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Workbooks and Pamphlets

Consultant Assessment Successful consultants, whether they are new to consulting or have been consulting for years, continually evaluate their knowledge and skills. This assessment consists of 45 statements and it can be completed in less than 10 minutes. Use it as a starting point to develop a plan to help you build and grow your consulting business.  

Is Consulting for You?  - You’re contemplating becoming a consultant, but you are not sure if it is the best option for you.  This document is divided into several short sections consisting of questions, statements to rate yourself, and even a yes/no checklist. 

Determine Your Consulting Focus! - The first step after deciding you want to become a consultant is to determine Your Focus, or if you rather, Your Niche

10 Ways to Display You are Credible - Building a meaningful relationship with a client requires displaying credibility.  But how does a consultant display credibility?  How do you help your clients GET TO KNOW you? Here are ten (10) easy to implement credibility building suggestions with actionable steps. 

Find Your Ideal Client - You've defined your ideal client but do you know where to find your ideal client. There are 10 channels to consider. Here is an easy exercise to help you find them.  

Downloadable White Papers and Templates 

10 Steps to Help You Build a Successful Consulting Business (List) 

Consulting Proposal Template - Use this template as a starting point for creating your own standard template. 

Estimating Tools and Techniques - Chart with the best Estimating Tools and Techniques. 

Identifying Risks - Risks every consultant should consider.

Time, Your Scarcest Resources! - Time management is more than a prioritized “to do” list. Here are 9 time management techniques and tips.


Basic Consulting Videos

Frequently Asked Questions when Evaluating if Consulting is for You (8 Common Questions)

Difference between Consultant and Subcontractor? SURE IS! 

What the Best Consultants Do to Get Clients, Make Money, & Survive!

Top Five Consulting Skills of Great Consultants

A Framework for a Successful Consulting Business

Check for more videos on YouTube Channel 



Is Trust the Glue in Your Relationships? - We are constantly reminded that people hire consultants, freelancers, and independent workers that they trust. But what is trust? Or a trusted relationship? (posted on Medium)

The Freelance PM Consultant: Knowing Your 'Why' and Your 'What' (posted on PMI)

Check for more articles on Medium page.

Book (Sorry, My Publisher Doesn't Permit Me To Provide the Book for Free)

Project Management for Flat Organizations - This book is ideal for the project manager, team member, manager, or project sponsor with limited or no formal project management experience. Purchase at