan, maybe the best plan, based solely on an estimate of cost.
• Who did the work? Who was expected to do the work?
A client may be able to reduce the fee by narrowing the
• How well did the management consultant prepare for/and
scope of the assignment/project, providing more leeway in
follow-up meetings?
scheduling the work, or having internal staff assume some of
• What evaluation process was used? the tasks in the project. Additionally, turning the assignment
Phase-II: For this phase, the client should look at the proposed into phases of activity can also spread the payments.
actions; to answer questions like; will the management consultant’s Before a client reaches the final phase of the process, he/she
strategy work within the organization? Although the client needs might want to give promising management consultants the
change, are the consultant’s techniques appropriate?
opportunity to rewrite their proposals; through conducting
Phase-III: The phase at which the careful selection of the personal interviews to let them know the areas in which they
proposals that adequately address the client’s needs takes place. need to improve to give their proposal a better chance of being
It is advisable that the top management should be involved at accepted, as well as allowing for an opportunity of negotiating
this phase of the proposal review process. the proposal’s cost, should there be a need for that.

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Sequence Activity Activity Description Activity Objective

A client should make sure that the responding management

consultant clearly understands what is expected; through
demonstrating a clear picture of what the outcome of his/her
work will look like.
Additionally, the client should check to see if the management
consultant’s plan of action is supported by the specific techniques
proposed to rectify the problem, as well as by the suggested
timeframe for the anticipated work.
Finally, the client should check the management consultant’s
references; which demonstrate the consultant’s dependability
and capabilities to deliver as promised.

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Sequence Activity Activity Description Activity Objective

6 Interviewing Following are general guidelines for conducting these interviews; When the final few proposals are selected, a client should
Candidate be ready to conduct personal interviews with the potential
Management Setting the Interview Process.
management consultants.
Consultants • Decide who will initiate the interview by outlining the
situation.
• Develop a list of questions and decide who will ask them.
Annex B presents a list of screening questions a client may
utilize during the interview process.
• Define the process for evaluating consultants.

During the Interview.

• Begin by outlining the problem then ask how the consultant
would proceed.
• Review your objectives.
• If this is a consulting firm, ask if the presenters will be the
ones doing the work.
• Ask the consultant what they expect of you and what you
can expect of them.
• Ask the consultant about his/her competence to perform
the work.
• Discuss the type of interim materials you will be expecting.
• Discuss fee estimates and project time-lines.
• Evaluate the consultant’s personality, chemistry and working
style by observing;
▪▪ How well the consultant listens to what is being said.
▪▪ What questions the consultant asks.
▪▪ How well the consultant analyzes the situation.
▪▪ What solutions are presented and how realistic they are.

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Sequence Activity Activity Description Activity Objective

After the Interview. When the final few proposals are selected, a client should
be ready to conduct personal interviews with the potential
The questions that follow will help a client to evaluate his/her
management consultants.
meeting with a prospective consultant;
• Was the consultant able to cite engagements that addressed
challenges similar in type and scope to the client’s situation?
What was the consultant’s role in those engagements?
• Was the consultant comfortable discussing the specifics of
an engagement without divulging confidential information?
• Did the consultant portray a positive attitude and demeanor
regarding past client assignments? was he/ she candid
about difficulties and responses to unexpected events?
Could he provide lessons learned?

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Sequence Activity Activity Description Activity Objective

7 Making the A client should issue a letter of appointment to the Once each management consultant’s experience has been
Final Decision successful bidder, with the contract documentation appended. confirmed and references checked, a client should utilize the
following considerations to make his/her final selection with key
As with the rest of the process, clients should avoid undue project stakeholders in attendance;
delays, as successful management consultants schedule their
• Breadth of experience that encompasses and goes beyond
‘assets’ - their working consultants - quite tightly, and the
the situation as defined.
team they have proposed, and which the client is expecting or
even insisting on, will have been put up on the assumption of • Demonstrated ability to complete assignments within
particular start and finish dates and excessive delay in appointing budget and on schedule.
the consultancy may mean that some of these individuals will be • Demonstrated past performance ability to develop practical
no longer available. recommendations and, when requested, to have them
implemented successfully.
On the other hand, a client should also promptly notify
unsuccessful bidders. It may be appropriate to provide some • Demonstrated ability to work with people diplomatically
form of de-briefing, explaining why their offer was not accepted. and effectively and to minimize disruption of ongoing
It is important to release unsuccessful bidders promptly, as they operations.
may well have been withholding key staff from other assignments • Degree of trust and rapport established with reviewers
so as to be prepared for an early start on the client’s project in during initial contacts.
mind.
It should be possible to award the contract on the basis of these
final presentations.

