Foreign.
Speaker AWelcome to Consulting for Humans.
Speaker BYou're with Ian and with Mike.
Speaker AAnd as you know by now, each episode we are exploring a new topic that gets to the heart of what makes consultants and people like them happy and successful.
Speaker BExactly, Ian.
Speaker BOn the Consulting for Humans podcast, it's our mission to add just a little bit more humanity to the lives of consultants.
Speaker BAnd we also love bringing some of the skills and perspectives of consulting to human lives too.
Speaker AThat's right.
Speaker ASo if you're a consultant trying to be more of a human or a human trying to be more of a consultant, then welcome, because we, we think you're our kind of people.
Speaker BAnd in the last two episodes we discussed solopreneurs, consultants who operate independent consulting businesses.
Speaker BWe focused first on how they manage themselves.
Speaker BRight.
Speaker BAnd secondly on how they manage their clients.
Speaker BBut today we're talking about managing your work as a solo consultant.
Speaker BWe're going to share with you, for example, some of the things that often go wrong when managing work as a solo consultant.
Speaker AThat's right.
Speaker AWe're going to dive a little bit into scope creep, especially the worst kind, the kind that we don't get compensated for.
Speaker AThe temptation that exists for us as solo consultants, especially to give work away.
Speaker AThat's going to be an important topic, Mike.
Speaker BYeah.
Speaker BWe'll look at the tricky challenge of specialization.
Speaker BHow widely do we define our own skills and practices?
Speaker BWhen should we bring somebody else in?
Speaker AThat's right.
Speaker AWe're going to address a topic that you and I, Mike, are far from expert on, which is systems and effective business systems.
Speaker AA big hurdle for people being successful as solo consultants.
Speaker AWe can say a lot about what the consequences are of not having them and maybe just a little bit about the benefit of having them and what we've seen and learned.
Speaker BYeah, and I think all this funnels down, Ian, into erratic service quality.
Speaker BYou know, when we think about some of the things that really do us in as solo consultants, many of the things we've been talking about in the last two episodes and in this episode episodes all lead to erratic surface quality.
Speaker BBoom.
Speaker BDon't need that.
Speaker BDon't want that.
Speaker AExactly.
Speaker AConsistency is a big part of what our clients are hoping for.
Speaker AAnd it's funny, Mike, I was just checking back against the list.
Speaker AWe had a long research based list of reasons why solo consulting businesses struggle.
Speaker AAnd right there, there are four of the issues that we're talking about today.
Speaker AScope Creek without compensation.
Speaker AA big issue affecting this sustained success of consulting businesses taking on additional work without adjusting fees.
Speaker ALack of specialization, trying to be Everything to everyone.
Speaker AThat's a big issue that we know affects consulting businesses.
Speaker ALike we were just saying, ineffective systems.
Speaker AThe research says that small businesses and solopreneurs tend to rely on memory.
Speaker AAnd we both know what the limitations of that are.
Speaker AAnd inconsistency, including inconsistency that comes for good reasons like high workloads and demand and lack of systems.
Speaker AThat's a challenge for us as well.
Speaker ASo we're hitting on things here, Mike, that we're pretty sure are going to be important in the success of some of the solopreneur businesses that we're talking about here.
Speaker BAbsolutely.
Speaker ASo, Mike, let's get into the first topic here.
Speaker AScope creep.
Speaker AIt's a subject that you and I've talked about before, but you've had some experiences that really get to the heart of this.
Speaker BI think it does, Ian.
Speaker BAnd it's funny, I remember when the penny dropped for me.
Speaker BI mean, always knew about Scope creep, always talked about Scope creep, always worked on SC Scope creep.
Speaker BBut one day I was sitting at an executive luncheon outside the IBM's big Bring in your top clients facility.
Speaker BAnd we were eating.
Speaker BWe were eating this newly built out, decorated, gorgeous thing, had some of the top execs of some of our top clients.
Speaker BAnd it was idyllic.
Speaker BIt was just beautiful.
Speaker BThere was, you know, a general breeze, fabulous chefs preparing, you know, great food, a beautiful pond there, and some gorgeous swans that had been brought in.
Speaker BAnd I was watching at another table as some of the swans were gathering around one particular executive there.
Speaker BAnd I was just looking as he was feeding these swans.
Speaker BAnd, you know, he seemed to be having a good chat with the folks at his table, but he would turn around and this swan was becoming a little bit more demanding.
Speaker BAnd he just kept feeding it until he finally had kind of had enough, turned back to the table, whereupon the swan attacked him.
Speaker BAnd in attacking him, you know, it was just.
Speaker BIt was awful.
Speaker BI mean, this guy ended up on the ground, swan beating him.
Speaker BA bunch of IBM ERs running around trying to get the swan, you know, peeled off of this top client.
Speaker BBut this was the lesson for me about Scope creep without compensation.
Speaker BThat, you know, we keep saying yes, and we say yes, and we say yes, and then we finally sometimes say no.
