Consulting and operationsXLSX
Consulting report
Connect recommendations to observations, evidence and an action owner.
Expert or consultantEstimated time: 25 minutesVersion: 1.0
How to use
1. Summarize goals, sources and limitations. 2. Link observations to evidence. 3. Write executable recommendations. 4. Assign owners, deadlines and outcome measures.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Assignment goal: Reduce enquiry follow-up delays Evidence source: Sample of 20 enquiries Observation: 8 enquiries had no named owner Limitations: Sample covers one week only Likely cause: Owner not assigned on receipt Recommendation: Assign every enquiry on receipt Priority: High, agreed with client Owner: Operations manager Deadline: Within one week of approval Outcome measure: Share assigned on the same day