Management Consulting Engagement Quality Checklist [FREE PDF]

This management consulting engagement quality checklist ensures consultants comply with ISO 20700 guidelines for management consultancy services, IMC USA Code of Ethics, and engagement best practices for client protection. Practice managers use this to review ongoing engagements and ensure deliverable quality.

Industry: Professional Services
Frequency: Per Engagement
Estimated Time: 20-30 minutes
Role: Practice Manager / Senior Consultant
Total Items: 8
Compliance: ISO 20700 (guidelines for management consultancy services), IMC USA Code of Ethics, ICMCI competency framework, GDPR and client data protection requirements

Engagement Integrity & Ethics

Verify ethical and contractual compliance.

Conflict of interest check completed and cleared before engagement start?
Written scope of work, deliverables, and fees agreed before work begins?
NDA/confidentiality agreement signed protecting client information?
No gifts or inducements accepted or provided to client employees?

Deliverable Quality

Verify deliverable quality and client communication.

All client deliverables peer reviewed before submission?
Data sources and analysis methodology documented in deliverables?
Client data stored and handled per data protection agreement?
Engagement quality notes

Related Professional Services Checklists

Why Use This Management Consulting Engagement Quality Checklist [FREE PDF]?

This management consulting engagement quality checklist [free pdf] helps professional services teams maintain compliance and operational excellence. Designed for practice manager / senior consultant professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: per engagement.

Ensures compliance with ISO 20700 (guidelines for management consultancy services), IMC USA Code of Ethics, ICMCI competency framework, GDPR and client data protection requirements. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Management Consulting Engagement Quality Checklist [FREE PDF] cover?

This checklist covers 8 inspection items across 2 sections: Engagement Integrity & Ethics, Deliverable Quality. It is designed for professional services operations and compliance.

How often should this checklist be completed?

This checklist should be completed per engagement. Each completion takes approximately 20-30 minutes.

Who should use this Management Consulting Engagement Quality Checklist [FREE PDF]?

This checklist is designed for Practice Manager / Senior Consultant professionals in the professional services industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.