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Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
British Computer Society
   The Chartered Institute for IT
Consultancy Specialist Group
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
British Computer Society
                       The Chartered Institute for IT
                  HOW TO BE A CONSULTANT
                  a programme for new and aspiring consultants

• What’s different about being a consultant
• Using methods, tools & resources
• Helping people to change
31st March 2021               How To Be A Consultant         2
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
Dr Alan Warr, Chair of the BCS
             Consultancy Specialist Group

31st March 2021          How To Be A Consultant   3
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
British Computer Society
                       The Chartered Institute for IT
           HOW TO BE A CONSULTANT
           a programme for new and aspiring consultants

by Simon Wallace CITP, MBCS
      31st March 2021
      How To Be A Consultant              31st March 2021   4
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
Typical Routes Into IT
                         Consultancy
                                                               IT Expert /
                             IT Profession
                                                                Specialist

                       How To Be A Consultant

                             Consultancy
  Student /
                              Training                        IT Consultant
  Graduate
                             Programme

You don’t need
to be tecky to                                                 Business
become a                   Business World                       Expert /
consultant!                                                    Specialist
   31st March 2021                   How To Be A Consultant                   5
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
How To Be A Consultant
                    a programme for new and aspiring consultants
                                                                      Managing
                                           Teams &                   Projects and
                                         Relationships               Mixed Teams
                                                        Interviews,                Solution
                                  Client                Fact Finding              Design and
                              Relationships Fees, and Evidence
                                                                                    Buy In     Helping
                     Being a              Commerciality,             Analysis and
                                                                      Problem                 People to
                   Consultant             Contracts and
                                                                       Solving                 Change
                               Presentation   Finance                               Report
                                                         Creativity
                     What’s        Skills                              Quality      Writing
                    Different                                                                 Successful
                                             Ethics and               and Risk
                  about being a                                                              Delivery and
                                             Behaviour     Using    Management      Getting
                   Consultant     Selling                                                      Beyond
                                                         Methods,                  Decisions
                                   Your
                                                         Tools and Thought Made and
                                   Work
                                              Trust &    Resources Leadership Delivered             Professionalism
                                            Influencing                 and                         Capabilities
                                                                     Reputation                     Organisation
31st March 2021                                    How To Be A Consultant                                       6
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
British Computer Society
                                     The Chartered Institute for IT
                      HOW TO BE A CONSULTANT
                       a programme for new and aspiring consultants
Wednesday       What’s different about being a consultant   Wednesday           Creativity
31 March 2021   Using methods, tools & resources            21 July 2021        Presentation skills
                Helping people to change                                        Quality & risk management
Wednesday       Being a consultant                          Wednesday           Trust & influencing
28 April 2021   Interviews, fact-finding & evidence         29 September 2021   Solution design & buy-in
                Managing projects & mixed teams                                 Teams & relationships
Wednesday       Ethics & behaviours                         Wednesday           Thought leadership and reputation
26 May 2021     Analysis & problem solving                  27 October 2021     Getting decisions made & delivered
                Client relationships                                            Successful delivery and beyond
Wednesday       Selling your work
30 June 2021    Report writing
                Fees, commerciality, contracts & finance
                How To Be A Consultant                                          31st March 2021                      8
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
Zoom In

                       Host &                                     BCS ConSIG Panellists
                    Questionmaster

                            Guest Speaker (15-20 mins)
10-15 mins contributions + Q&A                     Guest Speakers (for part 2 & 3)

                  Experienced Consultants (encouraged to attend and contribute)

                             Audience (encouraged to ask questions)
31st March 2021                          How To Be A Consultant                           9
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
How To Be a Consultant
                                                                          Managing
                                             Teams &                     Projects and
                                           Relationships                 Mixed Teams
                                                         Interviews,                     Solution
                                  Client                 Fact Finding                   Design and
                              Relationships             and Evidence
                                                Fees,                                     Buy In
                                                                     Analysis and             Helping
                     Being a               Commerciality,
                                                                       Problem               People to
                   Consultant               Contracts and
                                                                        Solving               Change
                                               Finance
                                Presentation                                       Report
                                                          Creativity
                     What’s         Skills                                         Writing
                                                                       Quality
                    Different                                                                Successful
                                              Ethics and               and Risk
                  about being a                                                             Delivery and
                                              Behaviour              Management
                   Consultant                               Using                  Getting    Beyond
                                   Selling
                                                          Methods,                Decisions
                                    Your
                                                          Tools and    Thought    Made and
                                    Work
                                               Trust &    Resources Leadership Delivered
                                             Influencing                 and
                                                                      Reputation

31st March 2021                                       How To Be A Consultant                               10
Consultancy Specialist Group - British Computer Society The Chartered Institute for IT - BCS, The Chartered ...
What is a Consultant?

