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Consulting and Professional Services Examples

Engagement Summary Timeline Client Engagement Schedule Annual Audit Project Plan Process Improvement Project Schedule

Industry Applications

  • Proposing timelines for engagements to potential clients.
  • Ensuring clients' alignment with a schedule of joint deliverables for a formal audit.
  • Communicating status to project sponsors to ensure continued funding of an engagement.
  • Resource planning for consultants to maximize billable hours and minimize bench time.
  • Responses to client RFPs where the need is to show summary or detailed schedules.
  • Performing "what if" exercises with a client, dealing with risk mitigation, or planning for approved project changes.

Sample Consulting and Professional Services Projects

The following charts are examples of project presentations and engagement schedules for consulting projects, audits, and other professional services projects:

This project plan shows the deliverables and timeline for a multi-phased annual audit at a client site.

Annual Audit Project Plan

This project plan shows the deliverables and timeline for a multi-phased annual audit at a client site.

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This schedule gives a detailed view into all of the tasks and milestones required to successfully complete a consulting engagement.

Consulting Engagement Schedule

This schedule gives a detailed view into all of the tasks and milestones required to successfully complete a consulting engagement.

View Consulting Engagement Schedule >

This timeline illustrates, at an executive level, the major phases of a consulting engagement. It is used by the consulting firm's sales team to win a new consulting contract with an existing client.

Consulting Engagement Summary Timeline

This timeline illustrates, at an executive level, the major phases of a consulting engagement. It is used by the consulting firm's sales team to win a new consulting contract with an existing client.

View Consulting Engagement Summary Timeline >

This project schedule details the deliverables, discussions, and signoffs required to successfully complete a change management initiative.

Process Improvement Project Schedule

This project schedule details the deliverables, discussions, and signoffs required to successfully complete a change management initiative.

View Process Improvement Project Schedule >

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