Speaker BAnd, I mean, this is what we get.
Speaker BWe don't get somebody who's very grateful for all those times you said yes.
Speaker BWe get somebody who we've trained that the answer will always be yes.
Speaker BAnd now we're really in a pickle.
Speaker AWe really are the swan Bites back and we feel all like.
Speaker AWe feel aggrieved.
Speaker AWe feel the injustice of the bad behavior of the swan.
Speaker AOh, man.
Speaker AIt's hard to get perspective.
Speaker AI think that's one of the lessons of solopreneurship.
Speaker AIt's great for so much of the time, but the times when it's not, it's really hard to get perspective and see that sometimes it's our behavior that's driving this.
Speaker AAnd, Mike, I think the power dynamic sometimes gets a bit upset here as well, right?
Speaker BWell, it really does.
Speaker BI mean, I think that is part of what drives this.
Speaker BI've watched you explain this a couple times, and I thought, boy, I love that metaphor.
Speaker AYeah.
Speaker AMike, it's about the difference between, what's your role for the client?
Speaker AAre you the Sherpa who is just kind of grateful to have the work, to carry the heavy load up the mountainside and be all subservient?
Speaker AIf that's your mindset about yourself and your role, it's really hard to say no.
Speaker AWe feel almost grateful to be given the work.
Speaker AWe feel like our needs are taking the backseat.
Speaker AAnd it's very easy for us to think that we're doing the universe a good turn by being so nice and willing and obliging us to take all this work on.
Speaker AOn the other hand, if we're the guru, if we kind of stand at the top of the mountain going, well, I'm up here, and you guys are all down there, and don't come near me with any work, then we kind of give ourselves the opposite problem.
Speaker AWe're always pushing away interesting ideas for extra scope.
Speaker AWe might actually be leaving something on the table.
Speaker ABut most of the time, I think it's the problem that we have with swan feeding lines up with the Sherpa mindset that we're talking about here.
Speaker AMike, it's good to have a perspective.
Speaker ALike we say, it's good to have someone around who can remind us and challenge us.
Speaker ARight?
Speaker BWell, it really is.
Speaker BI remember my founding partner for the consulting group at IBM, Ray Lamoure, used to say, well, Mike, you know, you can choose.
Speaker BYou know, if you keep acting this way with clients, if we keep engaging in this kind of dynamic, it's either a root canal in one hand or a sharp stick in the eye in the other, so pick your poison.
Speaker BI was like, okay, right.
Speaker BI'm really good with this here.
Speaker BBut this idea, I mean, it's tough.
Speaker BIt's one thing to think about Sherpa or guru, you know, when you're In a consulting firm, it's another thing when this is your daily bread and butter.
Speaker AExactly, exactly.
Speaker AThat's.
Speaker AAnd most of the people that I've seen who've had really bad experiences with overload and with stress, or who've also had really bad experiences with like the anxiety of thinking and rethinking and overthinking how they're going to say no to a client.
Speaker AThis stuff lives in our brains rent free for too long.
Speaker AAnd most of the times when I've felt like I've made progress on this, I've just said, okay, I'm either going to say yes to this and get happy with it or, or I'm going to say no to it and we're going to start talking about getting paid, about the work that the client is asking for and the number of times when I've said I'd love to do this, I need some more resources.
Speaker AAnd the client has said, well, yeah, okay, let's talk about that.
Speaker AYou know, going through that experience once or twice has told me that I've got legitimate business interests.
Speaker AI should think much more calmly about this scope creep thing and actually see it as an opportunity rather than as a threat to my livelihood and a threat to my well being.
Speaker BAbsolutely.
Speaker BI think the magic catalyst for me always comes back to value.
Speaker BSomebody's asking for something, something more, something out of scope, rather than get started on, as I've watched some solos do.
Speaker BIf you remember in the contract, item 43, sub B, sub 2 said specifically that we were going to deliver X.
Speaker BLet's take a breath and say, hold on a minute, so you're asking for X.
Speaker BLet me understand why you're asking for that and guide that conversation to establishing what's going to need to be done.
Speaker BBut first and foremost, what's the value in that?
Speaker BAsk for the client.
Speaker BBecause if we can establish the value, we're not stuck on scope creep, as you say, we're stuck on, oh, hey, here's an opportunity presenting itself, a valuable opportunity to this client who is asking for good reason and has just tried to convince us why that's valuable, or tell us about why it's valuable.
Speaker BAnd that gives us the opportunity to say, ah.
Speaker BSo basically they've just described the return.
Speaker BNow let's talk about the investment that's going to be required to get that return and it takes it out of that, you know, oh, sorry, it's out of the contract, or this is more work or a lot of time, effort and energy for me.
Speaker BNot their problem, not their Concern, Their concern should be about getting that value and what will it take to get me there.
Speaker ASo, and I can think of situations where I've worked in teams and we've been challenged by the client who wants more for the same.
