Incident Report: What is it & How to Write it the Right Way! The last thing you want after all this hard work is for the client to skim or not even read your report. Icons help explain key points. The icon check mark chart make it easy for the client to check whether the projects: Zero in on your accomplishments to date with a progress report. Add or delete pages, too. Thats why they seek the help of consultants like you who can provide your temporary expertise service for solving their issues. Do they feel like they get an overview of the consulting report and dont have to read further to understand it? Now its time to present your findings. Above, the green charts really pop against the gray and black color scheme. Consultants ensure that they follow a simple format that includes a front matter, body, and back matter in order to guide you in laying out and presenting their insights in a professional manner. One thing is for sure: the more you do it, the better youll get at it, and the less time it will take. Why do we say that? What Is a Consulting Report? Once in the editor, click any of the charts or graphs to modify them. Include a title, such as Vortex Co. Case Study, Include a subtitle, such as How Vortex Co. used Networks Social Tracking Tool to Make Their B2B Conversion Skyrocket, Include your name i.e. Brand your cover page template by using the clients logo, brand colors and font. This will give the readers the option to skim through the contents and go to the section that is important to them, instead of reading through the entire report. Read more:Consulting Agreement or Contract: What is it & How to Create it? They also show what you still need to do. Then move on to the most important insights that came out of your analysis, sort of what you would highlight with a marker if you were to interpret the report as a reader. A consulting report offers expert insight into the chosen subject and helps a business correct its mistakes. Use concise and easy-to-understand language or bulletin points to write down the recommendation list. Pro Tip: Dont settle for a boring title! It has most of these major sections: This consulting report template is missing an executive summary, recommendations and a conclusion. Although your consulting report opens with the executive summary, its actually the section you write last, after youve worked out the rest of your research. Spend the most time on this section. It leads the reader through the most relevant data points on a given subject and the interpretation of what the numbers mean in practicality. Social media reports work as a check-in on the strategic goals set for certain channels and the key metrics in a given time period. Consultants should write an executive summary after< they write the rest of their report. We make it easypromise. And if youre running sessions over the phone given the current pandemic, its even more important to find effective ways to communicate and avoid misunderstandings. You just need an effective way to communicate that research to the client without their eyes glazing over. In this section, you will briefly explain what has been achieved by the consulting report, sum up all the details about the findings and recommendations and even detail what is to be expected by the client. An executive summary refers to a section that deals with what the topic is all about in a brief manner. Heres an example of an industry analysis template that focuses on industry trends: This consulting report template uses bold, illustrated icons and a vibrant color palette to say that its contents are anything but ordinary. No idea what were talking about? ), How to Start a Consulting Business: The 7 Key Steps (+ 5 Must-read Books! Presents an array of effective and diverse recommendations and solutions for their problems, Helps in the decision-making process of their business, Acts as a valuable and reliable source of information for future reference. The clients hired you to help solve a particular problem at their company. If they feel confused or like theyre missing information, you need to tweak your copy. A consulting report is a document containing a consultants expert understanding and advice on a certain subject. Thats why we go to a doctor when we are sick or consult a lawyer when we have legal issues. You can also edit the overall color scheme by applying your brand colors. Organize and work efficiently with Bit by your side! Keep it short, informative, and convincing. In contrast, the below cover page template uses a bold image and color to say futuristic and innovative.. All in all, this is where you provide context for your readers about your core subject, explain the why behind it, and provide an angle through which they can understand your analysis better. Delete or copy text boxes, as needed. With Bit, you can do just that! Consulting reports are often focused on a specific problem or challenge an organization is facing, and they present solutions examined from multiple perspectives. Of course, dont forget to explore the potential risks of each solution as well and examine them from multiple angles. Choosing a business model is one of those long term decisions for an organization that needs to stand the test of time, hence it needs to be based on reliable data and research. Email it to them directly or grab a private link. Thats why there are different types of consulting reports, such as competitor analysis reports, cybersecurity reports, social media reports, industry reports and many more. As a consultant, you can help your clients explore the business models their competitors use, or you can help them come up with an entirely new approach that can maximize their profit margins. Its the best way for a consultant to showcase their knowledge and skills and put them into practice. Here, you will set the tone for the rest of your report and address the main issues and problems that require your attention and expertise. So you can seamlessly add rich media elements to your document within a few seconds! This will help you store all your information and keep your work organized. If your report is much longer (sort of like an ebook), your executive summary can go up to one to two pages and include more graphs. But, it focuses on specific competitors. Heres the same competitor analysis report, but with a different color scheme: Design Pro Tip: Change the entire templates color scheme by using our My Brand Kit tool. Find out if you're charging too much or too little by benchmarking your own rates with this free report. With this link you can get live analytics and insights about your report, such as who viewed your report, how much time they spent on your report, and even how far down they scrolled in your report. Click once to apply this color palette to the entire recommendation report. Her writing on design and business communications has been published in Foundr, 99 Designs, DIY Marketers and more. Or any fonts that are hard to read. This way, you can communicate in a hassle-free manner with all your clients! Click any icon to replace itwe have thousands of professional icons you can use for free. But that doesnt necessarily mean that they have all the skills and knowledge to solve every single problem in their business. Click to apply, then shuffle through different color combinations. Whats your #1 tip for writing a great business report? This section is optional, so it is completely up to your choice whether you include it or not and voila! Since its technically a condensed version of your report, it needs to briefly explain the issue you put under the magnifying glass, your most important findings, and the facts and figures surrounding it. offerbusiness case studies as downloads in their business blogs, newsletter, social media ads, guest blog posts or, A problem a company (or sometimes a specific decision maker) needs to solve, Results of using this solution, with data to back it up, A bar graph of results (which you can customize within the template), Top deliverables, explained twice on the third page using icons and subheadings, The value competitors provide to customers, How to edge out potential new competitors in the future, How to make sure business strategy aligns with company culture/values into the future, Skills new recruits need to have for the business to remain competitive, Page 3: Key industry stats have their own blue text box and the figures are enlarged, Page 5: Social media stats are organized by bold icons and big numbers. Just like that, in business, we hire consultants to solve problems that we have no clue about. You can also explain why certain metrics were analyzed in your research and not others. It shouldnt include high-level information but instead facts and figures from your findings, plus any recommendations. Let us know in the comments below. Most consultants create a report for their clients, called the consulting report. Service Contract: What is it and How to Draft a Perfect One? Youve sweated through hours of problem-solving. Bit allows you to invite your clients into your workspaces through guest access. Heres a color psychology cheat sheet, to help you pick the right shades: Our blog post on brand colors delves even deeper into how to pick and use colors for your business. The best way to avoid a scenario where your client doesnt understand what youre bringing to the table is by using a business consulting report template. Pro Tip: Use Venngages team features to quickly share your project status reports with the client and other stakeholders. Last but not least, they present how the winning solution was carried out, the results it brought, and the learnings that can be taken from that strategy. Request access to company documentation if you need to, interview key stakeholders, and collect your inputs from reliable industry resources. Its written by consultants or experts (specialized in a certain field) for people or organizations who lack the knowledge or experience in that specific field. Results are on page onetheres no need to bury results farther down in a business report. Use a consulting report format that is easy to understand. Dont be afraid to incorporate visuals, too. Use the bolded subheadings to outline each recommendation, then provide more detail. Here you can provide all relevant citations such as bibliographies, references, photographs, or any information that will support or back your consulting report. Consultants need to keep clients in the loop. While writing consulting reports, you will have to deal with loads of information from multiple clients. It also elevates the typical business case study with a contrasting background color (navy) and font (hot pink) and a bold rainbow graphic. This is meant to inform the client about the topic and details of the report at a single glance. Try bright and colorful illustrated icons for creative industries like marketing and simple line icons for more conservative fields like management consulting. Business Report: What is it & How to Write it? In this blog, we have provided you with a step-by-step guide on how to write consulting reports and even introduced you to Bit which will help make the writing process easier. Its the perfect tool for creating a consulting report! Its a great place to include the most significant data points or statistics that support your final conclusion without going into too much detail. And if its something a little more serious, then we seek the help of an expert or a professional. Consulting frameworks or simple SWOT analysis could come in handy here. But not with Bit around, because it lets you create infinite workspaces and folders around clients and their companies. End your consulting report with a tight conclusion, where you can summarize all that has been discussed in the report. Add or delete elements like text boxes, charts, and icons as needed. Avoid handwritten or calligraphy-style fonts. The Venngage for Businessplan gives you access to this feature. Give as much information about your key metrics, competitors, or business models here as you can for your client to consider. (Steps Included), Progress Report: What is it & How to Write it? Well pull your (or your clients) brand colors from any website. They also take into account the