Overview
ISO 20700:2017, Guidelines for management consultancy services, is the international benchmark for delivering professional, transparent and value-adding consultancy. It structures the consulting engagement across three phases — contracting, execution and closure — with guidance on ethics, communication, project governance, deliverable acceptance and evaluation. This package operationalises the guideline as a full management system for consulting firms of any size. It contains a quality manual defining the service-delivery framework and responsibilities; a policy suite covering professional ethics, confidentiality, conflict of interest, communication and quality; twelve core procedures spanning proposal development, contracting, assignment planning, delivery management, change control, deliverable review, client feedback and engagement closure; a complete set of forms and record templates (engagement letters, scoping documents, risk logs, acceptance certificates, lessons-learned registers); self-assessment checklists mapped to the ISO 20700 checklist logic; guidance notes for practical application; and training materials to onboard consultants to the methodology. The system supports self-declaration of conformity to ISO 20700 — an increasingly recognised differentiator in public tenders and corporate procurement — and provides the internal discipline that reduces scope disputes, protects fee recovery and improves client satisfaction. It is equally suitable for boutique advisory practices, national consulting institutes and internal consulting units within larger organisations, and integrates naturally with ISO 9001-based quality management.
Included: 48 ready-to-use, fully editable documents (manual, procedures, forms, records, checklists, guidance and training material).
License: single-organization license; delivered electronically as a ZIP archive.
From purchase to audit-ready
Buy & download instantly
Pay securely by card. Your ZIP download link appears immediately on the confirmation page and in your email.
Edit & brand as your own
Open the native Word & Excel files, add your logo and details, and adapt everything to your organisation.
Implement & get audit-ready
Roll out the manuals, procedures, forms and checklists to build a working, certification-ready system.
Frequently asked questions
What exactly do I receive?
A downloadable ZIP containing the full set of ready-to-use documents for this toolkit — manuals, procedures, forms, records, checklists, guidance and training material, all in editable Word and Excel format. The exact document count is shown at the top of this page.
Are the documents really editable?
Yes. Every file is native Microsoft Word or Excel — no locked PDFs. Add your logo, change wording, and tailor the content to your organisation. The toolkit is yours to keep and reuse.
Does this certify my organisation?
No. These are documentation toolkits aligned to the relevant standard to help you prepare. Certification itself is issued by an accredited certification body after their audit. Our toolkits give you a strong, audit-ready starting point.
How is it delivered?
Instantly and digitally. There's no physical shipment — you download the files right after payment and receive a backup link by email.
Do I get updates?
Yes. If we revise this toolkit, you're entitled to the updated version at no extra cost — just contact us with your order details.
What is your refund policy?
Because these are digital products delivered instantly, all sales are final once downloaded. If you have any issue with your files, contact us and we'll make it right. See our Refund Policy for full details.