Your goal as a consultant is to make your work easier and more effective—both for your sake and your clients’.
The best way to do that is to organize your ideas into a framework. I call it your “Methodology”.
Every time you have a new idea or approach to your work, you write it down and put it into whatever system you use to organize your Methodology.
I use Trello for this. But you can use anything.
I create a column for each stage of my Methodology and place cards and some notes with every new idea I have.
Every time I improve my way of doing things, learn something new, or generally want to remember something important, it goes into my Methodology.
Over time, this becomes your consulting dashboard. The place you reference as you run your engagements to ensure consistency and nothing gets missed.
Later, this can become the source of your course materials or training process. It becomes an asset to your business.
So if you’re not actively keeping tabs on your ideas and organizing them into some kind of hierarchy, I highly recommend you start the process.
I like Trello because it’s easy to use on the fly, and I can duplicate my Methodology board with every new client engagement, making it transportable as a starting point across all my engagements.
At first, your Methodology will be messy and disorganized. Eventually, you’ll make it clearer and more efficient to the point where it becomes the backbone of your business. The key thing is you begin.
If you’re interested in seeing how I do this for my own consulting work, hit reply for more info.