Speaker AAnd we jump into asking ourselves how, you know, oh, how are we going to meet this terribly unfair request?
Speaker AIf we stopped and thought, as you say, Mike, about why, then one possibility is we learned that there's a value attached to this, like you say, which we can get some recompense for.
Speaker AThe other actually really positive thing is if we learn from the client's response, that actually is relatively little value.
Speaker AThey're asking almost for the sake of asking for something that has very low or undetermined value to them.
Speaker AAnd sometimes just getting them to say that out loud can convince them that they can just kind of rein it in a little bit.
Speaker AWhat you're asking.
Speaker AI'm asking you for something that I think is inconsequential, then that gives you the right, I think, to say no.
Speaker AThere's another scary prospect here.
Speaker ALike if we jump in and do the thing, you know, work the weekend and do the scope creep thing and find out afterwards that it had no value, that's a heart sink moment.
Speaker ALike, why would you spend your weekend exhibiting all this virtue of doing all this hard work for the client if you thought it was possible that it had no value to them and they were just asking out of habit or out of persistence.
Speaker ALike I say again, I think it's all about us getting a bit of perspective here.
Speaker BOh, couldn't agree with you, Morgan.
Speaker BI mean, there is that wake up call when you realize, gosh, that was a gatekeeper request and it was like, I'm not sure what they're going to want.
Speaker BSo rather than take my time to figure it out, I'm just going to ask you to do everything and you did it.
Speaker BSo we can find ourselves sitting there thinking about, oh my gosh, if I don't say yes, I might lose this client.
Speaker BOh, what are they asking for?
Speaker BOh, what, what kind of challenge?
Speaker BYou know what a sh.
Speaker BShakespeare said there is nothing either good or bad, but thinking makes it so.
Speaker BSo let's not overthink this into challenge or opportunity.
Speaker BLet's go find out and move from there.
Speaker AGreat.
Speaker ASo, Mike, we've thought about scope creep and how a fresh perspective on that might change the outcomes for us.
Speaker AThe other thing that we wanted to talk about today was specialization.
Speaker AAnd this, I think has a very different feel when you're in a big firm with 50 or 500 or 5,000 fellow employees compared to when there's just you, right?
Speaker AI mean, I've always felt this pull to try and be a generalist, to try and be something for all people, but there are some limits to that, right?
Speaker BNo, you're absolutely right, Ian.
Speaker BI think we have to be known for, for something.
Speaker BAnd like you going solo, my idea was, you know, I'm miles wide, but only several inches deep.
Speaker BAnd so I can be a lot of things to a lot of different people.
Speaker BBut this lack of capacity to serve all these expanding levels of workload across different kinds of jobs and to do all that, I think that it's now putting much more on us.
Speaker BAnd ultimately, if you are basically anything to anyone, you're really nothing to no one.
Speaker BI mean, you've got to be known for something.
Speaker BAnd in order to run your business effectively, you've got to have some areas that you really have down to be known and to know yourself.
Speaker AIt's absolutely right.
Speaker AAnd there's a bit of a trap for us in the modern technology.
Speaker AAnd the way that we work virtually means that we could feel like we can play almost every role on a project.
Speaker ALike we can be, especially with AI, we can be the analyst and the technical writer and the project manager and the client relationship handler and the finance person.
Speaker ASo automation of some of those tasks makes us feel like we can do anything.
Speaker ABut actually that leads us to the belief that, like you say, Mike, we can be all things to all people.
Speaker AIt's a really important moment when you realize that to do part of your project work really well, you need competencies besides the ones that you have.
Speaker AAnd improvising and using automation is going to help you so far.
Speaker ABut it won't go all the way, right?
Speaker BNo, no, absolutely not.
Speaker BSo, you know, you can't be that all things to all people for yourself in your own business, as we'll talk about some.
Speaker BAnd you can't be all things to all clients and potential clients.
Speaker BAs a matter of fact, it might be a pretty good sign that you're general enough and good enough at a few things that the client says, you know, I built up a relationship, I trust you, I'd like to ask you to do some new things.
Speaker BBut even better.
Speaker AYeah, even better if when the client comes to you with a new kind of problem, you, you have the confidence to ask somebody else in.
Speaker AAnd I remember that those moments coming in my career, like knowing who I was going to collaborate with and knowing the importance of that relationship and I couldn't take it for granted knowing that I had the confidence to say, okay, I'm going to go get Mike and he and I can work together on this, and he'll add to the quality of the work, he'll add to my reputation, he won't harm my margin, because we'll make sure that that doesn't happen.
Speaker AHaving the confidence to bring a fellow specialist in to collaborate with you on terms and in a way that reflects well on you, that's a really important moment.
Speaker AAnd feeling that you can do that without it taking away your authority, or as I said, taking away your margin is a.
Speaker AIs a good sign that you're mature enough to be more than just somebody in the gig economy.
Speaker AOn Fiverr, you're mature enough to say, I'm a professional problem solver, I'm a business advisor, and I can work with partners, and it's going to work out well for me.
