Consulting Practice Desk
Management and operations consulting practices
Clients, proposals, engagements, deliverables and consultant days for a consulting firm.
Use this templateConsulting Practice Desk
The practice in one place: clients, proposals with weighted value, engagements with days sold against days used, deliverables waiting on review, and the timesheet that feeds it all. Start on the Dashboard each Monday, then work Mine and the Overdue views.
Dashboard
Writing a proposal
Engagement kickoff checklist
Days sold, days used and margin
Running the final readout
Clients
The organizations the practice advises.
| Client | Status | Industry | Sponsor email | Executive sponsor | Client since | Relationship partner |
|---|---|---|---|---|---|---|
| Tanglewood Medical Supply | Current | ops@tanglewoodmed.net | Brigitte Osei-Larsen | Sep 13, 2025 | Evander Kowalczyk-Adeyemi | |
| Carbon Ridge Fabrication | Current | coo@carbonridgefab.net | Anselm Whitcombe | Apr 21, 2026 | Evander Kowalczyk-Adeyemi | |
| Pellham Freight Lines | Current | strategy@pellhamfreight.net | Yusuf Delacroix | Jul 20, 2026 | Saffron Whitlock | |
| Eastlake Community College | Past | provost@eastlakecc.net | Marguerite Obuya | Aug 9, 2024 | Evander Kowalczyk-Adeyemi | |
| Juniper Row Outfitters | Prospect | ceo@juniperrow.net | Tobias Lindgren | — | Evander Kowalczyk-Adeyemi | |
| Summit Bay Credit Union | Prospect | ops@summitbaycu.net | Philippa Nakamura | — | Saffron Whitlock |
Proposals
Proposals out for decision, with value, chance and decision date.
| Proposal | Stage | Value (USD) | Chance (%) | Sent on | Decision by | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | Won | $96,000 | 100 | Aug 19, 2026 | Sep 8, 2026 | Carbon Ridge Fabrication |
| Returns process review | Won | $54,000 | 100 | Jun 20, 2026 | Jul 10, 2026 | Tanglewood Medical Supply |
| Depot network study | Negotiating | $128,000 | 60 | Sep 30, 2026 | Oct 27, 2026 | Pellham Freight Lines |
| Service desk operating model | Sent | $72,000 | 35 | Oct 12, 2026 | Nov 1, 2026 | Summit Bay Credit Union |
| Store ops benchmark | Draft | $38,000 | 20 | — | Nov 8, 2026 | Juniper Row Outfitters |
| Enrollment funnel analysis | Lost | $46,000 | 0 | Apr 1, 2026 | May 1, 2026 | Eastlake Community College |
| Quarterly business reviews package | Sent | $24,000 | 50 | Oct 14, 2026 | Oct 16, 2026 | Tanglewood Medical Supply |
| Supplier consolidation | Draft | $84,000 | 25 | — | Nov 17, 2026 | Carbon Ridge Fabrication |
Engagements
Work in delivery, with days sold against days used.
| Engagement | Stage | Fee (USD) | Days sold | Starts | Ends | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | In delivery | $96,000 | 48 | Sep 13, 2026 | Dec 12, 2026 | Carbon Ridge Fabrication |
| Returns process review | Final readout | $54,000 | 30 | Jul 30, 2026 | Oct 24, 2026 | Tanglewood Medical Supply |
| Distribution cost baseline | In delivery | $68,000 | 34 | Sep 28, 2026 | Nov 27, 2026 | Pellham Freight Lines |
| Pellham leadership offsite | Kickoff | $18,000 | 8 | Oct 21, 2026 | Nov 7, 2026 | Pellham Freight Lines |
| Admissions process mapping | Closed | $41,000 | 22 | Dec 22, 2025 | Mar 2, 2026 | Eastlake Community College |
Deliverables
The documents and workshops promised in each engagement.
