January 11, 2022 | SlideUpLift

How To Write a Consulting Study For Newbies?

When we are in a dilemma or are just unsure about something, our first instinct is to seek advice from the person next to us.

And if it’s anything more severe, we seek the advice of an expert or a professional.

That is why, when we are sick, we go to the doctor, and when we have legal problems, we visit a lawyer since they are specialists who can assist us when we are in need.

In business, we do the same thing by hiring consultants to address problems we don’t understand. These consultants provide professional advice or expertise to businesses. Yet frequently we are in situations where we need to wear a consulting hat whether or not we are a professional consultant or not.

A consulting study can be undertaken for a variety of purposes: including deep-diving into a particular issue,  laying out problem statements, making recommendations by evaluating alternatives, quantifying the extent of an issue etc. This document is generated for the business at the conclusion of the engagement.

If you find yourself in a situation where you are playing the role of a consultant and need to structure your ideas to provide a study, you’ve come to the correct spot!

In this blog, we will discuss the importance and a step-by-step process of creating an efficient consulting study presentation.

What is a Consulting Study? 

A consulting study is prepared by consultants or experts (who are experts in a given topic) for people or organizations that lack knowledge or experience in that field.

When wearing a consultant’s hat, you use your experience to assist your customers’ businesses in understanding the issue or helping resolve difficulties and challenges that they do not have the time or skills to tackle on their own.

A consulting study presentation often includes a description of the problems that your “client” is experiencing, an assessment or study of those problems from your perspective, and, lastly, a set of recommendations or solutions to their problems, if that be the focus of the study. These business challenges could be on any topic:  some examples being competitor analysis, cybersecurity studies, social media reports, industry reports, and many more.

In order to aid you in setting out and professionally presenting your thoughts, we have provided in this blog, a simple structure that contains a front matter, body, and back matter.

What does a Consulting Study help accomplish?

Let’s face it: running a business is a difficult endeavor.

You are undoubtedly aware that most business owners or leaders need to do many things. Consultants offer temporary knowledge to help them address their multi-faceted business needs. A consulting study is used to encapsulate the findings from a consulting engagement :

  • Clarify your client’s situation by focusing on clarifying the core concerns without utilizing excessive jargon or terminology.
  • Through facts and data, provide an accurate appraisal of your clients’ business-related challenges.
  • Provides a wide range of practical and diversified advice and solutions to their difficulties.
  • Aids in their business’s decision-making process
  • Serves as a significant and dependable source of knowledge for future use

When done well, a consulting study provides great insight for the business to address a thorny need they may be facing, which is why it is critical that you construct one in the best method possible.

So, without further ado, let’s get started on the stages of creating a consulting study!

Steps To Write Consulting Study 

An easy and thorough step-by-step guide on how to generate a consulting study in a presentation format for your clients is provided below.

1. Start With Creating A Compelling Title Slide

The first step in preparing a consulting study presentation is to prepare a title slide for your study. This is intended to notify the client about the study’s topic and information in a single glance. Include your name, the names of your companies, the title of the presentation, the name of your customer, and the date it was written in this section.

2. Make A Table of Content Slide To Keep Things Organized

A table of contents is the next section you should include in your consulting study. You can include sub-headings or sub-topics as well as the basic parts of your study and their related page numbers. Instead of reading the full study, users will be able to skim through the contents and jump to the area that is most relevant to them.

3. Include Your Executive Summary

An executive summary is a segment that concisely summarizes the problem. This ensures that your viewers get a general overview of the study’s content and encourages them to continue reading.

This part stresses the study’s content and offers a succinct summary of all the essential sections by emphasizing the issues, analysis, results, suggestions, and conclusions.

4. Write The Introduction Of Your Consulting Study Presentation

Following the completion of your executive summary, compose an introduction to your consulting study presentation. This is where you provide your readers with their initial impression of your study.

You will establish the tone for the rest of your study here, as well as address the primary topics and challenges that demand your attention and expertise.

You may accomplish this by generating an overview for your presentation study in which you explain why you’re writing it, offer brief data about the difficulties, and indicate the tactics and methods you’ll use to examine it.

5. Work On The Analysis Section of The study

The analysis will take up the most space in your consulting study presentation. To do the analysis, you must first undertake research, which can be accomplished by questionnaires or document examination. You use this data to construct an analysis that your customer can readily understand.

Write a descriptive header for the topics you intend to address, then list all of the concerns and their specifics, then describe the analysis using facts and statistics.

6. Add The Recommendation List

After you’ve written a comprehensive section for the analysis, the following stage is to present a list of recommendations or remedies for the problem or issue at hand.

List all viable options, and be sure you provide the client with more than one option to pick from. Use short and easy-to-understand language or bullet points to write down the suggestion list.

7. End The Presentation With A Meaningful Conclusion

Finish your consulting study presented with a concise conclusion in which you may summarize everything that has been mentioned in the study.

In this part, you will quickly describe what the consulting study accomplished, summarize all of the facts regarding the research and suggestions, and even clarify what the customer may expect. Make an effort to keep your conclusion brief and no more than two paragraphs long.

Best Consulting Study Presentations Templates

It’s difficult enough to do research, assess problem areas, and come up with solutions while making a consulting study presentation. That’s why we present to you SlideUpLift’s exclusive Consulting Study Presentations Template!

Executive Summary

Source: Executive Summary by SlideUpLift

Conclusion Slide

Source: Conclusion Slide by SlideUpLift

Problem Statement

Source: Problem Statement by SlideUpLift

Problem Analysis

Source: Problem Solving by SlideUpLift


Source: Recommendations by SlideUpLift

Wrapping It Up

Consultants play a significant role in the corporate world, whether it is a small or large company or even a start-up. Their greatest work is always on display in their final result, a consulting study presentation.

A consulting study presentation provides specialist insight into the selected issue and assists a company in correcting its faults. As a result, writing one needs significant study.

In this blog, we’ve given you a step-by-step process on how to create consulting study presentations. All that remains is for you to start preparing your consulting study presentation.

Table Of Content

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