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Sequence Activity Activity Description Activity Objective

8 Ensuring Prior to engaging a management consultant to undertake the This activity’s importance comes from the point of assuring the
Effective assignment, clients should ask the following questions to ensure client that he/she and his/her organization is ready to engage the
Utilization of that the management consulting service will be highly effectively management consultant selected to undertake the Consulting
Management utilized, as there is little doubt that calling on the service of a Assignment/Project.
Consulting management consultant can often prove to be a valuable
This activity, which is usually overseen by the client, would
Services investment provided;
usually constitute a major obstacle in the efficient, effective and
• Was enough time allowed for the whole exercise? successful completion of a Consulting Assignment/Project.
• Was the problem area carefully defined?
• Is it clear what the consultant is required to do, and have
all the necessary steps for the task at hand been clearly
identified?
• Has the proper criteria been used in selecting the right
consultant?
• Have the proper Key Performance Indicators (KPIs) to
measure progress towards a solution been clearly identified?
Annex C presents an Action Checklist which may be utilized
by prospective clients to ensure the effective utilization of
management consulting services.

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Sequence Activity Activity Description Activity Objective

9 Formalizing A Letter of Agreement (for short-term assignments/projects) Formalizing the Consulting Assignment/Project contract into its
the Consulting should be drafted between the client and the management legal format.
Assignment/ consultant. This Letter of Agreement should; The Letter of Agreement or the Contract should be reviewed
Project Contract by both the client and the management consultant and any
• Describe the work to be accomplished.
questions or misunderstandings should be resolved. Portions of
• Record the expected date of completion. the Letter of Agreement or the Contract may have to be rewritten
• Clarify the specific reports or presentations that are anticipated. to provide desired assurances and clarity prior to its signing by
both parties.
• Detail fees and how they will be paid.
A Formal Agreement/Contract (for long-term projects) is
recommended. This protects both parties from the common
complaints of cost overruns and missed deadlines. The contract
should include;
• The Objective and Scope of the assignment/project: As
stated and agreed-upon in the client’s Request for Proposal
(RfP) and the management consultant’s proposal.
• Consulting Assignment/Project Charter: The objective of
the charter is to document the information as it is known at
the beginning of the Consulting Assignment/Project.
Annex D presents a sample of a Consulting Assignment/
Project Charter and its contents.
• Work Plan: Tasks to be completed, expected outcomes,
timetables. What the consultant will do, what the client
should do, and what they will do jointly during and following
the project’s completion to assure its success.
• The nature of completion or agreed upon evidence of
delivered value.

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Sequence Activity Activity Description Activity Objective

• Fees: Hourly/or daily rate. Billing monthly/ on completion/

or retainer basis.
• Payment Method: Determine type of invoice required and
schedule of payments.
• Direct Costs: Determine how to bill travel, long-distance
phone and fax, subcontracted services.
• Workplace: Where will the consultant work? What
administrative support, equipment, supplies are expected?
• Contract Dates: Define when contract begins and ends.
Consider how time-line will be amended or extended.
• Termination Clause: Under what conditions will one or
both parties walk away from the work before completion?
Notification may be 30-days, 60-days or less. If disputes
arise, arbitration may be needed.
• Rights to Data: If proprietary information is collected,
determine conditions under which data can be used and
who has access once work is completed. If confidentiality is
involved, consultant must be informed.

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Sequence Activity Activity Description Activity Objective

