Episode 120: So You've Hired a Fleet Consultant---Now What?

7 Dec 2023 · 33 min
33:29

In the third installment of a three‑part series on fleet consulting, host Steve Salzgiver is joined by Mark Canton and Tony Yankovich to walk fleet managers through the post‑hire phase of a consulting engagement. The conversation begins by urging organizations to view consultants as allies rather than auditors, then moves into concrete steps: clarifying project objectives and scope, conducting thorough kickoff meetings, and developing a detailed Request for Information (RFI) to gather accurate data. They discuss onboarding logistics such as site access, workspace allocation, and security clearances, and stress the importance of an internal project liaison who coordinates schedules, follows up on data requests, and keeps communication flowing. Flexibility in scheduling around shift work, handling incomplete data transparently, and maintaining confidentiality through NDAs are highlighted as common pitfalls. The panel outlines how to manage deliverables—reviewing recommendations early, creating an implementation plan, and prioritizing actions across short‑, mid‑, and long‑term horizons. Finally, they remind listeners that consultants juggle multiple clients, so meeting agreed timelines is critical to avoid exponential project delays. Throughout, practical anecdotes illustrate the consequences of poor communication, missed meetings, and unclear expectations.

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