The company should clearly establish the exact nature of the problem or project, as it will assist in determining the type of consulting required. Discuss the issue with key front-line employees who can provide useful insight on work process opportunities and challenges. Document your findings about the problem and establish the goals and results you are seeking to resolve your problem. This advance work will assist you in narrowing your search for a consultant. Through this process, you may determine that you need a consultant with specialty expertise.
Trade associations can also be a valuable resource when conducting a consultant search.
Many of these organizations have consulting referral services which list pre-screened and credentialed consulting members. These agencies include the American Industrial Hygiene Association and the American Society of Safety Engineers. If applicable, it may also be helpful to visit your competitor's web site to determine whom they are using. After you selected a few potential consultants, interview them and use the following checklist to evaluate and rank their qualifications and services. Review credentials and qualifications to determine their experience and expertise.