| Deliverable | Status | Due | Engagement | Owner | Assigned to | Added |
|---|---|---|---|---|---|---|
| Current-state process map | Delivered | Oct 4, 2026 | Plant scheduling redesign | Nikhil Bhattacharya | @installer | — |
| Constraint analysis | Partner review | Oct 20, 2026 | Plant scheduling redesign | Saffron Whitlock | — | — |
| Scheduling rules workshop | To do | Oct 30, 2026 | Plant scheduling redesign | Saffron Whitlock | @installer | — |
| Pilot plan for line three | To do | Nov 17, 2026 | Plant scheduling redesign | Nikhil Bhattacharya | — | — |
| Returns root-cause summary | Delivered | Sep 28, 2026 | Returns process review | Nikhil Bhattacharya | @installer | — |
| Final recommendations deck | Drafting | Oct 14, 2026 | Returns process review | Saffron Whitlock | — | — |
| Cost baseline model | Drafting | Oct 23, 2026 | Distribution cost baseline | Odessa Ramirez-Hale | @installer | — |
| Lane profitability readout | To do | Nov 12, 2026 | Distribution cost baseline | Saffron Whitlock | — | — |
Timesheet
Consultant days logged against each engagement.
| Work done | Date | Days | Engagement | Person | Added |
|---|---|---|---|---|---|
| Plant interviews, line one | Oct 16, 2026 | 1 | Plant scheduling redesign | Saffron Whitlock | — |
| Process mapping workshop | Oct 15, 2026 | 1 | Plant scheduling redesign | Nikhil Bhattacharya | — |
| Model assumptions review | Oct 17, 2026 | 0.5 | Plant scheduling redesign | Odessa Ramirez-Hale | — |
| Final deck drafting | Oct 16, 2026 | 1 | Returns process review | Saffron Whitlock | — |
| Client readout rehearsal | Oct 17, 2026 | 0.5 | Returns process review | Evander Kowalczyk-Adeyemi | — |
| Rate card analysis | Oct 14, 2026 | 1 | Distribution cost baseline | Odessa Ramirez-Hale | — |
| Driver interviews | Oct 13, 2026 | 1 | Distribution cost baseline | Nikhil Bhattacharya | — |
| Sponsor check-in | Oct 15, 2026 | 0.25 | Distribution cost baseline | Evander Kowalczyk-Adeyemi | — |
The practice at a glance.
| Proposal | Stage | Value (USD) | Chance (%) | Sent on | Decision by | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | Won | $96,000 | 100 | Aug 19, 2026 | Sep 8, 2026 | Carbon Ridge Fabrication |
| Returns process review | Won | $54,000 | 100 | Jun 20, 2026 | Jul 10, 2026 | Tanglewood Medical Supply |
| Depot network study | Negotiating | $128,000 | 60 | Sep 30, 2026 | Oct 27, 2026 | Pellham Freight Lines |
| Service desk operating model | Sent | $72,000 | 35 | Oct 12, 2026 | Nov 1, 2026 | Summit Bay Credit Union |
| Store ops benchmark | Draft | $38,000 | 20 | — | Nov 8, 2026 | Juniper Row Outfitters |
| Enrollment funnel analysis | Lost | $46,000 | 0 | Apr 1, 2026 | May 1, 2026 | Eastlake Community College |
| Quarterly business reviews package | Sent | $24,000 | 50 | Oct 14, 2026 | Oct 16, 2026 | Tanglewood Medical Supply |
| Supplier consolidation | Draft | $84,000 | 25 | — | Nov 17, 2026 | Carbon Ridge Fabrication |
| Proposal | Stage | Value (USD) | Chance (%) | Sent on | Decision by | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | Won | $96,000 | 100 | Aug 19, 2026 | Sep 8, 2026 | Carbon Ridge Fabrication |
| Returns process review | Won | $54,000 | 100 | Jun 20, 2026 | Jul 10, 2026 | Tanglewood Medical Supply |
| Depot network study | Negotiating | $128,000 | 60 | Sep 30, 2026 | Oct 27, 2026 | Pellham Freight Lines |
| Service desk operating model | Sent | $72,000 | 35 | Oct 12, 2026 | Nov 1, 2026 | Summit Bay Credit Union |
| Store ops benchmark | Draft | $38,000 | 20 | — | Nov 8, 2026 | Juniper Row Outfitters |
