consulting Archives - Page 3 of 11 - Nicole Clark Consulting

4 Aug, 2021

Ask Nicole: Hire a Consultant vs. Do it Yourself

By Nicole Clark, LMSW|2021-08-19T21:12:50-04:00August 4th, 2021|Categories: Consulting|Tags: Ask Nicole, Capacity Building, consulting|0 Comments

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

I had a discovery call with a prospective client recently, who wants to build an evaluation framework for their staff to implement. The executive director wanted an evaluation framework that was general enough to cover each program but could be tailored to each program’s specifics.

This organization has the budget to hire a consultant, but once the consultant’s job is over, the organization will have to pick up where the consultant left off. That often includes understanding their capacity to implement evaluation activities.

It’s no surprise that many organizations doing amazing work tend to have a small staff. And just like the larger organizations, they focus on the bigger picture and how to measure their impact. (I’ll touch on how grassroots organizations can be more data driven in next week’s blog post.)

They’re getting funding (via their supporters or from foundations) to help build out their infrastructure and capacity to do this data driven work while also being deep within the communities they serve.

“Who will implement this framework and all of its activities?“, I asked the executive director. In order to build an appropriate evaluation framework, I have to understand staff capacity.

It’s not a waste of time or money to hire someone to help. It is a waste of time if the end product isn’t conducive to where your staff’s capacity currently is, which could lead into finding the money to bring in another consultant to help with implementation.

Should you hire a consultant or should you do it yourself?

As a consultant, while my business thrives on being hired to do stuff, the answer isn’t that simple.

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21 Jul, 2021

Try This: The RFP “YES” Checklist

By Nicole Clark, LMSW|2021-08-19T21:11:52-04:00July 21st, 2021|Categories: Consulting|Tags: consulting, Equity, Try This|0 Comments

*Try this out and let me know how it goes.*

Last week, I posed 7 questions to consider before sending out a Request for Proposals (RFP) to evaluate whether your organization’s process for securing consultants is equitable.

Also occurring last week, I responded to a RFP. There were several reasons why I responded (knowing the person who sent it, interest in working with the organization, having the skillset needed, the project focus, etc.). However, I responded because this RFP:

Was clear, concise, and outlined everything I needed to know
Included the statement: “In line with our focus on equity and evaluation, we aim to reduce the burden on interested applicants.”
Limited the proposal to 5-7 pages
Was explicit in requesting proposals from independent consultants as well as partners
Included in the proposal requirements: “A brief work plan of the steps you propose, which we recognize are subject to change”
Lists the qualifications they’re looking for, but also stated they understood that no applicant or proposal will meet all qualifications
Specified that the proposal submission is the first step in a longer conversation with their time, with a small number of applicants being asked to have a brief phone call with the team
Didn’t request additional documents (most likely because they knew they would’t read through them)
The project sounds really interesting

What’s most impressive is that this RFP came from a philanthropic organization. When I emailed my proposal, I complimented the staff on how equitable their RFP was. The only thing the RFP didn’t disclose was the budget (and last week’s post shares why disclosing it is important.)

Regardless of the selection outcome, I hope this is the start of organizations developing more RFP equitable practices.

What makes you say “YES!” to responding to a Request for Proposals (RFP)?

Do you have a standard list of requirements? Are they consistent across RFPs, or do you make considerations based on situational factors?

Let’s create your RFP “YES!” checklist.

This activity is ideal for:

Anyone wanting a proactive approach to considering whether to submit a response to a Request for Proposals (RFPs).
Anyone responsible for creating RFPs

Here’s what you need:

Whatever setup you use to capture your ideas (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to

The steps:

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15 Jul, 2021

Putting Equity in the RFP Process

By Nicole Clark, LMSW|2021-08-19T21:10:56-04:00July 15th, 2021|Categories: Consulting|Tags: consulting, Equity|0 Comments

When I first started doing client work, I responded to a lot of Requests for Proposals (RFPs), spending hours a day on the process (or on the weekends when I was working a 9-to-5.)

