Prepare the agreement

At this point, the consultant has been selected and you need to prepare an agreement for both parties to sign regarding the scope of work. The agreement could be a legal contract or simply a letter of understanding. The bigger the job, the more formal the agreement.

The agreement should describe the expected deliverables and their timing. Identify your contact for authorizing and scheduling the activities. Explain that monthly payments will be made based on completed work. Attach the consultant proposal to the agreement.

Use the agreement to emphasize the need for confidentiality. Describe when and how you expect the consultant to report on project status. Include a cancellation clause that allows you to terminate the agreement at any time and only pay for services already rendered.