10 Managing the The client organization should appoint a project manager and possibly Successful management of a consulting assignment/project
Consulting a small management team. requires effort by staff at many levels in the organization. This
Assignment/ The project manager is responsible for maintaining a complete record needs to be managed, to ensure that the management consultant
Project of the project, and all its variations, with records of payments made, receives the help and information he/she needs promptly, while
right up to post-contract evaluation. preventing undue disruption to normal business.
All employees need to be made aware of what is expected from
The project manager will also call and facilitate review meetings between
them, what they are expected to provide to the management
the consultants and relevant client personnel at intervals specified in the
consultant on demand, and equally in what circumstances they
contract documentation, and on other occasions as necessary.
should refer a request to higher authority.
From its perspective, the client organization should confer with the Additionally, the client organization should assist management
management consultant early on to establish criteria from which the consultants to understand their organization. A few basic
overall consulting effort can be evaluated at the mid-point and end of techniques which can greatly help a management consultant
the project; through specifying what constitutes a successful consulting to understand a client’s organization, particularly if they are
assignment/project. The descriptions of the criteria should be as detailed brought in to work on an organization-wide level and/or on
as possible to later know if the project was clearly a success or not. non-technical issues, are;
After the start date is set, the management consultant will probably meet • Assisting a management consultant understanding the
again with the client, the project team and other relevant stakeholders. client’s service(s), market(s) and stakeholder(s), through
The management consultant will use this post-award orientation providing them with copies of the organization’s strategic
meeting to introduce the consulting staff, describe the plan of action, plans, budgets, policies, most recent annual report,
and to be certain everyone is on board together. organization charts, and advertising/promotions/sales
literature. If there is a full range of these types of documents,
After this meeting the management project team will begin the process which shows that the organization probably values careful
of generating as much information as possible in a limited period of documentation when making important decisions, and will
time; which could entail; likely prefer the same from the consulting project. If these
• One or more methods of data collection and review. documents appear to be very comprehensive and include a
• Analysis of the findings. great deal of graphs, figures and numbers, the organization
probably highly values careful research, analysis, and
• Testing of assumptions.
conclusions, and will prefer the same in the consultation
• Development of alternative solutions. project.
• More testing of viability and practicality.
• Drawing conclusions.

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Sequence Activity Activity Description Activity Objective

Throughout this process the management consultant should • Give the management consultant a sense for the overall
provide the client with continuous, informal feedback so that he/ nature of the organization, e.g., Are staff highly independent
she understands what is being done and why. The client should and work alone or do they prefer working in teams? Does
also receive and review the findings and conclusions before the the organization go for consensus on decisions even if it
management consultant delivers recommendations. takes a long time to get or does it want timely closure on
decisions? Are their strong traditions the organization
Once the recommendations are in the client’s hands, they should
requires based on the diversity of its workforce? How does
provide him/her with clear guidance on how to proceed, either
the staff feel about using consultants?
with or without further assistance.
• Give the management consultant a sense for the overall
The progress of the consultancy should be formally reviewed at
priorities of the organization, e.g., an attempt to identify
appropriate intervals, although a fixed frequency; i.e.; monthly,
the general life stage of the organization, e.g., start-up,
is not always realistic or possible. Some phases of the project,
developing/building, stabilizing, declining, etc. The stage
for example the initial data-gathering, may take a long time
will indicate the organization’s overall priorities, as well,
with little to report; other aspects, particularly in implementation
e.g., getting any help it can get, grabbing market share
phases, are likely to throw up issues that require decisions much
and/or more clients and/or more revenue, developing a
more frequently.
wide range of careful documentation, divesting resources
The purpose of a review meeting is to review progress against while ensuring client needs are met, etc.
the project brief and identify any areas where work is either
falling behind or moving off track. In some contracts this will be
linked to the release of staged payments.
A review meeting also provides an opportunity to consider and,
if appropriate, approve variations in the project specification.
Typically, these will include suggestions by the consultants of
ancillary issues that would merit further study for approval or
otherwise after consideration of the need and desirability of
additional work against the costs and time involved. It must not
be possible for the consultant to obtain the go-ahead for new
activities simply by suggesting it to the line manager most closely
affected.

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Sequence Activity Activity Description Activity Objective

When the management consultant reports his/her interim

findings, the client should listen carefully even if he/she does not
like what he/she hears. If any conclusion is not well founded, the
client should direct the management consultant to an internal
source who may provide additional information.
In getting to the heart of a problem, the management consultant
may uncover other issues that need to be resolved. Some may
be prerequisites to resolving the issue at hand, but many will
not. It is tempting to add these new issues to the project, but if
meeting the client’s original schedule and budget is important,
he/she should not ask the management consultant to include
them in the current assignment/project.
When it is necessary to expand the scope of an assignment/
project, the client must make sure the management consultant
tells him/her what impact this will have on the assignment/
project’s schedule and fee.
Variations to the project may equally arise from the client.
Again, these must be formally evaluated and approved - it must
not be open to junior and middle management to redirect the
consultant.
In many consulting assignments/projects a key part of the
deliverable is in the form of reports at various stages. The client
must have an internal mechanism for receiving, discussing and if
necessary acting upon these.
The consultants are being paid to be honest. Therefore they
may have quite harsh things to say about certain functions
and operations or, in some cases, about specific individuals. It
is desirable that the consultants should be asked to raise these
issues before a written report is finalized, so that sensitivities
and proprieties are respected. An inappropriate comment by the

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Sequence Activity Activity Description Activity Objective

consultant could constitute grounds for an Industrial Tribunal.

