
Meeting Notes
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Clients commission a consulting report to get an answer they can act on, not a record of everything you did. This template leads with an executive summary and a recommendation, then sets out scope, approach, rated findings with charts, ranked decisions with owners, a three-phase roadmap and an appendix glossary. Headings state the conclusion, so the document reads from the titles alone.
The sample is a ten-week engagement by Ironvale Services for a fictional housing association, finding that repeat repair visits cost £2.1M a year and that six changes recover £1.4M of it. Replace the findings, the benefit and cost figures, the owners and the roadmap dates first, rewrite the executive summary last, and move method detail to the appendix.
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
Replace each finding with your own observation, evidence source and rating, then update the two charts with your data.
Rebuild the recommendations with a benefit, cost, effort and owner for each, and set the roadmap in three phases with the first 90 days spelled out.
Rewrite the executive summary last, in three messages the sponsor can repeat, and move method detail and interview lists to the glossary and appendix.
Delete the Make it yours page, then share the report or export it as a PDF.
Nine pages is enough for most engagements of 4 to 16 weeks. Keep the main body short and move interview lists, data tables and method notes to the appendix.
Yes. The findings page rates each issue by severity and shows evidence, so it fits a health check, a benchmark or a diligence summary as easily as an operational review.
No. Ironvale Services, the client, the people and every figure are fictional sample content. Replace them with your own findings and numbers before you share the report.
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