As long-promised, my review of Mary Ellen Bates‘ Building & Running a Successful Research Business (Reva Basch edited it as part of a series, but Bates’ name is on the spine so I’m calling it hers). I recently completed a one-off consulting job as a step towards considering a freelance career, so I feel I can provide at least some “road testing.” Unlike books touting how to become an information broker from the early 90’s, Bates freely admits that the independent information professional may not be a career for everyone, and gives good advice on determining for oneself if that’s the case. This won her major points with me off the bat.
The first section is all about starting your business - do you even want to be an independent information professional, what sort of research will you do, how to find clients, what your competition is like, considerations for incorporation, work-life balance, etc.. Bates uses plenty of real-world examples, with important points called out in sidebars or endbars. The tone is helpful and fairly informal.
The second section is devoted to running your business once you’ve launched, and is invaluable. Everything from problem clients (and potential clients) and how to deal with them to financial issues (billing and collections, taxes, setting rates and fees), to subcontracting, to the ethics and legalities involved, to how to get yourself professional development and how to conduct strategic planning for your business. I put some of her guidance to use when writing and sending an invoice to my client, such as including a W-9 form and providing a Taxpayer Identification Number. Sadly, I set my rate for the job before reading her advice on the topic, and lowballed myself as a result.
The section on marketing is full of dos and don’ts - I have to admit to only skimming this section, as I was doing a one-off job to see how I might like freelancing. However, the piece on marketing by writing and speaking should be taught in library schools as a core class, to my mind.
The final section is dedicated to research - how to conduct different types (online, phone, public records, etc.), how to approach online research, how to structure your deliverables and other services you can offer. Again, plenty of advice and real-world examples, in the text as well as sidebars and endbars. Appendices offer information on the Association of Independent Information Professionals, how to stay up-to-date, useful tools (associations, books, government agencies, Web sites, etc.) for independent information professionals and contact information for people quoted in the book.
I would urge anyone considering a career as an independent information professional to read through this book first, as essential preparation, as well as to anyone curious what non-traditional career options are available to librarians.
Questions, comments, peasants with torches?