4 Sep, 2019

Ask Nicole: Reasons for Turning Down a Prospective Client

By |2021-08-19T20:43:51-04:00September 4th, 2019|Categories: Consulting|Tags: , |0 Comments

Have a question you’d like to be featured? Let me know.

Here’s a question from Ashleigh, a social worker based in California interested in taking on part-time consulting work:

Hi Nicole!

I’m interested in learning more about your process of taking on client or partnership work. Specifically, do you have any criteria or lessons learned in determining when to take on a new client or project and when to turn someone down? I’m interested in doing consulting on the side to supplement my income, and while I’m cognizant of my capacity, I’m curious to know if there are other reasons I should consider when turning down an opportunity.

Thanks in advance!

Great question!

I’ve already talked about how I’ve gone about getting client work and my process for reflecting on a project, as well as some of my pet peeves, including the RFP process and clients who “ghost”. So, we’ll focus on turning down opportunities.

My reasons for turning down a client or partnership opportunity varies, so what may be a deal breaker in one situation may not be the case for another. Also, my reasons are personal to me and I don’t have to tell a prospective client or partner why I’m choosing not to work with them unless asked, other than to let them know I’m not the best fit.

Nevertheless, here are some reasons why I may turn down a prospective client or partnership opportunity:

I’m not interested in the project

The main reason I transitioned into working for myself was the ability to choose who I want to work with, what I want to work on, and why I want to be involved. Some reasons why I may not be interested in a project can include:

  • The focus of the project or collaboration doesn’t align with my current interests or learning needs 
  • Taking on this project will result in an imbalance of services provided (taking on more evaluation projects when I want to do more research or organizational sustainability projects, for example)
  • Project length (I may be interested in short-term projects while the client is looking for someone for longer, or vice versa)
  • Reputation of the client/partner (questionable leadership, people I know who have had a bad experience with them, etc.)
  • Budget (what the client is willing to pay doesn’t match up with the amount of work they’re requesting)
  • The client or partnership’s work doesn’t align with my business’ mission and values (see last reason)

Clients or partners with questionable communication patterns

If we’ve explored the possibility of working together…and you disappear…come back…and disappear again…only to come back and disappear yet again, I’m also going to assume you were either not serious, not ready, or there’s something going on with your organization’s stability.

Also, sometimes projects may not go forward due to factors not under the client or partner’s control, but when you don’t inform me if this, it makes me questions if dropping communication is something that happens often in your organization. If it’s my responsibility to follow-up with you within a given timeframe, I’ll make every effort to do that; but if it’s yours and you don’t, I’ll take it as a sign that you’re not ready to move forward, you’ve decided to work with someone else, or some other factor.

I like to spread out my projects and travel

I like to bring on projects and partnerships that vary in length and responsibilities. For instance, while I may be onboarding two long-term clients, I might have two projects that I’m halfway through, and two additional projects that I’m wrapping up and doing final reporting on. I also like to spread out my client travel as I try my best not to do too much traveling for one given client in case I need to be in person with another client.

Clients or partners who debate me on my process

How I interact with prospective clients and partners is driven by whether they’ve contacted me or if I’m responding to a solicitation. Along with this, it gives me and the client/partner the opportunity to feel each other out and for me to share how I’ve worked on similar projects with similar clients in the past.

Every agency, business, or organization has policies and procedures. As part of my policies and procedures, I ask prospective clients and partners complete my client/partner questionnaire. In the past year, I’ve buckled down on making sure everyone–prospective or previous clients–complete this questionnaire because I’ve observed that I’d been lax about it with people I knew personally. So now, everyone does it.

Also, depending on if the client has hired me for evaluation services, I have them complete an evaluation capacity measure assessment so I can assess what’s doing on within their organization related to evaluative thinking, leadership support for evaluation, and staff capacity, etc. I’ve had 2 prospective clients push back on this, even though they hired me to help them build evaluation capacity.

Similar to what I observed while working in a more direct service/case management setting, what I’ve learned is that, even when a client presents with one request, what really needs to be worked on and addressed doesn’t appear until after I’ve done a thorough analysis, so when a client is against this part of my process, I decline.

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7 Aug, 2019

Ask Nicole: Dealing with the Death of a Client

By |2021-08-19T20:43:26-04:00August 7th, 2019|Categories: Public Health & Social Work|Tags: , |0 Comments

Have a question you’d like answered? Let me know.

