Your introduction should describe the central issue your report is about. The icon check mark chart make it easy for the client to check whether the projects: Zero in on your accomplishments to date with a progress report. Just go to File > Download to edit this file. Our in-editor photo library has thousands of high-quality, professional stock photos that are completely free to use. The tricky part? Look at how this competitor analysis report template segments and visualizes key research: Heres how the above template structures its data: This structure helps avoid the dreaded wall of text.. [ Read: 23 Free Life Coaching Resources to Get Your Little Paws on Right Now ]. They should give readers a rock-solid idea of what theyre about to read. The Venngage for Businessplan gives you access to this feature. Heres an example of a consulting report template: The consultant may use a consulting report template to help them lay out and professionally present these insights. Not just that, Bit offers design automation which allows you to change the layout and color theme of the document with one click, making your consulting report visually appealing to your clients. This can include the client, so they know exactly what theyre responsible forand what youre responsible for. This section is where you create the first impression of your report to your readers. Thats why they seek the help of consultants like you who can provide your temporary expertise service for solving their issues. Heres an example of a cover page template: Choose the color scheme, icons, font and images that you use in your consulting report cover page carefully. Organize and work efficiently with Bit by your side! Here are the steps worth following when writing a consulting report. If youre absolutely sure your consulting report has all the is dotted and ts crossed, format it and give it a neat design. In this section, you emphasize the gist of the report and provide a concise explanation of all the important sections by highlighting the problems, analysis, findings, recommendations, and conclusions. Company leaders rely on up-to-date, critical information, but they dont have the time to run in-depth analysis on the key areas that affect their business. A great consulting report is well-structured and easy to follow. Design Pro Tip: Build charts and graphs within the Venngage editor and add them to your business report. Research and data is the key to helping your clients make informed decisions and grow their business. Well pull your (or your clients) brand colors from any website. Preparing reports is usually part of a consultants job description. Why do we say that? Design Pro Tip: Change the stock photos in any of our templates. Click the green button and enter the editor (see image below). How to Write a Consulting Report Yes, again: a consulting report template. Try to make sure that your conclusion is concise and does not exceed more than two paragraphs. Explain the main challenge or hypothesis that was the reason for writing this report in a sentence or two. You can do this by making an outline of your report in which you will explain the purpose of creating it, provide brief details about the problems and mention the approaches and methods you will use to analyze it. To get you started, heres a free consulting report template you can use to make sure your research will be well received. Design Pro Tip: Use icons to capture your point. This can be a chaotic process. Avoid handwritten or calligraphy-style fonts. Or usethe third page in this template to showcase your recommendations: Heres how you can customize the third page in the template above to make a recommendation report: Orcreatea more graphic recommendation report with this case study template: Design Pro Tip: Brand your consulting report template in one go with our My Brand Kit tool. This social media report template has the same format as the above example, but with a different color scheme and icons: This consulting report template takes another approach: nothing but stats. Just like that, in business, we hire consultants to solve problems that we have no clue about. Marketing consultants can use this template, but it can be adapted for any industry. This will give the readers the option to skim through the contents and go to the section that is important to them, instead of reading through the entire report. When in doubt: keep your design as simple as possible. If youve done a great job at your research and structuring your outline, your writing process should flow much more effortlessly at this point. Its a great place to include the most significant data points or statistics that support your final conclusion without going into too much detail. A two-column report format for the text helps break up the information and a punchy color scheme keeps the reader engaged. Icons help explain key points. Choosing a business model is one of those long term decisions for an organization that needs to stand the test of time, hence it needs to be based on reliable data and research. Pie charts simply and effectively communicate user breakdowns and growth opportunities. Now lets try to understand why there is a need to create these consulting reports for businesses. Consultants can use business case studies to promote how they helped past clients scale their marketing, growth or other efforts. Thats everything you need to know in order to create an amazing consulting report for your clients. 