"Consulting Business Plan Template"

A Consulting Business Plan is a type of business plan that individuals can use when they would like to start or improve their consulting business. The purpose of the document is to set in written form all of the necessary information about a consulting business, which can include its goals, strategies, management structure, and more.

Alternate Name:

  • Consulting Services Business Plan.

The largest part of your business plan content will depend on the type of consulting you are planning on providing to your clients. For example, an IT Consulting Business Plan is supposed to state specific IT goals that the business is supposed to achieve, describe particular services that will be provided for the clients, state what kind of specialists shall be hired to perform these services, etc.

There are no particular regulations applicable to a business plan, which is why it is up to you to understand how long your business plan should be and what should be there. You can compile or modify it to your convenience and it will be acceptable, as long as your plan serves the purpose you make for it. A Consulting Business Plan template can be downloaded below.

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How to Write a Business Plan for Consulting?

You can start writing your business plan with a draft where you will decide what kind of information you would like to include in it. If your company provides services related to business consulting, your business consulting plan should contain parts that will indicate it. Generally, there are several sections that can be included in your plan:

  1. Consulting Company Details. You can start your business plan with an introduction where you can describe your consulting business by stating its mission, vision, what problems it will be solving, what is its uniqueness, etc. After reading this paragraph, an individual should have a clear understanding of what your operation is about (or will be about).
  2. Offered Services And Marketing Plan. Here you can list what kind of services you are willing to offer your clients and how you will be promoting them. Additionally, you can describe sales strategies that you are going to apply to the services your enterprise will perform.
  3. Market And Competitive Analysis. Individuals can use this section to analyze market tendencies and show how high is the demand for the services they are going to provide. Here you can also state your main competitors, which strategies they use to promote services, what are their strengths, and what place they take on the market. In your market analysis, you can also add a forecast of how you think the market will be developing in the future.
  4. Financial Background. One of the most important aspects of a business plan is how the company is going to get financing, and what will be its main expenses. It all can be compiled in a financial forecast where you will describe projected profits and losses, balance, cash flow, and other figures.
  5. Management Structure. In this part of the plan, you can present a scheme that will show how your consulting company will be managed. It can include information about who will be CEO, if there will be any VPs, how many managers will be hired (or already hired), which departments the company will have (or has). In some cases, individuals find it more convenient to attach a Business Organizational Chart to their business plan to give a more precise picture of the management situation.

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Consulting Business Plan
for _______________________________
Company Name
Prepared by _______________________
Table of Contents
Background and Context ………………………………………………………………….1
Strategy…………………………………………………………………………………....2
Stakeholders……………………………………………………………………………….5
Operations………………………………………………....………………………………6
Organisation…………………………………………………………….…………………9
Procurement…………………………………………………………………...…………10
Finance…………………………………………………………………………...………11
Risks…………………………………………………………………...…………………11
Conclusion ……………………………………………………………….………………11
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TEMPLATEROLLER.COM
Consulting Business Plan
for _______________________________
Company Name
Prepared by _______________________
Table of Contents
Background and Context ………………………………………………………………….1
Strategy…………………………………………………………………………………....2
Stakeholders……………………………………………………………………………….5
Operations………………………………………………....………………………………6
Organisation…………………………………………………………….…………………9
Procurement…………………………………………………………………...…………10
Finance…………………………………………………………………………...………11
Risks…………………………………………………………………...…………………11
Conclusion ……………………………………………………………….………………11
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Background and Context
1. Author’s Introduction. Early personal ambition to become a management consultant.
Long term interest in optimization and efficiency
It is my conviction that peoples’ greatest value is their humanity, in comparison with
information systems and robots.
Academic training touched on subjects such as psychology, interpersonal communication.
Long term vision of setting up a philosophy college, with the aim of encouraging
business leaders to take a broader view of their role, embracing social responsibility,
environmental concerns and other areas that foster sustainable business development.
2. Brief Description. This document is the Business Plan for a management consulting
company, operating as an independent entity, while collaborating with strategic and
tactical partners to compensate for long and short term weaknesses.
The company will deliver high value-added consulting services, irrespective of vertical
industry, or functional area.
The general objective of the services delivered is to assist clients’ corporate management
to bring about sustainable change in their organizations, with maximum efficiency and
effectiveness while maintaining optimal employee morale.
Areas of expertise include:
● Organizational change management;
● Human resources management and capacity building;
● Project management;
● Project portfolio management.
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Strategy
Sustainable success requires the flexibility to adapt to a changing environment. Diversity
shows the way for flexibility. Research and development is the process that ensures that
an enterprise has the right information to make the right choices as its market evolves.
1. General. The current boom in the coaching industry, without recognised professional
bodies, has created an opportunity for delivering quality consulting services using proven
techniques, thereby offering the client greater reassurance about deliverables.
Mergers and acquisitions are continually forcing organisations to evolve their internal
structures and processes, to create synergies, to foster cooperation and collaboration and
generally to reinvent themselves.
Other trends in the way we work also require corporations to adapt, such as virtual teams,
teleworking and wholesale outsourcing.
2. Vision. Bring real understanding of sustainable development to provide a better quality
of life for shareholders and employees alike.
3. Mission. Provide advice to organisations on achieving sustainable long term goals,
with minimum overall effort.
4. Values. Core values include the following:
● Humility;
● Courage;
● Humour;
● Continual learning;
● Diversity;
● Sustainability.
5. Core Activities. Offering:
1. Management audits and assessments.
2. Strategy audits and assessments.
3. Corporate and functional strategy consulting, facilitation, and coaching.
4. Organizational change management consulting, facilitation, and coaching.
5. Management and leadership development consulting, facilitation, and coaching.
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6. Talent and capacity building consulting, facilitation, and coaching.
7. Performance management consulting, facilitation, and coaching.
Service categories:
1. Conference interventions.
2. Awareness training.
3. Short term training.
4. Long term training.
5. Short term consulting.
6. Mid term consulting.
7. Long term consulting.
6. Non-Strategic Services. From a strategic viewpoint, sustainable success requires the
flexibility to adapt to a changing environment. Diversity shows the way for flexibility.
Research and Development is the process that ensures that an enterprise has the right
information to make the right choices as its market evolves.
Activities that reduce diversity or the capacity to learn are not sustainable in the long
term, but can afford stability and security.
Services that provide long term revenue streams can be useful to provide the stable base
that enables more risk-laden investment elsewhere. However engagements such as
full-time, rolling delegation contracts must only be taken with a valid business
justification. Fear of the future is not a justification. Long term mandates prevent
consultants from developing in line with the company’s strategy
Specialisation and niche services can often generate attractive margins and allow a
company to develop critical mass in a specific market segment. Just as with long term
engagements, this approach offers financial security. However, specialisation prevents
diversity, which itself is the model for flexibility and long term survival.
7. Business Model. Research (investment), teaching internal (investment), teaching
external (revenue), consulting (revenue).
Pre-sales = 10-20% of time, learning = 10-20%, teaching (internal and external) =
approx. 20-30%, practicing = 40-50%.
Ratio of 1 senior to 5 juniors, use part-time seniors to offer broader range of skills.
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8. Governance Model. Partnership of multiple shareholders. All shareholders have a
vote. Managers and their direct reports are compensated for suggestions made by the
direct reports that are adopted by the board
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