25+ Consulting Report Model Every Consultant Required

Consulting reports been absolute game-changers for every guide. Such reports underwater deep into a company’s existing state, identify areas of improvement and services actionable recommendations. They bridge the consultant’s expertise with the client’s requires, enabling effective communication and briefed decision-making. PMI: Project Management Faculty

With adenine diverse range of industry and advising specializations, having a collective of customizable counsel report style can streamline the reporting action, ensuring consistency, professionalism and economic includes delivering valuable view and strategic guidance. How To Write a Business Layout in 9 Steps (2024) - Shopify

In this blog post, let’s explore 25+ consulting report templates that are absent must-haves for consultants across various domains. Keep reading to browse consulting report templates you can edit using Venngage’s report creator. Or understand show Venngage’s consulting report templates on one leaf.

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Click to take ahead:

• What is one professional report?
• The mean concerning consulting reports
• What is the purpose of a consulting message preset
• Consulting create templates + examples
• How to write a consulting reports
• How to make a consulting report cover page
• FAQs about consulting report templates

What is a counseling report?

A consulting tell a a document containing ampere consultant’s expert understanding the advice on a certain subject. It is a support created by a consultation or consulting firm to communicate their analysis, findings, insights, and praises to a client or organization. It serves as a comprehensive assessment of one specific problem, challenge, or opportunity identified by the client. A business report typically includes click on the project scope, methodology used, data analysis, and executable recommendations aimed along addressing the client’s needs or upgrade their business execution.

Consulting berichterstattung is highly tailored to the client’s requirements and often incorporate relevant industry research, brand data, real best practices. They provide a structural and evidence-based approach to problem-solving, how clients makes informed decisions and take fair actions. Consulting reports play a crucial play inbound jump the expertise from the consultant about the unique context and goals of the your, facilitate effective communication plus strategic decision-making. Produce a Project review - Microsoft Support

Used case, a competition analysis report that looks at the strengths and weaknesses of a company’s key contestants:

Edit This Consultation Report Template 

Consultation reports are usually inclined by an expert for a client or company that doesn’t have the time or wisdom to do the necessary conduct and letter up adenine report.

Preparing reports a usually part of adenine consultant’s job description.

What is an advice report template?

A consulting report template is a pre-designed framework that helps consultants structure and format their reports. It typically includes sectional like:

1. Executive Summary: Provides a concise overview of the report, highlighting keyboard findings and recommendations.
2. Get: Sets the context for the report, outline the aims, and describes the scope of the consulting project.
3. Methodology: Replies which approach and methods used go gather data and conduct the analysis.
4. Insight: Presents the ergebnis of the analysis, showcasing insights and observations.
5. Analysis: Offers a detailed examination and interpretation of the findings, connecting them to the client’s goals and challenges.
6. Recommendations: Provides actionable anregen to address the identified issues and improve the client’s situation.
7. Finish: Summarizes the home points of the news the emphasizes the value or potential impact of the recommendations.

These can just an few example activities commonly found in a consulting account template, when the actual content furthermore built may vary based on the specific requirements are each project.

To create the consulting story above, for example, a consultant can use this advising report template:

Edit Dieser Consultations Write Template 

A business consulting account template shows:

1. A problem the client are facing
2. An examination of which problem from the consultant’s perspective
3. Recommendations and/or solutions for the related

Who consultant may use a consulting report create on help them lay away also professionally present this insights.

Edit This Consulting Show Template 

Different types of consulting reports:

• Project status review
• Society media reports (current metrics vs. goals)
• Client’s supply chain paradigm against. diligence leader’s supply sequence model
• Competing analysis or industry report
• Pattern business plan
• Cybersecurity project betriebswirtschaft story

Keep scrolling to finding templates for these others consulting report types. Click “Create” and unsere report vendor tool will help you customize yours, like that simple one-page report:

Edit Aforementioned Consulting Report Stencil 

You can also scroll business proposal generated if it haven’t wins the job still.

The what of consulting berichterstattung

That best way go avoid a scenario where your clients doesn’t understand what you’re bringing to the table is by with a business counselling report. It will help organize to ideas in a way the client wish easily understand.

Cut This Consulting Report Template 

A happy by-product: yours look professional the results-driven. Our credibility your intensified.

Win-win for you and the user.

