Making the move from employment to consulting is not all smooth sailing. Many new consultants struggle in their first year in business and there are three common reasons:

They quickly realise they lack some of the core consulting skills they need to succeed because those skills simply weren’t required as an employee. For example, how to manage a stakeholder consultation process or how to distil complex and diverse information into a useful set of findings.
They don’t earn enough money. They’re not winning enough competitive project bids. And when they do, they struggle to deliver to their client’s expectations. So, of course they don’t generate referrals and repeat business. And once anxiety about cash flow kicks in, it can be difficult to focus and stay motivated. It can also lead to a crisis of confidence.
They’re on their own. They’ve gone from being surrounded by colleagues and staff and support systems to being isolated. There are so many things to think about and so many new tasks to master. Administration, accounts, invoicing, government taxes, IT issues, generating new business, client management, project management. There are multiple new hats to wear and it can be really difficult to know where to get the support and advice they need to build their business.

To address the problems and relieve the anxieties faced by new solo consultants, I have distilled over fifteen years of consultancy know-how into a comprehensive online program.




This masterclass takes you step by step through the complex and multi-faceted world that makes up the solo consultant role.   The program targets those consulting to the government and community services sectors.

The program follows my 9-step system and has 15 modules.

Module 1: How to compete for government business
Includes information about government procurement processes, pre-qualification schemes, tender processes and direct approaches from clients.

Module 2: Get to grips with a consultancy brief
Everything you need to know to ensure you really understand the client’s requirements.

Module 3: Master the art of consultancy proposals
Guides you step by step through preparing a winning consultancy proposal.

Module 4: Accurately estimate costs and time
How to accurately estimate time and costs, so that every day you are working on your client’s project is a paid day.

Module 5: Project governance fundamentals

Provides a detailed 6-point project governance checklist to ensure projects run smoothly and risk management strategies are in place.

Module 6: Background briefing basics

Covers first-step information gathering, including key sources of early information, what to focus on, and tips to avoid overwhelm.

Module 7: Environmental scans

How to undertake rapid desktop reviews, commission literature reviews and search grey literature.

Module 8: Administer an online survey

How to conduct an effective online survey in 8 simple steps.

Module 9: Stakeholder consultation planning

Takes you through a 7-step planning process to ensure the consultation process runs smoothly and delivers the information you need.

Module 10: Stakeholder consultation implementation

Provides a 12-point checklist for conducting key informant interviews, plus essential ‘dos’ and ‘don’ts’, and simple strategies to hone your consultation skills.

Module 11: How to develop credible findings

Guidance about one of the most complex consultancy tasks – how to make sense of all of the information you have gathered, and how to develop and test findings.

Module 12: How to develop credible findings

Outlines my 7 essential ‘rules’ for producing an excellent report. Also, how to structure the report, how to shape recommendations and prepare Executive Summaries.

Module 13: Project management essentials

Outlines the typical project lifecycle, and provides sound advice about managing project scope, managing client and stakeholder expectations, and project time management.

Module 14: Manage finances, compliance and administration.

Includes the Solo Consulting Business Start Up Checklist – from registering the business to insurances to setting your fees [and everything else]

Plus advice to avoid administration meltdown and the importance of establishing your brand.

Module 16: Sub contract to access additional expertise

As a solo consultant, you will need bring others on board from time to time – either additional expertise or an extra pair of hands when you need it. This module covers the financial and contractual arrangements plus tips for managing your relationship with sub-contractors


Download the masterclass e-brochure for an outline of what you get in the masterclass as well as a more detailed overview each module.