2021 Bit Tech Labs Inc. All Rights reserved. (And Why Its Your New Favorite Career), 23 Free Life Coaching Resources to Get Your Little Paws on Right Now, Heres a Google Doc template you can use for your consulting report, Use This Free Consulting Proposal Template to Get a YES from Your Dream Client, These Are the Best 12 Consulting Courses If You Want to Start Your Own Consulting Business, Heres How to Come up with a Memorable Consulting Business Name (plus, Tons of Examples! In this blog, we have provided you with a step-by-step guide on how to write consulting reports and even introduced you to Bit which will help make the writing process easier. The cover page of your consulting report needs to highlight the title and subtitle of your report, as well as your name as the author and the clients name whom youre preparing it for. In the example above, hot pink is used to draw the eye to the title, customer recommendations and important stats. Survey Report: What is it & How to Create it? But we know that creating a consulting report is not the easiest task out there, thats why we want to let you know that there is a tool that can make that process much easier for you. If youre contracted with a client long term, you may be asked to analyze multiple projects in a business year and prepare an annual business summary. Case studies normally describe the central issue the company is facing and the larger context of it. This is meant to inform the client about the topic and details of the report at a single glance. Youve slaved day and night to get the work done for your client. This will help you store all your information and keep your work organized. This executive summary is part of a five-page report: It relies on an icon mind map to help explain its central concept. Last but not least, they present how the winning solution was carried out, the results it brought, and the learnings that can be taken from that strategy. This McKinsey consulting report template is just one way to showcase your work and improve your professional image: Here are all ourconsulting templatesfrom project plans to pitch decks. (Steps & Format). A competitor analysis report is similar to an industry analysis or market overview report. Industry reports arent just valuable resources for your current client. But, in this day and age of technology, no one should be fretting over writing reports. Thats why we present to you Bit.ai! Prepared By: Eve Smith, Marketing ConsultantPrepared For: Dream & Co. Ltd. Executive Summary Introduction Insight #1 Insight #2 Insight #3 Key Finding #1 Key Finding #2 Key Finding #3 ConclusionAppendix, Page XPage XPage XPage XPage XPage XPage XPage XPage XPage X. Once youre done with your first draft, make sure you run one or two rounds of edits on your report and proofread it (or better yet, ask a second pair of eyes to do it for you.). Only then will you really understand what information to include. A consulting report that compares business models or business plans normally focuses on the different customer segments the companys products serve (niche markets vs mass markets) and the customer relationship that will be established within them. Or you can set the colors manually. Not to mention, Bit is super user-friendly and any newbie can easily dive into it without any hassle. Keep reading to browse consulting report templates. The result? Its the perfect tool for creating a consulting report! If you work as an independent consultant and you dont use set design guidelines for your personal brand, you can use any template to make your research well presented. Pro Tip: Pick your project status report template based on the time period youre reporting on: weekly, monthly, quarterly, etc. And if its something a little more serious, then we seek the help of an expert or a professional. But not with Bit around, because it lets you create infinite workspaces and folders around clients and their companies. Consultants play an important role in the business world be it a small business, large business, or even start-ups. You just need an effective way to communicate that research to the client without their eyes glazing over. A consulting report is much like a research paper, except that theoretical findings will bring little value unless they can be immediately implemented in the business strategy of your client. What exactly does it do? The smartest online Google Docs and Word alternative, Bit.ai is used in over 100 countries by professionals everywhere, from IT teams creating internal documentation and knowledge bases, to sales and marketing teams sharing client materials and client portals. Dont be afraid to incorporate visuals, too. This social media report template uses icons to highlight key stats: The social media report template above uses icons to help explain results: a funnel for conversion rate, money to stress savings. Or any fonts that are hard to read. Search by keyword (ex: healthcare or marketing) and click to add your choices to the report. Heres a color psychology cheat sheet, to help you pick the right shades: Our blog post on brand colors delves even deeper into how to pick and use colors for your business. Or, upload your own photos. You can also explain why certain metrics were analyzed in your research and not others. Basically, anything that supports your recommendations. And change the overall color scheme with one click. A consulting report cover page should be professional, include all important details and give the reader some idea of what the reports about. For example, yellow is associated with confidence and creativity. Business Report: What is it & How to Write it? Now that you have written a detailed section for the analysis, the next step is the provide a list of recommendations or solutions for the problem or issue that is being dealt with. If youve done a great job, they will be assets for your clients to keep and base their most important decisions upon, sometimes for years to come. Consulting Agreement or Contract: What is it & How to Create it? Examples of