Advice from the human resources department should be sought
if ever such issues arise.
At the end of the project, reviews should be held to discuss
the way forward, to ensure that the client understands the
recommendations, possibly to propose follow-up projects. The
client will also need an internal review that will report on the
success and ‘value for money’ of the whole project in business
terms, for future reference.
A post-project review with the consultants should be held,
probably between six and twelve months after completion. This
serves several purposes;
• It allows both sides a chance to make a considered judgment
on the success or otherwise of the project - something not
easy to do immediately after what is likely to have been a
period of excessively hard work by all concerned.
• It gives the opportunity for the review of progress in
implementing recommendations, and of correcting any
misinterpretations.
• It allows a continuing relationship with the consultants to
develop.

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Sequence Activity Activity Description Activity Objective

11 Evaluating the Following are sets of questions which a client may keep in mind The success of a consulting assignment/project can be measured
Success of the to evaluate the management consulting assignment/project in many ways. Frequently, the change that results from an
Consulting during its progress as well as at its end; eventually reaching an assignment/project is obvious; for example, measurable savings
Assignment/ overall evaluation towards the level of accomplished success of realized, new workplace efficiencies, or delays eliminated. Some
Project the consulting assignment/project; other assignments/projects, however, may have payoffs that are
only realized gradually. In such situations the client should be
During the Consulting Assignment/Project.
able to see progress in achieving the assignment/project’s goals.
• Did the management consultant ask questions that helped
To make sure a client gets the maximum benefit from the efforts
the client clarify or think differently about his/her situation?
of his/her organization and those of the management consultant,
• Did the management consultant probe to ensure adequate a client should implement the management consultant’s
understanding of the client’s situation? recommendations before they are lost in the inertia of his/her
• Did the management consultant “jump to a solution” organization. The client should instruct his/her staff to report in
before discovering the client’s unique circumstances? one month on the progress they are making, and call for regular
reports until the work has been completed. A client can expect
• Was the management consultant focused on making the the management consultant to take an equal interest in seeing
client’s organization better, or was the focus on their own that their recommendations result in benefits.
ideas? Did the solution seem “canned” or unique to the
organization’s needs? Additionally, a comprehensive revision of the Consulting
Assignment/Project Charter should be done by the client, as
• Did the management consultant question or challenge the one of its major elements are the quality criteria upon which
client’s data and assumptions? the deliverables of the Consulting Assignment/Project will be
• Did the management consultant work with the client accepted or rejected.
to develop objectives and measures of success for the
engagement?
• Did the client feel comfortable divulging sensitive or
confidential information about his/her organization to the
management consultant?
• Did the management consultant provide information that
the client may not have liked, but needed to know?

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Sequence Activity Activity Description Activity Objective

After the Consulting Assignment/Project.

• Did the management consultant deliver what was promised earlier?
• Did the management consultant deliver what was promised
according to the agreed timeframe and budget?
• Have the real issues of the consulting assignment/project
been addressed?
• Were the recommendations of the management consultant
logical, and will they work in the organization?
• If there are potential savings involved, did the client achieve
them or learn how to achieve them?
• Have the client’s employees learned how to find and solve
problems on their own?
• Will the management consultant return to check on the
success of the assignment/project?
• On balance and considering everything, would the client
hire the same consultant again?
• On balance and considering everything, would the client
recommend the same consultant to another client and/or
organization?
Depending on the nature of the assignment/project, if all the
relevant questions were positively answered; the client should
consider the assignment/project a “Success”.
The client should provide the management consultant with a
written feedback concerning his/her level of “satisfaction” with
the assignment/project, as well as keeping documented records
for his/her future references.

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The Consulting Process – Client’s Perspective:

The following diagram summarizes the Consulting Process from a client’s perspective;

PreparationPhase Selection Phase Execution Phase Closure Phase

Final Client
Identifying & Defining
Screening Evaluation
the
Potential
Problem/Opportunity
Proposals

Implementation
Clarifying
Expectations/Terms Interviewing

Execution/
of Reference (ToR) Candidate
Consultants Disengagement

Preparing the

Evaluation
Monitoring &
Making Final Evaluation &
Request for
Decision Learning from
Proposal (RfP)
Engagements

Allocating Formalizing
Contract Interacting
Management
with
Consultants
Consultants

Client Involvement

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Best Practices – Management Consultants’ Perspective:

