Scoping Your Projects
Scope out consulting projects, estimate the work, gauge your risks, and calculate your costs
About the Course
The Scoping Your Projects course helps you answer several questions that are critical to any independent consultant in terms of getting rates in place:
- What questions should I ask prospective clients to scope out new projects?
- How do I estimate the work effort involved in a consulting project?
- How do I build a workplan?
- How do I account for the risk and complexity associated with a project?
- How does risk and complexity translate into work effort?
- How do I estimate the costs involved?
- What cost rates should I use?
- How do I uncover hidden costs?
In addition to the video-based presentations and demonstrations, you will receive:
- Workbook that you can download and print to guide you through the process
- Tools that you can download and start using, including the Scoping Document tool and Workplan template
StartWhy scoping matters? (2:20)
StartWhat's enough scoping? (4:30)
StartPreparing a Scoping Document (8:54)
StartMisconceptions | Dr. Paul Schneider (4:12)
StartScoping Deliverables (6:15)
StartScoping Services (3:46)
StartPreventing Scope Creep (10:37)
StartTips for Scoping Requirements (8:00)
StartYour Assignment (1:30)
Gus has been helping organizations improve the capabilities and performance of their leaders and workers for over 20 years. For 15 of those years, he has run his own learning and development consulting practice and has worked with hundreds of client organizations ranging from pharmaceutical and consumer healthcare product companies to brokerage, banks, and insurance companies, from IT startups to long-established telecommunications service providers as well as law firms, retailers, hospital systems, and chemical manufacturers. In that capacity, he has led and collaborated with hundreds of employees, sub-contractors, and vendor-partners to deliver results for clients and their stakeholders.
Gus earned a PhD in Education with a minor in Management as well as an MBA, a BS in Marketing, and a Certified Performance Technologist designation. He has taught Masters-level courses in Instructional Systems Design and Change Management. He frequently delivers live and virtual workshops for leaders at all levels, regularly publishes and presents on these topics, and is a recognized thought leader in the talent development industry.