by Alnisa Allgood of the Nonprofit Tech Association
Today's nonprofit organizations exist in an environment of
technology convergence. From errant fax machines to network
computers, printers and copiers, even the most knowledgeable
nonprofit requires assistance with everyday technology.
To answer this call, a variety of consultants have stepped
forward. All kinds of consultants are available for hire, from
generic computer consultants to specific network consultants. But
finding affordable, personable, knowledgeable consultants who can
work with you to solve your problems and—one hopes—ward off
future problems can be trying. Let's face it: Hiring an expert in a
field about which you may know almost nothing is not the easiest
task.
This article will familiarize you with qualities you should look
for, concerns you should address and other aspects of hiring a
technical support consultant.
Finding a Technical Consultant
If you live in a major city, finding potential consultants is
easy. You can use both local and national lists, such as Opportunity
Nocs, Craig's
List, Consultants
OnTap, Idealist.org,
and other national, regional and local Web sites. Nonprofits in
small towns or rural areas have to work smarter to obtain a good
list of consultants.
Remember, the key is to work smarter, not harder: Don't overlook
great resources such as word of mouth, foundations, circuit rider
associations and nonprofit technical organizations as well as the
same local and national resources listed above. Word of mouth is a
common and easy way to hear about good consultants. The likelihood
that you are the first agency in your region to look for technical
support is small. Contact organizations of similar size to yours,
and find out who their technical support providers are (or who they
are not!)
Foundations often are overlooked as an information resource, but
many foundations spend a significant amount of time compiling
resources for their grantees. So contact one or more of your funders
and ask for referrals. This step not only will keep your funders
apprised of your ongoing efforts to meet the goals of your
organization but also will allow them to help you in ways that do
not involve grant applications.
A somewhat new but widely growing phenomenon in the nonprofit
world is that of "circuit riders." Circuit riders are
groups of technical support consultants that split their time across
multiple nonprofits to provide ongoing support. Many foundations
have created "circuit rider associations" for their
grantees.
Nonprofit technical organizations are another resource to
explore. Nonprofit Tech Association ("Nonprofit Tech") is
just one of a quickly growing group of nonprofits whose purpose
includes providing technical services to the nonprofit sector.
Nonprofit Tech currently has offices in the San Francisco Bay area
and Ann Arbor, MI. Other agencies, such as Compumentor
of San Francisco, CA; NPower of Seattle, WA; NetCorps of Eugene,
OR; Technology
Works for Good in Washington, DC; and the Center for Management
Assistance in Kansas City, MO offer an array of technical
services for nonprofits.
Now that you know where to start looking, you need to define your
technical assistance needs.
Defining Your Technical Needs
The most valuable piece of advice that we can give is to be clear
about what you want before you start the hiring process. The truth
of consultant-client relationships is that most fail when evaluated
based on answering the questions "Did the client organization
get what it wanted?" and "Did the client organization
understand what it got?" Both consultants and organizations
have a role in ensuring that appropriate services are provided.
Quite a few consultant-client relationships fail because the
nonprofit never had a clear picture of what it wanted or needed in
the first place. Without a clear vision of what you want, you could
be sold the neighbor's barn or a mansion on Main Street and be
unable to distinguish between the two.
The key to any good relationship, particularly for consultant
relationships, is communication. A primary component of good
communication is being able to state what it is that you want or
need. You do not need to learn the entire lexicon of technical
terminology, but if you want all your computers to be able to share
files and folders as fast as possible, you should be able to say,
"I want to set up a system that will allow all the computers to
share files and folders, and I'd like it to be fast."
Evaluating Potential Technical
Consultants
You don't understand bits from bytes, so how do you hire someone
with more knowledge than you? First, interview at least three
consultants. Second, ask the candidates to bid on the project or
tasks by providing you with a formal written proposal for the work.
Project proposals give you many advantages:
- Project rates are generally cheaper than hourly rates.
- Reviewing the proposal gives you time to research components
of the proposed work until you have a general understanding of
what is being offered. Unfortunately, interviews don't offer
that luxury.
- Proposals give you a glimpse of the working process of your
consultant. Proposals that are well written and well organized
reflect consultants who value their business and the services
they provide. Hastily thrown together proposals often indicate
work style.
- A proposal allows you to see in writing whether the consultant
can translate technical information into a common language that
you and your staff can understand.
Proposals do not replace face-to-face or telephone interviews,
which give you additional measures for evaluating potential
consultants, from listening skills to the ability to translate
"technobabble" into English. Consultants should be willing
to speak about their strengths and weaknesses in the course of the
interview. Beware of consultants who are unable or unwilling to
spend as much time as is needed to ensure that you and key staff
understand technical information.
A written proposal and a face-to-face interview therefore should
be important factors in making your final decision.
Making the Hiring Decision
Consultants who provide expert advice, hands-on technical
assistance and a willingness to apprentice staff and volunteers when
they run into difficulty provide the best support. Ultimately,
getting expert technical support should accomplish two goals:
solving the problem at hand and teaching the user to solve the same
problem should it occur in the future. A consultant who does
everything for you or who only works after hours or off-site will
not be able to work with your agency to accomplish the second part
of the support goal.
When choosing among consultants, communication skills often are a
determining factor. Did the consultant seem to understand you? Did
you understand the consultant? Was the consultant patient? Did he or
she listen to you and understand what your organization does? Will
he or she fit in with your organizational working style? How
available will the consultant be for providing assistance?
Other Thoughts
After you have made your choice, keep the consultant-client
relationship open and honest. If you do not like the level of
service you are receiving, discuss the matter with the consultant.
If you do like the service and quality of work, discuss this as
well. Feedback for the consultant allows him or her to better gauge
how the work is being perceived.
If the relationship with the consultant is unproductive, END IT.
Many agencies spend years in unproductive client-consultant
relationships before seeking other assistance. If you have a
three-month, six-month, year-long, or multiyear project for a
consultant, establish an evaluation period. Thirty to ninety days
generally is more than enough time to get a sense of how well your
staff and the consultant work together.
The evaluation period benefits the consultant as well. You may be
ecstatic about the consultant's work, but the consultant may be one
step shy of pulling his or her hair out. Scheduling a "time
out" at the beginning of the contract allows you both to step
back and evaluate the process before continuing.