A directory of resources inthe field of technical communication.

Consulting

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1.
#26267

AC (Additional Charges) Form

A form for recording/submitting to clients additional charges, required by client-requested changes in the scope of a consulting project.

GotoMedia (2004). Resources>Consulting

2.
#26208

Academic Training for Independent Contractors and Consultants   (PDF)

We need academic, along with, professional training, defining 'academic training' as conceptual and theoretical, future-oriented and speculative.

Farkas, David K. STC Orange County (1998). Presentations>Education>Consulting

3.
#19564

The Art of Selling: Your Sales Techniques Must Fit the Product and the Times

A successful marketing representative shares her secrets on proven ways to sell writing consulting services.

Olive, Jo-Anne. Writer's Block (1996). Careers>Consulting>Marketing

4.
#14409

Association of Professional Communication Consultants

APCC is a professional community where communication consultants: increase their knowledge; grow their businesses; achieve high standards of professional practice. APCC's mission is to support members as they help clients reach goals through better communication.

APCC. Organizations>Business Communication>Consulting

5.
#29739

Avoiding Client/Contractor Nightmares: Best Practices for Contractor Management   (PDF)

You've secured the budget to produce some badly needed, high visibility deliverables. Part of that budget includes funding for contractors. To help manage and guide the communications between your contractors, your staff, and your management, you want to use your company's best practices. The best practices of the contractor or provider firm you employ should closely match your own company's best practices. Beginning on the "same page" will eliminate headaches and expenses during the lifecycle of the project. A quick comparison of practices and procedures enables you to proceed with the project confident that you are using competent outside resources.

Michaels, Sherry, Maggie Haenel, Ann Backhaus. STC Proceedings (2004). Careers>Project Management>Consulting

6.
#20267

Avoiding the Pitfalls of Independent Contracting   (PDF)

With the decline of employer loyalty to employees and the move to outsource peripheral functions, many technical communicators are exploring the possibility of becoming an independent contractor. Although much emphasis has been given to marketing and negotiation skills, there are pitfalls awaiting the entrepreneur who leaps before looking. Among these pitfalls for former corporate employees are structuring time and dealing with isolation. Success as an independent is measured by how well he/she deals with these intangible issues.

Smith, Gem. STC Proceedings (1997). Careers>Consulting>Contracts

7.
#19550

Becoming Your Own Corporation: Boon or Bust?

Writers today are being advised to stop thinking in terms of building a life-long career with one employer, and instead view themselves as a one-person corporation offering specialized services to whomever is willing to pay the highest price.

Zvalo, Peter. Writer's Block (2000). Careers>Freelance>Consulting

8.
#19556

Breaking the News

How to tell your client the truth even when a project isn't working out as planned.

Holland, Anton. Writer's Block (1995). Careers>Freelance>Consulting

9.
#23986

A Breath of Fresh Air

It takes research, humility, and skill to truly understand your customers well enough to serve them better than your competitors.

Cooper, Alan. Cooper Interaction Design (2002). Design>Web Design>Consulting>User Centered Design

10.
#26266

Budget Tracker

A spreadsheet to calculate consulting/design costs.

GotoMedia (2004). Resources>Consulting

11.
#13574

The Business of Writing: How Do I Set My Rates?  (link broken)

Do you know how much what you do is worth? Very likely a lot more than you think. But how do you figure out how much to charge for a given job?

Knowles, Michael. Write Thinking (2001). Careers>Consulting>Pricing

12.
#13229

Cheaper Over Better: Why Web Clients Settle for Less

Schumacher explains why clients hire bad web designers (and what good web designers can do about it).

Schumacher, Adam. List Apart, A (2000). Design>Web Design>Consulting

13.
#31041

Client Buy-In

It's not about what software you use, or how you organize your document, or how big the document is; but about whether the expectations the client has set, have been met. The question is, then, how do we assure we're meeting all the client's expectations? The answer is client buy-in.

Mink, Don. BA Collective (2007). Careers>Consulting>Business Communication>Collaboration

14.
#13230

The Client Did It: A WWW Whodunit

Why is it that we allow ourselves to be put in a compromising position where the client tells us how to be web designers? Maybe it's because the perception among the wider public is that 'anyone' can make a website. And they're right. Anyone can make a website--but not everyone can make an emotionally engaging interactive experience that will live in the visitor's memory. (Similarly, anyone with access to a photocopier and a stapler can 'make a book,' but good books are scarce.)

Shepherd, Robbie. List Apart, A (2000). Careers>Consulting>Web Design

15.
#26263

The Client Survey

Client input is the foundation upon which successful web sites are built. This survey will help you articulate and identify the overall goals of your site redesign, including specific questions regarding message, audience, content, look and feel, and functionality.

