|
Clients - Useful documents and checklists |
Web site project brief
Template for a web site design brief. Covers the main points you should consider before looking for someone to build a new web site. |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
Training project brief
Template for a training project brief. Covers the main points you should consider before looking for someone to design or run a training program. |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
General consultancy project brief
Template for a consultancy project brief. Covers the main points you should consider before looking for someone for a consultancy project. |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
Letter of Appointment for Consultant
Letter setting out terms for appointing a consultants, freelancer or contractor. Intended to be used with Subcontractors terms and conditions below. |
fetch
|
| |
 |
 |
 |
 |
 |
 |
 |
 |
Web site delivery check-list
Check-list to help clients check their new web site and formally sign-off their acceptance of the job. |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
|
Consultants - Useful documents and checklists |
Flexible CV Format
Format for Curriculum Vitae (CV) information designed for consultants, freelancers, interim managers and self-employed professionals. Helps you showcase the skills and experience you've gained in your career, so that clients
aren't overwhelmed by too many job titles/employers. Easy to adapt format for different client requirements. |
fetch
| |
|
 |
 |
 |
 |
 |
 |
 |
 |
Consultants response check-list
Check-list to help you make sure your CV or other response to a client covers all the details of their requirement |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
Consultancy Terms & Conditions
Agreement for consultancy and freelance services, covers Timescales, Quality, Termination, Cancellation, Acceptance & Payment,
Intellectual Property, Confidentiality, Limitation of Liability |
fetch
| |
|
 |
 |
 |
 |
 |
 |
 |
 |
Training Services Terms & Conditions
Agreement for training services, covers Timescales, Quality, Termination, Cancellation, Acceptance & Payment,
Intellectual Property, Confidentiality, Limitation of Liability |
fetch
| |
|
 |
 |
 |
 |
 |
 |
 |
 |
Example quotation or estimate letter
Example of letters providing quotations for project based consultancy |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
Consultancy proposal template
Outline template for a consultancy proposal |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
|
Contracts and Tenders |
Subcontractors terms and conditions
Agreement for use when sub-contracting work on behalf of a client. Passes all responsibilities as defined above down to sub-contractor.
Includes right of substitution for sub-contractor or freelancer |
fetch
|
| |
 |
 |
 |
 |
 |
 |
 |
 |
Non-disclosure Agreement
Agreement to be used to highlight and enforce confidentiality when discussing consultant's or client's
propietary information. |
fetch
|
|
 |
 |
 |
 |
 |
 |
 |
 |
Contract Check List
Whether you're a client or a consultant, use this checklist to make sure your contract covers all the key contractual issues |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |
Example Pre Qualification Questionnaires (PQQ)
Examples of real PPQ documents from the public sector. Use these to gather the various pieces of information you're likely to need for a PQQ response. |
fetch
|
|
|
 |
 |
 |
 |
 |
 |
 |
 |