| Enrollment funnel analysis | Lost | $46,000 | 0 | Apr 1, 2026 | May 1, 2026 | Eastlake Community College |
| Quarterly business reviews package | Sent | $24,000 | 50 | Oct 14, 2026 | Oct 16, 2026 | Tanglewood Medical Supply |
| Supplier consolidation | Draft | $84,000 | 25 | — | Nov 17, 2026 | Carbon Ridge Fabrication |
| Engagement | Stage | Fee (USD) | Days sold | Starts | Ends | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | In delivery | $96,000 | 48 | Sep 13, 2026 | Dec 12, 2026 | Carbon Ridge Fabrication |
| Returns process review | Final readout | $54,000 | 30 | Jul 30, 2026 | Oct 24, 2026 | Tanglewood Medical Supply |
| Distribution cost baseline | In delivery | $68,000 | 34 | Sep 28, 2026 | Nov 27, 2026 | Pellham Freight Lines |
| Pellham leadership offsite | Kickoff | $18,000 | 8 | Oct 21, 2026 | Nov 7, 2026 | Pellham Freight Lines |
| Admissions process mapping | Closed | $41,000 | 22 | Dec 22, 2025 | Mar 2, 2026 | Eastlake Community College |
| Work done | Date | Days | Engagement | Person | Added |
|---|---|---|---|---|---|
| Plant interviews, line one | Oct 16, 2026 | 1 | Plant scheduling redesign | Saffron Whitlock | — |
| Process mapping workshop | Oct 15, 2026 | 1 | Plant scheduling redesign | Nikhil Bhattacharya | — |
| Model assumptions review | Oct 17, 2026 | 0.5 | Plant scheduling redesign | Odessa Ramirez-Hale | — |
| Final deck drafting | Oct 16, 2026 | 1 | Returns process review | Saffron Whitlock | — |
| Client readout rehearsal | Oct 17, 2026 | 0.5 | Returns process review | Evander Kowalczyk-Adeyemi | — |
| Rate card analysis | Oct 14, 2026 | 1 | Distribution cost baseline | Odessa Ramirez-Hale | — |
| Driver interviews | Oct 13, 2026 | 1 | Distribution cost baseline | Nikhil Bhattacharya | — |
| Sponsor check-in | Oct 15, 2026 | 0.25 | Distribution cost baseline | Evander Kowalczyk-Adeyemi | — |
Decisions due in the next 14 days
| Proposal | Stage | Value (USD) | Chance (%) | Sent on | Decision by | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | Won | $96,000 | 100 | Aug 19, 2026 | Sep 8, 2026 | Carbon Ridge Fabrication |
| Returns process review | Won | $54,000 | 100 | Jun 20, 2026 | Jul 10, 2026 | Tanglewood Medical Supply |
| Depot network study | Negotiating | $128,000 | 60 | Sep 30, 2026 | Oct 27, 2026 | Pellham Freight Lines |
| Service desk operating model | Sent | $72,000 | 35 | Oct 12, 2026 | Nov 1, 2026 | Summit Bay Credit Union |
| Store ops benchmark | Draft | $38,000 | 20 | — | Nov 8, 2026 | Juniper Row Outfitters |
| Enrollment funnel analysis | Lost | $46,000 | 0 | Apr 1, 2026 | May 1, 2026 | Eastlake Community College |
| Quarterly business reviews package | Sent | $24,000 | 50 | Oct 14, 2026 | Oct 16, 2026 | Tanglewood Medical Supply |
| Supplier consolidation | Draft | $84,000 | 25 | — | Nov 17, 2026 | Carbon Ridge Fabrication |
Deliverables overdue
| Deliverable | Status | Due | Engagement | Owner | Assigned to | Added |
|---|---|---|---|---|---|---|
| Current-state process map | Delivered | Oct 4, 2026 | Plant scheduling redesign | Nikhil Bhattacharya | @installer | — |
| Constraint analysis | Partner review | Oct 20, 2026 | Plant scheduling redesign | Saffron Whitlock | — | — |
| Scheduling rules workshop | To do | Oct 30, 2026 | Plant scheduling redesign | Saffron Whitlock | @installer | — |
| Pilot plan for line three | To do | Nov 17, 2026 | Plant scheduling redesign | Nikhil Bhattacharya | — | — |
| Returns root-cause summary | Delivered | Sep 28, 2026 | Returns process review | Nikhil Bhattacharya | @installer | — |
