We wrote recently about preparing your team for the addition of a new consultant. Just as important is preparing your consultant for the introduction to your project, team, and company.

Onboarding a Consultant

There is nothing to be gained by having the consultant unclear, uninformed, and unsure, which is why an efficient and effective onboarding process is necessary. Follow these strategies:

Open the Lines of Communication

In order for your consultant to be effective, they need to have total access to your company, or at least the resources required for the project. In order to get those resources when they become necessary, the consultant must know who to talk to, when, and where. Make sure that lines of communications between everyone are open and flowing by having an introduction meeting and making supplemental introductions as necessary.

Define Clear and Measurable Goals

Just because the point of the project has been defined doesn’t mean your consultant and everyone else knows exactly what you hope to achieve and how you will measure success. This needs to be established as explicitly as possible. Otherwise you just invite confusion, overlap, and wasted effort.

Fill in the Details

If your consultant is going to help you solve a problem, they need to understand its full extent and history. At the outset of the project, take some time to fill the expert in on your pain points, your background, your risks, and your opportunities. Again, there is nothing to be gained by withholding information.

Set Parameters and Address Logistics

Are there any measures you are unwilling to take? If so, make sure your consultant understands the limits to operate within. Furthermore, what kinds of resources and budget will be available to the consultant, and what kind of expectations do you have for their presence in the office? Treat this person like any new employee.

Be Flexible

Consulting projects often encounter roadblocks, setbacks, and stumbles in their early stages. This is not a sign of incompetence or failure but simply a symptom of taking on big problems and unforeseen circumstances. The final part of your onboarding process is to acknowledge the plans you establish at the outset could change, and that you and everyone else need to work together to ensure positive outcomes for all.

It won’t take long for your consultant to hit the ground running and give you a fresh perspective on how you do things. When you’re ready to connect with a team of the best consultants in the business, get in touch with MedPartners.