Consulting engagement templates

Consulting engagementKeep the brief, findings, recommendations and client decisions straight.Who it is forConsultants and advisers running client work with AI help.The problem it solvesEvery AI-drafted document needs the same client context, and the week-one assumptions that were quietly disproved keep turning up in the executive summary.What it sets up

Client brief: The client, the objective, the scope and the people involved.

Findings: What you have found, the evidence for it, and what follows.

Recommendations: What you recommend, what it rests on, and the risks.

Decisions: What has been decided, what was ruled out, and why.

Assumptions: What you are assuming, what has been confirmed, and what proved wrong.

AI instructions: How AI should help with this project, and what it must ask about first.

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