100+ Consulting Firm SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a comprehensive, enterprise-grade framework for systemizing and scaling every function of your consulting firm with precision and control.
2. Delivers a fully structured operating system that standardizes governance, finance, sales, delivery, and talent management to drive predictable growth and profitability.
3. Equips your organization with audit-ready, investor-grade SOPs designed to reduce risk, increase efficiency, and accelerate sustainable expansion.

CONSULTING TRAINING EXCEL DESCRIPTION

100+ Consulting Firm SOPs is an Excel template (XLSX) available for immediate download upon purchase.

Curated by McKinsey-trained Executives


🚀 100+ Consulting Firm SOPs Library (Excel Template)

The Ultimate Done-For-You Operating System for Scaling, Systemizing & Dominating Your Consulting Firm

If you're serious about building a scalable, investment-ready, process-driven consulting firm, this is not optional.

This is your complete Consulting Firm SOP Library – delivered in a powerful, fully editable Excel Template – containing 150 enterprise-grade Standard Operating Procedures (SOPs) covering every core function of a world-class consulting organization.

No fluff.
No theory.
No generic checklists.

Every single SOP is structured exactly as follows:
•  Purpose
•  Scope
•  Owner / Role
•  Inputs (Required Information & Documents)
•  Process Steps (Detailed Workflow)
•  Outputs / Deliverables
•  KPIs / Success Metrics
•  Risks / Controls
•  Review Frequency

This is the same structural rigor used by Big 4 firms, global strategy consultancies, and PE-backed advisory firms.


🔥 WHAT YOU GET: ALL 150 SOPs
1) Corporate Governance & Strategy
1. Vision, Mission & Values Development SOP
2. Annual Strategic Planning SOP
3. OKR Setting & Cascade Management SOP
4. Board & Advisory Committee Governance SOP
5. Leadership Meeting Cadence SOP
6. Enterprise Risk Management SOP
7. Corporate Policy Development & Review SOP
8. Business Continuity Planning SOP
9. Crisis Management & Escalation SOP
10. Mergers & Acquisitions Evaluation SOP

2) Legal, Compliance & Ethics
11. Contract Review & Approval SOP
12. Client Master Services Agreement (MSA) SOP
13. Non-Disclosure Agreement (NDA) Handling SOP
14. Regulatory Compliance Monitoring SOP
15. Anti-Bribery & Anti-Corruption SOP
16. Data Protection & Privacy Compliance SOP
17. Intellectual Property Management SOP
18. Conflict of Interest Disclosure SOP
19. Ethics Reporting & Whistleblower SOP
20. Records Retention & Document Control SOP

3) Finance & Accounting
21. Budgeting & Forecasting SOP
22. Revenue Recognition SOP
23. Client Invoicing & Billing SOP
24. Accounts Receivable Management SOP
25. Accounts Payable Processing SOP
26. Expense Reimbursement SOP
27. Payroll Processing SOP
28. Financial Reporting & Close Process SOP
29. Tax Compliance & Filing SOP
30. Audit Preparation & Coordination SOP

4) Sales & Business Development
31. Market Research & Targeting SOP
32. Lead Qualification SOP
33. CRM Data Management SOP
34. Proposal Development SOP
35. Pricing & Discount Approval SOP
36. Sales Pipeline Management SOP
37. Client Pitch & Presentation SOP
38. Contract Negotiation SOP
39. Strategic Partnerships Development SOP
40. Account-Based Marketing SOP

5) Marketing & Brand Management
41. Brand Guidelines Management SOP
42. Content Marketing SOP
43. Website Management SOP
44. Social Media Management SOP
45. Email Marketing Campaign SOP
46. Event & Webinar Management SOP
47. Public Relations & Media Outreach SOP
48. Case Study Development SOP
49. Thought Leadership Publishing SOP
50. Marketing Analytics & Reporting SOP

6) Client Onboarding & Engagement Setup
51. Client Onboarding SOP
52. Engagement Charter Development SOP
53. Stakeholder Mapping SOP
54. Kickoff Meeting Facilitation SOP
55. Scope Definition & Validation SOP
56. Project Plan Development SOP
57. Resource Allocation SOP
58. Risk Assessment for Engagements SOP
59. Communication Plan Development SOP
60. Engagement Documentation Setup SOP

7) Project & Program Management
61. Project Governance Framework SOP
62. Agile Delivery Management SOP
63. Waterfall Delivery Management SOP
64. Change Management Control SOP
65. Milestone Tracking & Reporting SOP
66. Issue & Risk Log Management SOP
67. Quality Assurance & Review SOP
68. Time Tracking & Utilization SOP
69. Program Portfolio Management SOP
70. Project Closure & Retrospective SOP