During the first year of my social work graduate program, I interned at a comprehensive care clinic at a New York City-area hospital. The primary population at the time was adults living with HIV and AIDS. The social work team was small- only four social workers on the team- and I shared a caseload with my field placement supervisor. The social workers would see clients at the clinic but also rotate to the inpatient floor of the hospital, so whenever it was my supervisor’s time to go to inpatient, I’d tag along.

One day, she asked for me to do a quick intake assessment for one of her clients who had been admitted on the inpatient floor. He was a middle-aged man with the initials “PM”, who was very pleasant and invited me to have a seat in one of the chairs in his room. One of the questions was confirming his AIDS status. He confirmed it, but quickly told me that no one else knew of his diagnosis, including his family.

I saw PM a few months later back in inpatient. This time, he looked completely different. He’d lost a lot of weight and his face was sunken. He was very weak, and couldn’t speak. In his room, I was met by his brother who seemed agitated because he wasn’t informed why his brother had been admitted. Before seeing PM, I looked at his clinic chart to discover that he’d been diagnosed with Epidemic (AIDS-associated) Kaposi sarcoma, an aggressive form of cancer. While asking questions from the intake assessment (after his brother stepped out of the room), PM answered with paper and pen. Before leaving, I asked PM if there’s anything he wanted me to tell my supervisor. He asked about the likelihood of him being discharged to go home.

A week later, I received a notification in the staff’s client appointment system that PM had died. I looked in his chart again to see an updated medical note from his clinic medical provider. The provider had recommended to PM’s brother and mother that PM should be discharged for hospice care. When asked why, the provider had to disclose PM’s AIDS status to his family.

Soon after PM’s death, my supervisor and I went back to inpatient, this time as witnesses for a young woman signing legal documentation to assign custody of her young sons to a relative. She died soon after. My supervisor asked if I wanted to debrief with her about PM’s and the young woman’s deaths, and I remember telling her that I was fine but would speak to her about it if I needed to.

I went from experiencing these deaths as a student to experiencing the deaths of several clients while working at my old agency after graduating. One client died by suicide, one was found dead in her apartment under suspicious circumstances but was later determined to be health related, one died via a drug overdose, and there are others who died but so much time as passed that I can’t remember their causes of death. On top of this, my staff would get routine emails informing us of clients who have died in other departments, along with the deaths of some staff members.

But the death that impacted me most was “LB”. He was middle-aged man whom I’d met around 2 years after joining my agency. When my supervisor introduced me to him in his office, LB was sitting across from my supervisor’s desk, crying as he wanted to sign up for services plus being spooked that he’d had 3 heart attacks in that month alone.

LB quickly became one of my favorite clients, where I’d do frequent home visits with him and I managed to get him a receptionist job at the agency location. The last time I saw LB was in April 2015 when he stopped by to see me for an update on a medical visit he’d just left. After that, all of my calls and letters either went unanswered or returned to sender. I managed to get in contact with LB’s mother that August, where she disclosed that LB died earlier in May from a heart attack. I told my supervisor and gave her his case closure documentation, and went about the rest of my day. When I got home, I sat on my bed and cried.

At the time, I thought I cried specifically for LB. In hindsight, I cried not only LB, but all the clients that died before him. I never fully gave myself the space to process each death (particularly the deaths that occurred when I was a student) and I think in some ways I’d become desensitized to hearing about the deaths as I transitioned from student to professional.

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24 Jul, 2019

Try This: Find Your Unlikely Allies

By |2021-08-19T20:43:06-04:00July 24th, 2019|Categories: Program, Service, & Campaign Design|Tags: , |0 Comments

It might seem random, but it just might work.

July is Minority Mental Health Month, a time to bring awareness to the importance of achieving mental health and wellness in communities of color, along with addressing barriers that prevent people of color from seeking and remaining in care.

Let’s say you’re an organization interested in developing an awareness campaign related to positive mental health and wellness outcomes in communities of color.

Your organization’s expertise rests on the mental health side, but you identify potential barriers, based on feedback from your program participants, that may become a barrier to someone with a diagnosed or undiagnosed mental health issue staying in care.

When we’re not feeling at our best, many aspects of our lives take a dive. One of which is oral health. We don’t typically connect oral health to mental health, but some mental health conditions like dementia and schizophrenia have increased decay and gum disease as a consequence of bacterial infection rather than erosion, attrition, or abrasion. Also, people experiencing stress or anxiety may also experience higher levels of bruxism (teeth grinding), temporomandibular joint disfunction (TMJ), and gum disease due to life stressors.

Partnering with an oral health organization or your local dentist office to address this may sound like a completely random campaign, but it may be a powerful campaign just off the strength of how random it sounds.

