How to be a Consultant

  • 08 Sep 2021
  • 06 Oct 2021
  • 5 sessions
  • 08 Sep 2021, 4:00 PM 6:00 PM (PDT)
  • 15 Sep 2021, 4:00 PM 6:00 PM (PDT)
  • 22 Sep 2021, 4:00 PM 6:00 PM (PDT)
  • 29 Sep 2021, 4:00 PM 6:00 PM (PDT)
  • 06 Oct 2021, 4:00 PM 6:00 PM (PDT)
  • Virtual
  • 8


Registration is closed

How to be a Consultant
a Professional Development Workshop Series
from Jerry L. Talley, PhD, JLTalley & Associates
presented in collaboration by the ATD Sacramento and ATD Golden Gate Chapters

THREE Workshop Sessions: September 8, 22 & October 6
TWO Office Hour Periods: September 15, 29
4:00 PM - 6:00 PM

Consider This:

Is your practice almost successful? Do you often end up in contractual agreements that limit your ability to do what the client really needs? Do you find it ironic that you consult to businesses, but the business of your own practice is cumbersome? Are you doing what you want? Or just what clients ask of you?

You undoubtedly have some expertise of value to corporate clients. But just hanging out a shingle will not make you a successful consultant. Solo consulting is an odd business model, and too many of us learn it the hard way. So in the hope of shortening your learning curve, I offer some lessons that only became clear in the last part of my 45 year practice.

Key Premise:

In this era of the squiggly career path, your journey is likely to be a mix of full- time employment, part-time work, contract work and consulting. And whether consulting is a full-time commitment or a temporary bridge strategy, you will need to know how to operate a sustainable and satisfying practice.

Participant Takeaways:

  1. Refine the vision for your practice; learn the critical distinction between ‘consultant’ and ‘vendor’
  2. Learn how to bridge from training to broad spectrum consulting
  3. Learn how to create value without offering a specific solution, or even when there is no solution in sight
  4. Plan for securing your first (or next) 10 clients without “selling”
  5. Write proposals that offer hope without locking you into limiting deliverables

3 Workshop Sessions (Wednesdays 4:00 PM - 6:00 PM)

  • Session 1: September 8
  • Session 2: September 22
  • Session 3: October 6

Office Hours - Optional (Wednesdays 4:00 PM - 6:00 PM)

  • September 15
  • September 29

Technology Requirements:
This session will be conducted through Zoom. Log-in instructions will be sent prior to the event. 

About the Speaker:

Jerry L. Talley, PhD - JLTalley & Associates

Jerry started his career in Stanford’s Sociology department where he taught for 18 years. Leveraging his research and assessment skills, he moved out into corporate consulting. After 15 years of pure assessment work, he opened a broad spectrum OD practice. His 450 client engagements include companies in nearly every sector of the economy. Clients ranged from New York to New Zealand, with most of them in Silicon Valley. His current practice is supporting new and sea- soned consultants in advanced problem solving, organizational assessment, work process design, and knowledge capture.

Cancellation/Refund Policy: Cancellations made more than five (5) calendar days prior to the event will receive a full refund. Cancellations made three (3) to five (5) calendar days prior to the event will receive a 50% refund. Cancellations less than three (3) calendar days prior to the event and no-shows will not be refunded or credited. Any unpaid balance due will remain according to the above guidelines. Refunds will be issued using the original payment method.

© ATD Sacramento Chapter

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