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How to Use This Template
Thanks for downloading HubSpot’s Management Consulting Plan Template!
This tool was built for you to outline your company’s consulting strategy for a client. Included
are sections common in consulting plan outlines, as well as prompts for you to fill out your
own information. Simply erase the italicized instructions under each header and replace them
with what makes sense for your business.
Once complete, this plan can be shared with your team and your client to secure their business.
Keep in mind, this template is designed to be completely customized by your company. If you
feel there are sections included that you would rather omit, or if you think a section is missing,
you are encouraged to make those changes as you see for your business.
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Management Consulting Plan
[Consultant/Consulting Firm Name]
[Lead Consultant / Point of Contact Name]
[Lead Consultant / Point of Contact Email]
[Lead Consultant / Point of Contact Phone]
[Client Name]
[Client Point of Contact Name]
[Client Point of Contact Email]
[Client Point of Contact Phone]
Background
[First, provide an overview of who your client is, whom they serve, what they sell, and a bit of
their history.
Then, insert the background of this project. Why were you reached out to in order to help this
client, or if you reached out yourself, why did you reach out to this specific prospect?]
The Problem
[Provide an overview of the problem this organization is facing. If known, explain what the
cause of the problem is/was and the impact of the problem is, and what the eventual cost or
result would be if left unaddressed.]
Observations
[What have you noticed since working and communicating with the client? What have you
noticed that is contributing to the problem, and what have you noticed that could lay a
foundation for addressing the problem?
You can base these determinations off of observations from:
Financial documents.
Behaviors of your clients, their employees, and/or their customers in their professional
environment.
Conversations and interviews with your clients, their employees, and/or their customers.]
Research and Information
[Here’s where you’ll provide the background for your ultimate decision. You can reference:
A competitive analysis.
A Porter’s Five Forced analysis.
A SWOT analysis.
Case studies and examples of similar situations in other organizations.
The pros and cons of different solution options.]
Proposed Solution
[Explain the solution you’ve chosen and why. Outline the steps you’ll take to bring this plan to
life. You should outline the timeline, deliverables, and expected final result.]
Impact
[How will the final outcome of your solution impact the client for the better? You can highlight:
Percent or Dollar Increases in Revenue or Profit.
Percent Increase in Employee and/or Customer Retention.
Percent or Dollar Decrease in Costs.
Percent Increases in Productivity and/or Efficiency.]
DACI Framework
[The DACI framework outlines who is responsible for contributing to this project and what role
they have. Specifically, it highlights who the driver of the project is, any approvers of specific
parts of the project, contributors who handle deliverables, and those who need to remain
informed.
For the Accountable, Responsible, and Informed sections, outline what each team or individual
– internal or external – is responsible for.]
Driver Accountable Responsible Informed
Name Name Name Name
Email Address Email Address Email Address Email Address
Responsibility Responsibility Responsibility
Name Name Name
Email Address Email Address Email Address
Responsibility Responsibility Responsibility
Name Name Name
Email Address Email Address Email Address
Responsibility Responsibility Responsibility