Many nonprofits and community groups like to conduct SWOT analysis. If you’re not familiar with the practice, it’s a strategic way to identify what’s a strength, weakness, opportunity or threat to the organization, both internally and externally. One perceived weakness or threat is recognizing that there are others who have your characteristics, think the way you think, and are “already doing the work”.

That may be true. But how can this move from being a weakness or threat to being a strength or opportunity?

My suggestion: Find your unlikely allies.

An unlikely ally is someone that, on the surface, we don’t think can be connected to our cause, but they may have a particular strength we benefit from once we do a deeper dive into what their skills are and how we can marry them to our own.

While there may be others already doing the work, there’s a specific way you do the work that makes you stand out. Your unique perspective can be the deciding factor on how many people get onboard with your program, strategy or campaign.

Plus, when you think beyond the people and groups closest to you and start to identify the outlier people and groups who have different skillsets that you can benefit from, it brings you to the top.

This activity is ideal for:

  • Anyone interested in creating a program, strategy campaign or initiative on a larger scale

Here’s what you need:

  • Sheets of paper or an erasable whiteboard 
  • Post-it notes
  • Writing utensils (pens, pencils, markers, or dry erase markers)

The steps:

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10 Jul, 2019

Ask Nicole: My #1 Rule for Effective Networking

By |2021-08-19T20:42:09-04:00July 10th, 2019|Categories: Consulting|Tags: , |0 Comments

Have a question you’d like to see answered? Let me know.

I (typically) don’t like networking.

I thought it was because I’m an introvert or that it seemed easier when I was in college, or that I’d say something stupid that would ruin my chances of making a great connection.

Some of my most memorable (and odd) networking experiences include:

  • A women coming up to me during an event, handing me her business card (for a service I didn’t need), and walked away.
  • A conference attendee watching me intently as I spoke, and I could tell that they were honing in on catching buzzwords they could use to determine if it would be worth their time to continuing speaking with me.
  • I was contacted about a potential collaboration with someone I’d never met before, and the only reason they were interested in working me was due to my location, but they didn’t know much else about me or if we’d be a good fit.

One day I realized why I don’t like networking: The focus is on what you can get from someone, rather than building an authentic relationship. The next time you have an opportunity to network with someone, ask yourself:

Would I care about this person if they didn’t have something I want?

I recently spoke to a researcher and evaluator. She contacted me, sharing how she and I were connected (we’re members of a few activists groups and listservs, and she reads my blog), and asked to have a conversation with me because we have many commonalities (being women of color with a passion for social justice and culturally responsive research and evaluation) and she’d like to be intentional in building relationships with potential consultants.

What I thought would be a 30-minute conversation ended up lasting a little over an hour. It was a great conversation where we learned each other’s work and the communities we worked with. We’ve decided to set up ongoing conversations to stay connected. I’m always excited to connect with another woman of color in the research and evaluation space to share advice and potential opportunities, but I’m actually more excited at the prospect of getting to know another researcher and evaluator in this case.

My #1 rule for effective networking is to focus on relationship building from place of really wanting to get the know the person as an individual, and less about what you think this person can do for you.

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27 Jun, 2019

Back to Basics

By |2021-08-19T20:40:54-04:00June 27th, 2019|Categories: Consulting|Tags: , |0 Comments

It’s that time of year, where nonprofits, community-based organizations, and other entities spend down their budgets, finalize funding reports, reflect on their successes and create goals for the new fiscal year.

It’s a pretty hectic time for me as well. While most of my client contracts start on the calendar year, I’m rushing alongside them to get things done by the end of the fiscal year.

One of my goals for Year Four of my business is to go back to basics. Specifically in these three ways:

  1. Blogging about reproductive justice and intersectional analysis was the initial reason people started following my work. While I’ve embedded RJ into the content I’ve created in the past, what I want now is to make more explicit RJ-related content by way of my blogs, future webinars, and trainings. There’s a major difference between learning about RJ and actually incorporating it in our personal and professional lives, and I want to help people bridge that gap.
  2. After processing everything I’ve worked on in the past year with my clients, I’m noticing that there’s a greater need for me to strengthen how I teach and coach my clients, hone in on their learning styles and information retainment, and figure out how to best break down concepts into digestible and easy to understand formats.
  3. When I say “raise your voice for women and girls of color”, how am I working with my clients to actualize this? What does this look like for them? How are they currently doing this, and how does my working with them as a thought partner help them reach this level of engagement with the communities they serve?
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