Consulting project template

1. Project Approach: Client Name – TBD
The objective for the project is to ….
CCE Project Approach
Planning and Direction Data Gathering Analysis
Complete
Recommendations
• Develop initial hypotheses • Conduct research and
gather required data
• Conduct detailed analysis
and develop initial process
and model alternatives
• Finalize recommendations
Objective:
• • Conduct internal research
(interviews & data):
–Complete internal interviews
–TBD
–TBD
–TBD
• Conduct external research
–Expert interviews
–ID benchmarks
–Secondary research
–Customers
• Conduct high-level analysis to
refine hypotheses and guide
detailed analysis
• Review initial findings with
stakeholders
• Conduct analysis
–High level alternatives
–TBD
–TBD
–TBD
–TBD
• Review analysis results with key
stakeholders
• Develop alternative approaches
–2-3 scenarios
• Review insights and
recommendations with
stakeholders
• Detailed alternatives
• Document findings
• Review draft with key
stakeholders
• Finalize presentation &
findings
• Conduct final presentation
with stakeholders
Sample
Activities:
• Work Plan
• Initial Hypotheses
• Research Plan
• Initial Findings
• Refined Hypotheses
• Coverage/go-to-market
initial alternatives
• Initial Recommendations
• Documented alternatives
• Recommendation & Next
steps
Deliverables:
2 weeks 5 weeks 4 weeks 2 weeks
Dec 5th
September 8th
• Confirm project scope
• Conduct project kick-off
session and engage
stakeholders
• Interview key stakeholders to
understand business context,
history, goals etc.
• Identify primary research
sources
• Begin to determine secondary
sources available
• Develop initial hypothesis
• Develop project work plan
• Develop research plan
DRAFT