Identifying the Roles and Qualifications of a Consultant
This worksheet was created by The Denver Foundation's Inclusiveness Project (http://www.nonprofitinclusiveness.org/) to support organizations doing inclusiveness work.
Select the roles that you would like your consultant to play:
_____ Overall Guidance: Working with the Inclusiveness Committee throughout the inclusiveness initiative to plan and execute the initiative.
_____ Information Gathering: Designing strategies and gathering data during the information-gathering phase.
_____ Inclusiveness Training: Conducting trainings to create a more inclusive organizational culture.
_____ Evaluation: Creating an evaluation plan to measure efficacy of trainings and progress of inclusiveness initiative.
Qualities and Qualifications
Listed below are qualities and qualifications to consider when selecting a consultant. Select those that you would like your consultant to have and brainstorm additional qualities and qualifications as necessary. You may also find it useful to define these qualities for the purposes of your organization.
___Effective as a facilitator
___Knowledgeable about assessment and evaluation
___Knowledgeable about the nonprofit sector
___Experienced (You may wish to include a specific number of years in the field.)
___Knowledgeable about diverse communities (You may wish to specify communities that your organization serves, communities that you are interested in reaching out to and serving, or specific languages spoken.)
___Access to and knowledge of inclusiveness resources (You may wish to specify the types of resources of most use to your organization.)
___Organized ___ Timely ___Efficient ___Patient
___Strong communication skills
___Able to work with our time schedule
___Experienced and effective meeting facilitator
___Experienced and effective process facilitator
___Strong people skills
Will work within our budget ($_____)
Name of Organization __________________________________________
Date Worksheet Completed _________
- Step 1: Creating Structure
- Step 2: Consultants/Training
- Step 3: Making the Case
- Step 4: Gathering Info
- Step 5: Creating a Blueprint
- Step 6: Implementing the Blueprint
- Sample Documents
- Next Steps for Your Organization