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.

  • 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




Simon Wallace is a Management Consultant with over 40 years’ experience in IT-driven business change programmes. His experience includes 22 years with a global consultancy and Head of Management Consultancy for a medium-size firm, as well as working as a sole practitioner.



Simon led the consulting Quality and Risk Management team for a large UK firm. This unit defined, communicated, advised, monitored and enforced required practices and behaviours. He also developed a five-day residential course for the firm’s senior managers, directors and partners.



18:25 - Join the webinar with your connection details
18:30 - Webinar starts with BCS & CMI/IC notices
18.40 - Speaker’s presentation
19.30 - Questions & discussion
20:00 - Webinar ends


Register for this webinar here: 

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Our events are for adults aged 16 years and over.


CPD Credits:
This event counts for two hours towards your CPD. More information is available at


Event Recording:

Whenever possible events will be recorded and loaded onto the BCS web site and the BCS YouTube channel for subsequent viewing by Consultancy Specialist Group members and the public, to meet the Institute’s Royal Charter commitments.



Safe Consulting (PDF)



THIS EVENT IS BROUGHT TO YOU BY: BCS Consultancy Specialist Group
Visit and is a joint event with the CMI/Institute of Consulting.

Webinar:  How to Practice Safe Consulting - Consultancy SG
Date and time
Tuesday 9 June, 6:30pm - 8:00pm

This event is sold out