FREE Consulting Plan Templates

Whether you are an entity who needs to have your own consulting plan or a consulting firm who writes consulting plans for your clients, coming up with a strategy on how to create an organized consulting business or marketing plan can be a tough and time-consuming task. So to help you save your precious resources, our consulting plan templates can surely help you get the job done easily. Our templates contain high-quality graphic designs and suggestive content that are fully editable, thus providing you convenience and satisfaction in your plan creation process. So start creating your own structured consulting plans by downloading our templates now.

What Is a Consulting Plan?

A consulting plan is a written plan for consulting entities, which usually encompass marketing and business plans. It covers a lot of aspects which include funding, growth, expenses, marketing, training, equipment, pay rate, and other key areas in an entity. This is important in order to create a structured outline on the entity's process especially that consulting businesses are different from other organizations in a way that unlike retailers or manufacturers, consultants are not making or selling tangible products, and unlike service companies, consultants are not just selling their time but are instead paid for the skills and knowledge in their specific area.

How to Create a Consulting Plan

Both single and married consultants, on average, work 56.6 hours in a week or 11.32 hours in a day, which means that they are constantly doing overtime. In order to help them have a structured process in terms of their marketing and business operations so that their work hours will be shortened, a consulting plan must be created. In order to do so, the key points are included in this process of writing a consulting action plan.

1. Create a Draft

Writing a draft is the first thing that you need to do. It is not necessary that your grammar and structure are correct as long as you pour out the thoughts inside your head. Write a simple sheet and tackle all the important areas in your consulting entity that needs to be addressed especially when it comes to marketing and business operations.

2. Get to Know Your Market

Now that you have primarily written the areas that you need to work on, you must know and understand your target market analysis. You need to specify your market's demographics such as their age, location, gender, income level, education level, marital status, education, and ethnic background and psychographics such as their personality, attitude, values, interests, lifestyle, and behavior.

3. Identify Your Unique Selling Proposition (USP)

These two questions will help you identify your USP: Why should companies hire you and not any of your competitors? What is your advantage over the other consulting firms? Think about what are the particular consulting services that you are good at, write it in a consulting proposal, and use this as the basis for marketing your entity. This will surely capture the interest of your target audience.

4. Acquire Feedback

Do not forget to consider the feedback of the people around you. Talk to your peers, colleagues, and prospects, and hand out a satisfaction survey to know what they think about the plan you've developed. You can show them your structured and well-organized consulting plan and listen to their feedback. Make sure that you consider their feedback and take action about it.

5. Keep It Short and Simple (KISS)

A good consulting development plan does not necessarily need to be lengthy; instead, you need to keep your plan short and simple. You must see to it that you are presenting the topics directly to the point or else you will bore your readers, causing them to ignore the rest of the pages.