Using a Consultant

2. Briefing the Consultant

The brief turns your objectives into a project plan, giving the consultant clear direction.

Start by writing an outline brief, to be discussed and agreed by all parties. This outline can be re-written and expanded, so that it forms part of the detailed written agreement (see 3).

2.1 Summarise the situation to be improved or the problem to be solved.

2.2 List the objectives (see 1).

• One early goal for the consultant might be to suggest a more effective way of reaching the ultimate objective. Often, consultants are willing to give advice that puts them out of a job.

2.3 Indicate your budget.

If the budget is strictly limited, make this clear from the start.

2.4 Identify deadlines and timescales.

• You may have to comply with fixed deadlines. For example, in relation to new health and safety regulations (see Health and safety).
• Even if the timescales are more flexible, always set deadline dates - and always build in a few days' margin, just in case.

2.5 Identify resources and restrictions that will affect the consultant's work.

• The consultant may need facilities in your office, such as a desk, a PC and a phone.
• Access to key people eg directors, specialists and customers may be essential.
• If the consultant must keep certain information confidential, or may only contact certain customers, make this clear.