Supplemental Materials for
Going It Alone: Tips & Tricks for the Independent Consultant


Recommended Books for Consultants

Going It Alone In Going It Alone (Agent Q Bookworks, 2018), Karl Wiegers offers pragmatic pointers from his 20+ years of experience as a consultant, trainer, and author. If you have questions about negotiating agreements, dealing with difficult clients, writing for publication, or generating revenue while you sleep, Going It Alone has answers. Flawless Consulting Flawless Consulting, 3rd Edition by Peter Block (Pfeiffer, 2011) is a classic text for both independent consultants and those who provide consulting services within an organization.

Million Dollar Consulting Million Dollar Consulting by Alan Weiss (McGraw-Hill, 2016) presents no-nonsense guidance on how to establish your consulting practice and make it flourish. Weiss's books contain many great ideas, written in a fast-paced and conversational style. Money Talks Money Talks by Alan Weiss (McGraw-Hill, 1998) discusses the synergy between consulting, writing, and speaking, showing ways to increase revenue and opportunities by tying these activities together. It contains many excellent tips for professional speakers and trainers.

Secrets of Consulting The Secrets of Consulting by Gerald M. Weinberg (Dorset House, 1985) provides countless tips on how to think about being an effective consultant, from one of the most experienced consultants and authors in the software industry.

More Secrets of Consulting More Secrets of Consulting by Gerald M. Weinberg (Dorset House, 2002) is a second collection of guidance and wisdom from a highly respected consultant.

Weinberg on Writing Weinberg on Writing: The Fieldstone Method by Gerald M. Weinberg (Dorset House, 2005) describes a technique for tackling a writing project by collecting and building on key insights, stories, and quotes.

Building a Successful Consulting Practice An Insider's Guide to Building a Successful Consulting Practice by Bruce L. Katcher and Adam Snyder (AMACOM, 2010) covers the gamut of knowledge for someone getting started as an independent consultant.
Getting to Yes Getting to Yes by Roger Fisher, William Ury, and Bruce Patton (Penguin Books, 2011) provides excellent advice on how to successfully negotiate from an understanding of each party's interests, rather than by debating immovable positions.

Sample Templates for Writing Client Agreements


Speaking Agreement


On-site Consulting Agreement #1
On-site Consulting Agreement #2
Off-site Consulting Agreement


Licensing Courseware to Trainers
Licensing Courseware to Corporations

Sample Book Proposals and Outlines

Software Requirements Software Requirements

Proposal (for first edition)
Outline (for first edition)
Peer Reviews Peer Reviews in Software

Pearls from Sand Pearls from Sand

Proposal and Outline

Book Status Tracking Template and Partial Example

Sample Checklists and Forms for Your Consulting Business

From Karl Wiegers

Travel Checklist
Time Tracking Form
Event Tracking Form

From Mike Cohn

Packing List
Engagement Checklist
Class Preparation List
Presenting to a Regional Group
Activities for Public Classes
Booking Venues for Classes

Collaboration Tools

Joan Davis has kindly provided a list of links to many tools that are useful for facilitating virtual consulting or any other type of long-distance collaboration.

List of Collaboration Tools