The Code of Ethics (Annex A) of the Institute of Management Consultants and Trainers (IMC– Jordan)
constitutes the core basis of this section.
General Knowledge of Management Processes and Functions:
The following are core managerial processes and functions which management consultants should be
competent in, to varying degrees of depth and breadth, depending on the type and/or nature of the
project they may undertake. They are equally as important for understanding clients’ activities as they
are for consultants to manage their own teams.
Clearly, in the latter case, some of what is outlined in the table below may not apply unless the
management consultant is acting as a team leader or more senior member of the team.
Projects may be highly specific requiring a specialist’s perspective, but it may also be highly strategic in
nature, in which case broader knowledge of these items would be beneficial. Some may even apply to
the management of consulting work specifically;

Planning
Organizing
Management Processes Leading
Controlling
Directing

Organizational Analysis and Behavior

Organizational Development
Project/Process Management
Change Management
Strategy
Management Functions
Marketing
Information Technology
Economics
Finance and Accounting
Leadership and Human Resources

Personal and Interpersonal Attributes of a Management Consultant:

Acting, communicating and thinking are inherent personal abilities, or competencies, that we have at
our disposal, but that a consultant must strive to refine through experience.
• Acting: There are many ways in which a consultant may act; objective observer, fact finder, coach,
technical expert, etc. They should all be according to professional and ethical norms of attitude and
behavior.
It is important for a consultant not to over-stretch and try to be all things to all people. There are
certain criteria to consider when selecting which role to adopt; the client’s culture; the consultant’s
knowledge, experience and personality; the nature of the problem that the consultant has been
called in to deal with.
Facilitating, mentoring and coaching are three distinct options available to the consultant in order

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to motivate and develop people, but there are many more – and within each of these exist types of
(e.g.) facilitating.
It is important to consider that although different forms of acting are at a person’s disposal quite
naturally, the consultant should aim at refining them through experience and conscious efforts.
The management of conflict is a good example of when different approaches may be validated in
different circumstances by either stimulating or resolving the conflict to achieve a desired result.
• Communicating: There are two main ways of communicating: oral and written. It should be noted,
however, that listening is another form of communication, as is body language. Each of these is an
important element to the overall impression that a consultant will give.
The tie with culture is inextricable as in some countries even a hand-gesture could be misinterpreted.
Many clients may prefer regular oral communications rather than written reports, or conversely,
might prefer to receive updates by email. These aspects of the relationship should be defined from
the outset to minimize inconveniences.
Nonetheless, consultants will need to know appropriate proposal and report-writing techniques and
demonstrate good oral presentation techniques. Each should be properly adapted to the respective
audience.
• Thinking: It may seem obvious, but thinking is the single most important and fundamental
competence that a consultant must be extremely good at. The consultant’s mind should be capable
of nurturing thoughts and ideas on several different planes simultaneously to enable flexible and
contingent thinking.
Lateral thinking and the ability to look into the future, ‘to view the end from the beginning’ are also
important.

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The Consulting Process – Management Consultant’s Perspective:

The following tables clarify the sequential steps through which any consulting process should follow;

Sequence Activity Activity Description Activity Objective

Engagement Covering all activities regarding the consulting process and can be To ensure that all deliverables are to the required quality, on time
1
Management seen to be the project management function in the consulting process. etc.
The initial stage at which the consultant markets his/her services
and explores market opportunities.
Promotional activity will form an important part of this phase,
and include direct methods such as telephone calls, mailing of
promotional materials, or targeted Internet e-mail campaigns.

Prospecting This will eventually lead to the identifications of a client and the To identify and engage clients and to convince them of
2 making of first contact.
and Marketing capabilities, professionalism and ethics.
The consultant should impress the potential client by, among
other things, his/her professionalism and track record.
Direct methods will be needed less by those organizations with
such a reputation that they would be sought out by the client
rather than the converse. It is these organizations that typically
benefit from a large proportion of repeat-business.

The continuing relationship will serve to explore the client’s

needs and further define them.
The client and the consultant must come to some understanding
on what the desired procedure and outcomes will be, although
flexibility should be integral to the discussions.
To ensure that the consultant identifies and agrees the need with
Clarifying The desired outcomes will generally revolve around the concept of the client.
3 a real added value to the bottom line, i.e., a measurable difference.
Needs Following this agreement that the client requires a proposal
This stage will culminate with a formal proposal from the based on these needs.
consultant that delineates some idea of time scope and fees.
Equally important will be a demonstrated understanding of
the client’s political, economic, social, technological, legal,
environmental situation as they relate to the projected outcome
of the consulting engagement.