Consulting Reports The below consulting report template works as both a business report and presentation. Social media reports work as a check-in on the strategic goals set for certain channels and the key metrics in a given time period. Delete or copy text boxes, as needed. Change Next Steps for Lighthouse Metrics to Recommendations for [insert client name].. But that doesnt necessarily mean that they have all the skills and knowledge to solve every single problem in their business. Incident Report: What is it & How to Write it the Right Way! Stick to this structure to keep yourself organized, allow for a logical flow of information and keep the client reading (and not confused!). They also show what you still need to do. Open the My Brand Kit tab. List all the possible solutions and make sure to provide more than one alternative for the client to choose from. Your credibility is reinforced. Now is the time to get down to the details and explain each aspect of your core subject1. Business case studies are a great way to present proven solutions that have worked in the past. Design Pro Tip: If you need to add more detail to any of our templates, copy existing pages or add blank pages. Or see all our consulting report templates on one page. Use Our Free Consulting Report Template Be specific about why you think this could work for your client and how it would look in practice2. Click once to apply this color palette to the entire recommendation report. How To Make a Consulting Report Cover Page, 20+ Stunning Consulting Proposal Templates That Will Convert Prospects to Clients, 20+ Page-Turning White Paper Examples [Design Guide + White Paper Templates], 20+ Professional Business Letterhead Templates and Branding Tips. It also shows the benefit theyll get from hiringan independent consultant. In contrast, the below cover page template uses a bold image and color to say futuristic and innovative.. Do they feel like they get an overview of the consulting report and dont have to read further to understand it? Heres how icon replace works in the Venngage template editor: Clicking Replace will open our library of thousands of free, creative icons. Pro Tip: Decision-makers may only read the executive summary of a consulting report (and skim the rest). (Steps Included), Progress Report: What is it & How to Write it? You could copy the introduction and findings pages in the Venngage editor. Include any supporting documentation like references, bibliography, photographs etc. Simply put, a consulting report is a document that provides expert knowledge and solutions for technical problems. (Steps & Format). Brand your cover page template by using the clients logo, brand colors and font. Heres a Google Doc template you can use for your consulting report. This is where you would sum up the key findings of your report. Above, the green charts really pop against the gray and black color scheme. These reports offer detailed insight into a companys problems and are extremely crucial to the growth of the business. Delete the other pages, if you desire, to condense your recommendation report. Heres where you have the chance to showcase your brand through the colors, fonts, and design elements you use. Use a social media report template with simple charts or graphs. So if you are a consultant looking to write the perfect consulting reports for your client, then you have come to the right place! Use the three icons to highlight results thatll come from using your recommendations. One thing is for sure: the more you do it, the better youll get at it, and the less time it will take. The result: a report your client will actually read (and understand). A business case study educates potential clients. It has most of these major sections: This consulting report template is missing an executive summary, recommendations and a conclusion. So what are you waiting for? This section is optional, so it is completely up to your choice whether you include it or not and voila! that helps teams share knowledge by connecting any type of digital content. The final steps in any project are to analyze the results, summarize the learnings gained, and evaluate the decisions that were involved. For example, the color scheme, image, and fonts in the above cover page template are strictly professional and muted. For an industry report, you may list the market trends or industry players youll examine in your analysis and the reason for choosing them. An executive summary is a short description of the contents of a report. Yet, this crucial element often gets neglected by project leads in companies. Regular project status reports deliver updates and flag any issues youre facing. Here you can provide all relevant citations such as bibliographies, references, photographs, or any information that will support or back your consulting report. So with further ado, jump right in, folks! That makes it even more important now to show existing clients that youre not just a budget linethat you drive valuable results. A happy by-product: you look professional and results-driven. ), How to Start a Consulting Business: The 7 Key Steps (+ 5 Must-read Books! Heres the same competitor analysis report, but with a different color scheme: Design Pro Tip: Change the entire templates color scheme by using our My Brand Kit tool. Your consulting report might require you to include tables, charts, images, etc. Make sure to check them out before you go,your team might need them! With Bit, you can do just that! Type a keyword for your industry to search. Find out if you're charging too much or too little by benchmarking your own rates with this free report. Pro Tip: Use Venngages team features to quickly share your project status reports with the client and other stakeholders.