Speaker BYeah, I think finding partners that are not zero sum but positive sum is really an amazing thing in terms of not only getting work, doing work well, making sure that we've got the competencies and the qualities there, but it also helps us with that severe challenge that solo consultants always have, that learning curve.
Speaker BIsolation.
Speaker AYeah, right.
Speaker AIt's really easy to see our rate of learning slow down and even atrophy just from being ourselves.
Speaker AEven if we are great at reading and doing a bit of scholarship and research and podcasts and stuff, actually being engaged in a conversation with somebody else, having a dialogue with somebody else about an idea is sometimes what makes you take the big leaps forward.
Speaker BRight.
Speaker ASocrates wasn't wrong about this.
Speaker ASo having a colleague around to bounce ideas off of having a colleague around to validate approaches with is a great way of making sure that we're not stuck with suboptimal methods, making sure that we're making decisions in a way that would reflect well on, you know, on a whole team rather than just on one person.
Speaker AFinding the right moment to bring a partner on board and finding that right partner, those are really important challenges, but also really worthwhile moments, and we're all going to encounter them sooner or later.
Speaker AI remember when it happened, and I guess you remember it happening happily for you too, Mike.
Speaker BOh, absolutely.
Speaker BAnd many different partners.
Speaker BSo we're not talking about a new person to add to the shingle on the door.
Speaker BWhat we're talking about is partners who, you know, we can work together in different ways, sometimes on, sometimes off, sometimes with great time in between, but people who help us improve the quality, people who Give us access to different markets and us to them, where we together are working to increase the value that we create together and work in a way that shares that value between us, between other partners and colleagues with our clients, and that actually make us better at what we do over time, as well as give us the opportunity to do some learning, which includes what I like doing and what I don't, doing what I don't like doing, what I want to do more of what I want to do, less of a great thing.
Speaker BAnd it helps us to really improve our self development.
Speaker AYeah, yeah, exactly.
Speaker ASo it's interesting all the way along today we're talking about the tension between the desirability of being wide and the selective choice of being narrow.
Speaker AAnd I was thinking about this about task, but also about relationships.
Speaker AI think it's okay to be task narrow, like known for one particular thing, but relationship wide.
Speaker ALike quite a few people know me for this.
Speaker AWhat I think I want to avoid is being really narrow in the task that I do for my work and relationship.
Speaker ANarrow, meaning I only have one or two clients for whom I do only this one major offering.
Speaker AAnd I've talked about this before, the one client, one offering trap is really boring and like financially unrewarding as well, when you get down to it.
Speaker BAbsolutely.
Speaker BSo I think in this spirit, we've got to ask ourselves and hope you'll do this right now.
Speaker BWhat are you known for?
Speaker AYeah.
Speaker BWho do you market to?
Speaker BSo you know, you've.
Speaker BIt's important to keep up this public profile with our clients.
Speaker BAnd because that's important, it's essential that we have a reason to have something both narrow and deep that you're known for or something.
Speaker BAnd maybe have multiple ones, perhaps even non overlapping ones.
Speaker ARight.
Speaker AI mean, I can think of two or three non overlapping sets of clients and sets of technical work that I'm known for in the industry.
Speaker AAnd I'm working on both of those in parallel.
Speaker AIt's funny, Mike, when you mention it, it makes me think about LinkedIn and I think of things that I consciously do on LinkedIn that are aimed at either one particular bit of the vertical or one particular bit of skill set.
Speaker AAnd then another day I'm talking about something else.
Speaker AI'm also aware that a platform like LinkedIn is full of people who are trying to talk about everything to everybody, all the time, social and the professional and the personal and even the ethical and political all at the same time.
Speaker AAnd it really makes it hard to keep track of what I think of somebody and where they sit in my world and what my relationship should be with them.
Speaker ASo a bit of selectivity here is still going to help us, I think.
Speaker BI think it really will.
Speaker BI think going back to managing ourselves too, one of our first dive into this thing, thinking that way and being that way and having that growth mindset about ourselves gives us fuller lives as well, so that we don't become this one narrow business that we are, that we have a four thing.
Speaker BBut I'll leave us to go back to managing ourselves as we talked about in the original episode.
Speaker BThe other thing, you know, another thing we were going to talk about in is ineffective systems.
Speaker BIneffective systems as solo consultants.
Speaker AWell, it's, it's, we've, it's come up a couple of times in passing and we should talk about it directly.
Speaker AWe said earlier on that it's possible to believe that with tools and software and automation you can do almost anything that you need to in your working life.
Speaker AAnd quite a lot of that has been true.
Speaker AIt's also easy to see that certain platforms become favorites and then just get to swamp our lives.
Speaker AAnd LinkedIn is a common one at the moment.
Speaker AI'm a big fan of LinkedIn.
Speaker AI use it, but I'm really aware that for some people it takes over like other kinds of social media as well.