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Sequence Activity Activity Description Activity Objective

Once an agreement has been reached, the consultant will explore
which method of intervention would best fit the situation.
Among the choices would be roles ranging from reflector, through
collaborator, to advocate.
A modern trend, though, is the utilization of the consultant as an
outsourced function, reflecting the implied need for organizations
to streamline operations.
This phase implies exploring the client’s readiness for change. The
Proposal client may be an individual, but the effects will be felt by the whole The production of a proposal at the required price in order to get
4 organization. It will be important to manage relationships with key
Development the business.
individuals and recognizing who the particular dissidents might
be. Interviews, fact-finding procedures, diagnostic and analytical
methods to assess the company’s position will become important
at this point.
Eventually, this should lead to a clearer delineation of the problem
and the task at hand that could formulate the basis for a hypothesis.
Benefits will be identified and range from strategic guidance and
direction, to greater competitiveness, to the identification of market
opportunities.
Contracting is an optional step which could be completed informally To ensure the formal and legal commitment of the consultant
5 Contracting
on acceptance of the proposal or formally during a legal process. and the client to all aspects and terms of the proposal.
A plan for resolution will begin to emerge and the consultant may
begin to prepare a set of recommendations.
These can be derived from brainstorming sessions, linear problem
Execution/ solving or lateral thinking, among other means.
6 To bring about beneficial change to the client.
Implementation This will need to be validated, requiring an understanding of the
client’s values and objectives, as well as its culture. Rarely will an
assignment succeed if it is not supported by, at least, the most
senior people.

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Sequence Activity Activity Description Activity Objective

Increasingly, consultants are finding that their recommendations
will also require implementation. This latter stage requires many
different skills that may force the consulting team to change
somewhat by introducing members to the organization who
are more experienced and better equipped to manage specific
outcomes. It is also during this stage that evaluations will be
scheduled to monitor progress of implementation and, if
necessary, introduce contingency tactics.
The project will have come to an end.
This phase will include specific steps to be taken to achieve, and
document, proper closure. To ensure that the client can continue without the consultant, to
7 Disengagement
• Relating back to expectations ensure satisfaction and to potentially on sell services.
• Evaluating
• Closing
Learning from
To have processes and systems in place to record and learn from
8 Consulting Very much a continuous improvement process.
consulting assignments.
Engagements

Evaluation may be required for contractual reasons to determine A process through which the consultant learns from the
Final Client
9 the fees paid. If this is the case, the consultant and the client assignment he undertook, so that he can capture knowledge
Evaluation*
should agree on the most appropriate method of evaluation. from the assignment to use for improvement.

The consultant must never forget that the end of a project does
not signify the end of the relationship.
It is much less expensive to handle assignments on a repeat
Interacting To establish, build and maintain good relationships with the
10 business basis than it is to be continually marketing oneself and
with Clients client.
trying to attract new clients.
The maintenance of the relationship is extremely important,
both for the consultant and the client.

* Please refer below for Final Client Evaluation

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The following diagram summarizes the Consulting Process;

Offering Phase Execution Phase Closure Phase

Final Client
Evaluation

Engagement

Implementation
Management

Execution/
Clarifying Disengagement
Needs
Prospecting

& Evaluation
Monitoring
& Marketing Learning from
Proposal Consulting
Development Engagements

Interacting
Contracting with Clients

Management Consultant Involvement

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The Consultant/Client Communication:

Keeping an open line of communication between the consultant and the client throughout the Consulting
Process is a very important and critical attribute towards the success of the consulting assignment.
Proper, regular and effective communication creates a clear understanding between the client and the
consultant as it maximizes understanding, creates confidence and minimizes risks.
Communication involves maintaining a clear, appropriate and continuous flow of information from the
beginning to the end of the consultancy service; including an agreed process for resolving differences.
Hence, an effective communication strategy and policy should exist for the duration of any consulting
assignment.

Final Client Evaluation:

As stated above in the Consulting Process, and whether it is a contractual clause or not, both parties
(the client and the consultant) should agree on a feedback methodology for the final evaluation of the
concluded assignment.
Some typical metrics for such an evaluation (from the consultant’s point of view) may include;
• Innovation (development of new services).
• Process Effectiveness.
• Process Improvements.
• Team Performance.
• Utilization.
• Climate and Motivation.
• Sales Leads/References.
• Client Satisfaction.
The consultant should maintain expertise in the evaluation process and should have a systematic process
for ensuring that strengths and opportunities for improvement are recorded and shared among the staff.
Some other typical metrics for such an evaluation (from the client’s point of view) may include;
• The consultant’s expertise compared to the requirements of the assignment.
• Timely service delivery.
• Service delivery within allocated budget.
• Consulting work met the stated purpose of the assignment.
• Consultancy service was performed in accordance with professional standards of competence,
independence and integrity.
• Should similar consulting services arise in the future, the same consultant would be considered.
• If asked, this consultant would be recommended to others.

