First Meeting When Hiring a Consultant

Use this meeting template when you meet with a consultant to discuss a specific project.

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Industry
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Meeting Scope
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Department
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Meeting type
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Host Role / Title
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Tone of the meeting

Current Priorities

What are the organization’s current priorities?

Discussion on Specific Expertise

How will the consultant’s specific expertise serve for this project?

Next Steps

What are the next steps moving forward?

Miscellaneous

What is the consultant’s per hour rate? How many hours will this project take? When is the deadline?

Notepad

Anything to write down?

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