Speaker ASo making effective choices about the systems that we're going to use and also making choices to have a system and to have the habits that go with it, I think that's an important part of the evolution of a successful solopreneur.
Speaker AMost people, myself included, when we start out, we think, oh, this is great, I'm going to send a couple of invoices, I'm going to start to make money.
Speaker AI'm free from salary, I'm free from my boss telling me what kind of computer I should have or what kind of software I should run.
Speaker AAnd I accumulate a bill of a couple of thousand dollars on Amazon getting stuff and systems and subscriptions.
Speaker ABut actually that wave of enthusiasm has to calm down a little bit.
Speaker AI have to get good at doing some of the basics, like tracking my hours, like figuring out what work has really cost me to execute, figuring out what happens when I outsource something, taking care of taxes, taking care of the decision making that I'm going to make about what am I going to charge, when am I going to accept the work, what am I going to go for and what am I going to turn down.
Speaker BYeah, I think these are all true.
Speaker BI mean, we've mentioned a number of these throughout these episodes.
Speaker BAnd I think they come back here.
Speaker BAre we tracking, like you say, Ian, all of those things?
Speaker BDo we know about what value our clients have gotten and are continuing to get from the work we do?
Speaker BDo we have a post project follow up process or what is the basis for our ongoing relationships here?
Speaker BSo I think all the way from.
Speaker BI mean, I remember my big thing was I am not a guy who likes to put together expense reports.
Speaker BI wasn't as a corporate consultant, I wasn't as an individual consultant.
Speaker BI was really into doing the work.
Speaker BI was really into meeting people and working on projects and getting things done.
Speaker BAll that admin stuff, oh my gosh, you know, I really can't be bothered.
Speaker BBut.
Speaker BBut when it's your checking account, you really need to be bothered.
Speaker BSo, you know.
Speaker BYeah, and I kind of swung from one.
Speaker BI just keep throwing stuff on the side of my desk and I'll get to that one day to, oh, I've got to find the perfect system to do all this.
Speaker BAnd now I'm spending hours and days finding a system, tweaking a system, creating a system, using another system, finding out what systems other people like and going, that's not a real value add here.
Speaker BSo I've got to bring this together.
Speaker BThere are lots of people who already figured this out.
Speaker BYeah, maybe I could start there.
Speaker AYeah, absolutely.
Speaker AThis is funny, this reminds me because you and I keep talking about our history with big firms as informing our experience now as we are in small firms.
Speaker AThis reminds me of back in the early 2000s.
Speaker ABig companies, including big consulting companies, all were into knowledge management.
Speaker AAll the stuff that we know, if we catalog it right and we put it in a fancy IT system and we give it keywords and tags and all this kind of metadata, then only then will we have perfect intellectual access to all the ideas that have ever been created or stored or processed.
Speaker AAnd it was such a money pit and it was such a time sink as well.
Speaker AAll the time thinking about what the structure should be and what the purpose should be and what the tool should be.
Speaker AAll these people with all these opinions and it actually stopped us from understanding very much about information.
Speaker AIt also caused us to lose track of some really important information.
Speaker AHow many times have I, Mike, thought to myself, oh, that, that topic.
Speaker AOh, yeah, yeah, I have slides on that somewhere.
Speaker AOh, hold on.
Speaker AThat was the project that I did like six years ago.
Speaker AI don't need fancy project management software, fancy knowledge management software to help me with that.
Speaker AI just need a bit of calm and organization about the way that I take care of stuff.
Speaker AThere are loads of ways of making sure that I take care of that kind of information.
Speaker ASome of them are about it, some of them are about my habits.
Speaker AI've worked with people who are really great advocates for systems like Asana and Trello, which are really great project management tools.
Speaker AI've got members of my family who are great at using Notion as a kind of personal information manager.
Speaker AI think maybe sometimes the short answer to this is have a system choose it and get on and get good at it and learn to live within its limitations.
Speaker ATask management for freelancers today there are a dozen options.
Speaker AI think we just need to choose one and accept it.
Speaker AIt's never going to be a perfect system, right?
Speaker BAnd I think there's also this issue of having consistent time blocks for deep work.
Speaker BAnd that's not a system per se, as a system that we work out for ourselves.
Speaker BI'm always amazed watching others that I work with solo consultants.
Speaker BSome people who are love the administrative task, love tweaking their systems, love doing quality control, but maybe miss some of that time block for deep work to say, ah, you know, when am I actually doing the thinking, when am I doing the analysis?
Speaker BI mean, we all love to play with our toys, whatever our toys are.
Speaker BSo having good systems that take care of some things can also keep us from, from being distracted from that time that I absolutely have to put on the time and the effort and the thinking and what it takes for client development or, you know, you know, all the other tasks that are there, some of them will go too naturally.
Speaker BThe other ones we're going to use as creative procrastination, don't do that.
Speaker BBe careful.
Speaker BOh, it's true.
Speaker BBe careful.
Speaker AIt's fascinating.
