Skip to content
The first pages of the Consulting Report template

Consulting Report

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
October 30, 2026

Every page (9)

Overview

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.

Useful for

  • A findings-and-recommendations report at the end of a 4 to 16 week operational review
  • A business health check that rates each finding high, medium or low and sequences the fixes
  • A diligence or benchmarking summary for a sponsor who needs the answer before the detail

What's included

  • Cover page and an answer-first executive summary with three headline figures and four findings
  • Scope page comparing what is in and out, with definitions and an exclusions callout
  • Approach page with a four-stage process and a three-step severity rating flow
  • Findings page with a trend chart, a donut chart of causes and a sources caption
  • Recommendations page with four decisions and an owner-and-date action list
  • Twelve-month roadmap in three phases, a glossary page and a Make it yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace each finding with your own observation, evidence source and rating, then update the two charts with your data.

  3. 3

    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.

  4. 4

    Rewrite the executive summary last, in three messages the sponsor can repeat, and move method detail and interview lists to the glossary and appendix.

  5. 5

    Delete the Make it yours page, then share the report or export it as a PDF.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

How long should a consulting report be?

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.

Can I use this for a business health check or diligence summary?

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.

Are the organisations and figures real?

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.

  • #consulting-report
  • #findings-and-recommendations
  • #business-health-check
  • #implementation-roadmap
  • #executive-summary
  • #google-docs
  • #report-template

More consulting report templates

See all 4

Also in Business operations

All business operations templates
Get this template

Preparing your template…