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Continuous Improvement of the Management Consultant:

A management consultant should have his processes to evaluate, capture, record and disseminate
internally, if working within a consulting organization, the good practices identified during assignments.
The scope of continuous improvement available for a management consultant could include;
• Knowledge Management.
• Knowledge Database.
• Technology Improvements.
• Case Studies.
• Training and Briefing.
• Communication.

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“Annexes”

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Annex A: IMC - Jordan Code of Ethics:

We, the members of the Institute of Management Consultants & Trainers of Jordan (IMC-Jordan),
believing in the importance of management consulting and in the necessity of upgrading the standards
of the profession, hereby declare that we commit ourselves to the following code of ethics:

1 Dealing with clients

1-1 Confidentiality
We will keep client information confidential and will not use them for personal purposes or allow
others to do so.
1-2 Servicing Clients
We will serve our clients with integrity, competence and objectivity.
1-3 Conflicts of Interest
We will not allow any conflict of interest that would provide a competitive advantage to a client
through our use of confidential information from another client who is a direct competitor without
that competitor’s permission.
1-4 Recruiting
We will not recruit employees of a client or assist them in getting employment anywhere else
without prior consulting with the client.

2 Principles of engagements
2-1 Qualifications
We will not engage in any consulting assignment unless we are qualified to perform it based upon
our experience and competence.
2-2 Contracts
We will make sure that the objectives, scope of work, work plan, the professional fees and
payment arrangements have all been agreed upon with the client in writing before commencing
the execution of any consulting assignment.
2-3 Expectations
Based upon our honesty and objectivity, we will refrain from encouraging unrealistic expectations
or guarantee specific results to clients that might arise from our management consulting services.
2-4 Objectivity
We will immediately inform our clients of any influences on our objectivity and integrity and will
offer to withdraw from a consulting assignment when they are impaired.
2-5 Coordination with Others
We will not engage in any consulting assignment with clients if there are other management
consulting firms or individuals working with those clients, without prior consultation with them
and ensuring that there is no conflict between the concerned parties.

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3 Conducting consulting assignments

3-1 Quality
We will conduct any consulting assignment with professionalism and high quality commensurate
with specialization, experience, expertise and gained knowledge.
3-2 Guidance for Implementation Purposes
We will educate and guide client staff regarding the principles, techniques and methodologies
adopted in conducting an assignment, to assist them in implementing the proposed solutions
successfully.
3-3 Documentation
We will document all reports submitted to clients, to maintain continuity of understanding of
their problems and the solutions that have been designed for them in order to refer to them when
needed.
3-4 Review of Other Work
We will review the work done by other consulting firms or individuals for the same client without
issuing any judgmental remarks on the standard of the work being reviewed.
3-5 Commitment
We will commit ourselves to the agreed - upon scope of work and conditions.

4 Fees
4-1 Fees
We will charge reasonable fees that are commensurate with the services we deliver, the responsibility
we shoulder and the time we spend.
4-2 Commissions
We will not accept any commissions, fees or remunerations from other parties in connection
with any recommendation to a client to buy equipment, materials or services as a result of our
consulting assignment.

5 Profession
5-1 Advertising the Services
We will not advertise our services in a deceptive or exaggerated manner or in any other way that
may impair the integrity of the profession of management consulting.
5-2 Property Rights
We will protect the intellectual property rights of our clients, other consulting firms and individuals
and will not use their proprietary information or methodologies without their permission.
5-3 Professionalism
We will maintain a fully professional standard in our dealings with clients, the public and fellow
consultants.

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5-4 Cooperation and Professional Development

We will assist our fellow consultants in developing their capabilities, support them in practicing the
code of ethics of the profession and cooperate with them in a constructive manner. We will strive
for our professional development by continually improving our knowledge, skills and techniques
and exert efforts for the advancement of the management consulting profession.

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Annex B: Interview Questions:

Following is a list of questions that a client may utilize during the interviewing process of potential
candidate management consultants:
1. What are your areas of expertise?
2. How long have you been in business?
3. How large is your organization?
4. What experience do you have working with nonprofits?
5. What other projects have you worked on that are similar to this? How are they similar, different?
6. Who would work with us on this project? Can we interview that person?
7. Can you give references, including the type of projects and outcomes you provided?
8. Can you provide samples of your work?
9. What type of reports will we receive from you?
10. What are your expectations of our board/staff's involvement in this process? What can we expect
from you? What do you require of us?
11. What does a typical session with you look like, in terms of time and work? How many sessions,
typically? What follow-up is there once we have completed the process?
12. How would you describe the way you go about a job?
13. Will your written scope of work include a timeline and statement of fees?
14. What is your fee structure? Is it hourly or a lump sum? What is included?
15. Will there be a rate breakdown by task and an allocation of the number of hours per task? How
do you relate costs to work completed?
16. What is the average size project that you prefer? How many hours? Cost?
17. Are you willing to take on short-term projects and projects that would be (specify an amount) or
less?
18. What is your project workload at present? How long will it take to complete our project?
19. Why do you think you are the best suited for this project? Why should we hire you?