Speaker AI, I've said this to many groups of consultants in many contexts in my career, and it's still true.
Speaker AYou might think from looking at our behavior that clients are paying us to write PowerPoint slides and noodle on the Internet and maybe ride in trains and planes and automobiles, because that's what we spend our time doing, it seems.
Speaker ABut actually our clients are capable of doing all those things for themselves.
Speaker AThe thing that clients need us to do that they don't have the perspective or the time for right now is to think.
Speaker AAnd that's the core thing.
Speaker AWe've got to give some brain power to the work that our clients bring us.
Speaker AWhatever kind of solopreneur we are, whether you're designing interiors or know, launching satellites, your clients hoping that you'll give your best thought to the problem that they have and finding ways to make sure your brain gets, like you say, Mike, that deep time to think about understanding the problem, ideation, about solutions, and then thinking as well about ways forward for the next such project.
Speaker AThat's the kind of thinking that, you know, really makes a difference.
Speaker BAbsolutely.
Speaker BWell, listeners out there, you, Ian and I have talked a little bit about our experiences, but we'd love to hear more about yours.
Speaker BShare your good practices, your tips, your downfalls and the walls you've come up against.
Speaker BAnd if you've got somebody that you think would be a really good special guest who can help dig down deeper on this with us, we'd love that thought as well.
Speaker AAbsolutely.
Speaker AYou know how to reach out to us.
Speaker AWe'd love to hear from you.
Speaker ANow, Mike.
Speaker AThe other thing that I think is important that we have to own up to a little bit sometimes is consistency of the quality of our work.
Speaker AWe know from research that it's an important factor in what makes solo consulting businesses successful or not.
Speaker ABut the inconsistent nature of the work, also the inconsistent nature of the workload presents us with the need to have not only systems, but good habits as well.
Speaker AFor example, one bit of inconsistency in our life is this erratic pattern that we have of supply and demand and of course, business development work versus on the clock work.
Speaker AWe get these feast or famine cycles when we have pressure to secure a new business and pressure to do the work that's in front of us.
Speaker AAnd that I think can drive the kind of quality fluctuations, some of the kinds of quality fluctuations that we're talking about here.
Speaker AAnd you know, we all feel noble about this.
Speaker AI've got this desire in my heart to make sure that all the pieces of work that come in front of me might need to be done because they could pay for next month's grocery bill.
Speaker ABut also I need to do the work that clients have already paid me for that's in front of me right now.
Speaker AAnd being good at that, I think means not only cloning ourselves and finding more hours in the day, not only being more efficient by using tools.
Speaker AI think it also needs us to step back a little bit and be good at making decisions, decisions about how we're going to spend our time, especially our off the clock time, and decisions about how we choose what kind of work is right for us.
Speaker ASo Mike, let's get into that a little bit.
Speaker BYeah, I think that's brilliant.
Speaker BHaving a strategic work selection, it really speaks to quality, it speaks to who we are, it speaks To a lot of the things we've been talking about, to what degree do we actually evaluate projects or have some framework to assess the fit, the profitability, the strategic value of a potential piece of work.
Speaker AYeah.
Speaker AEven if it's just 10 minutes of reward yourself a coffee, maybe click into a call with a colleague and say, let me just take 10 minutes to look back at this thing.
Speaker AI'm breathing a sigh of relief right now that the work is done and I sent the invoice.
Speaker ABut I also need to give myself 10 minutes to say, how did that all go?
Speaker AAs you say, Mike, from the financial point of view, from the personal enjoyment point of view, and from the strategic point of view, I think it's not only about considering projects that fit.
Speaker AI think it's also at the next level up, about clients that fit.
Speaker AYes, it's interesting.
Speaker AWe recently had some work done by a coach 4p31, helping us to develop what we now call an ideal client profile, an icp.
Speaker AAnd that really, by going in a disciplined way through who are the people that we like to work for?
Speaker AWhere are they?
Speaker AWhat do they care about?
Speaker AAnd why should they be interested in us?
Speaker AThis business of making a selection, I've also heard it called a Persona.
Speaker ALike, what's the nature of the person who's going to buy our services?
Speaker AThinking about an ideal client profile helps us.
Speaker AIt doesn't help us because we are only ever going to work for clients that are 100% ideal.
Speaker AWhat it does is it helps us evaluate the client relationships that we have and choose the ones that we want to develop that are at least going some way towards our ideal to give us some of that consistency, to give us some of that more reliable workflow and also more reliable quality.
Speaker AAnd taking time, maybe once a quarter to sit and look at your portfolio of clients is just as useful, I think, as taking a look at your portfolio of project work and your portfolio of invoices that you have outstanding and your portfolio of hours that you have to bill next week.
Speaker BYeah.
Speaker BAnd I think this is going to.
Speaker BDoing this kind of thinking, doing this kind of work is going to start to address a little bit of that.
Speaker BHow much time am I spending on delivery versus business development?