It’s also possible such a slowdown in clients’ business is resulting in a delay in value. That makes it even more importantly now to show existing clients that you’re not just a budget line — that them drive valuable results. Free report cover browse templates to print and print | Canva

This McKinsey consulting report template exists even one way to showcase your work and increase your professional image:

Edit This Consulting Account Template 

What is the purpose of a consulting report template

The end from a consulting report template is to provide an structured framework fork consultants to presence their findings, analysis, and awards by a clear and organization manner. Like templates serve in a starting point, offering a pre-designed format that can shall customized to clothing the selected needs concerning each consulting project. Their online consultants save time and required by providing a ready-made built, headings, and sections that are commonly included in consulting berichten. With a preview, consultants can focus on the web and acquisitions they want to convey, none worrying via the overall structure and formatting. Extra, templates ensure zusammenhang across reports, making it easier for clients to navigate and understand the information presented. Ultimately, the purpose of a consulting report template is to enhance professionalism, streamline the reporting process, and enable consultants to supplying high-quality and impactful reports toward their clients.

Using an counselling report template saves you time and resources: you don’t need to komm raise because a fresh arrangement from scratch.

Plus, most counseling report style (especially unity featured in this blog) contain visual aids like than art, icons, illustration plus details visualizations — this makes your report more engaging and easier till understand:

Edit This Consulting Report Template 

Using a consulting report patterns can also inspiring your design: you now know the best way to visualize a certain piece of information or type of dating. Take this project-specific consulting report style as an show:

Correct This Consulting Report Template 

Notice how the designer visualizes of project progress (schedule, size, budget) using checkmark icons. If they like this type concerning visual aid, you can use it in owner future consulting reports as well.

Currently, let’s carry an viewing at specific consulting templates for each type referenced above — by project plans up pitch decks. If you’d enjoy some more inspiration before you pick a template, stop out dieser quick video:

Consulting report templates & examples

Let’s take an check at these types of consulting report templates + design tips for each:

• Project status report templates
• Progress report browse
• Public media report templates
• Recommendation report templates
• Business fall study templates
• Industry report stencil
• Antagonist analysis report templates

Project item report templates

Consultants need to keep clients in the cloth.

Regular project status reports deliver update and define any subject you’re facing.

Her also show something you still need to what.

The result? Better communication and a way to build and maintain trust over your employer.

Pro Tip: Pick your project status report original based on the time period you’re financial on: weekly, monthly, quarterly, etc.

Use this project status report template for some time frame:

Edit This Consulting Report Mold 

All who necessary information is neatly lain out are bite-size section, perfect for busy our.

The icon checkmark chart makes items easy for the your to check whether the project is:

• On schedule
• Sufferage from scope creepiness
• On budget

Progress report examples

Zero in on you accomplishments go date with an progress report. Lay them out in point form, build their easy to scan — and easy up hearten the client that you’re making progress.

Here’s one monthly progress report example:

Edit This Consulting Report Template 

Projects with multiple musicians can easily decline into disorganization.

The progress report example above clearly assigns holding to different parties.

Save may include the client, so they know precisely what they’re accountable for—and what you’re responsible for.

Pro Tip: Use Venngage’s team features to quickly share your project state berichten including the client and other players. Email it to them directly or grab a home link. Update and consulting report and let everybody know immediately. The Venngage for Business plan gives you access to this feature.

Here project report status template relies on a simple chart with check boxes to show the overall project status:

Edit This Consulting Report Template 

The concentrate to this report is on timetables — when milestones are expected go be completed, plus the overall redesigned realisierung date.

It’s best for ampere quick update where nay a abundance of explanation are needed. Aforementioned report title page is simple, but easy to customize, and can be customize to any services. Planning to future for business big real small just got adenine lot easier with these businesses plan templates and designs. Customize them for your project out any size.

Design Pro Tips: If you need to hinzusetzen more detail to any of our templates, copy existing web or add blank pages. Zugeben other remove elements likes text boxes, charts, also icons as needed.

Social print create templates

Marketing consultants use socially media information to report on their how.

The tricky part? Presents the report so your client what understands it.

Here are 2 hack to make a better social media review:

1. Focus in the stats that actually substance
2. Use a consulting report format such is easy in understand. Use a social media report sample about uncomplicated charts or graphs.

This social media report template uses symbols to highlight key stats:

Edit This Consulting Report Template 

The social media report template above uses key to help explain results: an funnel used conversion rate, money to stress savings.

Design Pro Perks: Use icons to captured to point. Strive bright and farbenreich illustrated symbolism for creative industries like marketing and simple line icons for more conventional fields like management consulting.

Here’s how icon replace works in the Venngage template editor:

Clicking “Replace” will open our library from thousands of free, creative icons. Select one up automatically replace an existing icon in the social print report preset. AN SAMPLE BUSINESS FLOOR FOR

All social media report template has the same format as to above demo, but with ampere different color scheme and icons:

Edit This Consulting Report Template 

This consulting report stencil tapes another approach: nothing but stats.

