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Have Briefcase, Will Travel: Making the Transition to Consulting

By Rita Bennett

For anyone considering a career transition into consulting, there is good news: The time is right in a number of important fields. Around the world, governments and businesses are in need of experienced advisers in IT, security, technology, and engineering, to name just a few. And as Asia’s economic expansion continues apace, the outlook for vigorous commercial growth in places like China, Singapore and Korea looks bright as well—bringing with it opportunities to market independent business expertise in fields such as management, finance, and HR and international management development.

In terms of consulting, what these global macroeconomic trends suggest obviously depends on numerous factors—many of them personal. One first has to do a candid self-assessment of skills, interests, and personality factors, all of which have a bearing on the success of one’s transition from professional staff or management into the consulting realm.

Take Personal Stock First

Perhaps the most important thing to consider is whether you have the experience and skills that will be sought after in the marketplace. Certainly, this includes a solid résumé, a demonstrable track record of accomplishments, and a strong network in your field of interest.

Your personal interests, too, should match up with the path you are considering. First and foremost, you should have a passion for the work. It’s not enough to want to “be more independent,” or “set your own hours,” or “take on new challenges.” Although consulting will offer those things, be prepared: typically, the hours are longer, and you will often find that you have less control over your schedule because you are now on the front lines of the customer-service business. A passion for what you do will make these changes seem less disagreeable.

Don’t forget that consulting work often requires a lot of travel, so business travel should be something you consider a perk, not a burden. And consulting involves a great deal of personal interaction; if you don’t enjoy working with people, you won’t enjoy being a consultant.

Such considerations apply whether you open your own consultancy or work with a consulting firm. In fact, if you are thinking of starting your own business, remember that all the bad stories you have heard are probably true—and then some. The hours and the work are never-ending. Hence, being passionate about what you do is not a bromide; it is a necessity.

An Effective Consultant Is…

In the end, many of these personal considerations reflect the personality and leadership factors you see identified in work-style inventories such as the Myers-Briggs evaluation. Today’s successful consultant is more than just self-motivated. She or he is expert in active listening; good at quickly assessing organizational styles and cultures; analytical and skilled in organizing work and teams; and able to project credibility and inspire confidence.

The personality characteristics cited here are not all-inclusive; they are representative of the qualities encountered among the most successful consultants. These traits are included to give you a best-practices sample of what it takes to be a great consultant. Think back to consultants you may have encountered in your career: What made them successful or unsuccessful in your view?

So You Still Want to Consult

Once you have decided to make the career change to consulting, you’ll find entire library shelves filled with advice on how to make the transition smoothly and successfully. There is a wealth of published information about how to set up your own consultancy and/or join an established consulting firm, and tips on bringing along your network to build your new business.

That said, certain imperatives do tend to rise to the top. Here are ten tips to keep in mind as you pursue your transition into the consulting world.

1. View your client as yourself. The American novelist John Steinbeck once said, “No one wants advice, only collaboration.” We all want to feel that the person we’re paying for an independent perspective and expert counsel truly understands our business, appreciates our challenges, and is invested in helping us devise the best solutions. If you consider how you would feel in the same situation as your client, you are well on the way to building a good relationship.

2. Maintain high standards. Consulting is all about establishing and maintaining your integrity, credibility, reputation, and the trust of your clients. If you’re not conducting your business ethically, you won’t be in business for long.

3. Never underestimate the power of transparency. It’s important to be open in all your dealings with your clients, including how you report results and accomplishments, and how you handle the business side of the relationship, such as hours, fees, and incidental expenses. Always provide accurate, detailed bills for your services, and when you deliberately under bill or write off some of your time, let your client know that as well. Transparency contributes to trust.

4. Remember that your reputation is your only asset. In the consulting business, you are marketing yourself. Your experience and persuasive skills are part of the package, but everything is based on what you have done for others. A good reputation in consulting takes years to build, and can be damaged in a flash when a client is dissatisfied. So remember, whenever the client calls—answer!

5. Keep your skills and your network current. This should be self-evident, but alas, in consulting as in other professions, we do sometimes have a tendency to slow down or take certain things for granted. In today’s business environment, new developments, emerging trends, and technology shifts require that we constantly update our knowledge and skill sets. As for your business network, it’s much like your network of friends and family: it requires constant care and feeding. Do it right, and you may even find strong friendships developing from your network of business associates.

6. Admit your mistakes. The willingness to admit a mistake, apologize, and take quick corrective action may seem a no-brainer—but we all know that it doesn’t happen nearly as often as it should. By taking responsibility when things go wrong, you’ll show your clients that their business matters to you.

7. Be passionate about what you do. This was covered earlier, but it’s one of the differentiators of the successful consultant. Loving what you do contributes to the enthusiasm you project for your clients’ business challenges, and the solutions you are helping them to develop.

8. Listen well and stay accessible. This applies both in the physical sense (return client calls immediately) and in the metaphorical sense of being approachable. You want your clients to be comfortable enough with you to ask questions, challenge what you say, and tell you what you need to know to give them the best service.

9. Be willing to work your way out of a job. Believe it or not, a good consultant is ready to tell the client when further work is unnecessary or will not be productive. Clients are paying you for your best advice, and they’ll reward you with referrals and future opportunities for business if they trust your honest (and sound) advice.

10. Take risks, and even be willing to fail. In consulting as in life, you have to take risks and be willing to fail if you hope to learn, grow, and truly succeed. Be willing to take risks with your thinking, to risk pushing your clients in the direction you believe they need to go. You will be rewarded for taking the tougher road, the more challenging approach, in order to accomplish worthy goals. Or as the Will Rogers classic goes: You've got to go out on a limb sometimes because that's where the fruit is.

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For more than twenty-five years, Rita Bennett has been a management and HR consultant specializing in global management development. She has founded and sold her own international management and HR consultancy, and provided service to global 1000 companies around the world. Rita now serves as senior vice president for strategy at Aperian Global, an international consulting firm with offices in the United States, Asia, and Europe. In addition, Rita serves on the Board of Directors of the Society of Human Resource Management.


 

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