Ethical Consulting 2024

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ethical consulting summary

international consulting and logistics of tax, payment, legal

bug spray pricing: sense of a difficult client, add a 20% pain in the ass fee

IP, process and deliverables; how to clarify DoD?

roadmap network: liberatory consulting

collaboration: trust, trusting and verification of labour

community of practitioners: group of local consultants forming as a community of practice

spend most time in the agreement phase: mental health support for clients and how boundaries must be protected through a contract practices

doing this work within capitalism and capitalism doesn't give an F

ethical consulting notes

CRM consulting:

  • 3-4 years
  • largish orgs

---

  • communications
  • 1 year

cycles of full time to consulting contracting

--- entrepreneur

  • foundations,
  • product dev consulting
  • new
  • how contribute more, learn about the ecosystem

---

accidental consultant

  • 6 years
  • design a business and changing field and reflecting new phases of how to structure consulting
  • finding communities of support
  • pricing: is there a foundation rate?
  • less

---

--- internal consulting

  • firms and internal consulting in consulting firms
  • client
  • knowledge management, systems design,
  • human centered research

---

10 years

  • independently helping orgs and universities
  • ngos,
  • digital tech, indicators for state funding
  • workshop based trainings for groups to do

critical digital education practices

  • time limited
  • project management
  • collaborating with diff stakeholders

international consulting and logistics of tax, payment, legal


venders, short/long term clients

  • intentionally working with specific communities and sectors proactive

bridge between client and vender

cycles of starting and re-starting

pricing


Pricing --- never regretted raising rates

undervaluing labour: self undervaluing

bug spray pricing: sense of a difficult client, add a 20% pain in the ass fee

how to bring people into projects when charging more, hiring support

collaboration: trust, social network, what is the task or piece of it; example of social media campaign

crappy client

sales process and securing clients values aligned

finding a number a closing

book: flawless consulting: peter block

IP, process and deliverables

  • how to clarify DoD?
  • trusting and verification of labour

get stakeholder to tell you what the problem is

  • agree on what is to be solved?

---

stage of getting clarity of what the person/client needs

  • discovery research, phase: wanting a client who to work with and give over the strategy as part of building the relationship

discovery: here's the process, steps we'll take to do the project

productize service: reproducible framework to apply to multiple contracts/clients

no: came for consul, gave wise consul and then recommend others to talk with to

  • waterwheeling client service
  • handoff: may not know the actual person, reputation but not verification, social network groups of consulting

community of practitioners to provide referrals


referred significant amounts of business

  • the labour of finding who is the best fit for the client

referrral fees:

  • example of a creative agency

ethicially referring

  • recommendation is not a guerrentee of hiring

how capitalism is non transparency and not over complicating the realtities

how many tech


red alert pricing or no go line

small step projects

learning objective

institute for NP consulting

compass point

spend most time in the agreement phase

scope creep

contracts: you are expacting to work as many hours

IP in the contracts


iterations of documents

feedback, rates for how many iterations of editing, design

discovery phase: "dating" using that

3 revisions

work beyond this will be subject to my usual rate (pass 3 drafts etc)

hours outside of time scope

group of local consultants forming as a community of practice

resource:

  • roadmap network: bipoc/w lead org consulting and leadership for grassroots consultants
  • moving towards becoming a resource

liberatory consulting

values align

uptima

  • course of learning for is this the right practice/
  • peer accountability: esp around brand/storytelling of your offering
  • holistic approach to business

short term

healthy boundaries

fees


going to therapy and mental health support for clients and how boundaries must be protected through a contract practices

milestones of implementation


how does "in kind"

comp pro bono work: feeling out the org, initial relationship and contract negotiation

  • practical implementation of that process
  • deadlines and in order to achieve impact
  • when don't achieve milestones
  • only do enough they can write off

cost for services estimate for everyone

  • receipts for in kind///product
  • invoice with a discount: put the rack rate and line item for the discount