Qualified Consultant Course PDF Print E-mail

If you are a consultant, you can take our Qualified Consultant Course to meet the BIZremedies Expert Consultant Standard of Excellence.  Once you have earned your Silver Seal, you have permission to become an online author and upload your BIZ Best Practices in our BIZ Library in printable, audio and video BIZ Tips formats so that others can learn from your methods. You can also conduct an Online Forum and a Lunch and Learn program, and be an expert blogger in the area of your expertise. While others are learning from your Best Practices, you will be benefiting by developing a loyal following.

See our schedule of programs, under Find an Event, and get the course in person, or take it online starting October 1st, 2009 for $195. 

The course outline and worksheets and requirements to be a BIZremedies Qualified Consultant are below. 

 

Qualified Expert
BIZremedies Consultant
Unqualified Consultant
1) This course will help you to be more clear, calm and confident about your self as a consultant.  We will teach you how to identify a client’s needs through the “root cause/need analysis” and how to articulate how you can solve that problem instead of just solving a symptom

Isolation and uncertainty about results
2) The “root cause/need analysis” and qualifying process will help you to determine if the business is a match and fit for your work, therefore you do not waste time chasing business where you cannot be successful

No system or program to follow consistently to ensure a match
3) The Ethics and Values Match assures a culture fit, and allows you to be certain that you will work well with the potential client. You will learn how to stay in your integrity, even if it means you might lose the business, because you will be operating from a place of abundance and empowerment.

No ethics and values match can mean unneeded stress that comes from chasing down business
4) You will learn how to Brand yourself and articulate your Business Best Practices and Models.
You will learn how to articulate your process, as it pertains to solving a client’s root need and achieving the goals towards their Strategic Plan. 
 
No Branding and Business Model makes you another consultant who just comes in with ideas, not solutions, tailored to a client’s needs and goals
5) You will discover the best price structure to charge for your services, based on your relative experience/education.  Because you will no longer doubt what to charge, you will be able to stay more confident in your negotiations.  Because you have the experience of solving Root Cause and creating results, you can charge more for your services.

You will work harder, not smarter to get the business
6) You will learn how to provide case studies that demonstrate you have solved the root need of other companies, while considering their short and long term goals, making you more valuable.
 
No proven success track record keeps you from being able to charge what you are worth
  7) We will teach you how to capture testimonials and references from your satisfied customers.
      
 
Without raving fans, you will not stand out from the crowd

 

These are some of the things you will learn (this is not a complete list, just an overview)

I  Ethics-What does it mean to be ethical?
 
Curious-
Good Judgment-
Insightful-
Resourceful-
Accountable-
Honest-
Boundaries-
 
II Do’s and Don’t for Consulting?
 
Do-
Do ask qualifying questions: 1. Time 2. Budget 3. Expected Results 4. Goals 5. Values
Listen for symptoms
Do discover the root cause  (see diagram)
Do have a model or process you use that is proven
Do find out short and long term plans
Do be clear on your project requirements and cost
Do set up an accountability and benchmark system
 
Don’t-
Don’t just jump at the chance for business
Don’t just treat symptoms
Don’t pretend you can solve something you can’t
Don’t walk around the elephant in the room, just to keep the work
Don’t be-friend or hire their employees
Don’t tell company secrets or stories
Don’t assume you are doing well and meeting expectations-ASK!


III Ways to Lead with Integrity: What happens if it could cost you business?
1. Speaking up & tell the truth:
2. Make Recommendations, don’t just point out problems:
3. Tailor-make your process to their Root Cause/Need:
4. Suggest bringing in another expert if necessary:
5. Stay Strong in your Intention and Values, but Let go of the form it takes—although you may be the expert in your field, it is not your business

IV Value Match:
When considering doing business with someone, be sure to consider if your values match up. Here are some value match considerations. Pick your top 6-10 and find out the most important values to the person you are doing business with as well. See if there is a match, not only in philosophy and business best practices, but in values too.