| Final recommendations deck | Drafting | Oct 14, 2026 | Returns process review | Saffron Whitlock | — | — |
| Cost baseline model | Drafting | Oct 23, 2026 | Distribution cost baseline | Odessa Ramirez-Hale | @installer | — |
| Lane profitability readout | To do | Nov 12, 2026 | Distribution cost baseline | Saffron Whitlock | — | — |
Ending in the next 30 days
| Engagement | Stage | Fee (USD) | Days sold | Starts | Ends | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | In delivery | $96,000 | 48 | Sep 13, 2026 | Dec 12, 2026 | Carbon Ridge Fabrication |
| Returns process review | Final readout | $54,000 | 30 | Jul 30, 2026 | Oct 24, 2026 | Tanglewood Medical Supply |
| Distribution cost baseline | In delivery | $68,000 | 34 | Sep 28, 2026 | Nov 27, 2026 | Pellham Freight Lines |
| Pellham leadership offsite | Kickoff | $18,000 | 8 | Oct 21, 2026 | Nov 7, 2026 | Pellham Freight Lines |
| Admissions process mapping | Closed | $41,000 | 22 | Dec 22, 2025 | Mar 2, 2026 | Eastlake Community College |
How to read the numbers
A proposal is a short argument: here is your problem, here is how we will solve it, here is what it costs.
Structure
The problem in the sponsor's words, with the cost of leaving it.
The approach in three to five phases, each with a deliverable.
Who will do the work, with days per person.
Price, payment terms and what is not included.
Next step and the date the proposal expires.
Before it goes
A second partner has read it
Days sold match the plan, with a buffer
The sponsor has seen the outline before the full document
Decision date and next step are in the proposal row
In the first week
Engagement row created with fee, days sold, start and end dates
Kickoff meeting held with sponsor, team and key stakeholders
Interview list agreed and scheduled
Data request sent with a due date
Weekly check-in booked for the length of the work
The kickoff meeting
Restate the objective and the three questions the work must answer.
Agree how decisions will be made and who can say no.
Confirm how and when the final readout will happen.
Most engagements that go wrong lost their way in the first two weeks.
Logging
Log days at the end of each day, in quarters of a day.
Use plain descriptions the partner can scan.
Reading the engagement row
When days run over
Write down the cause: scope, data, rework or sponsor changes.
Offer the sponsor options: trim, extend, or swap.
Record the decision in the engagement page before more work.
Preparing
Send a pre-read two days before; the meeting is for decisions, not for reading.
Rehearse with the lead once, and walk through the hardest question.
In the room
Start with the answer in one slide.
Show the three findings that matter, each with evidence.
Present options and your recommended path with costs and risks.
End with the decisions you need today and who owns each.
Afterwards
Send the deck and a one-page summary within a day.
Move the engagement to Closed once the last deliverable is accepted.
Ask for a short testimonial and a reference call.
What's inside
6 tables · 26 views · 1 form · 4 row actions · 1 agent6 pages
- Consulting Practice Desk
- Dashboard
- Writing a proposal
- Engagement kickoff checklist
- Days sold, days used and margin
- Running the final readout
5 tables
- Clients2 views · 6 sample rows
- Proposals6 views · 8 sample rows
- Engagements7 views · 5 sample rows
- Deliverables7 views · 10 sample rows
- Timesheet4 views · 10 sample rows
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