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Consultant Sign-up Instructions
Application for enrollment in the WNC Consultant Directory requires the following steps:
1. Collect the Required Materials
2. Register for the Directory
3. Complete the forms: Your Firm Profile, Your Areas of Expertise and two references for each Area of Expertise
4. Submit your listing for review
5. Approval and Publication of Your Listing
It is recommended that you print this page for use during the enrollment process.
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1. Collect Required Materials Before You Begin
Before you begin, please be sure that you have collected the following information; required items are in bold type:
- Contact info: mailing address, phone, fax, email, web address
- A description of your practice/firm (not to exceed 500 words)
- Number of years experience (paid nonprofit; unpaid nonprofit; and consulting)
- Types of service(s) offered - It is recommended you print out the full listing of Areas of Expertise with their corresponding services (click here for PDF) so that you can see the choices available.
- Current professional affiliations and licenses
- Two references for each area of expertise you list. Name, phone, email, and type of service and year completed are required for each reference.
Note that all information submitted will be reviewed by WNC
Nonprofit Pathways before being posted to the directory. We will
contact you with any questions.
2. Register for the Directory
-
In the column to your left, click on the link called Register to Create a Listing.
- Fill out the form and submit. A temporary password will be emailed to you.
- Use the temporary password to log in. Then you'll be prompted to change the password to something easy to remember.
3. The Forms
You'll be completing several forms during this process.- As
you complete and submit each form
you'll be returned to your listing page with the latest information you
entered appended to the bottom of the page. There are links provided on
this page to help you add, edit or delete.
- Also, an outline of your profile will appear in the left hand column. You can navigate your listing by clicking on the items in the outline.
Your Firm Profile
This form is about you and your company (contact info, professional experience, etc.), including a summary of your consulting practice
Your Areas of Expertise
Fill out one form for each Area of Expertise you wish listed in our directory.
- For each Area of Expertise, you are required to indicate at least one specific Type of Service that you provide.
- For each Area of Expertise, you are required to list at least two References of nonprofit organizations for whom you have provided services, at least one of which is located within the 18-county area of Western North Carolina; you may use the same references for different areas if you wish. The “Add reference” option will appear after you complete each Area of Expertise listing.
4. Submit Your Listing For Review
- Click on the state button in the green bar at the top of the your listing page and choose submit.
- The state will change to waiting for reviewer and the WNC Nonprofit Pathways web site administrator will be notified that a new consultant listing is ready for review.
5. Approval and Publication of Your Listing
- Once your listing has been approved, the state will change to published, your listing will appear in the Directory and you will be notified by email.
Returning Users
- You may log in at any time and edit or update your listing, using the same publishing steps outlined above. If needed, you may retract your listing at any time to hide it from the public. Just submit it again when you are ready.