Exhibits and the Companion Website

You must know right up front that consultants are an odd bunch. Most of us love downloadable templates that will make us more successful. That’s why I’ve included all of the exhibits in the book, plus some additional ones, at www.wiley.com/go/newconsultingbiech. I want to do everything I can to get you started on the right foot, and making these worksheets easily accessible is a small way I can contribute to your success. Here’s a list of the exhibits included in this book; the ones marked “(online only)” can be found at the above URL.

 

  1. INTRODUCTION
    1. Exhibit I.1 13 Stats That Explain the Gig Economy (online only)
  2. ONE
    1. Exhibit 1.1 Questions to Ask a Consultant
    2. Exhibit 1.2 Are You a Match for the Profession?
    3. Exhibit 1.3 First-Year Lessons (online only)
  3. TWO
    1. Exhibit 2.1 Consultant Skills and Characteristics
    2. Exhibit 2.2 Entrepreneurs: Do You Have What It Takes?
  4. THREE
    1. Exhibit 3.1 Calculating What You Require
    2. Exhibit 3.2 Actual Billable Days
    3. Exhibit 3.3 Calculating Your Fee
    4. Exhibit 3.4 How Much Will Clients Pay?
  5. FOUR
    1. Exhibit 4.1 Sample Business Plan
    2. Exhibit 4.2 Start-Up Expenses
    3. Exhibit 4.3 Budget Format
    4. Exhibit 4.4 First-Year Cash-Flow Projection
    5. Exhibit 4.5 Three-Year Projection
    6. Exhibit 4.6 Personal Financial Statement (online only)
  6. FIVE
    1. Exhibit 5.1 Marketing Plan
    2. Exhibit 5.2 Client Strategy Choices
    3. Exhibit 5.3 Annual Marketing Planning Calendar
    4. Exhibit 5.4 Company Profile
    5. Exhibit 5.5 Sample Introductory Marketing Letter
    6. Exhibit 5.6 Questions to Ask Potential Clients
    7. Exhibit 5.7 Client Contact Log
    8. Exhibit 5.8 Sample Proposal (online only)
    9. Exhibit 5.9 Sample Contract (online only)
  7. SIX
    1. Exhibit 6.1 Monthly Expense Worksheet and Record
    2. Exhibit 6.2 Mileage Log
    3. Exhibit 6.3 Time Sheet and Expense Report
    4. Exhibit 6.4 Petty Cash Record
    5. Exhibit 6.5 Invoice Summary
    6. Exhibit 6.6 Invoice
    7. Exhibit 6.7 Revenue Projections
    8. Exhibit 6.8 Project Time and Expense Record
    9. Exhibit 6.9 Program Development Costs versus Revenue (online only)
    10. Exhibit 6.10 Library Sign-Out Sheet (online only)
  8. SEVEN
    1. Exhibit 7.1 Contracting Checklist
    2. Exhibit 7.2 Client-Consultant Partnership: Consultant Checklist
    3. Exhibit 7.3 Client-Consultant Partnership: Client Checklist
    4. Exhibit 7.4 Customer Success Model (online only)
  9. EIGHT
    1. Exhibit 8.1 Building a Firm
    2. Exhibit 8.2 Partnerability
    3. Exhibit 8.3 Subcontractor Agreement (online only)
    4. Exhibit 8.4 Subcontractor Expense Record
  10. TEN
    1. Exhibit 10.1 Competency Improvement Ideas
    2. Exhibit 10.2 Professional Checkup: How Am I Doing? (online only)
    3. Exhibit 10.3 Time-Management Log (online only)
    4. Exhibit 10.4 Session Planner (online only)
    5. Exhibit 10.5 Personal Checkup: How Am I Doing?
  11. ELEVEN
    1. Exhibit 11.1 Visualize Success
    2. Exhibit 11.2 A Consultant’s Action Plan
    3. Exhibit 11.3 Fast Fifty