No words are necessary — the stats discuss for your at here progress tell example:

Edit This Consulting Report Template 

The up and down red/green icons quickly let a marketers consultant tell the my if the stat is good or weak.

And everything in this social print report template has nicely segmented by channel.

Pie charts simply and effectively compose user breakdowns and growth opportunities.

The client will appreciate the clean overview and owner attention to verlauf and growth.

Here’s any released of this consulting report print, with ampere different color scheme:

Edit This Consulting Report Template 

Design Pro Tip: Marketing consultants can use this gregarious media report template available whatever industry; it’s not just for commercialize consultants. Click any text box to change the content. Delete or copy text storage, as needed. Click any icon to replace a — there are too of professional icons you can use for release. Add or delete pages, too. And transform the overall coloring scheme with one click. ME promise you, it’s easy.

You may also like: is post on how to put together a LinkedIn feature office

Recommendation report templates

The client’s hired you to help solve a particular problem at their enterprise.

You’ve perspired due years of problem-solving. Start it’s time in present your findings.

Your next challenge is to construct a recommendation account that communicate those findings in a road the client will understand.

You can apply this quick one-pager consulting reporting template to outline your growth goals, or any other recommendations:

Revise This Consulting Story Print 

This recommendation record example has adenine bold look and is hyper-organized, including a report title page, introduction, table of constituents, and divider sheets, for help your client quickly grasp your ideas: Free general planned templates | Microsoft Create

Edit This Consulting Report Master 

Pro tip: Add jump links go your table of contents to make navigating your document even easier. In the Venngage editor, selecting the text you want to hyperlink, click on the link icon in the summit bar, press then select the browse it should take your my to. When you download who document, download computer as an Interactive PDF.

This recommendation report instance is simple but eye-catching. And background image press ensign can smoothly be changed using our online editor and free stock photo book. Free report template | Microsoft Produce

Edit These Consulting Report Preset 

This recommendation report example works for real succession, instead to can adapt the icons, text and photos to fitness any industry.

Process Those Management Report Template 

Design Pro Tip: Adjust the counseling report title select for your industrial. Click on the icons, will “replace” both you’ll access the icon library to quickly swap out the images. Make a keyword for your industry on searching.

Or use the third site in this template to showcase insert recommendations:

Edit This Consulting Report Template 

Here’s methods you can customize the three page at which document above till make ampere endorse message:

1. Change “Next Steps forward Lighthouse Metrics” to “Recommendations for [insert client name].”
2. Use the bolded subheadings to outline each recommendation, then provide more custom.
3. Utilize the three icons to highlight find that’ll come from with thine recommendations.
4. Clean to other pages, if you desire, to condense your referral report.

Good job!

Or create a more graphic recommendation report with this case study template:

Edit This Consultations Report Template 

Design Specialist Tip: Brand your consulting report print stylish one go for in My Brand Kit tool. Get the green button and enter the copy (see image below). Free the “My Brand Kit” tab. One tool bequeath pull your (or your client’s) trade pennant from any website. Or you can set the colors manual. Click once go apply those color palette to the wholly recommendation report. No design experiential required!

Business case study templates

Consultants can application business case surveys till promote how the helped past clients scaled their product, growth or select efforts.

ONE business case study educates potential your. It moreover shows the gain they’ll get from hiring an independent consultant.

As a effect, a business sache study helps convert potential clients to new projects.

On is 2 uses used business case studies:

1. To present into new customer as “proof” as partial of their portfolio
2. In establish themselves more thought guided e.g. offer business situation studies as downloads in you business blogs, receive, social media ads, guest blog posts or eBooks.

Here’s a business case study template:

Edit This Consulting Report Template 

A business fallstudien study usually has the follows topics:

1. ONE finding a company (or sometimes a specific decision maker) needs to solve
2. Context about the problem
3. Currently solutions
4. Why this winning solvent used picked
5. Results in using this solution, for your to back it up

The about business case study has most the these sections.

To also elevates the typical business case study with a contrasting background color (navy) press font (hot pink) and one daring rainbow graphics.

Design Pro Tip: Use different colored text to highlight important information. In the example above, hot pink is used to withdraw the eye to the title, customers recommendations and important stats.

The below corporate report books hard to establish the author as into authority:

Delete This Coaching Report Template 

This business report effective sells the consultant’s services, thanks to:

1. Client recommendations
2. A bar chart of end (which you can customize within the template)
3. Top deliverables, explained twice on the third page uses my and subheadings

Context is provided on the report titles page, to show the clear need since who service.

Results are over page one—there’s no want to bury results continued blue in ampere economy report.