Physical Values
Accuracy--the precision, exactness, and conforming to fact in details of work.
Cleanliness--of offices, production and warehouse facilities, equipment, customer service areas, raw material and finished product inventory, closets, bathrooms, and so on
Maximum Utilization of Resources--the desire and ability of the company to improve its performance by full utilization of its current resources (i.e. as time, money, equipment, materials, space, people, etc.).
Orderliness--in offices, drawers, file cabinets, shelves, paperwork, files, phone numbers, priority of work, daily and weekly planning, etc.
Punctuality and Timeliness--in arriving on time to work, from breaks, from lunch, to meetings, in replying to letters and phone calls, in paying bills on time, etc. Occurring at the most suitable or opportune time.
Quality of Products and Services--in terms of presentation, functionality, choice, value, speed, timeliness, suitability, repeatability, reliability, life span, repeatability, courtesy, friendliness, etc.
Regularity--of meetings, reports, sales calls, performance reviews, and so forth
Reliability--the way system or persons consistently produce the same results, preferably meeting or exceeding its specifications. Dependability.
Responsiveness--the way people, the organization, systems, etc. react to a need coming from within or without.
Safety--in offices, warehouses, production and research facilities, vehicles, for employees, vendors, customers. etc.
Speed of Operations--the measurement of whether actions occur in the fastest time.

Organizational Values
Accountability--of individuals, departments and divisions for performance, results, problems, and so on
Communications--up, down, and sideways within the company, with customers and vendors, in terms of openness, frankness, clarity, frequency, accuracy, timeliness, and brevity
Cooperation (Teamwork)--among individuals, departments, divisions, branches, and so on
Coordination--horizontally between departments in terms of plans, activities, and systems
Discipline--in adherence to company policy, rules, systems, procedures, schedules, standards, ethics, and so on
Freedom for Initiative of Employees--to make suggestions, develop plans, make decisions, carry out or modify actions, and so on
Integration--for smooth operation vertically between different levels of the organization in terms of plans, decisions, and priorities
Standardization--in terms of forms, files, procedures, reports, performance evaluations, equipment, training, recruitment, orientations, communications, and so on
Systemization--in sales, marketing, customer service, accounting, research, production, engineering, estimating, recruitment, training, promotions, communications, coordination, reporting, and so on

Psychological Values
Continuous Improvement & Problem Solving--the desire and ability of the company to develop and incorporate ways to improve itself
Creativity--in terms of new products, new ideas, new systems, new production methods, new applications of technology, new methods of financing, new marketing strategies
Customer Delight--the positive emotional response and joy that the customer feels from interaction with our people and our products and services.
Decisiveness--in solving problems, planning, executing plans, in terms of speed and commitment to decisions once made
Develop People--the desire and ability of the company to improve the lot of its employees, including, ultimately, their personal growth.
Harmony--the overall atmosphere and interaction between people, departments, divisions, systems, activities, rules, and policies within the company and between these elements and the external environment, customers, vendors, community laws, and so on.
Innovation--the desire and ability of the company to venture into new, breakthrough areas of opportunity. (e.g. in the industry, in emerging trends in society, etc.)
Integrity--keeping to one's word, promises, agreements, being truthful, non-deceitful etc. with employees, customers, vendors, government, etc.
Loyalty--to and from suppliers, customers, and employees
Resourcefulness--the ability to deal resourcefully, i.e. creatively, imaginatively, self-reliably with unusual problems, difficult situations, or unanticipated opportunities.
Respect for the Individual--in establishing rules and policies, design of systems, making decisions, executing instructions, and so on in terms of people's health, safety, self-esteem, feelings, and opinions
Service to Society--community welfare, environmental protection, development of products and services that meet real physical, social, or psychological needs.
(A Will to ) Succeed--in any aspect of work
A Positive Attitude--the ability to see the positive and bring the positive in any situation

V Qualifications-what you need to submit in the next 2 weeks:

Business Best Practices and Models:
What is your process?
What 10 Business Best Practices in your industry do you stand by? Follow the BIZ Tips format
Name 5 Topics you would like to write about in a blog? What kind of expert are you?
What sets you apart: philosophy, process, model? Give a paragraph on this
How do you Brand yourself:  What is the tagline that describes you?  Why?
What is your added-value proposition?
 
Relative Experience/Education/Price Structure:
What is your experience?
What is your education?
How did you determine your price structure?  What is it?
How do you guarantee results?
How do you ensure you are solving “Root Cause/Root Need” and not just symptoms?
 
Proven Case Studies:
Provide 3 Case Studies from clients that show your success

Testimonials and references:
      Provide 5 written testimonials with contact information
 
BIO:
      Education, Experience, Accomplishments  
 
After the course, you will submit any questions and requirements to This e-mail address is being protected from spambots. You need JavaScript enabled to view it   
After the course, online or in-person, if you want additional coaching to meet your requirements, you can receive it with Susan K. Wehrley at a discounted rate of $150 hour for our BIZremedies members (normally $250 hour). Alexandra Wehrley is available to walk you through the site, on the phone or our office, at no additional cost.

 


 

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