At some point, I asked myself, “Is this really what I’ll have to do to get clients?”

More importantly, “Is this a good use of my time?”

I’ve already written about how I feel about the RFP process. In fact, I’ve slowed down on responding to RFPs altogether as a time management tactic and to prioritize current work.

Fortunately, I’m at a point where responding to RFPs is optional. Plus, I see more colleagues choosing not to participate in this process.. One reason being that the majority of my colleagues (and myself) get more work via referrals and networking than RFPs.

I’ll admit I initially didn’t like the RFP process because I grew weary of spending hours putting together what I thought was a good proposal only to not even get a “thanks, but no thanks” back.

However, whether my proposal was selected or not, I still walked away believing that there’s a better way to go about finding people to lead projects.

While I don’t respond to as many RFPs, I still do look at them, and I’ve notice something interesting.

Organizations are becoming increasingly better at recognizing what I’ll refer to as data collection fatigue, being mindful of inundating program participants, grantee partners, and other stakeholders with requests for completing surveys, being in focus groups, etc., while also ensuring that data collection activities aren’t time consuming.

Organizations recognize this now because their stakeholders are complaining about it.

Does this mean that consultants aren’t complaining? We are, yet organizations aren’t shifting towards creating RFP processes that are transparent, less time consuming, and collaborative.

The RFP process may be a standard way to seek out consultants to work with, but it’s not an equitable process. Before your organization sends out the RFP for its next project, evaluate your RFP based on consultant complaints:

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7 Jul, 2021

Ask Nicole: I Have Too Many Clients (!!!)

By Nicole Clark, LMSW|2021-08-19T21:10:19-04:00July 7th, 2021|Categories: Consulting|Tags: Ask Nicole, clients, consulting|0 Comments

This month’s Ask Nicole question comes from Sylvia, a public health professional who recently stepped out into the world of full time consulting as her consulting client roster has started to skyrocket:

What do you do when you find that you have too many clients?? Sounds ridiculous, as I’m sure this is a “problem” many consultants would love to have. I’m a solopreneur and I’m still establishing myself and my business systems. I’ve taken on more projects than I probably should have, and while this will prove to be a lesson learned for the future, I’m curious to hear from you on how you’ve tackled this.

Sylvia’s right.

Complaining about having too many clients does sound weird to someone who wishes they had even one client.

And I’m sure Sylvia did it in order to jump fully into her business so that she could leave her 9-to-5 behind. Building my client portfolio was a primary focus for me too, for both experience and confidence.

So… how many clients is “too many”?

Well, there’s no one-size-fits-all answer. However, when your client roster feels overwhelming, consider the following common culprits. I’ve considered for myself when I start questioning my own client roster, and hopefully you can discover which one(s) are causing you to take on more clients than you should:

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1 Jun, 2021

Five Years of Full Time Consulting: My Biggest Lesson Learned

By Nicole Clark, LMSW|2021-08-19T21:07:34-04:00June 1st, 2021|Categories: Consulting|Tags: consulting, Reflections|0 Comments

On June 1st, 2016, I woke up, rolled over, opened my laptop, and began working. This was my first day as a full-time consultant, after nearly 3 years of juggling full-time employment with building a consulting business. Today is my five year anniversary.

What started as a Tumblr blog developed in a moment of boredom in 2011 to share my thoughts on Reproductive Justice, feminism, and women and girls of color led to me filing as a Limited Liability Company business in August 2013, with my eventual departure from my employer on May 31, 2016.

I’ve worked with some pretty amazing client organizations and partners along the way. I’m still amazed that I can say, “I worked with this organization?“

In 2017, I shared 10 lessons learned during my first year of full time consulting, and not much has changed with these lessons learned five years later.

The days where I grew in frustration knowing that I had a fragmented life (doing something I no longer cared for and building my business) seem like a distant memory. I still look back on those days with gratitude because that period was one of the hardest yet rewarding of my life. Starting and running a business became less about being my own boss and more about having an idea and giving myself permission to see it through.

I will be honest and say that I’m not as inspired by what I do.

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