Consulting Playbook Template Free Download

Introduction

All consultants require a systematic method of providing results in a consistent manner. A consulting playbook is a stepwise instructional tool that describes your approach, tools, and practices in dealing with clients. It assists you in streamlining projects, improving quality and creating a process to repeat and achieve success.

Why Do You Need A Consulting Playbook?

• Consistency - This is whereby you offer the same good quality experience to all clients.
  
  
• Efficiency - Saves time as it provides you with ready-made processes and templates.
  
  
• Scalability - Assists you in boarding new team members or in growing your services, without having to reinvent the wheel.
  
  
• Professionalism - Gives clients the impression that you are consistent with an order of doing things.
  
  
• Risk Management - Minimizes errors and misunderstandings through the specification of roles, steps and responsibilities.
  
  
• Client Trust - Profiles openness in your approach projects which makes clients have more confidence in your approach.

Key Elements Of A Consulting Playbook

In creating your playbook, you will need to work in the following sections:

• Introduction and Purpose - Explain what the playbook is and why it helps your consulting process.
  
  
• Company/Consultant Overview - A brief background of what you are and what services you provide.
  
  
• Consulting Methodology - An easy to follow step-by-step plan of your value delivery process (e.g. assessment - strategy - execution - review).
  
  
• Client Onboarding Process - Determine the process of entering the engagement between the client and the firm, beginning with the first meeting and concluding with the contract signing.
  
  
• Roles and Responsibilities - Explain the roles you play as the consultant and the ones the client plays.
  
  
• Tools & Frameworks - Name the models, templates or software you have been working with (SWOT, Agile, Balanced Scorecard, etc.).
  
  
• Project Deliverables - Provide the common outputs (reports, frameworks, training sessions, dashboards).
  

Conclusion

Consulting playbook is not just a document but it is your roadmap to success. It gives order to your operations, creates clear expectations with the clients, and provides uniformity in delivery within the projects. Persistently by working smarter, scaling your services and enhancing your professional credibility by deploying a playbook, you can do so.