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We can bring this course to you and run it for a fixed all-inclusive fee no matter where you are. All you have to do is provide the delegates and the meeting room.

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Overview: Consultancy Skills for user experience professionals

User experience professionals are technical experts, comfortable with interviewing users, running usability tests, carrying out expert reviews and developing prototypes.

Clients are not experts in user experience — but they are aware of the main research and design services on offer. This means they often present with a fixed idea of the specific service that they need.

This can result in a situation where consultants deliver what clients ask for, rather than what clients need.

As well as technical skills, user experience consultants need the process skills to reveal the underlying business problem, analyse it clearly, and propose a cost-effective solution.

This course provides a framework for doing just that.

About your trainer

David Travis

This seminar is led by Dr. David Travis, the author of E-Commerce Usability. David has more than 20 years experience in the field of user centred design and has delivered over 100 seminars in usability for a range of private and public sector organisations. David has worked as a full-time internal and external usability consultant for companies like BT, System Concepts and Userfocus.

This seminar is aimed at

This course is for you if work as an internal or external user experience consultant or you are responsible for managing a user experience team.

You will learn how to

  • Describe the three modes of consultancy (technical, process and marketing).
  • Reveal clients' unstated needs.
  • Write a proposal to agree the scope of work with a client.
  • Manage user experience projects from conception to delivery.
  • Know when to turn work away.
  • Learn how to engage clients with data.
  • Grow your team and get the projects you want.

Seminar content

Introduction: The three modes of consulting

  • Technical, process and marketing skills
  • Thinking more strategically
  • The consulting lifecycle

The initial enquiry

  • Rules of engagement
  • Deciding if this is the right work for you

The client requirements meeting

  • Identifying stakeholders: who’s the real client?
  • Uncovering client needs

The Go-No Go Decision

  • The diagnostics review

Writing proposals that work

  • The 2-page project proposal
  • The structure of a proposal
  • Following up on your proposal

Executing the work

  • Keeping the client informed of progress
  • Engaging the client in the work

Reporting the results

  • Developing reports with impact “Top issues” reports
  • Information radiators

The project debrief

  • Measuring the impact of your work
  • Cost-benefit analysis

Growing your practice

  • Persuasive arguments for user experience
  • Tying your work to company values
  • Building a repository of case studies
  • Passive marketing: preparing for a cost charging model

Summary and Wrap-Up

  • Brief review of the key topics
  • Final opportunity for questions

What do I get when I book this course?

  • 1 day training course with a usability expert.
  • Practical checklists, worksheets and extensive notes to take home.
  • 24/7 support to help you apply your learning.
  • A proper, air-conditioned learning environment.
  • CPD-approved course attendance certificate.
  • A 2-course lunch and refreshments throughout the day.
  • A money-back guarantee.

More details on what you get.


This course lasts one day.

Usability immersion training

Usability design training

Usability research training

Usability management training

Upcoming courses

We run regular training courses in usability and user experience.

What should I do next?

If you're interested in attending this course, try these links.

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