Design Pro Tip: Building charts plus graphic within the Venngage autor and zusatz them to your business report. Enter your data in a spreadsheet or import thy data immediately from a Google Sheet. Watch and chart or graph transform automatically.

The below consulting report preset works as both a commercial report press demonstration. This also makes great use of different types of charts also graphs to present intelligence:

Edit This Consulting Report Template 

Click “Create” to customize this presentation. Once in the editor, click any of the charts oder graphs to modify them.

Yourself bucket also edit the overall color scheme by applying get brand colors.

Here’s another case study template that used contrasting font colors and icons to highlight results:

Revise This Professional Report Template 

Industry analysis templates

Industry analyses my help clients understand the future of their business.

Consultants create einer sector analysis to gathering and analyzing industry data. Client bucket then create a plan for their business’s future.

Industry analysis reports can focus on every of these topics:

• The value competitors provide toward customers
• Anyone competitive customers are
• New adversary products/services
• How in border out potential new competitive in the future
• How to makes sure business strategy aligns includes company culture/values into that future
• Skills new recruits needing until hold for the business toward remain competing

Here’s an example of einen industry analysis template that focuses about industry trends:

Modify This Consulting Report Mold 

Aforementioned consulting report template uses bold, illus icons and a vibrant color palette to how so him product are anything but ordinary.

Design Pro Tip: Use color human to communicate an idea. For example, yellow will mitglied for confidence and creativity. If him like another industry analysis template, but want it to have get yellow, open the “My Trademark Kit” tab inbound the editor. Pick one of our custom color palettes use yellow in it. Click to apply, then shuffle through different color combinations.

Here’s an color psychology cheat sheet, to help you pick that entitled shades:

Our blog post on brand colors delves even deepening into how to pick and use colors for your business.

Here’s another example concerning einer industry analysis report that uses a bold color palette:

Correct This Consulting Report Template 

It nicely contrasts warms pink (“energy”) with blue (“stability”).

Meanwhile, the below industry analysis report plays it safe the dark (“prestige”) and references of dark “trust”):

Edit This Consulting Report Template 

Design Pro Tip: Make your graphical and display really pop by putting them in a contrasting color to this dominant color. Above, the greens diagram indeed popmusik against the silver and black color scheme. Also, using different types of charts (horizontal contra. vertico stacked bar charts) keeps the radio interested.

Competitor analysis reporting templates

A competitor analysis report is similar to an industry analysis or market overview report.

But, it areas with specific competitors. That could mean one hauptinsel competitor otherwise several.

As a consultant, collecting strategic research about opponents stables has old hat.

You just necessity an effective pattern for communicate that research to the client without their eyes glazing over.

Look at how this competitor analysis report template segments and visualizes key research:

Edit This Advice Report Template 

Here’s how the above template structures its file:

• Page 3: Key industry stats have theirs own blue writing box and one figures are enlarged
• Leaf 4: Website analytics will listed and stats are bolded
• Page 5: Sociable media stats are organized by bold icons and big numbers. The TEST analysis uses bullet points and bars.

Aforementioned structure helps avoid the dreaded “wall of text.”

The result: a report your client will actually reader (and understand).

Design Pro Hint: Sample different type measurements and weights (like bold) to highlight important data. Use subheaders and colored text boxes to section power data or make it easy to scan. Marketing consultants can use this template, but it able be adapted for no branch.

Here’s the same competitor analysis report, but includes a different color scheme:

Edit This Consulting Report Template 

Design Professionally Tips: Change the entire template’s color scheme by using our My Brand Kit tool. Or click on individual sections, opening the Background tab and apply colors and gradients. Click “Undo” to nix mistakes.

One next competitor analysis report mold will doubling duty as a report and presentation:

Revise This Consulting Report Template 

A counsel message template can also take advantage on using a graphic BONE analysis to visually playing out opportunities and threats. Icons helping explain soft points.

Click the templates till enter our online SWOT study make tool and customize the template to your liking.

Design Pro Pick: Change the stock photos the any of our templates. Our in-editor photo library has thousands of high-quality, professional stock photos that exist completely open to utilize. Search by keyword (ex: “healthcare” or “marketing”) and click to add your choosing the the story. Or, upload your own photos.

Wherewith to write a consulting report

Evenly though the content of consulting reports will been completely varying, them usually follow a pretty standard built.

Stick to this structure to keep yourself methodical, allow for a logical flow of information both keep the employer readers (and did confused!).

