Templates

Every document the studio produces

16 document types, each with its own guided brief and default section structure. They are not blank templates: the studio drafts against your knowledge library, your live engagement data and your brand voice, then hands you a document you edit like any other.

Want to see finished output instead of structure? Read the samples.

Win work

4 types

Documents that get you appointed: bids, scopes and credentials.

Proposal

A full bid response grounded in your credentials and methodologies.

Who it's for: Bid teams and partners responding to a tender or an invited pitch.

Default structure

  • Understanding of the requirement
  • Proposed approach and method
  • Workplan and timetable
  • Team
  • Relevant experience
  • Quality assurance and risk management
  • Commercial terms

Scope of Work / ToR

Terms of reference with deliverables, exclusions and acceptance criteria.

Who it's for: Whoever owns the contract — consultant and client alike.

Default structure

  • Background
  • Objectives
  • Scope of services
  • Out of scope
  • Deliverables and acceptance criteria
  • Timetable and milestones
  • Client responsibilities

Case Study

A past engagement written up as a credential.

Who it's for: Business development, writing up past work as a credential.

Default structure

  • Client situation
  • What we did
  • Results
  • Why it is relevant

Concept Note

Short pitch of an idea before a full proposal exists.

Who it's for: Consultants floating an idea before anyone has funded it.

Default structure

  • The opportunity
  • Proposed idea
  • How it would work
  • Indicative cost and timing
  • Next step

Deliver

5 types

Documents produced during the engagement, from inception to close-out.

Inception Report

Locks down scope, method and assumptions before fieldwork begins.

Who it's for: Engagement leads, in the first fortnight of delivery.

Default structure

  • Purpose of this report
  • Confirmed scope
  • Method and workplan
  • Evidence base and data requirements
  • Assumptions and dependencies
  • Governance and reporting

Technical Report

Full analytical write-up with method, findings and annexes.

Who it's for: Analysts and delivery leads producing the substantive output.

Default structure

  • Executive summary
  • Background and objectives
  • Method
  • Findings
  • Interpretation
  • Limitations
  • Conclusions and recommendations

Workshop Design

Session plan with objectives, timings and facilitation notes.

Who it's for: Facilitators planning a session that has to produce a decision.

Default structure

  • Objectives
  • Participants
  • Agenda and timings
  • Materials
  • Facilitation notes
  • Outputs

Evaluation Report

Structured evaluation against agreed criteria.

Who it's for: Evaluators reporting against agreed criteria.

Default structure

  • Executive summary
  • Evaluation questions and framework
  • Method
  • Findings against each criterion
  • Value for money
  • Lessons
  • Recommendations

Final Report

The closing deliverable: findings, recommendations and handover.

Who it's for: Engagement leads closing the work and handing it over.

Default structure

  • Executive summary
  • Background and scope
  • Approach
  • Findings
  • Recommendations
  • Implementation path
  • Annexes

Advise

5 types

Decision-shaped documents written for people who have to choose something.

Policy Brief

Short, decision-shaped brief for policy audiences.

Who it's for: Advisors writing for policy audiences with no time to read.

Default structure

  • The issue
  • Why it matters now
  • Options
  • Trade-offs
  • Recommendation

Board Paper

Decision paper in board house style: decision sought, then the case.

Who it's for: Anyone taking a recommendation to a board or steering committee.

Default structure

  • Decision sought
  • Background
  • The case for change
  • Financial impact
  • Risks and mitigations
  • Recommendation

Strategy Memo

A partner-voice memo making one argument well.

Who it's for: Partners making one argument, in their own voice.

Default structure

  • The situation
  • The complication
  • The question
  • Our view
  • What we would do next

Due Diligence Note

Commercial diligence findings and their bid implications.

Who it's for: Commercial teams assessing a target, a partner or a bid.

Default structure

  • Scope and limitations
  • The vendor case
  • Our rebuild of the case
  • Key risks
  • Implications for value
  • Recommended next steps

Options Paper

Costed options on a common basis, with a clear recommendation.

Who it's for: Advisors laying out costed choices without pre-empting the decision.

Default structure

  • Decision to be made
  • Assessment criteria
  • Option 1
  • Option 2
  • Option 3
  • Comparison
  • Recommendation

Communicate

2 types

Short-form documents that carry the message on their own.

Executive Summary

A standalone summary that carries the argument on its own.

Who it's for: Anyone whose report will be read by people who read only page one.

Default structure

  • The question
  • What we found
  • What it means
  • What we recommend

Client Update Note

The weekly or fortnightly progress note.

Who it's for: Engagement managers on a weekly or fortnightly rhythm.

Default structure

  • Progress this period
  • Coming next
  • Decisions or input needed
  • Risks and issues

Try one on real data

The demo firm is populated with clients, engagements and a knowledge library, so you can see what grounding actually changes about a draft.

Explore the demo firm · How the document studio works