How Is Consultant or Attorney Progress Evaluated?
- Monitor progress closely. If daily contact is necessary, then demand daily feedback. Review all bills.
- Incorporate methods, techniques and solutions used by the consultant into your internal processes in order to avoid the same or similar situations in the future.
- Do not broaden the assignment without redoing most of steps 3 and 4. Remember that consultants earn money by billing time. If you ask for information, you will be charged for the time spent in researching and responding to your request.
- Designate one organization contact for all communication with the consultant. No one should go directly to the consultant; everyone should work through the designated contact.
- If there are several individuals doing tasks for the consultant, request that the consultant also appoint a "point person" to facilitate accountability for communications.
- Do not "leak" information prematurely. Have periodic update sessions conducted by the consultant and provide the sessions to all interested parties for the life of the assignment.
- Do not hesitate to advise your professional counterparts of your experience with your consultant. Open, earned praise or factual information is always valuable.
What should you expect from your consultant or attorney? Using the terms "consultant" and "attorney" interchangeably, the traits listed below should reflect the manner in which your consultant or attorney handles his or her part of the relationship:
- Reassuring: You should not be made to feel that your situation is unusual, and you should be made to feel that your questions and concerns are reasonable. You should receive a timely and quick response.
- No surprises: You should be aware of any possible actions and alternatives.
- Leadership: Your attorney should function as the leader of the team.
- Honesty: In simple language, your consultant should be candid and straightforward.
- Know your business: Your attorney should make an honest effort to understand your business and industry, and therefore understand how advice may impact the business in general.
- Anticipate problems: Your consultant should anticipate your concerns and be an individual you feel you can confide in.
- Interested: Your consultant should be enthusiastic about your challenge.
- Professional: Your attorney should always demonstrate the highest standards of professionalism.
- Loyalty: You should expect the consultant's loyalty and commitment.
- Available and proactive: Your attorney should encourage communications and anticipate your need for information concerning the status of your situation.
- Attentive: You should be made to feel you are the most important client your consultant has.
Reprinted with permission. © CCH
These professionals should make an honest effort to understand your business and industry, and therefore understand how advice may impact the business in general. They should encourage communications and anticipate your need for information concerning the status of your situation.
How is consultant or attorney progress evaluated?
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