Consulting Firm Assessment Form
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
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Strategic Planning and Business Development
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Financial Analysis and Budgeting
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Human Resources and Talent Management
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Marketing and Brand Strategy
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Technology and IT Consulting
Services Provided
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Market Research and Competitive Analysis
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Process Improvement and Efficiency Optimization
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Risk Management and Compliance Consulting
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Leadership Training and Development Programs
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Data Analytics and Reporting Solutions
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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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