Consulting

The Thirty-Minute Rule: Another issue of an occasional series—Dear Adrian—in which I answer questions about event design, elementary particle physics, solar hot water systems, and anything else I might conceivably know something about. If you have a question you’d like me to answer, please write to me (don’t worry, I won’t publish anything without your permission).

The question

Last week I met Tony P. Burgess, the recently retired Director of West Point’s Center for the Advancement of Leader Development and Organizational Learning, who, amongst other achievements, helped develop the U.S. Army’s premier community of practice, CompanyCommand. During our enjoyable, wide-ranging conversation, Tony asked my opinion on a Consultant’s Dilemma:

How much “free” consulting should a consultant offer during initial discussions with a client before requesting pay for services?

What happens during an initial consultant/client meeting?

When consultant and client meet for the first time there’s naturally a certain amount of sizing-up going on.

A potential client is looking for a solution to a problem. He wonders if the consultant can help him, whether he can trust what she says, how much she costs, and when she will be available. All these considerations and more determine whether to engage her services.

A client is hoping to find the help they need as quickly as possible but wants to feel confident that the chosen consultant can help effectively for an acceptable price. They may believe that their problem can be fixed easily by someone with the right expertise, and be hoping (or expecting) to get their problem solved quickly, perhaps at no charge.

A consultant is wondering:

• what she needs to learn about the client;
• whether she’s capable of helping the client;
• what the client thinks the problem is;
• what the problem might actually be;
• whether she can get paid;
• what she’d like to get paid;
• whether she’s going to have the time, resources, and inclination to work with the client in a timely fashion;
• and so on.

From a consultant’s point of view, time spent working to get an initial sense of a client’s needs, determine that he is a fit for her expertise and abilities, and convey enough of her capabilities to reassure the client that she is the right person for the work is non-billable. Too much non-billable time and a consultant starts to have problems paying her own bills.

Naturally, these client and consultant concerns take time to resolve, leading to the above-mentioned Dilemma.

What to do?

I have been consulting for over thirty years and have participated in hundreds of initial client-consultant dances. I like to think of them as dances: mysterious, exciting, full of the possibility of creating something great together, and sometimes disappointing. In my experience, a contracting minuet can take as little as ten minutes or…well, let’s just say far too long. The client or consultant can trip over any of the obstacles I’ve already listed and decide to walk away.

So, what’s a consultant to do?

David Allen, of Getting Things Done fame, coined the Two Minute Rule to determine whether a task that interrupts current activity should be handled on the spot—answer: yes, but only if it can be completed in less than two minutes—or captured to be performed later. I doubt he chose 120 seconds based on some deep scientific analysis, it’s his rule of thumb (which I’ve found to be useful), presumably based on years of experience.

My Thirty-Minute Rule

In a similar vein, I offer my Thirty-Minute Rule for resolving the Consultant’s Dilemma.

I told Tony that I’ll talk to any potential paying client for up to thirty minutes for free. At that point, if the client is still looking for free advice I’ll gently explore options to transition to a paid consultation. Sometimes, of course, it’s clear that we’re not going to move forward. No blame, it just happens. Otherwise, I’ll generally have enough information to propose next steps. Also, if my client doesn’t have sufficient trust in me after thirty minutes? I’ve found it’s unlikely I’m going to change his mind by staying on the call.

The Thirty Minute Rule doesn’t include the time required for creating a contracting agreement or proposal. So if I judge that we have a good chance of creating a win-win consulting arrangement I’ll create a short document and send it to the client for approval. This rarely takes more than an additional thirty minutes. If the document requires significant client-specific research I’ll ask for appropriate compensation to create it.

The Thirty Minute Rule is my reasonable compromise between the competing needs of consultant and client. If you’re a consultant reading this, what do you think? Do you have your own “free consulting time” rule? Feel free to share yours in the comments!

Image courtesy of Atom Smasher