                         What definitions have you heard?

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What is a Consultant?

   ▪ A consultant is someone contracted for
     a limited time for their specialised
     knowledge and skills that client
     organisations may wish to benefit
     from, to assist with a specific need.

   ▪ You might be doing so as an employee
     or associate of a consulting firm or as
     a sole practitioner, contracted directly
     to the client.

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Types of IT Project Worker

                   Consultancy        Freelance                  Temporary
                    Associate         Consultant                 Employee
                                                                  Of Client

Consultancy                                                                     Permanent
 Employee                                                                       Employee
                     Software or                                                 of Client
                                          Agency                  Freelance
                   Service Supplier       Worker                IT Contractor
                      Employee
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Employee vs Freelance
                                                               Employed
                                                                ▪ Steady job
                                                                ▪ Colleagues and coaches
                                                                ▪ Fed with work
                                                                ▪ Career progression
                                                                ▪ Training
                  Consultancy        Freelance                   Temporary
                                                                ▪ Holidays
                   Associate         Consultant                   Employee
                                                                ▪ Paid  even when not doing client work
                                                                   Of Client
                                                                ▪ Infrastructure, equipment and support
                                                                ▪ Back office (eg finance & HR)
Consultancy                                                                            Permanent
 Employee                                                      Freelance                Employee
                    Software or                                 ▪ Profit from your own of  Client
                                                                                         success
                                         Agency                   Freelance
                  Service Supplier                              ▪ Freedom / flexibility
                                         Worker                 IT Contractor
                                                                ▪ Choose your own assignments
                     Employee
31st March 2021                       How To Be A Consultant    ▪ Reputation in your own name       14
You are the product for sale

                                                         Demonstrate you

                     £ ££      ££
                                                          ▪ Understand what is required
                                                          ▪ Have the right knowledge
                                                          ▪ Have strong relevant
                                                            experience
                                                          ▪ Have a professional attitude
                                                          ▪ Will communicate well with
                                                            client personnel at all levels
                                                          ▪ Have friendly rapport with the
                                                            purchaser
                          as part of the best team the client could ever hire!
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Another day, another assignment,
         another client, another location
        Fun or nightmare?                                          For better or worse:
                                                                   ▪ Travel
                                                                   ▪ Meet new people
                                                                   ▪ Join new teams
                                                                   ▪ Learn about different businesses
                                                                   ▪ Use different methods, tools and
                                                                     techniques
                                                                   ▪ Develop your experience
                                                                   ▪ Grow your CV
   Consultant is thrown out of a plane without a                   ▪ Move on to a better job!
   parachute. Luckily she lands in the deep end.
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But maybe doing that more
                     remotely nowadays?
                                        What are the pros and cons?

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Be a team player but remember
                you’re not one of them
                                        ▪ Good relationship with key client people
                                        ▪ Friendly, helpful, co-operative
                                        ▪ Impartial – reserve judgement and don’t
                                          take sides
                                        ▪ Put the client first, but
                                        ▪ Protect your own interests
                                        ▪ Good ethics, attitudes & behaviours
                                        ▪ If it’s not going well you could be straight
                                          out of the door!
                                        ▪ btw – careful about giving and receiving
                                          entertainment or gifts

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Client People
   ▪ You might contend with “lack of understanding, doubt, resistance, resentment, occasional
     hostility and illogical behaviours”
   ▪ Client people are often an essential element of your work:
       ‒ Sales process
       ‒ Fact finding
       ‒ Designs and decisions
       ‒ Testing
       ‒ Procedures
       ‒ Training
       ‒ Buy-In
       ‒ Support
   ▪ Need for strong sponsorship

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Charging for your services
   ▪ Pricing
   ▪ Type of contract:
       ‒ employment contract
       ‒ secondment
       ‒ time & materials
       ‒ fixed price                                                   RISK
       ‒ capped fees
       ‒ contingency / success fees
       ‒ stage payments
   ▪ Plus expenses, overtime, travelling time, VAT
   ▪ Allow for down time, holidays, pensions, business expenses etc?

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Your Observations, Comments
                         and Questions

            The End

31st March 2021              How To Be A Consultant   21
British Computer Society
                       The Chartered Institute for IT
           HOW TO BE A CONSULTANT
           a programme for new and aspiring consultants

by Simon Wallace CITP, MBCS
      31st March 2021
      How To Be A Consultant              31st March 2021   22
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