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Annex C: Action Checklist:

Checkpoint Description
1 Involve senior management from the Gain their approval for the decision to use
beginning consultants and keep them informed during the
selection process.
This will help ensure that your choice of consultant
will be accepted at the top level.
2 Gain an awareness of the number and scope Some consulting firms offer a wide range of services,
of management consulting firms while others specialize in particular industries,
certain areas of business activity or smaller or larger
organizations.
3 Prepare a short list of possible consultants There are a number of available sources for
identifying consultants but recommendation is also
commonly used.
Make sure you obtain references from previous
clients to establish a consultant's track record.
4 Ask for a preliminary survey from consultants This would enable you to establish the extent
on your short list to which the consultant can help you, the likely
benefits, and the duration of the job.
It should also help you to study the consultant's
approach to the problem and to your organization.
Ask for a written report of the survey.
This should be free, although in certain circumstances
a nominal charge may be made.
5 Study the consultancy proposals submitted Following are some of the common features;
• An understanding of the situation or need.
• A program of work.
• The style and approach of the consultant.
• A timetable to accomplish the work.
• Details of staff involved, including relevant
qualifications and experience.
• The required resources to accomplish the work,
such as; time, information and equipment.
• Estimates of fees and costs.
• A summary of the results and benefits to be
achieved from the project.

6 Explain to all concerned why a consultant is All relevant staff must be fully briefed on why a
being employed consultant has been appointed, when he or she will
arrive, and the required level of co-operation of each
involved member.
Appoint someone as the main contact with the
consultant.

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Checkpoint Description
7 Ask for regular reports on the progress of the Enabling you to measure actual progress against the
assignment agreed objectives of the assignment.
Ensure that your requirements are not being over-
shadowed by the consultant’s preferences.
8 Have a debriefing session before the end of Ensure that the consultant summarizes the findings
the consultancy and conclusions of the project either in a report or
in a presentation.
Ensure there are no misunderstandings or errors.

9 Assess consultant effectiveness Check that the new development and procedures
proposed are being implemented and properly
applied, and that they are not being undermined by
old methods and concepts.
Discuss with the concerned staff any particular
difficulties which arise during implementation.
Regularly examine the results being achieved and
insist on follow-up visits from the consultant at
appropriate intervals after completion of the project.

Points to avoid:
• Never presume that staff will readily accept an outside expert - be prepared to manage the
resentment which may come from staff at the employment of consultants.
• Never lose sight of the most important objectives.
• Never become overly reliant on a consultant.
• Never forget that once the assignment starts, the work may be left to junior consultancy staff or
that personnel may change during the project.

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Annex D: Sample of a Consulting Assignment/Project Charter:

Doc Number XXXX

Version XX
Print Date XX/XX/20XX
Page Page 25 of 28

Project Project Name

Created By Management Consultant Name Date Creation Date
Phone Email

Mission The mission or goal of the Consulting Assignment/Project.

Why is it important to achieve the project mission?
Objectives
What do you hope to achieve by executing the project?
Deliverables What will the project actually produce? These should be measurable items.
Who will be on the team?
Who is the project sponsor?
Stakeholders
What other stakeholders have already been identified?
Include contact information if possible.
Are there some roles/responsibilities that need to be clarified now before the detailed
Roles and
planning begins?
Responsibilities
Are you clear on your responsibilities as the project manager?
High-Level Work
Breakdown How will the project be structured at a high-level?
Structure
Assumptions What high-level assumptions have already been made about the project?
What will be the main channels of communications?
Communications Do you anticipate any communication problems that should be clarified here?
How often will the team meet?
Risks What are the main high-level risks that have already been identified?
What are the main Key Performance Indicators (KPIs) against which the deliverables
Quality Assurance
of the Consulting Assignment/Project will be measured?
Where will project documentation be kept?
Documentation
How will it be kept up-to-date?
Boundaries Are there specific items that are NOT within the scope of the project?
Decision Making
What will be the decision making process(s) for the project?
Process
Stakeholders should be requested to sign an agreed-upon final version of the charter
Signatures
to document everyone’s agreement.

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