Management Consulting

Studies, implementation and retainers. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates: 10
Milestones: 27
Tasks and sub-tasks: 67
Documents to collect: 23

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Diagnostic study

A short study of a business problem with findings and recommendations.

Fixed price
30 days
2 milestones
4 tasks
2 documents

Milestones and tasks

Day 0Kick-off40% of the fee
- Kick-off and data requestManager
Day 30Findings presented60% of the fee
- Interviews and analysisConsultant
- Findings and recommendations deckConsultant
- Present to leadershipManager

Document checklist

Signed proposalFrom the client · day 0 · compulsory
Data pack from the clientFrom the client · day 7 · compulsory

Internal audit (quarterly)

A quarter's internal audit of agreed processes, with observations and management responses.

Fixed price
45 days
2 milestones
9 tasks
2 documents

Milestones and tasks

Day 30Fieldwork complete50% of the fee
- Agree scope and sample sizesManager
- Test the processes in scopeSenior
Day 45Report issued50% of the fee
- Discuss observations with process ownersManager
- Draft report with management responsesManager
- Present to the audit committee or ownersPartner

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

Approved internal audit planFrom the client · day 3 · compulsory
Management responses to observationsFrom the client · day 40 · compulsory

HR policy handbook

Drafting an employee handbook: leave, attendance, conduct, benefits and the statutory policies.

Fixed price
30 days
2 milestones
8 tasks
2 documents

Milestones and tasks

Day 20Draft shared60% of the fee
- Review current practices and documentsConsultant
- Draft the policiesConsultant
Day 30Handbook final40% of the fee
- Review meeting with managementManager
- Final handbook and employee acknowledgement formConsultant

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

Current policies and appointment letterFrom the client · day 3
Management approval of the handbookFrom the client · day 30 · compulsory

Financial due diligence

Due diligence on a target company's financials for an investor or acquirer: quality of earnings, net debt and working capital.

Fixed price
35 days
3 milestones
9 tasks
2 documents

Milestones and tasks

Day 0Kick-off40% of the fee
- Information request list to the targetManager
Day 28Draft report40% of the fee
- Analyse the data roomAnalyst
- Management meetingsManager
- Draft report with red flagsManager
Day 35Final report20% of the fee
- Final report after the client's commentsPartner

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

Signed engagement letter and NDAFrom the client · day 0 · compulsory
Data room accessFrom the client · day 3 · compulsory

Market entry study

Sizing a market and assessing entry options: desk research, expert interviews and a go-to-market recommendation.

Fixed price
45 days
3 milestones
6 tasks
1 document

Milestones and tasks

Day 0Kick-off40% of the fee
- Scope, hypotheses and research planManager
Day 25Interim findings30% of the fee
- Desk research and market sizingAnalyst
- Expert and customer interviewsConsultant
- Competitor and regulatory reviewAnalyst
Day 45Final report30% of the fee
- Entry options and recommendationConsultant
- Present to the clientManager

Document checklist

Signed proposalFrom the client · day 0 · compulsory

Business plan and financial model

A business plan with a three-to-five-year financial model, for a fund raise, bank loan or board.

Fixed price
30 days
2 milestones
5 tasks
2 documents

Milestones and tasks

Day 0Kick-off50% of the fee
- Founder workshop: business model and assumptionsConsultant
Day 30Plan and model delivered50% of the fee
- Market and competitor sectionAnalyst
- Financial model: revenue, costs, cash and fundingAnalyst
- Write the plan and pitch deckConsultant
- Review and final changesConsultant

Document checklist

Historical financialsFrom the client · day 3
Approved assumptionsFrom the client · day 10 · compulsory

Process improvement project

Mapping and improving a business process, then supporting the change until it sticks.

Time and materials
60 days
3 milestones
5 tasks
2 documents

Billed on time spent, so these milestones track the work rather than the fee.

Milestones and tasks

Day 15Current state mapped
- Map the current process and measure itConsultant
Day 45New process live
- Root causes and improvement ideasConsultant
- Design the new process and SOPsConsultant
- Train the team and go liveConsultant
Day 60Results reviewed
- Measure results and hand overManager

Document checklist

Signed proposalFrom the client · day 0 · compulsory
Approved SOPsFrom the client · day 35 · compulsory

ERP implementation

Implementing an ERP or accounting system: process study, configuration, data migration, training and go-live.

Fixed price
90 days
4 milestones
7 tasks
4 documents

Milestones and tasks

Day 20Solution design signed off30% of the fee
- Process study workshopsConsultant
- Solution design documentConsultant
Day 55System configured30% of the fee
- Configuration and customisationConsultant
Day 80Go-live30% of the fee
- Data migration: masters and opening balancesConsultant
- User trainingConsultant
- Cut-over and go-liveManager
Day 90Post go-live support complete10% of the fee
- Hypercare supportConsultant

Document checklist

Signed statement of workFrom the client · day 0 · compulsory
Signed solution designFrom the client · day 20 · compulsory
Master data and opening balancesFrom the client · day 50 · compulsory
Go-live sign-offFrom the client · day 80 · compulsory

Sustainability (ESG) report

An annual sustainability report: materiality, data collection, and a report aligned to the applicable framework (BRSR in India, SGX rules in Singapore, or GRI).

Fixed price
75 days
3 milestones
9 tasks
3 documents

Milestones and tasks

Day 15Materiality assessment30% of the fee
- Framework and materiality assessmentConsultant
Day 45Data collected30% of the fee
- Data templates to departmentsAnalyst
- Collect and check ESG dataAnalyst
Day 75Report final40% of the fee
- Draft the reportConsultant
- Management and board reviewConsultant

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

Signed proposalFrom the client · day 0 · compulsory
Completed data templatesFrom the client · day 40 · compulsory
Board approval of the reportFrom the client · day 75 · compulsory

Corporate training programme

A training programme for a client's staff: needs analysis, design, delivery, assessment and feedback.

Fixed price
30 days
3 milestones
5 tasks
3 documents

Milestones and tasks

Day 10Programme design approved40% of the fee
- Training needs analysisTrainer
- Design the programme and materialsTrainer
Day 25Training delivered50% of the fee
- Logistics: venue, participants and kitsCoordinator
- Deliver the sessionsTrainer
Day 30Feedback report10% of the fee
- Assessment, certificates and feedback reportCoordinator

Document checklist

Signed proposalFrom the client · day 0 · compulsory
Participant listFrom the client · day 15 · compulsory
Attendance sheetsYour team · day 25 · compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

The firm runs diagnostic studies, process improvement projects and business plans for mid-sized family businesses.

A typical month

New work starts as a proposal; when the client accepts online, the project appears with its milestones. The team logs time daily, and the engagement manager checks hours against the estimate each week. Implementation after a diagnostic study is set up as a separate time-and-materials project, so the two never blur.

Where the work gets hard

Fixed-fee studies regularly overran, and nobody knew until the end.
Proposals were written from scratch each time.
Implementation work blurred into the original fixed-fee scope.

What MSMEPulse gives you

Overruns are visible in the first weeks, not at the end.
Accepted proposals turn straight into projects.
Fixed-fee and implementation work are priced and tracked separately.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

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