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Finance & Professional Services

Consulting Project Review Survey

End-of-engagement review: outcomes, team quality, and would-they-rehire.

4 questions · 1 page · about 2 minutes to answer · fully editable after you start

Consulting reputations are built one engagement review at a time. This end-of-project survey asks the client to grade what consulting is bought for – problem understanding, quality of thinking, practical usability of deliverables, knowledge left behind – and the two numbers that matter commercially: rehire intent and referral willingness.

The still-using-it question, asked here and again in six months, measures the difference between a good report and a real change. Partners should read every write-in.

Template preview

This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.

Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.

Page 1

Reviewing our engagement

This survey asks how the project went and whether the work is being used. Your answers help us improve how we deliver for clients. It takes about 2 minutes.

Q1.How would you rate each part of the engagement?*

PoorFairGoodExcellentNot applicable
Understanding your real problem
Quality of analysis
Usability of deliverables
Working relationship with your team
Knowledge transferred to your people

Q2.Is the work product actively in use today?*

  • Yes, driving decisions
  • Partly
  • Shelved

Q3.Would you engage us again?*

  • Yes, already planning to
  • Yes, for the right project
  • Unlikely

Q4.What should we have done differently?

Respondent types their answer here…

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