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Managing multiple projects is no small feat. Since successful project management requires clear and effective communication, setting up desired goals, creating project workflows, using the right tools to monitor and analyse progress, making data-driven decisions, etc. In other words, project managers often juggle an overwhelming number of tasks at once that could derail the success of a project. This is where the need for a consultant comes in.

Though there are many business consultants out there, it makes sense to hire someone from the same vertical that your project management tool belongs to. For instance, if you are using monday Work OS to streamline workflows, improve collaboration and communication, and visualize project progress in real-time, you should consider hiring a monday.com consultant. When it comes to hiring a  monday consultant, you’ll be spoilt for choice irrespective of the platform where you search. In such a scenario, you should religiously follow this ultimate guide that will help you choose a monday consultant right the first time. Let’s dive deep into it.  

A Step-by-Step Guide to Hire the Right monday Consultant for Your Business

1) Determine Whether You Really Need a Consultant

Before you begin your search and start looking for a monday consultant, it's strongly recommended to define your project requirements and determine whether you actually need a consultant. When you clearly define your project requirements, it becomes quite simple to examine what sort of help you actually need and make a calculated decision accordingly. monday consultants are highly useful in situations where there is a talent gap in the organization or the workforce has already attempted to address the challenge internally with little to no success. The thing important to note here is that onboarding a consultant requires additional investments of both time and money. Therefore, it is suggested to check with your in-house team first before you look for talent outside.

2) Review Project Portfolio or Resume

Once you have decided that you need to onboard the talent from outside, you need to manually review all the resumes or project portfolios of monday consultants that you may receive for your job posting. Whether you are hiring a monday consultant from an agency or freelance marketplaces like Upwork, Fiverr, Toptal, Freelancer, or any other platform, you need to dig deeper into their resumes and portfolios to gain an understanding of their experience and expertise. By doing this assessment, you can easily narrow down your search and shortlist some good consultants that have solved the challenges you are dealing with.

3) Vet the Skills of Your Consultant

After shortlisting the monday consultants by reviewing their project portfolios and resumes, it’s time to vet their skills. One of the easiest ways to evaluate their skills is to ask questions related to the challenges you’re facing. For instance, if you have been using monday.com for quite some time and still struggling to drive your workforce productivity, you may ask the consultant how they will help you in improving productivity. Similarly, you may also ask the consultant how they will help you in streamlining complex workflows, improve communication and collaboration challenges, and other related problems that you have faced earlier. This step will further help you narrow down your search and select the ones who have the right skill set to overcome the challenges that come along the way during project management.

4) Check Testimonials, Reviews, and Ratings

Another important step that you should religiously follow when looking for a monday consultant is checking the testimonials, reviews, and ratings. If you are hiring a monday consultant from an agency, in that case, you should look for customer testimonials available on the website homepage of an agency. On the other hand, if you are hiring a consultant from the freelance marketplace, you should check clients’ reviews and ratings available on such platforms. By taking a close look at reviews and ratings given by former clients, you’ll get to know a lot about a monday consultant you’re planning to hire.

5) Get a Contract in Writing

Last but not least is taking out time to spell out timelines, deliverables, goals, and budget. This helps in clarifying the expectations on both sides.

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