Consulting Firm Assessment Form

Please complete this form to evaluate the consulting firm’s qualifications, experience, and suitability for your project needs.

Name of Consulting Firm

    Phone number

      Website

        Primary Areas of Expertise

          • Strategic Planning and Business Development

          • Financial Analysis and Budgeting

          • Human Resources and Talent Management

          • Marketing and Brand Strategy

          • Technology and IT Consulting

          Services Provided

            • Market Research and Competitive Analysis

            • Process Improvement and Efficiency Optimization

            • Risk Management and Compliance Consulting

            • Leadership Training and Development Programs

            • Data Analytics and Reporting Solutions

            • Change Management and Organizational Transformation

            Experience and Qualifications

            Years in Business

              Relevant Certifications and Qualifications

                Client References

                Past Client List

                  Case Studies or Success Stories

                    Project Management and Communication

                    Communication Methods and Frequency

                      Project Management Tools and Systems

                        Client Collaboration Practices

                          Overall Rating and Comments

                          Overall Rating

                          Evaluate expertise, communication, reliability, project management, and client satisfaction.

                            Additional Comments and Feedback

                              Recommendation for Future Projects

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