available distribution channels and partnership opportunities, as well as the cost structure and revenue streams that a business model would entail. While writing a consulting report, the first thing to do is to create a title page for your report. Bitis a new-age cloud-based document creation and collaboration platform, designed exclusively to satisfy all your documentation needs. It goes before the introduction in a typical report. [ Read: What Does a Consultant Do? These reports offer detailed insight into a companys problems and are extremely crucial to the growth of the business. Design Pro Tip: Use color psychology to communicate an idea. As a general outline, you can follow this flow and customize it to your research subject. Here are the steps worth following when writing a consulting report. As a result, a business case study helps convert potential clients to new projects. In the example above, hot pink is used to draw the eye to the title, customer recommendations and important stats. This executive summary is part of a five-page report: It relies on an icon mind map to help explain its central concept. These consultants offer their professional advice or expertise to a business regarding their issues and help them grow. Keep scrolling to find templates for these different consulting report types. Select one to automatically replace an existing icon in thesocial media report template. The result: a report your client will actually read (and understand). The report title page is simple, but easy to customize, and can be adapted for any industry. Delete the other pages, if you desire, to condense your recommendation report. Yet, this crucial element often gets neglected by project leads in companies. Now that youve explained everything the client needs to know about the subject, you can propose some solutions for the central issue. Bit supports over 100+ popular tools like YouTube, Typeform, LucidChart, Google Drive, etc. You can do this by making an outline of your report in which you will explain the purpose of creating it, provide brief details about the problems and mention the approaches and methods you will use to analyze it. A consulting report usually contains the descriptions of the problems that your client is facing, an examination or study of those problems from the perspective of your perspective, and finally, a set of recommendations or solutions to their problems. Annual Report: What is it & How to Create it? If youve done a great job at your research and structuring your outline, your writing process should flow much more effortlessly at this point. Theprogress report exampleabove clearly assigns ownership to different parties. Why dont you scroll down and find out for yourself! This will then be the basis of setting new company objectives and metrics in the new business year, incorporating last years key learnings. The more you specialize in a specific market, the more trusted youll become as an expert in that industry. Thats why we present to you Bit.ai! All-in-all, Bit is an amazing tool for all your reporting needs. You might find that 80% of the work you put into preparing a report is spent researching versus actually writing it, but of course, this varies on a case-by-case basis. So wheres the space for your hard-earned expertise and the opportunity to present important findings? Design Pro Tip: Build charts and graphs within the Venngage editor and add them to your business report. Our in-editor photo library has thousands of high-quality, professional stock photos that are completely free to use. Use the three icons to highlight results thatll come from using your recommendations. Consultants play an important role in the business world be it a small business, large business, or even start-ups. The above business case study has most of these sections. It also develops your expertise as a consultant. Your next challenge is to make a recommendation report that communicates those findings in a way the client will understand. Prepared By: Eve Smith, Marketing ConsultantPrepared For: Dream & Co. Ltd. Executive Summary Introduction Insight #1 Insight #2 Insight #3 Key Finding #1 Key Finding #2 Key Finding #3 ConclusionAppendix, Page XPage XPage XPage XPage XPage XPage XPage XPage XPage X. You can use this quick one-pager consulting report template to outline your growth goals, or any other recommendations: This recommendation report example has a bold look and is hyper-organized, with a report title page, introduction, table of contents, and divider pages, to help your client quickly grasp your ideas: Pro tip: Addjump links to your table of contents to make navigating your document even easier. The background image and colors can easily be changed using our online editor and free stock photo library. A business case study educates potential clients. That being said, research is only half the battle: if you want to present yourself as an expert, you need to present your findings in a way thats detailed, yet easy to comprehend. in the document. Industry reports bring a wider perspective to companies about what other key players on the market do and how they can compete with them. Include any supporting documentation like references, bibliography, photographs etc. Whether it was your own project you were contracted for or one that you advised a team upon, a project summary is a great way to present valuable lessons learned, to your client. Bit.ai is the essential next-gen workplace and document collaboration platform. The best way to avoid sending mixed messages? The client will appreciate the clear overview and your attention to progress and growth. Keep reading to browse consulting report templates. Whenever we are faced with a dilemma or were simply clueless about something, our immediate reaction is to ask the person next to us for advice. How To Make a Consulting Report Cover Page, 20+ Stunning Consulting Proposal Templates That Will Convert Prospects to Clients, 20+ Page-Turning White Paper Examples [Design Guide + White Paper Templates], 20+ Professional Business Letterhead Templates and Branding Tips. (And Why Its Your New Favorite Career) ].