Many nonprofit leaders are turning to consultants to help them navigate this uncertain moment. These experts offer services to juice fundraising, streamline budgets, improve program delivery, and more. But this advice doesn’t come cheap. To help you get the most value out of a partnership with a consultant, here are a few pointers from Geoffrey Hamlyn, chief operating officer of Trepwise, a strategy consulting firm for nonprofits, foundations, public entities, and other organizations.
Determine what you need — and budget for it. Before you bring on a consultant, define what you’re trying to accomplish. This doesn’t mean you need a fully built workplan, but you should be able to articulate the core challenge you’re facing and the outcome you want. You should also identify any constraints, like a tight deadline, staff bandwidth, or stakeholder expectations. A short request for proposals or two-page scope document will give both you and the consultant something concrete to respond to and build from.
Ask the right questions, both before and after you hire. Vetting a consultant’s credentials is important, but so is understanding how they work. Too often, organizations skip past the questions that most helpfully signal whether a consultant will be a good partner. During the interview phase, go beyond bios and boilerplate. Ask questions like: How have you handled a client whose needs changed midway through the process? What’s your approach to building buy-in across a diverse team? How do you communicate when something isn’t working — or when we’re off track?
For more advice on how your nonprofit can get the best results from working with a consultant, read Geoffrey’s full article, Hiring a Consultant? 4 Steps to Success.
Have a wonderful week,
Emily Haynes
Senior Editor, Nonprofit Intelligence
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