Consulting Report Template

Present thorough analysis and insights with the detailed Consulting Report Template – convey key findings, strategic advice, and actionable steps effectively.

Consulting Report Template

About this template

Deliver insights with our Consulting Report Template. Ideal for presenting findings, recommendations, and analysis, this template ensures effective communication and reinforces your consulting expertise.

Equip your consulting business with a professional report template that conveys your insights in a clear, organized manner. Our Consulting Report Template fosters client satisfaction by illustrating the value and impact of your recommendations.

What's included?

  • Summary
  • Scope of work
  • Contact

About the author

Jess Tassell, Fractional CMO

Jess Tassell|Fractional CMO

Jess is the Fractional CMO at Qwilr, looking after product marketing, growth, content functions and more. Prior to Qwilr, Jess was the International CMO of StubHub International (eBay owned $5B marketplace), where she led a team of 44 marketers across 69 markets. Jess also has extensive strategy consulting experience in Australia and the United States from starting her career at EY.

A consulting report is a detailed, written document that provides professional advice or recommendations to a client. It is prepared by consultants who bring specialized expertise, knowledge, and skills to solve problems or enhance the effectiveness of a business, organization, or individual.

Here are the essential elements that a typical consulting report may contain:

  1. Title Page: This includes the title of the report, the name of the client, the name of the consulting firm, and the date of the report.
  2. Executive Summary: This brief section outlines the main points of the report, providing a quick snapshot of the purpose, findings, and recommendations. It should be concise and compelling, as it may be the only section some readers focus on.
  3. Introduction: This section provides the background and context of the report. It may include the purpose of the report, the problem or issue it addresses, and the scope of the project.
  4. Methodology: This describes the methods used to collect and analyze data. This could include interviews, surveys, focus groups, document analysis, and other research techniques.
  5. Findings or Observations: This section presents the data collected, often in an organized, easy-to-understand format such as charts, graphs, or tables. It should provide clear evidence for the report’s conclusions and recommendations.
  6. Analysis: Here, the data from the Findings section is interpreted, typically in relation to the problem or issue outlined in the Introduction. The analysis should provide the "so what" of the data, explaining its significance and what it means for the client.
  7. Conclusions and Recommendations: This is arguably the most important section, where the consultant offers professional advice based on the analysis. Recommendations should be practical, actionable, and clearly tied to the evidence presented in the report.
  8. Implementation Plan: In some cases, the consultant may also provide an implementation plan that details how to put the recommendations into practice. This may include timelines, resources needed, potential obstacles, and metrics for success.
  9. Appendices: This is where any additional or supporting information is included, such as detailed data, interview transcripts, or references.
  10. Disclaimer: Lastly, a consulting report may include a disclaimer section that outlines the scope of the consultant's liability and other legal aspects.

A consulting report should be used whenever an organization or individual needs expert advice to address a complex issue, make informed decisions, or implement changes effectively.

Here are a few common scenarios when you might use a consulting report:

  1. Problem Solving: When your business or organization is facing a problem that you're finding difficult to solve, a consulting report can help. A consultant can provide an outside perspective, use their expertise to analyze the issue in depth, and suggest strategies or solutions.
  2. Strategy Development: If you're planning a new strategy, whether it's for marketing, business growth, or any other area, a consulting report can be invaluable. Consultants can carry out research and analysis to help shape a strategy that is likely to achieve your objectives.
  3. Change Management: Implementing changes, especially large-scale ones, can be a complex process. Consultants can offer their expertise to guide the change management process, helping to ensure a smooth transition and minimize disruption.
  4. Resource Allocation: If you're unsure where to best allocate resources, a consulting report can provide guidance. Consultants can perform an analysis of your business and suggest where resources may be best utilized.
  5. Risk Management: Identifying potential risks and developing strategies to manage them is another area where consulting reports can be useful. A consultant can help identify risks you may not have considered and suggest strategies to mitigate them.
  6. Performance Improvement: If you're looking to improve performance, whether it's individual, team, or organizational, a consulting report can provide insight. Consultants can analyze current performance, identify areas for improvement, and suggest ways to boost productivity or efficiency.
  7. Mergers and Acquisitions: If your business is considering merging with another or acquiring a new company, a consulting report can be invaluable. Consultants can carry out a comprehensive analysis of the potential risks and benefits, helping to inform your decision.
  8. Technical Advice: In areas where your organization might lack specific technical expertise, a consulting report can provide the necessary knowledge and guidance.

Qwilr's consulting report template provides a streamlined and professional process for creating a comprehensive consulting report. Using the template, you can customize your report to meet your specific needs while ensuring a professional and consistent format. By using Qwilr's template, you can focus on the content of your report rather than formatting and design, saving you valuable time and effort.

Using Qwilr's Consulting Report Template is a simple and intuitive process.

  1. Hero Customization: Start by personalizing the hero section with your organization's name and logo.
  2. Purpose and Outline: Proceed to detail the objective of the report, outlining the primary questions or issues to be addressed.
  3. Report Composition: Use the predefined sections to write an executive summary, provide background information, analyze data, and offer recommendations.
  4. Visual Enhancement: Qwilr's template comes equipped with customizable charts and graphics. These enhance the visual appeal of your report and provide additional context for your data analysis.

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Frequently asked questions

Writing a consulting report requires a structured approach that includes research, analysis, and recommendations. To write an effective consulting report, follow these steps:

  1. Define the scope of the problem or opportunity
  2. Gather relevant data and information
  3. Conduct a thorough analysis of the data
  4. Develop recommendations based on the analysis
  5. Provide supporting evidence for your recommendations

An effective consulting report format includes the following sections:

  • Title page or hero section
  • Table of contents
  • Executive summary
  • Introduction
  • Background information
  • Analysis
  • Recommendations
  • Conclusion
  • Appendices

The executive summary should provide a concise and comprehensive overview of the consulting report. It should include a summary of the problem or opportunity, the research methodology used, the findings and recommendations, and any key supporting evidence and data. The executive summary should be clear, concise, and written in a language that is easily understood by the target audience.