5+ Consulting Work Plan Example & Templates


Apart from working full time, people often go for consultancy. Consultancy is a professional practice which gives expert advice within a certain field. Those who have had professional experience in a field for more than 3 years, can offer consultancy to various companies. There are many reasons why professionals opt for consultancy.

While consultancy can give you a lot of opportunities to grow, you have to make sure that your consultancy work plan is flawless. A lot of strategic thinking and planning goes into making a work plan for your clients and as a consultant, you are expected to deliver a work plan without errors. There are consulting work plan example and templates which you can get inspiration from while making your own work plan. Here are some of the best consulting work plan example and templates for you to download and use right away.

Consulting Work Plan Example & Templates

Consultant Work Plan Template Example

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1. Consulting Contract and Work Plan

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When you start a consulting project, it is necessary to draw a contract. A contract lays out the terms and conditions of the work relationship and setting. It also gives out details about the nature of the work, the working hours and what sort of support each party will provide. Apart from that, a consulting contract will also mention the compensation and for how the contract is valid. A contract gives assurance to both parties in a consultancy project and helps streamlines the work process. Here is a great consulting contract and work plan that you can download and read when creating your own contract and work plan.

2. Consulting Team Strategy Work Plan

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When creating a work plan, it is important to first draw a proper strategy. Strategy defines the key elements of what you’re trying to achieve and how you will go about it. Without a sound and solid work strategy, you may not be able to create a solid work plan. This is the reason why companies would ask the consultants to deliver a strategy work plan separately. Here is an example of a consulting team strategy work plan that includes the summary of the work plan and then gives details about the planning phase. The consultancy also gives people a chance to work with multiple companies simultaneously and be exposed to different cultures and work styles. All of this helps them grow as professionals and get really good work experience.

3. Consultancy Work Planning Example

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Offering consultancy for an economic department can be a hectic job. The consultant in this position will have to create a consultancy work planning document which will offer details of the action plan in the coming weeks or months. Here is a fantastic consultancy work planning example. This document gives out information about the terms of reference, whom this document is for and all the background information which was needed to come up with a work plan. You can download this document and read in detail to understand how you can create a work planning document yourself.

4. Consulting of Project Work Plan

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Working as a consultant for different companies can increase your network. It is one of the quickest and most effective ways to build a valuable network because you will be working with different clients and stakeholders through the projects. The consultancy also allows you to quickly become an expert as you will be expected to stay ahead of trends. So this means you will be reading a lot and researching about the industry that will help you learn faster. Preparing a work plan or report for any technical department can be overwhelming. But if you have done your research properly as a consultant, it will come easy for you.  Here is an example of consulting of a project work plan. You can check out the format and layout of this particular project report by a consultant and create a similar format or layout for a report that you are working on as a consultant for a project. You can mention the project name and some details along with the date on the front cover of this report.

5. Consulting Annual Work Plan Example

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Consultancy is a tough job but it can require a lot of your time if you are expected to create a work plan for a whole year. You will have to think about the yearly goals and then break them down into strategies that you can implement every month. These strategies have to be connected in order to get the end result. Here is a great consulting annual work plan example that you can download an check before creating your own annual work plan. With excellent layout and format inside, you will be able to get inspiration for your own work plan.

Consultancy allows people to skip the long years of working to climb the corporate ladder and simply jump straight to a higher position. While you may not become a CEO, consultancy gives you an opportunity to exercise your strategy muscle and hold an important position that pays really well.

6. Consulting Partnerships Work Plan Template

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Philanthropy is a field in which you may be required to work in partnerships. When creating a consulting partnerships work plan, you may have to consider several factors such as the nature of work, which partner will do what and what will be the goals of your partnership. Here is an excellent consulting partnerships work plan template which gives such details. You can download this today for free and read in order to understand what sort of work plan is required when working in a partnership. You may across details that you hadn’t thought of first.

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