List of Templates used in HR Consultant Practice| ConnectsUs HR

When you start your own consulting firm, you need access to professional documents and templates made specifically for setting up your consulting practice or consulting business.

List of Templates Used for Consulting Businesses

Below is a list of templates and documents used for an HR consulting practice. They are created in Word and Excel so they’re completely modifiable.

Each template is downloaded from its own web page that gives you loads of information and tips on how to customize and use it.

Templates identified with an asterisk (*) are Excel documents. All other templates are Microsoft Word documents.

Template	Description
Consulting Budget *	Worksheet used by an HR Consultant to budget and track revenue, expenses, and cash flow.
HR Consulting Services Brochure	Brochure/flyer examples used to market and summarize the services provided by an HR Consultant.
HR Consulting Services Proposal	Summary of services to be provided to a prospective client by an HR Consultant, typically presented after the initial discovery meeting.
Client Contract Agreement	Contractual agreement created specifically for an HR Consultant that establishes terms and conditions for services performed for a client.
Client Invoice	Invoice used to list and describe the services provided by an HR Consultant to a client.
Timesheets & Expenses *	Workbook containing 3 spreadsheets, each representing a different type of timesheet. Used to track time and expenses associated with HR consulting services, and may or may not be presented to the client with their invoice.
Recruiting Schedule & Estimate *	Print-ready spreadsheet used by HR Consultants to outline the estimated costs and timelines associated with a particular search for a client.
Preliminary Client Questionnaire	Comprehensive questionnaire with a list of 90 questions presented to the client once the HR Consultant is hired. Provides the HR Consultant with key information about the client and their existing HR processes to help determine project requirements.
HR Audit *	Spreadsheet used by the HR Consultant to assign importance categories to HR functions to define client priorities. Categories include: Critical, Important, Recommended, or Optional.
Client HR Plan	A framework and a menu of HR topics used to create an HR strategy or HR philosophy document. Used to guide and drive HR programs and take the guesswork out of creating consistent HR initiatives.
Client Priorities Spreadsheet *	Workbook that includes spreadsheets HR Consultants can use to record and manage client priorities, and document the status and completion % of each task/project. May also be used to provide the client with details for each billing period.

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