What is a Consulting Scope of Work?

A consulting scope of work is a coherent and  well-defined document that contains a clear description on the development of a consulting project under a specific contract. It indicates all significant elements of the consulting service such as a wide array of consulting project reports, deliverables, milestones, end products, and many others. Being included in the consulting service proposal and consulting project plan, it plays an integral role in guiding different consultants like corporate consultants, digital marketing consultants, sales consultants, financial consultants, IT consultants, legal consultants, public relations consultants, human resources consultants, project management consultants, sub-consultants, and their prospective clients have sufficient knowledge and discernment about the overall development and implementation process of a particular consulting project.

According to a consulting industry statistical report, annualized growth within the management sector of the consulting industry has been at 3.6% for the last 5 years, and direct labor accounts for 45% of the revenues that are generated within this industry. Additionally, the US accounting revenues represent nearly 25% of the global revenues within this industry. Approximately 75% of the total consulting industry revenues combined come from United States accounts. As we observed from these recorded data, the consulting industry continues to grow at a tremendous pace because businesses, institutions, and organizations are acknowledging the value of having someone on-board that already has the skills and expertise that is necessary.

While seeing the constant progress of consulting services around us, all consultants and sub-consultants need to work on their consulting project documents such as proposals, plans, and many others. Thus, all types of consulting service professionals such as digital marketing consultants, social media consultants, real estate consultants, human resources consultants, investment consultants, brand consultants, and other key individuals in consulting firms and industries should effectively create a compelling  consulting scope of work for the continuous flow and smooth execution of their consulting services and projects.

Different Types of Consulting Services

The book Consulting Services Manual 2006 described consulting services as services of a professional nature provided by consultants using their skills to study, design, organize, and manage projects, advise clients and when required, build their capacity. Consultants also provide project supervision, social and environmental assessments, technical assistance, and program implementation. Plus, they carefully study alternatives and recommend solutions, technologies, and products from a wide range of possible suppliers and contractors in the best interest of their client. All consulting services may vary from simple routine tasks to highly specialized and complex assignments. Here we will explain to you about the different types of consulting services below:

1. Brand Consulting Services

Website audit, market analysis, keyword research, content marketing, video services, and independent marketing consultations are some examples of services under brand consulting services. Aside from helping companies in defining, sharpening and growing their reputation over time, brand consultants typically work with senior managers and other partners in businesses and organizations to elevate their brand reputation and visibility. If your new business or startup company needs to identify and solve your market needs and challenges, there are many brand consulting firms around the world which are filled with professional and creative brand consultants as they provide unique ideas and fresh technology solutions for you and their other clients. For example, brand development services are offered to build great brands and brand relationships by considering short- and long-term business goals, and preparing strategic recommendations that fully level up their brand inside their organization and outward into their target market. While creative services refer to setting the brand identity, graphic design, copywriting, marketing, collateral design, interactive planning and development, advertising campaigns, marketing promotions, and many others.

2. Human Resource Consulting Services

Based on a recent statistical report, the market size of the human resource consulting industry is expected to increase 2.6% in 2022, and the market size of the human resource consulting industry in the United States has grown 0.4% per year on average between 2017 and 2022. From professional consulting, education, and training to human resource solutions for corporate and small business clients, human resource consultants or HR consultants carry the role which involves diverse tasks such as business research, analysis, planning and management counseling. HR consultants also give advice and guidance to business firms and corporations and guarantee that an organization’s human capital serves the optimal interests of the company. If a business firm encounters a number of issues involving their workforce, HR consultants are the people who will advise them thoroughly and assist them in solving their concerns. 

3. Information Technology Consulting Services

Do you know some people who love designing computer systems and applications and who want to explore business problems behind their work? Information technology (IT) consultants are people who are both tech experts and business savvy individuals as they are passionate for technology and for searching new ways of using it to solve business problems. By providing various information technology consulting services, they search ways to apply technology to fulfill their client’s business goals, usually taking on enormous projects to design, implement, and manage information and computer systems. The author of the book Careers in IT Consulting described IT consultants as “the people…who can straddle the fence between the suits and the geeks, translate the technobabble into lay terms, and feel as comfortable in front of a spreadsheet of financials as they are in front of a screen full of code.” To be successful in IT consulting, IT consultants need to be able to articulate complex business strategy and technological application to a wide variety of audiences.

4. Digital Marketing Consulting Services

David Fields, the creator of The Irresistible Consultant’s Guide to Winning Clients, said: “Only five years ago, I would have told you not to spend more than a few minutes about your digital presence. Consulting is, after all, a personal, relationship-driven business and Sereus Dough, Inc. will hire you because Yuri Yusimi knows you, not because they found you on the business equivalent of a dating site….Dialing up your digital presence is an absolute must in your plan to build a bigger and more profitable consulting practice.” SEO assistance, IT counseling, web design, and social media are some services that are included in digital marketing consulting services which are essential to focus efficiently on the implementation of business strategies across digital platforms.

