Templates for your industry

Templates for consulting teams

Client engagements with milestones, staffing and status reporting. 16 templates from the library apply, each one the same configured workspace it is everywhere else: nothing is watered down per sector.

Start here

The templates consulting teams reach for first.

Project deliveryStandardProject DeliveryA phased delivery plan from initiation to closure with milestones, dependencies, RAG status and a delivery dashboard.GanttBoardCalendar Project deliveryStandardImplementation TimelineDiscovery through Hypercare as one dependency chain: design, build, SIT, UAT, training, cutover and go-live.GanttBoardDashboard AgileStandardSprint DeliveryTwo sprints of stories, tasks and bugs with story points, a board by status and a dashboard that shows the burn.GanttBoardDashboard PMOStandardRAID RegisterRisks, assumptions, issues, dependencies, decisions and actions in one register, each scored, owned and dated.BoardCalendarDashboard SalesStandardCRM-LiteContacts and leads with company, email, phone, source and a next step, a lead capture form, and a board from New to Converted.BoardCalendarDashboard SalesStandardSales PipelineOpportunities by quarter with value, probability, close date and stage, a board from Lead to Won, and a dashboard that reads as a forecast.BoardCalendarDashboard

The rest of the library for consulting

Grouped by the kind of work. Every one is the same template it is everywhere else on the site.

Start simple

An empty project, the sample program, or a plain plan.

BasicSimple Project PlanA short phased plan with a handful of dependencies, a Gantt and a board. No governance, no extra fields.GanttBoardDependencies

Project & Program Delivery

Plan complex initiatives with phases, milestones and dependencies.

BasicMilestone TrackerJust the dates that matter: milestones by workstream, linked so a late one pushes the ones after it.GanttBoardDependencies StandardProject Post-MortemA retrospective that turns into tracked actions: what went well, what did not, the lessons, and who does what by when.BoardDashboardAutomations

PMO & Governance

Risks, dependencies and control.

StandardChange Request RegisterChange control from submission to decision: impact on schedule, cost and scope, a decision, and the implementation tasks that follow.GanttBoardDashboard

Sales & Customer

Pipelines and onboarding.

StandardClient OnboardingA repeatable onboarding runbook from kickoff to go-live and the 30-day review, with owning teams, blockers and doc links.GanttBoardDashboard

Finance

Budgets and financial workflows.

ProfessionalBudget TrackerA budget register by cost category with planned, actual and committed cost, variance, and the earned-value Budget view.GanttDashboardBudget

People & HR

Hiring and onboarding.

StandardRecruiting PipelineCandidates by role from Applied to Hired, with an intake form, interview dates on a calendar, ratings and a dashboard of candidates by stage.BoardCalendarDashboard

Resource & Capacity

Capacity and workload.

ProfessionalResource Capacity PlannerCapacity baselines per team, allocation blocks with hours and resources assigned, and a Workload view that flags who is over-allocated.GanttDashboardWorkload ProfessionalProject StaffingA delivery plan staffed with named people and hours, so the Workload view shows who is stretched in which phase and the Budget view what they cost.GanttDashboardWorkload

Strategy & Planning

OKRs, business cases and initiatives.

StandardBusiness CaseFrom problem statement to investment decision: options, costs, benefits and risks as linked sections, an approval gate, and the benefits to track afterwards.GanttBoardDashboard

Start a consulting project from a template

Create a free account, pick a template, and the views, fields, workflow, milestones, dependencies and dashboard are already there.

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