English language teaching consultants describe moving from the classroom to the consulting world.

1. Making the Leap to Consulting
Joe McVeigh
Anne Lomperis
Bruce Rindler
Jayme Adelson-Goldstein
Deborah Kennedy March 22,2017
TESOL, Seattlee

2. Making the Leap to Consulting
• Overview of consulting in TESOL
• Brief thoughts on major issues
– Marketing your services and obtaining clients — Anne Lomperis
– From contact to contract: helping clients figure out what they
really need — Bruce Rindler
– Designing and delivering training programs — Jayme Adelson-
Goldstein
– Being flexible and responsive while maintaining work-life
balance – Deborah Kennedy
– The business side: getting paid — Joe McVeigh
• Small group discussion by topic area
• Wrap-up and exchange of contact information for those
who would like to network

3. Complete Handout
References, contact info, tips, business ideas
Also the results of a fee survey
www.joemcveigh.org/resources
• Conference slides and handouts
• Personal and professional development

15. Some kinds of consulting in ELT
accreditation consulting * advocacy and economic
alignment * conference talks * curricular design &
development * standards alignment * editing *
faculty evaluation and training * grant writing *
intercultural training * needs assessment * online
course design and instruction * professional
development * program design * program reviews
* ROI * strategic planning * subject matter
expertise * technical assistance * test design *
training * workforce English planning * writing

17. Anne Lomperis
Chief Solution Partner, Language
Training Designs
lomperis@comcast.net
LinkedIn: annelomperis
LEVELS
International organizations,
government ministries,
corporations, aid agencies
SERVICES
workforce English planning,
advocacy, and economic alignment;
needs assessment; program,
curricular, test design; training;
speaking; ROI
EXAMPLE CLIENTS
Kingdom of Saudi Arabia,
ExxonMobil, Microsoft, World Bank

18. Marketing your services
and obtaining clients
• Name your passion. Solve their pain.
– Identify what you love to do—and what you’re good at. Identify your
niche.
– Recognize that, going forward, it is all about your client.
– Research their needs. Frame them in their terms and from their
perspective.
I help ______________ solve ___________ for _________________.
this kind of client this problem this result
• Strategically identify your target clients and network like heck to
reach them.
• Develop a relationship with your target client to the stage of
offering them a one-time, free, opening opportunity. Plan this to
lead to a formal relationship such as a paid contract.

19. Bruce Rindler
Lecturer, Boston University
brindler@bu.edu
LinkedIn: brucerindler
LEVELS
adult, IEP, university
SERVICES
needs assessment, curriculum
development, accreditation
consulting, program
design, intercultural training,
strategic planning, faculty
evaluation and training
EXAMPLE CLIENTS
Drexel Univ., Harvest English
Inst., Mass International
Academy, Portland State Univ.

20. From contact to contract: helping clients
figure out what they really need
• Goal: Identify the problem—define the gap
Performance?
Enrollment?
Achievement?
Organizational effectiveness?
• Method: Identify the causes—analysis
Document review, surveys, interviews, focus groups
• Report: Frame the issues—draw the map
Organizing principle  Next steps
EXPECTATIONS
GAP REALITY

21. Jayme Adelson-Goldstein
Teacher Educator-Author-
Curriculum Consultant
Lighthearted Learning
lightheartedlearning@gmail.com
www.lightheartedlearning.com
LEVELS
Adult
SERVICES
professional development,
curriculum development &
standards alignment, conference
talks, writing, editing
EXAMPLE CLIENTS
• Portland Adult Education (Maine)
• American Institutes for Research,
(Washington, D.C.)
• California Adult Literacy Project
(CALPRO)

22. Designing and delivering
training programs
• Templates, timing, and
training—Oh my!
• Blending in
with Communities of
Practice
• "Yes, and…”

23. Deborah Kennedy
Principal and Owner, Key Words
deborah.r.kennedy@verizon.net
www.key-words.us
LinkedIn: deborahrkennedy
LEVELS
adult, business, EOP, governmental
SERVICES
technical assistance and subject
matter expertise in ESP, ABE/ESL, and
digital literacy; online course design
and instruction in business writing;
language teacher professional
development; writing, editing, grant
writing, conference presentations
EXAMPLE CLIENTS
Center for Applied Linguistics,
Manhattan Strategy Group,
BoardSource, George Mason
University

24. Being flexible and responsive while
maintaining work-life balance
• Be flexible. Understand that consulting opportunities come in
many different sizes and shapes, and sometimes are traveling
in disguise. Learn to recognize them and meet them where
they are.
• Be responsive. Listen for what the potential client really
wants and needs. Show that you have heard and understood.
Then show how you can meet the need, and go the extra mile
in doing so.
• Be balanced. You won't be able to keep your work life and
your personal life fully separated from one another, but you
can make sure that your life includes a healthy amount of
each.

25. Joe McVeigh
Author & Consultant
joe@joemcveigh.org
www.joemcveigh.org
LinkedIn: joemcveigh
LEVELS
adult, IEP, university
SERVICES
professional development,
intercultural training, curriculum
development; accreditation
consulting, program reviews,
conference talks, writing,
editing, strategic planning
EXAMPLE CLIENTS
General Electric
U. S. Department of State
University of Denver

26. The business side: getting paid
• Writing a proposal
– Describe the problem or issue as you see it
– Describe what you will do to solve the problem
– Tell them how much you want to be paid
• How much to charge?
– How deep are their pockets?
– How badly do they need you?
– Are you an expert?
– What is the level or domain?
– What is the going rate?
• Submitting an invoice and paying your bills
– Invoice promptly and document expenses for reimbursement
– Think about your expenses and how you will meet them.

29. Small group discussion by topic area
• Marketing/ESP – Anne Lomperis
• Needs analysis/IEPs, Universities – Bruce Rindler
• Delivering training/Adult/Writing – Jayme
Adelson-Goldstein
• Work/life balance/Adult/Governmental –
Deborah Kennedy
• The business side – Joe McVeigh

31. • Wrapping up
• Exchange of contact info
• Networking

32. More from these presenters
• Deborah: Effective public-private partnerships
in English for professional purposes. Thurs. 1 PM
• Jayme: Picture rigor, relevance, and readiness
with OPD. Thurs. 2 PM
• Bruce and Joe: Growing or enhancing your
program based on sound development
decisions. Fri. 10:30 AM

33. Questions

34. Thank youThank you !
lightheartedlearning@gmail.com
deborah.r.kennedy@verizon.net
lomperis@comcast.net
joe@joemcveigh.org
brindler@bu.edu
Handout available: www.joemcveigh.org/resources