Speaker BHow am I doing those in the ways that we've talked about already?
Speaker BAnd ultimately bringing that together for yourself, you're going to find that the work that you're doing better aligns with your expertise and your interests.
Speaker ARight.
Speaker BFor your clients, they're going to say, I love working with Ian because Ian is genuinely Suited to our needs.
Speaker BAnd for your business, you're going to see steadier revenue streams, stronger positioning in the market.
Speaker BI mean, this is a win, win, win.
Speaker BThis is a, you know, not zero sum.
Speaker BThis is positive sum.
Speaker BThinking and working.
Speaker BThat really brings so many of the things we've been talking about together.
Speaker BYeah.
Speaker AAnd it's funny, having learned it for ourselves, we've recently added it to our coaching programs.
Speaker AWe did a session for coaches in one of our business development programs lately on how to work your own ideal client profile.
Speaker ATogether, we thought about it and adapted it a little bit for the solopreneur world.
Speaker AAnd we found that the conversation boiled down to two things.
Speaker AMaking positive choices.
Speaker AFirst of all, positive choices about the work that you like.
Speaker AGetting paid is important, but realizing what kinds of work are both lucrative and enjoyable and feeling sincere about that and yet telling yourself that you're allowed to like what you like, that's okay.
Speaker AThat tells you sometimes something surprising about where you can look for new opportunities and therefore also which opportunities you can say.
Speaker AI'll set that to one side for now.
Speaker BYeah.
Speaker BAnd I think it also helps us improve and increase our thinking about where work assignments and projects are coming from, the kinds of business trends or events that trigger the need for our services, where else those trends or events are occurring now, and who else you might have access to those through and with.
Speaker AYeah, absolutely.
Speaker AAnd if we take ourselves away from the apparent need to kind of spin their hamster wheel and get revenue through the door, we realize that there are going to be moments, even in tough economic times, you might even say even more so in tough economic times, where what the market needs and what we like to deliver can come together.
Speaker AAnd that's a great moment.
Speaker AAnd I always challenge myself to enjoy that when those come along, because I should not spend any time worrying about I should have more of this kind of work.
Speaker AI should just enjoy it when it comes, but then also let it feed into all the conversations I have with myself about marketing, about project selection, and about managing my network of relationships.
Speaker BAbsolutely.
Speaker BThere's so many things in terms of knowledge and attitudes for success that apply here.
Speaker BI mean, I wish we had time to talk about different kinds of pricing models because I think sometimes we're so hourly in project based that we forget about things like retainers and value based something.
Speaker BIan, I know you've been spending a lot of time coaching folks with.
Speaker BAnd you and Tish and Mafe in particular.
Speaker AYeah, absolutely.
Speaker AWe ran some sessions on this at the business show in Miami.
Speaker AWe've had some coaching clients with us in the last few weeks who are at those events, and it's really been focused on how do you sell your value, not your hourly rate.
Speaker ASo, Mike, we've talked about the challenge of managing work from a few different perspectives.
Speaker AWe've talked about it from the point of view of how to be efficient.
Speaker AWe've talked about it from the point of view of how to deliver good quality and get control.
Speaker AWe talked about it from the point of view of strategic choices that we make and how we manage this tendency that we have to sometimes over deliver and find ourselves in scope creep.
Speaker ASo I like that you mentioned knowledge and attitudes.
Speaker ALet's take a minute here to think about what might be attitudes for success and gather together some final thoughts.
Speaker BSo, Ian, we've covered so much here.
Speaker BYou know, thinking back for a minute, attitudes for success, what comes to mind for you?
Speaker AWell, one of them goes all the way back to the very early episodes of the podcast where we talked about certainty versus ambiguity.
Speaker AActually, a lot of this has been about making decisions, but also adapting.
Speaker AAnd I think to be good at this, to be good at managing work and also managing clients in the way that we've talked about, we need to be comfortable with ambiguity and alert to changing priorities.
Speaker AThings that are happening in the life of our clients, things that are happening in our business, and to be willing to reassess and adjust systems.
Speaker AAnd I can think of people who got into the solopreneur world who kind of got stuck in a pattern of working in the first year that really didn't suit them by the time they came to year five or six.
Speaker ASo to be comfortable with a little bit of creative change, you know, a little bit of grit in the oyster, I think that's a really good part of the solopreneur mindset.
Speaker AHow about you?
Speaker AWhat have you seen and what do you think counts most here?
Speaker BWell, it's interesting because one of the things that really has resonated with me is, as you've been saying about this willingness to regularly reassess and adjust systems.
Speaker BAnd I think balancing that out is it's another both, and that's the discipline to maintain systems and habits, even when we're super busy, even when we don't feel like it, to have our protocols, to say what are the things that are most important for our success with what we do on our best days, on our best weeks and months, our best experiences, what are those things that we do that make them work well?
Speaker BAnd when we're feeling good, when Everything's going good.
Speaker BIt's really easy to do that.