Basic Elements of a Consulting Scope of Work

In this section, you will learn how to develop a well-written and comprehensive consulting scope of work. However, a consulting scope of work has different elements. Include the following elements for you to create a profound piece of writing:

Executive Summary: One of the basic elements of a consulting project scope of work is the executive summary. It provides a simple summary or overview of the scope of work document and the consulting project which indicates clear and attainable goals of the consultants or consulting firm which will be fully explained in the overall consulting project plan. It should be a well-integrated part of the consulting project plan as it shows the mission statement of the consulting project, with the inclusion of a brief description of the consulting project development. Purpose, Goals and Objectives: What are the major messages of your consulting project? What are the main goals and objectives of the consulting project? Include in this part that your consulting project will help your clients and illustrate actions that you want to do to help companies and organizations in solving their internal business issues. Development of Consulting Project: Add several details of the specific needs of the prospective client. Then, explain methods and strategies on how you will assist them in digging in and dealing with the complex details of their problems and issues.]Anticipated Deliverables: Arrange the consulting project and specifications in the proper order for the consulting project. Add the project deliverables, and milestones like anything that is tangible and which you and your client can agree that has been performed or not. Some examples of deliverables are management consulting assignments, written documentations and reports. Consulting Project Duration and Payment: While you are completing your consulting project scope of work, you should create a cohesive overview of your consulting project duration and payment. Include professional fees of your consulting project team and others.

How to Write a Consulting Scope of Work

Business firms and organizations need consultants in various fields and industries as they offer a unique “think-tank”asset, allowing them to leverage their experience and know-how.  They have professional capabilities to operate in every field, and can help with virtually every issue or concern. For example, if your company encounters a problem that your internal staff are not outfitted to manage can be managed by an external consultant. Below are some easy-to-follow tips that indicate how to create a clear and systematic consulting scope of work:

Step 1: Create a Simple Overview of the Consulting Project

The first step in writing a consulting scope of work is creating a simple overview of the consulting project or  simply, developing a brief and compelling scope statement which lays out the overall consulting project plan. This section provides various consulting project deliverables and their main features. 

Step 2: Indicate Primary Goals and Measurable Objectives

What are the fundamental steps you should do in order to reach your consulting project goals? Which initiatives in your consulting are most needing immediate attention? Indicate primary goals and measurable objectives to guide you in attaining your consulting project goals and initiatives. Scrutinize the anticipated results and more concise routes to attain the accomplishment of consulting project goals and objectives.  

Step 3: Detail the Scope of the Consulting Project

When detailing the scope of your consulting work, point out in this part that your consulting team will work with your client companies in your consulting project to solve specific business challenges by concentrating on several areas like strategy and technology implementations. Add the significant milestones, consulting project with anticipated timeframes of delivered tasks, reports, pricing, schedule, completeness of outputs, conclusions and benefits, as well as other fundamental elements that must be performed. 

Step 4: Construct a Well-Integrated Consulting Project Plan

After detailing the scope of the consulting project, construct an effective and well-integrated plan for your consulting project. In this part, you should discern fully well where you should focus and examine the development of your consulting project, as well as assisting the progress of the completion of the consulting project’s purpose, project goals, objectives, deliverables, risks, assumptions, milestones, schedule, budget, team working practices, etc.

Step 5: Review and Execute the Scope of Work and Consulting Plan

Review your overall consulting scope of work and make sure to fully include all the crucial points in your scope of work. If you notice that you overlook some sections that need interesting points, we suggest that you edit and revise the document. After the proofreading and revision process, you can now finally implement the scope of work in your consulting project plan.


What are some examples of consulting scope of work?

Some examples of consulting scope of work are consulting services for community scope of work, water treatment consulting services scope of work, human resources consulting services scope of work, consulting group scope of work, consulting services scope of work, consulting agencies scope of work, formal consulting scope of work, consulting support services scope of work, independent consulting scope of work, consulting insurance scope of work, consulting services for compensation scope of work, and brand consulting scope of work.

What are the main roles and responsibilities of a consultant?

The main roles and responsibilities of a consultant are collecting essential data and insights through research, interviews and surveys, performing analyses, designing presentations, and providing effective solutions to the clients.

What are the key elements in a consulting scope of work that should be included?

The key elements that should be included in a consulting scope of work are consulting project overview, project goals and objectives, predetermined consulting deliverables, milestones, reports, and end products.

What are the different types of consulting services?

The different types of consulting services are strategy consulting service, business consulting, financial consulting service, information technology consulting service, management consulting service, sales consulting service, marketing consulting service, brand consulting service, legal consulting service, public relations consulting service, implementation consulting service, investment consulting service, function specific consulting service, industry specific consulting service, security consulting service, corporate consulting service, change management consulting service, human resources consulting service, leadership development consulting service, organizational design consulting service, and many others.

How to manage consulting work?

Consultants need to establish and solidify a balanced relationship with their fellow colleagues and collaborators, as well as their clients. They need to clarify the roles and responsibilities of everyone involved in the project or task, and allow themselves and others to see the bigger picture and discern underlying issues and concerns that might not be discussed openly. It is important to define clear and realistic direction by identifying measurable goals. Make sure to outline the project vision and goals and set priorities. Get acquainted with the organization, with the team you’ll be working with, and with the project you’ll be working on. Remember to communicate well and be honest on what you can and can’t accomplish.

Michael Zipursky of Consulting Success said: “Consulting can feel like riding a roller coaster sometimes, with many ups and downs. So, what helps? Always be honest with yourself and your clients. Understand that when these challenges arise, it’s better to deal with them right away rather than hiding and hoping they’ll go away on their own.” So, writing an effective and well-defined consulting scope of work is integral in a consultant’s work as it fixates on consulting project goals and objectives,  accelerates the success rate, and maintains clear communication and delegation of consulting project tasks and processes. We have included several consulting scope of worksamples that you can download in this article including human resources consulting services scope of work, consulting group scope of work, consulting services scope of work, consulting agencies scope of work, formal consulting scope of work, consulting support services scope of work, etc. Download them today!