Step 5: Sources for Additional Learning (Optional)
Interactive Exercise About This Topic
- With at least two other people, role play the first contracting meeting with your client. Address each of the goals of the contracting meeting as listed in the slide deck.
Discuss This Article / Handout
Review the suggested core elements of a consulting contract that are included as a handout from step 3 of this course. What elements do you want in your contracts or aren't you using now that you do want to include?
Scan Lists of Free Articles About This Topic
Familiarize yourself with the sections of articles in the Free Management Library's topic Phase 1: Start-Up -- Clarifying Expectations and Roles, Assessing Readiness, RFP and Contracts, Getting Buy-In. It includes an extensive collection of free resources about the first phase of consulting.
Share Questions, Answers and Materials in CDI's Discussion Group
Use the Discussion Group to conveniently get help and give help with CDI faculty and fellow learners. You can search for topics in the group, as well.
Consider These Books on Consulting
- Field Guide to Consulting and Organizational Development by Carter McNamara, Authenticity Consulting. Much of the content of these virtual courses was adapted from this book.
- Flawless Consulting by Peter Block. This is one of the best books on the contracting and discovery phases of consulting.
Answer Questions for Reflection and Discussion
One of the best ways to enrich your learning is to reflect on the content of the course, including to affirm what you are doing now and to identify what you might do even better. Think about the following questions. Discuss them with others. See Questions for Reflection and Discussion.
Review Range of Resources for Consultants' Learning
Scan the list of General Resources for Learning for Consultants. Pick at least one of the resources to use now, for your continuing professional development.