Client diagnostic template
A client diagnostic done well sets the entire engagement up. Done poorly, you spend the rest of the project correcting misaligned expectations. This template gives you the structure to get it right in the first two weeks: current state, gaps, root causes, and prioritised recommendations.
FREE DOWNLOAD
Get Client diagnostic template
Free template. To build a client diagnostic tool that clients complete directly before engagement kick-off, the Torvi Consultant track covers it.
What's included
- 1Diagnostic structure: scope definition, current state assessment, gap analysis, root cause identification, and prioritised recommendations
- 2Interview synthesis template to feed into the diagnostic findings
- 3AI prompt to generate a diagnostic summary from your assessment notes
- 4Worked example from an ops process diagnostic
Who this is for
Consultants and transformation leads who run diagnostic phases at the start of engagements and want a consistent, credible format for findings and recommendations.
FREE DOWNLOAD
Get Client diagnostic template
Free template. To build a client diagnostic tool that clients complete directly before engagement kick-off, the Torvi Consultant track covers it.
Want to build your own?
Templates get you started. Torvi helps you ship a tool that runs the workflow automatically. Four weeks, open enrolment, €200 founding rate.