Roles, Goals and Reasons in Consulting

Course Details

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60 to 90 minutes

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Self-Paced

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$35 (US funds)

About the Course

Grasp the foundational concepts, terms and practices you need to know as a consultant. Classify the type of consultant that you are. Understand the most common overall approaches for solving complex problems with clients. Recognize who your real client – your most influential person – is at different times in a project.

This course can be completed as a stand-alone or as part of the Certificate-Series Principles in Professional Consulting.

Learning Outcomes
  • Broaden your definition of consulting to expand your options
  • Strengthen your focus to market your services effectively
  • Expand your toolbox of approaches to problem solving
  • Determine — “Who is my real current client?”
  • Build foundations for stronger relationships with internal and external clients
Tools & Resources
  • Training Video
  • Pre and Post Assessments
  • Learning Journal
  • Sources for Additional Learning (recommended interactive exercise(s), book(s), discussion group and questions for reflection about the topic)

Downloadable Resources

  • Suggested Primary Goals and Working Assumptions for Consultants
  • Types of Clients in Consulting Projects
  • Organic Approach to Consulting
  • Comparison of Internal and External Consultants
  • Internal and External Consulting – Two Different Worlds

How it Works: To Enroll & Get Started

Enrollment Instructions

1-icon Create your account. Go to CDI’s Learning Management System (LMS). Read the brief “Welcome” section and click on “new account”. 

2-icon Select a course or Certificate-Series. Back at the LMS, click on View the Catalog of Courses and Certificate-Series, and select the desired course or Certificate-Series.

3-iconEnroll. In your selection, click on the “Enroll” button. In the "Enroll Options" page, use Paypal for major credit cards, or enter an enrollment key if you have one.

Log-in & Learning Instructions

4-icon Start your learning. In your selected course or Certificate-Series, follow the step-by-step instructions in the "Start Here". Links to your enrolled courses will be on the right side of your pages.

5-icon For support, see CDI Help Center or email us.

6-icon Proceed at your own pace. However, paid enrolled courses should be completed within 60 days, and Certificate-Series within 90 days.

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Got a question? Want to talk to us?

Contact CDI at info@ConsultantsDevelopmentInstitute.org