AI workflows for consulting firms.

Firms that advise other organizations on strategy, operations and change, paid by the project or on retainer.

Who does this work

  • Managing partner
  • Principal consultant
  • Engagement manager

3 workflow templates ready to adapt, and 9 workflows identified.

Updated

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Examples of the workflows identified
  1. Plan team capacity against upcoming work
  2. Review the margin on a client engagement
  3. Validate findings with the client before recommending
  4. Build the interview plan and scorecardIllustrative
  5. Hand a won deal to the delivery teamIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan team capacity against upcoming workSeveral client engagements need the same consultants before kickoff.Workflow templateReview the margin on a client engagementConsulting or advisory engagements are reviewed by workstream against the agreed fee.Workflow templateValidate findings with the client before recommendingUsed in consulting engagements between discovery and recommendations.Workflow template
Build the interview plan and scorecardConsultant and specialist roles with case-style work-sample prompts.Illustrative · not built yet
Hand a won deal to the delivery teamA consulting kickoff pack with agreed outputs, phase plan, responsibilities and client dependencies.Illustrative · not built yet
Hand over an account or piece of work to a new ownerA consultant rotating off an engagement hands over deliverable versions, reviewer notes and client promises.Illustrative · not built yet
Prepare the questions for a management interviewA consultant or adviser interviewing client management during an engagement.Illustrative · not built yet
Review a knowledge library for stale, duplicate and unowned entriesA consulting practice's delivery guides, checklists and templates.Illustrative · not built yet
Write a project or customer story from approved evidenceA completed consulting engagement told as a credentials story.Illustrative · not built yet

Workflow templates

Engagement staffing planWhen several engagements want the same people, the resource lead sees the collision before kickoff: role needs against free days, leave and competing assignments, week by week, with two or three staffing options. The resource lead and partners choose.Workflow templateEngagement margin reviewMidway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.Workflow templateClient findings validation documentBefore research becomes recommendations, the engagement lead sends the client one document: each material finding beside its evidence, the implication proposed and a clear request to confirm, correct or defer it. Nothing is added that the evidence does not show.Workflow template

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Where to go next

All of professional servicesEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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