--- title: "Consulting engagement" description: "Best for completing one advisory engagement from diagnosis through an accepted recommendation and client handoff." canonical: "https://ganttfather.com/templates/consulting-engagement/" locale: "en" category: "product" --- # Consulting engagement [Professional services](https://ganttfather.com/templates/#professional-services) Project timeline template # Consulting engagement Best for completing one advisory engagement from diagnosis through an accepted recommendation and client handoff. Best for completing one advisory engagement from diagnosis through an accepted recommendation and client handoff. [Use the Consulting engagement template free](https://app.ganttfather.com/projects/new?template=consulting-engagement&entry=template-library) Put Run consulting kickoff and Consulting engagement complete on one agreed path. ## Consulting engagement: make the path from Run consulting kickoff to Consulting engagement complete visible. # Consulting engagement: make the path from Run consulting kickoff to Consulting engagement complete visible. This Consulting engagement template makes the client-facing path from Run consulting kickoff to Consulting engagement complete explicit. It keeps each working phase visible so the team can prepare decisions and handoffs before the next commitment is due. The public starter remains intentionally clean. Add client files, commercial detail, credentials, and confidential evidence only after creating a private project. Included schedule ## 15 rows, 9 links, already sequenced. Explore the schedule to connect Run consulting kickoff and Consulting engagement complete. Read-only preview Milestone Week 1 Week 2 Week 3 Week 4 Week 5 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Day 11 Day 12 Day 13 Day 14 Day 15 Day 16 Day 17 Day 18 Day 19 Day 20 Day 21 Day 22 Day Conduct stakeholder interviews Synthesize diagnostic findings Develop recommendation options Draft advisory roadmap Facilitate sponsor review Prepare implementation brief Hand off advisory package Relative days show the order for Consulting engagement; set one real start date after creation. Read-only shared Gantt preview. Focus a bar and press Enter to inspect it. Schedule details ### Complete schedule table Put Run consulting kickoff and Consulting engagement complete on one agreed path. Work item Type Schedule Duration Depends on Diagnose engagement Phase Days 1–10 Derived rollup — Run consulting kickoff Task Day 1 1 working day — Conduct stakeholder interviews Task Days 2–4 3 working days Run consulting kickoff Synthesize diagnostic findings Task Days 5–6 2 working days Conduct stakeholder interviews Develop recommendation options Task Days 7–9 3 working days Synthesize diagnostic findings Recommendation direction approved Milestone Day 10 Milestone Develop recommendation options Develop recommendation Phase Days 11–18 Derived rollup — Draft advisory roadmap Task Days 11–13 3 working days — Facilitate sponsor review Task Days 14–15 2 working days Draft advisory roadmap Prepare implementation brief Task Days 16–17 2 working days Facilitate sponsor review Recommendation accepted Milestone Day 18 Milestone Prepare implementation brief Close engagement Phase Days 19–22 Derived rollup — Hand off advisory package Task Days 19–20 2 working days — Complete engagement closeout Task Day 21 1 working day Hand off advisory package Consulting engagement complete Milestone Day 22 Milestone Complete engagement closeout ## Who it helps - Teams delivering a defined consulting engagement - Project leads who need explicit ownership, decisions, and timing with a client ## What is included - Diagnose engagement: Run consulting kickoff → Conduct stakeholder interviews → Synthesize diagnostic findings → Develop recommendation options → Recommendation direction approved. - Develop recommendation: Draft advisory roadmap → Facilitate sponsor review → Prepare implementation brief → Recommendation accepted. - Close engagement: Hand off advisory package → Complete engagement closeout → Consulting engagement complete. ## Adapt after creation - This public planning aid contains no confidential client, contract, financial, or production material. Add protected details only inside your secured project. - Relative days show the order for Consulting engagement; set one real start date after creation. - Keep the Consulting engagement scope, owners, and decisions aligned before client commitments move forward. How to use this template ## Consulting engagement: make the path from Run consulting kickoff to Consulting engagement complete visible. - 1 ### Diagnose engagement Sequence Run consulting kickoff → Conduct stakeholder interviews → Synthesize diagnostic findings → Develop recommendation options → Recommendation direction approved so the next handoff is clear. - 2 ### Develop recommendation Sequence Draft advisory roadmap → Facilitate sponsor review → Prepare implementation brief → Recommendation accepted so the next handoff is clear. - 3 ### Close engagement Sequence Hand off advisory package → Complete engagement closeout → Consulting engagement complete so the next handoff is clear. Not included ## Planning aid This public planning aid contains no confidential client, contract, financial, or production material. Add protected details only inside your secured project. - Client interview notes - Client system access - Commercial pricing - Confidential findings - Contract terms Template FAQ ## Good to know What does this Consulting engagement template include? + It sequences Diagnose engagement, Develop recommendation, Close engagement around named work, dependencies, and decision points. Who should use this Consulting engagement plan? + It supports a team completing one finite client engagement with a visible delivery boundary. How should the schedule be adapted? + Set real dates and owners after creation, then add private client material only in the secured project. Related templates ## Related templates [Templates →](https://ganttfather.com/templates/) [Professional services 25 working days Client Delivery Plan Manage discovery, delivery, review, and handoff with a client-facing project timeline.](https://ganttfather.com/templates/client-delivery-plan/)[Professional services 23 working days Software implementation consulting Best for consulting on one software implementation from discovery through configured-solution acceptance and transition support.](https://ganttfather.com/templates/software-implementation-consulting/) ![](https://ganttfather.com/logo.png) ## Use the Consulting engagement template free Keep the Consulting engagement scope, owners, and decisions aligned before client commitments move forward. [Use the Consulting engagement template free](https://app.ganttfather.com/projects/new?template=consulting-engagement&entry=template-library) Put Run consulting kickoff and Consulting engagement complete on one agreed path.