A simple step will generate enormous, lasting impact in your consulting firm. It’s easy. You’ve thought about it. Now’s the time to act on it.
Last week I upgraded my office with some new storage systems. They’re sleek, roomy, organized—just what I needed. But you know what the coolest part is? You just tap on the cabinet doors and they spring open.
There’s a doodad—a push-latch—affixed to the cabinet that cracks the door open quickly, granting faster, easier access to the goodies inside.
What’s the push-latch for your consulting firm? What’s the simple mechanism that will jolt you forward and accelerate every task?
More broadly: templates, routines, frameworks and written processes.
Starting routine tasks from scratch every time decelerates your pace and, importantly, reduces your value to clients. Standardizing your tasks and springboarding off of templates, on the other hand, increases your efficiency and value.
Every template and written process you create for your firm is a push-latch. Plus, by constantly improving your templates with each, newly-discovered best practice, you compound their power.
Templates accelerate your work and support consistent, high-value consulting
For example, below are just five of the templates my team and I use to boost our speed and the quality of our work. Some variation on these templates could help your firm too.
Examples of Templates
Perfect Proposal Template: You can download this template by clicking this link. I use the same template to guide me as I create each new proposal.
“Finding the Right Consultant” Worksheet – I use this when helping my corporate clients. It accelerates the process and delivers outstanding results.
Client Call Templates: Many of my calls with clients follow a familiar pattern. Therefore, I’ve created templates for the most common calls to keep them on track and enhance the value.
Recap Template: Every consultant and firm I coach receives a recap of their commitments and their key learnings within moments of each conversation with me. A template makes that possible.
Project Update Template – My larger clients receive an update every two weeks, like clockwork. That would be a royal pain if it weren’t for an easy template (and a great assistant).
Your Push-Latch Plan:
Create new push-latches for your firm, one at a time, over a few months.
- Every other Monday morning, choose one new template you want to create and adopt. Just one. If you have other ideas, put them on a list to draw from at a later date.
- Develop the template over the course of the week. It doesn’t have to be perfect, it does have to be functional.
- File the template in an easy-to-access library.
- Implement the template the following week (or whenever necessary).
- Rinse and repeat.
Over the next six months you’ll implement 13 new templates and processes. Your labor intensity will decline while your quality improves.
What other templates would push your consulting firm into high gear? Please share your ideas below.
Text and images are © 2024 David A. Fields, all rights reserved.