Speaker BBut John Wooten used to say, how do I work with my team members, my players, everybody in my organization so that they bring their very best when the best is needed, that we don't necessarily have to be our very best every day, but a lot of times we need to be our very best at the times when we feel least like it or most overwhelmed or distracted.
Speaker BAnd that's when we break our protocol.
Speaker BI've been really spending a lot of time with Brian Johnson and the Heroic app and this idea of what's your protocol?
Speaker BWhat's your protocol?
Speaker BWhat are those key things in, you know, he breaks it down to your energy, your work and your love.
Speaker BYou're kind of, you're just taking care of that asset that is you taking care of your work and taking care of your connection to others.
Speaker BAnd this really has been fascinating for me just to watch in the big and little things as I think this would be important for everybody.
Speaker BBut particularly as a solopreneur, you know, we are it.
Speaker BWe don't have a big team necessarily to pick up the slack and to jump in for each other at the very side.
Speaker BAnd for all of us, I think it's so easy, particularly as solopreneurs, to let the relationships suffer.
Speaker BLet you know, perhaps things in our personal lives, things in our client relationships, things in some of our work do, and to say, hey, wait a minute, what are the things that are key and that discipline to maintain them even when we're not really up to it?
Speaker ARight.
Speaker AAnd tell us the name of the app again, Mike.
Speaker BOh, it's the Heroic app.
Speaker BLike becoming a heroic.
Speaker BBrian Johnson is the name associated with it.
Speaker BHe I've known for some time in terms of his philosopher's notes where he's taking some of the best of, you know, kind of things all the way, going from ancient stoics and other great works to positive psychology to all the science based things that are done now to get at what brings us to be able to be our best like that, to define what that is and where we're going and what to do with it.
Speaker BSo yeah, a really great one for me.
Speaker AFantastic.
Speaker AAnd then Mike, to wrap this all up for me, I think the attitude that stands out when I think of people who are good at all of these things, good at handling scope, good at systems and consistency, good as well at managing balance in their lives, I think it's about perspective.
Speaker APeople who are good at this and manage to make themselves healthy with Their work as a solopreneur in the long run have got that balanced perspective.
Speaker ABalance between the short term and the long term, balance between their clients needs and their own needs and their family's needs.
Speaker APerspective as well, of not getting too hooked up on one issue in the short term that's immediately in front of us, being able to see things in context.
Speaker AI think that applies to the work that we do for our clients as well.
Speaker AI hope that if we're good at thinking for our clients, we'll have that balanced perspective, not just the problem as it seems to them right now, but the problem as it is in the context of the whole business environment.
Speaker ASo I think that perfectionism is a problem for us.
Speaker ASometimes a bit of perspective can help us balance that out with a bit of pragmatism instead.
Speaker ASo, again, that sounds like.
Speaker ANot surprisingly, we're harking back to some of our earliest episodes about the tension between, like, perfectionism and being okay with imperfect.
Speaker ABut I think that is still, for solopreneurs, really at the heart of what makes us successful.
Speaker BWell, it's interesting when you say that, Harken back to a woman who's been a colleague and a client for both of us, Kathy.
Speaker BAnd Kathy one time looking at me and saying, mike, some things are better done than perfect.
Speaker AYeah.
Speaker BAnd I thought, wow, wow, this is one.
Speaker BYou know, I don't have tattoos, but if I did, I probably would go ahead and tattoo it because how many times I have to remind myself this part of it, better done than perfect.
Speaker BJust get it done.
Speaker ASo, Mike, let's talk about what's coming next in our episode.
Speaker AWe're going to talk about something that's really current for all of us here at P31.
Speaker ARight.
Speaker BWe've been spending a lot of time, you've heard us.
Speaker BWe finish with one set of clients on an idea called a strategic partner.
Speaker BThere have been different business shapers, value catalysts.
Speaker BThis whole idea of working with others to really create and exchange value, and this is one that we're really pursuing, we're really thinking about hard.
Speaker BWe're actually working on a book about this now.
Speaker BAnd the more and more we get into it, the more and more we're thinking, well, wait a minute.
Speaker BAs solopreneurs, this is what we do all day long.
Speaker BAnd the skills of being a great strategic partner are in many ways overlapping and very much synergistic with the skills of being a great consultant.
Speaker BRight?
Speaker ASo next week we're going to target those members of our community.
Speaker AIf you are trying to be an analyst, a leader, a problem solver, a partner in big organizations.
Speaker AAnd if you'd like to think about the kind of skills around influencing and problem solving and personal effectiveness that will drive success in that area, we like to share a couple of the early thoughts that are emerging from our work in that area.
Speaker AWe're looking forward to bringing it to your mic.
Speaker AI'm looking forward to the change of pace as well.
Speaker BAbsolutely.
Speaker BHumans who might want to be more of a consultant, please join us next time on the Consulting for Humans Podcast.
Speaker BThe Consulting for Humans Podcast is brought to you by P31 Consulting.