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End Dates Should Be on the Calendar

An engagement without a defined end produces a consultant the institution gets used to, not a result it can name. The case for setting the end date before you start.

By Daniel Zummo

In every consulting engagement I have ever signed, the most important date in the contract is not the start. It is the end.

This is not how most consulting works. The default model in higher education consulting, and much consulting more broadly, is the open-ended retainer. The institution pays a monthly fee. The consultant provides services. The arrangement continues until someone decides to end it, which usually means nobody decides to end it for years.

This works for the consultant. It does not work for the institution.

The Comfortable Drift

What happens to an open-ended engagement, given enough time, is predictable. The consultant becomes part of the institutional landscape. Their presence stops being a focused intervention and starts being a familiar resource. People consult them out of habit. The original objective fades into the broader role.

The institution is no longer paying for a result. It is paying for a person it has gotten used to.

This is comfortable for everyone except the institution's budget. It is also, in my experience, the single most common reason institutions end up paying significantly more for consulting than they meant to, with significantly less to show for it.

What Defined Endings Force

An engagement with a defined end has different properties.

At the start, the scope is sharper. The consultant and the institution have to articulate what "done" looks like, because they have a date by which it needs to be done. Vague objectives do not survive that conversation.

In the middle, the work has urgency. Each session, each deliverable, each check-in is measured against a finish line that is approaching. Drift is more visible.

At the end, there is a forced reckoning. Has the objective been met? If yes, the engagement closes cleanly. If no, the parties have a real conversation about whether to extend (with a new defined end), to declare partial success and move on, or to acknowledge that the engagement did not achieve what it set out to.

None of those conversations happen in an open-ended retainer. Which is precisely why open-ended retainers persist past their useful life.

When Open-Ended Is Right

There are situations where an ongoing arrangement makes sense. A standing advisory relationship with a chief HR officer, a quarterly check-in with a provost's office, an emergency backstop for personnel situations as they arise. These are real needs, and they are appropriately served by retainers.

But these are advisory relationships, not engagements. The distinction matters. An advisory retainer is a standing availability. An engagement is a defined piece of work. The two should not be confused, and the institution should not pay engagement-style fees for what is actually an advisory relationship, or vice versa.

When in doubt, ask: is there a deliverable, or is there a presence? Retainers are for presence. Engagements are for deliverables. Engagements should always have end dates.

The Practical Question

For institutions considering a consulting engagement, the question to ask the prospective consultant is straightforward: what is the end date?

If the answer is "whenever we both feel done" or "let us see how it goes" or "this is an ongoing relationship," you are not being offered an engagement. You are being offered a retainer. That may be what you need. Confirm it is.

If the answer is a specific date or a defined trigger ("when the conflict resolution report is delivered," "when the workshop series concludes," "at the six-month mark"), you are being offered an engagement. Sign it.

The clearest signal of a consultant who has done this work for a while is that they bring up the end date before you do.

Frequently asked

What is the difference between a consulting engagement and a retainer?
A retainer is a standing availability, often used for ongoing advisory needs. An engagement is a defined piece of work with a specific objective and a defined end date. Institutions sometimes pay engagement-style fees for what is actually a retainer, which is how consulting costs creep up while specific results disappear.
How should an institution structure an academic consulting engagement?
With a defined end date in the original scope. The end date forces clear articulation of what done looks like, creates urgency through the middle of the work, and produces a real reckoning at the close. The clearest signal of an experienced consultant is that they bring up the end date before the institution does.

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