TechSoup Logo  
 
HSC | TECHSOUP.ORG | DONATED PRODUCTS
photo by Doug Workmaster  
Hiring a Consultant

COMPUTER BASICS
   basic systems management
   hiring a consultant
DATABASES
   intro to databases
   planning databases
   donor databases
   contact / client databases
   info and referral systems
NETWORKS
    networking concepts
   planning networks
   installing networks
   administering networks
HARDWARE RECYCLING
   using donated computers
   recycled and refurbished hardware
VOLUNTEERS
   structuring volunteer projects
   managing volunteers
   tips on volunteer management
   how to help someone use a computer
   volunteers in schools
WEB SITES
   planning a web site
   web development resources
 
   resources
home page
 
The Problem.

Most computer problems can be solved, or projects built, by resourceful staff and volunteers. CompuMentor or similar mentoring projects can help. Occasionally, however, when a deadline looms, or a project is just too complex, a computer consultant is needed.

Selecting a consultant can be difficult. How do you evaluate the skills of a consultant in an area where you have no expertise? Is the course of action suggested by the consultant appropriate to your needs? When the project is completed, will we be able to manage the system on your own, or will you continue to depend on the consultant?

Some Solutions.

Define project goals. Before selecting a consultant, define in detail the expected outcomes of the project. For example, the following list could be the basic specifications for a networking project:

  • Connect 20 computers running on the Windows platform.
  • Give all computers on the network fast access to our main database.
  • Give staff members email accounts.
  • Train staff to use and maintain the network.
  • The budget for this project is $10,000.
  • The project needs to be completed by March 4th.
  • There is no money in the budget for continuing support.
  • Our users are beginners, so the system must be easy to learn and maintain.

Presenting potential consultants a clearly defined set of specific project expectations allows them to make accurate bids that can be evaluated against competing bids. This process will also identify unrealistic expectations before it's too late.

Selecting a consultant. The best way to find a consultant is with a personal recommendation. Survey groups in circumstances similar to yours, ask board members and fellow administrators, and get the word out on your grapevines.

Present your project to several different consultants, if possible. The responses will tell you a lot about your project, and more about the consultants. Be prepared to reexamine your project goals, if they appear unrealistic.

Assess the responses to your request for proposal, check with current and past clients, and select a consultant. Get their bid in writing, and get started.

Select a staff member to manage the project, preferably your systems administrator. The project manager works with the consultant to set a schedule, document the changes to your computer system, and keep the project on track. As the project nears conclusion, the project manager should coordinate staff training.

Volunteers. Even if you've decided to use a consultant, don't assume that volunteers can't make a huge contribution to your consulting project. Whether they help you define, manage, or document the project, select the consultant, or train staff, volunteers can often find a place in a consulting project.

In Conclusion.

Projects that need to be completed quickly, or require specialized skills, may require a consultant. A significant organizational commitment is necessary to work effectively with a consultant. Staff will need to define the project in writing, locate several consultants and present the proposal, check references, sign contracts, track the work, document changes, and supervise training.

 

If you don't find what you're looking for here, check out the nationwide resources on TechSoup.org.
     
Copyright (c) 1987-2008 The CompuMentor(r) Project, home of TechSoup. All rights reserved
The CompuMentor(r) Project, a 501(c)(3) charitable organization
rev 10.30.00