8) Consulting Methodology & Delivery Excellence
71. Consulting Methodology Development SOP
72. Diagnostic Assessment SOP
73. Data Collection & Interview SOP
74. Data Analysis & Insight Generation SOP
75. Workshop Design & Facilitation SOP
76. Executive Presentation Development SOP
77. Client Recommendation Validation SOP
78. Implementation Roadmap Development SOP
79. Benefits Realization Tracking SOP
80. Post-Engagement Evaluation SOP

9) Knowledge Management & Research
81. Knowledge Repository Management SOP
82. Research & Benchmarking SOP
83. Template Standardization SOP
84. Lessons Learned Documentation SOP
85. Intellectual Capital Development SOP
86. Industry Trend Monitoring SOP
87. Competitive Intelligence SOP
88. Document Version Control SOP
89. Library & Archive Maintenance SOP
90. Internal Knowledge Sharing Sessions SOP

10) Human Resources & Talent Acquisition
91. Workforce Planning SOP
92. Recruitment & Selection SOP
93. Interview & Evaluation SOP
94. Offer Management SOP
95. Onboarding & Orientation SOP
96. Probation Review SOP
97. Performance Management SOP
98. Compensation & Benefits Administration SOP
99. Employee Relations Management SOP
100. Offboarding & Exit Interview SOP

11) Learning & Development
101. Training Needs Assessment SOP
102. Curriculum Development SOP
103. Internal Skills Training SOP
104. Leadership Development Program SOP
105. Certification & Continuing Education SOP
106. Mentorship Program SOP
107. Coaching & Feedback SOP
108. Training Evaluation & ROI Measurement SOP
109. Knowledge Transfer SOP
110. Career Path & Promotion Framework SOP

12) Operations & Administration
111. Office Operations Management SOP
112. Facilities Management SOP
113. Vendor Selection & Procurement SOP
114. Asset Management SOP
115. Travel & Expense Management SOP
116. IT Support & Helpdesk SOP
117. Meeting Management SOP
118. Document Filing & Archiving SOP
119. Internal Communications SOP
120. Health & Safety Compliance SOP

13) Technology & Information Systems
121. IT Infrastructure Management SOP
122. Cybersecurity Management SOP
123. Access Control & User Provisioning SOP
124. Software Selection & Procurement SOP
125. CRM Administration SOP
126. Project Management Tool Administration SOP
127. Data Backup & Recovery SOP
128. Cloud Services Management SOP
129. System Change & Release Management SOP
130. IT Incident Response SOP

14) Quality Management & Continuous Improvement
131. Quality Management System SOP
132. Client Satisfaction Survey SOP
133. Net Promoter Score (NPS) Management SOP
134. Internal Audit SOP
135. Corrective & Preventive Action SOP
136. Process Mapping & Optimization SOP
137. KPI Monitoring & Reporting SOP
138. Benchmarking & Best Practice Adoption SOP
139. Innovation Management SOP
140. Continuous Improvement Program SOP

15) Growth, Scaling & International Operations
141. New Service Line Development SOP
142. Market Entry Strategy SOP
143. International Expansion Compliance SOP
144. Franchise or Affiliate Model SOP
145. Strategic Alliance Management SOP
146. Outsourcing & Subcontractor Management SOP
147. Capacity Planning SOP
148. Investment & Capital Allocation SOP
149. Digital Transformation Strategy SOP
150. Exit Strategy & Succession Planning SOP


💰 WHY THIS LIBRARY IS A GAME-CHANGER
✔ Build a self-managing consulting firm
✔ Increase operational efficiency by 30–50%
✔ Reduce dependency on founders
✔ Prepare for M&A, investor due diligence, or IPO
✔ Standardize quality across every engagement
✔ Onboard staff 3x faster
✔ Eliminate chaos, rework, and fire-fighting


📊 Built for:
•  Strategy Consulting Firms
•  Management Consulting Firms
•  IT & Digital Transformation Consultancies
•  HR & Organizational Advisory Firms
•  Financial Advisory Firms
•  Boutique & Enterprise Consultancies
•  PE-backed Advisory Platforms


⚙ Fully Editable Excel Format
•  Structured tabs by functional area
•  Enterprise-ready formatting
•  Customizable ownership roles
•  KPI tracking ready
•  Audit-ready documentation framework
•  Plug-and-play deployment


🏆 This Is Not a Template.
It's Your Operating System.
Stop reinventing processes.
Stop relying on tribal knowledge.
Stop losing margin due to inefficiency.

Systemize. Scale. Exit at a Premium.
If you're building a serious consulting firm, this 100+ Consulting Firm SOPs Library is your unfair advantage.




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Source: Best Practices in Consulting Training Excel: 100+ Consulting Firm SOPs Excel (XLSX) Spreadsheet, SB Consulting