How to Practice Safe Consulting (POSTPONED)


Start Date: 14 Apr 2020

Start Time: 6:30 PM

End Time: 9:30 PM

Duration: 3 hours

Venue: BCS, The Chartered Institute for IT, 25 Copthall Avenue, Moorgate, London, EC2R 7BP › View map

This is a joint event between Institute of Consulting LSE and British Computer Society Consultancy Specialist  Group.

You’re an expert in your field – but what else do you need to do to make it a safe and successful business?  In this session we will discuss the things you should be thinking about, whether you’re a sole practitioner or a global business.

Be safe, be successful!

  • Only pursue worthwhile opportunities – then win the work
  • How to charge for your services – pricing, employment contract, time & materials, fixed price, capped fees, success fees, stage payments, expenses, overtime, travelling time 
  • Understand your risks and liabilities, price them into the deal and have the right insurance
  • Avoid snags: conflicts of interest, regulatory requirements, intellectual property, data protection, confidentiality/non-disclosure, termination, IR35
  • Sound, agreed contract - what should and shouldn’t you say in a contract? 
  • Run it as a business: accountants, tax, VAT, insurances, equipment, web, social media, email
  • Good, professional relationships with your clients and co-workers
  • Be ethical, professional and on your best behaviour
  • KYC / AML / STF / ABC / Bribery Act / don’t go to jail
  • Evidence for deliverables, changes, snags, signoffs, correspondence, etc 
  • Get paid – agree timesheets, signoffs and charges / do timely invoices and chase payment
  • Agree a reference and case study before you leave then keep up those good relationships
  • Learn lessons, retain knowledge and store away legitimate materials for next time

Enquiries contact

Questions about this event should be addressed to CMI Events at or by telephone on 01536 207485.

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