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Home Magazine September 2010 Web Extra: Before you call

September 2010 Web Extra: Before you call

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We asked industry consultants what they want their clients to do before they fly across the country to visit. Here are their responses.

| September 16, 2010

We asked industry consultants what they want their clients to do before they fly across the country to visit. Here are their responses.

  • Get their current recruiting/hiring/interviewing material together (if any exists) so I know what I am starting with. 
  • Have a current list of all positions available in the company and wages ranges for each. 
  • Identify one person in their organization who will be my primary contact. 
  • Identify their vision, be ready to change, understand where they are today in their business journey.
  • Organize financials, make goals and objectives, prepare for emotional aspect of a transaction.
  • Be prepared to be completely transparent in our conversation.
  • Allow full disclosure of the pain they are experiencing in their business.
  • Understand that most changes in business are based on the metrics of past financial performance. Know your numbers.
  • Review (or in many cases, develop) their strategic plan and related tactical human resources initiatives.
  • Research their competitors and become aware of traits and characteristics that make them stand out.
  • Be prepared to tell your story – why you have been successful, how you have done it, what barriers to success have you overcome, etc.
  • Think about what it would look like to win.
  • Have clear goals, necessary resources and objectivity.
  • Talk with other clients.
  • Join their state or national trade associations.
  • Be clear about your goals and objectives, be ready to work and have an open mind about how to accomplish them.  
  • Have a simple vision, a budget and a commitment to the project.
  • Collect relevant facts; don't take action against employee without speaking to us.
  • Know your internal policy concerning the issue at hand as well as your past practices concerning that issue.
  • Have an open mind, call early on, talk with other people who have had success with consultants
  • Interview multiple consultants, be committed to partnering with a company/consultant, get commitment from key team members in your company.
  • Organize documents, discuss plans with key employees, define your problems.
  • More awareness of – and a commitment to – educating the customer on the importance of environmental stewardship.  A bigger idea than “getting through plan review.”  The goal is not to attempt to convert every client into an “environmentalist,” but simply imprint the basics of responsibility to their community.