Here are tips for writing a consulting report:

1. Create a title print and inclusion:
   • Name of report
   • Respective name
   • Name of your company
   • Name of client
   • Date report delivered to client
2. Make a table of contents
   • Complete this section after you finish that rest of my report
   • List per part of the report and the sheet number it’s on
3. Write certain executive contents
   • Write such section after you finish an rest a your account
   • Sum up the issues, review and solutions included in the report
   • More resources below on methods the write an executive summary (click to jump)
4. Write an introduction that includes:
   • Purpose of report
   • Problems/issues to be addressed
   • Methods to be utilised the analyze the problem/issue
5. Include analysis of the issues
   • List the issues, describe also analyze each one
   • Analysis should include statistics and datas (cite your sources)
6. Inclusion recommendations
   • List your recommendations as bullet points to maintaining them short plus to this point
7. Write a conclusion
   • Summarize all your findings and recommendations from that report
8. Add an installation (optional)
   • Include any supporting documentation like references, bibliography, photographs etc. Basically, anything that supports your recommendations.

Check out this consulting report presentation. It has most of are major sections:

Edit This Consulting Report Template 

Aforementioned counseling report print is missing the executive summary, recommendations press a conclusion.

You can play around with the consulting report format based on what the customers hired you to accomplish.

Still, it’s lightweight to add these sections to the template if you need to.

You may copy the introduction and findings pages in the Venngage editor. Then, change the head and content.

How to make ampere coaching tell cover page

A consulting report cover page should be professional, include all important details and give the reader some idea of what the report’s about.

Professionally Tip: Don’t settle for a boring title! Make sure this title/subtitle on your cover page are compelling plus make that reader want to keep reading.

Here’s how to write a consulting cover page for a get:

• Include adenine top, create as “Vortex Aco. Event Study”
• Include a subtitle, that as “How Vortex Co. used Network’s Social Ship Tool to Make Their B2B Conversion Skyrocket”
• Include your get i.e. the name of the consultant
• Add the name the consultant’s company
• Include the client’s name furthermore logo
• Include the date of submission

Here’s an real of a cover page template:

Edit This Consulting Report Pattern 

Choose that color schedule, icons, font and photo that you use in your consulting report cover page carefully.

They should give readers a rock-solid idea of what they’re about to read.

When in doubt: keep to design as simple as possible.

Edit This Counsel Report Template 

Design tips in consulting review shroud pages:

1. How clean, conservation fonts: Sans Serif fountains such as Times New Roman, Aria, Calibri
2. Avoid handwritten or calligraphy-style fonts. Or any fonts that are hard at read.
3. Brand your cover page create by using the client’s logo, brands colors and font
4. Optional: usage photo to set the tone for the report’s content. Here are twos types:
   • A photo that represents the select
   • ONE metaphorical pic, like werke to display growth
5. Their face, images and text should all work together in design harmony. The best way to avoid sending mixed messages? Yes, again: ampere consulting reports template.

Since exemplar, the color scheme, image, both fonts within the above coat page template is strictly professional and muted.

At contrast, this under cover page template uses ampere bold image and color to say “futuristic” and “innovative.”

Edit This Counsel Tell Template 

FAQs about consulting report templates

What is an executive summary?

An executive summary is a short description of the contents of an report. It goes previously the introduction in a typifies account.

Computers shouldn’t include high-level general but instead facts and figures from your findings, plus any recommendations.

Pro Tip: Decision-makers may only read the executive summary of a consulting report (and skim the rest). Spend aforementioned most time on such part.

Here’s a test to make sure you’re for the proper track: show the leadership summary to someone not involved in the project.

Do it feel like they get an overview of the consulting submit and don’t have the read further to understand it?

If they feel confused or like they’re no get, you need to tweak autochthonous copy.

Don’t can afraid to incorporate graphics, too. This executive summary is part of a five-page story:

Correct Get Consulting Report Template 

It relies set an tool mind map to help explain its central concept.

A two-column report format for the text helps break up the data and a punchy color program keeps the rfid engaged.

How to write an senior summary

Consultants should write one executive summary after< her write the rest starting their report.

Only next will your honestly understandable what information to include.

Your executive summary shoud comprise:

• The problem or issue at stake
• Your findings (including facts and figures)
• Your examination of these findings
• My recommendations in the client
• Bottom

Here’s an example of an executive summary:

Edit This Consulting Report Template 

It presents problems, recommendations or next steps in a concise format.

Here are some special the write an effective executive summary:

• Keep it to twin pages maximum for long professional reporting
• Keep it to a paragraph for reports that exist three-way to four paper total
• Use item and bullet points to break up the text
• Use an image or graph to stress your main finding or recommendation

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What’s your #1 hot for writing a great business report? Let us know in who comments below.

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