GotoMedia (2004). Resources>Consulting>User Centered Design

16.
#20090

The Client-Consultant Link   (PDF)

This panel brings together three consultants to discuss the link between the client and consultant. Their individual papers provide the background; 'Create Your Consultant Image,' 'SmartStart Guides,' and 'Managing Client Relationships.'

Woods, Joyce F., Nancee E. Master and Karen Steele. STC Proceedings (1997). Careers>Consulting>Communication

17.
#27086

Client-Friendly Atmosphere: The Polish and The Lubricants

During the last few years in projects, I interacted with a lot of clients. All these projects were based offshore, where client interaction was mainly through emails or teleconferences. When you do not work face-to-face with clients, communication is key to win your clients' confidence.

Nafde, Yamini. Indus (2006). Careers>Consulting>Collaboration

18.
#32054

Client’s Needs, Client’s Wants and Finding the Balance

Since a healthy percentage of Reencoded readers deal directly with clents, it’s time we take a closer look at how to deal with them. It’s not uncommon for a client’s wants and a client’s needs to head in completely different directions. Hopefully these tips will help you draw the two back together and provide the client with a product or service that they’re happy with and that suits their requirements.

Praschan, Mark. ReEncoded (2008). Careers>Consulting>Web Design

19.
#13184

Consulting and Independent Contracting   (PDF)

The Consulting and Independent Contracting progression will focus on both beginning and advanced topics relating to independent work. Independent work requires attention to two main areas: maintaining professional standards and practices; and building a successful contracting or consulting business. As the role of contractors and consultants continues to evolve practitioners face issues articulated in the topics below. Individual topics addressed are: choosing between contracting and consulting, marketing a business, and addressing legal issues. For those already established we look at ways to expand the consultant’s personal resource network and issues of incorporation as a growth alternative.

Barker, Thomas. STC Proceedings (2001). Careers>Freelance>Consulting

20.
#31373

Consulting as a Process: Getting to Know Your Client and Using Technology

Much like the strategic planning process used by talented communicators around the globe, consulting too is a process. It is circular because it feeds into itself, and it is strategic because it is grounded in the business and relationships. Each step incorporates multiple sub-steps. For example, “collaborate on the solution” may incorporate brainstorming, best practice benchmarking and collaborative implementation.

Wilson, Stacy. Communication World Bulletin (2005). Careers>Consulting>Technology

21.
#24706

Consulting With Panache   (PDF)

Consultants, like Life Savers®, come in flavors. Some are sweet and cloying, some area little too tart, some are bitter, some are too hot and spicy, and some like baby bear’s porridge taste just right. Clients may put up with the flavor of the month, but will he or she recommend or select it the next time around. Since referrals and repeat business are the life-blood of consulting, maintaining an excellent working relationship with a client is critical. Learning how to work with a client is the key to consulting with panache and knowing the rules helps open the door.

Burrer, Donna J., Faye Lepp and Curtis C. Stokes. STC Proceedings (1994). Careers>Consulting

22.
#14602

Consulting: Keeping Up in a Down Economy   (PDF)

Barker explains how consultants can prepare for survival and long-term growth in the technical communication business, even in the midst of an economic downturn.

Barker, Thomas. Intercom (2003). Careers>Consulting

23.
#19871

A Contemporary Work Alternative: When Contracting is No Longer Something that You Do Between “Real” Jobs   (PDF)

In the 90’s, contingency staffing (also called temporary staffing) has become a way of life for businesses that have had to streamline operations and reduce fixed costs in order to compete. Consequently, contract employment and independent contracting have become a way of life for many technical communicators who can’t — or prefer not to — find a full-time job.

Cheirrett, Peg A. STC Proceedings (1995). Careers>Freelance>Consulting

24.
#30312

Contracting as a Career Alternative

The technical contracting industry provides a unique career opportunity for experienced professionals in most technical communications disciplines. It also provides a possible alternative to unemployment in view of the continuing 'down-sizing' and restructuring activity going on in today's marketplace.

Randolph, Brett W.F. Boston Broadside (1991). Careers>Consulting>Freelance

25.
#13527

Contracting Versus Consulting: Making an Informed, Conscious Decision   (peer-reviewed)   (members only)

As independent or freelance technical communicators, we typically call ourselves contractors. Our clients and potential clients, however, might consider some of us contractors and others consultants, with different expectations applied to each. The differences in perception vary from one individual to the next, but you might generalize them as differences in the level of abstraction of the technical communication product with which each type of worker is engaged.

Ames, Andrea L. Technical Communication Online (2002). Careers>Consulting

 
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