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Checklist

8 tasks

Business Advisory Engagement Checklist

Use this checklist to compare advisory proposals on scope, cadence, and decision support.

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Total time

3.3 hours-9.7 hours

Skill level

Confident DIY

DIY budget

$120-$580

Pro budget

$860-$1,820

Work through the checklist

Tick off each task as you go, or print the page when you want a paper copy.

Progress0 / 8 complete

Plan and compare

2 tasks

Check assumptions, dependencies, and client inputs required to stay on schedule.

Easy10 min-20 minDIY $0-$20Pro $70-$130

Check assumptions, dependencies, and client inputs required to stay on schedule.

Easy10 min-20 minDIY $0-$20Pro $70-$130

Prep and repairs

2 tasks

Confirm who owns research, financial models, and workshop preparation.

Medium30 min-1.5 hoursDIY $20-$90Pro $120-$260

Confirm who owns research, financial models, and workshop preparation.

Medium30 min-1.5 hoursDIY $20-$90Pro $120-$260

Core tasks

4 tasks

Define the exact decisions, outputs, and meetings covered by the engagement.

Medium30 min-1.5 hoursDIY $20-$90Pro $120-$260

Agree how recommendations are presented, iterated, and signed off.

Medium30 min-1.5 hoursDIY $20-$90Pro $120-$260

Define the exact decisions, outputs, and meetings covered by the engagement.

Medium30 min-1.5 hoursDIY $20-$90Pro $120-$260

Agree how recommendations are presented, iterated, and signed off.

Medium30 min-1.5 hoursDIY $20-$90Pro $120-$260

FAQ

Checklist questions

Why are checklists useful before hiring a provider?

They help you compare requirements consistently, avoid missing prep tasks, and communicate your brief clearly.

Do checklist pages reflect local requirements?

Checklists are general guidance and should be adapted to your location, project scale, and any council or regulatory requirements.

Quick actions

Use it later, or turn it into a job

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Localise it

Personalise the quote path

Add your suburb or postcode so the checklist can hand off into a local quote request.

Suburb or postcode

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Tools needed

Likely tools

Measuring tapeNotebook

Tools are inferred from the checklist items, so adapt the list to your actual site conditions and materials.

Estimated cost

DIY vs pro

Task	DIY cost	Pro cost
Define the exact decisions, outputs, and meetings covered by the engagement.	$20-$90	$120-$260
Confirm who owns research, financial models, and workshop preparation.	$20-$90	$120-$260
Check assumptions, dependencies, and client inputs required to stay on schedule.	$0-$20	$70-$130
Agree how recommendations are presented, iterated, and signed off.	$20-$90	$120-$260
Define the exact decisions, outputs, and meetings covered by the engagement.	$20-$90	$120-$260
Confirm who owns research, financial models, and workshop preparation.	$20-$90	$120-$260

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Define the exact decisions, outputs, and meetings covered by the engagement.

30 min-1.5 hours · $120-$260

Confirm who owns research, financial models, and workshop preparation.

30 min-1.5 hours · $120-$260

Check assumptions, dependencies, and client inputs required to stay on schedule.

10 min-20 min · $70-$130

Agree how recommendations are presented, iterated, and signed off.

30 min-1.5 hours · $120-$260

Define the exact decisions, outputs, and meetings covered by the engagement.

30 min-1.5 hours · $120-$260

Confirm who owns research, financial models, and workshop preparation.

30 min-1.5 hours · $120-$260

3 selected tasks will be prefilled into the quote request.

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Templates

Templates related to this checklist

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Management Advice Consulting Site Estimate

Estimate format for site-specific constraints, labour assumptions, materials, and handover conditions. Built for management advice and related consulting services businesses and teams.

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Management Advice Consulting Budget Estimate

Early-stage estimate for budget setting, assumptions, provisional allowances, and next-step approval. Built for management advice and related consulting services businesses and teams.

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QuotesManagement Advice and Related Consulting Services

Management Advice Consulting Optioned Quote

Quote format for base scope plus optional add-ons so customers can compare service levels cleanly. Built for management advice and related consulting services businesses and teams.

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