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Consulting engagement plan template

Clients want to see the shape of an engagement before they sign: the phases, what they get at the end of each one, and how much effort goes into it. This plan lays out discovery, recommendations and roadmap phases, with days of effort on each activity adding up to a total you can quote from.

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Outline

*hideKeys
Client engagement plan (days)
- [*vertical] 1. Discovery
-- [*+3] Stakeholder interviews
-- [*+2] Current state review
-- [*+1 *bold] Findings readout ->[recs]
- [recs *vertical] 2. Recommendations
-- [*+3] Options analysis
-- [*+2] Business case
-- [*+1 *bold] Steering committee review ->[plan]
- [plan *vertical] 3. Roadmap
-- [*+2] Implementation plan
-- [*+1] Change management plan
-- [*+1 *bold] Final presentation

Diagram

What's in this template

Discovery, recommendations and roadmap phases linked in order
A bold client checkpoint at the end of each phase
Effort in days on every activity, with phase and engagement totals

Make it yours

Change the days on any activity, like [*+3], and every total updates.
Turn days into fees by multiplying the whole plan, for example [**1200] Client engagement plan.
Share a read-only link with the client instead of sending another slide deck.

The full syntax is in the guide.

How it works

1 Use this template Sign up free or log in. The template is copied into your account as a new project.
2 Edit the text Change the wording, add lines, delete what you don't need. The diagram redraws as you type.
3 Share it Download a sharp PNG for slides and documents, or send a read-only link.

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Make this template yours.

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