ISO 20700 Implementation for Consulting Firms

ISO 20700:2017 provides guidelines for effective management consultancy services, setting out best practices for project delivery, client relationships, and ethical conduct. As a consulting firm, aligning with ISO 20700 helps you stand out in a crowded market by demonstrating professionalism, consistency, and transparency to your clients.

At Wintersmith Advisory, we specialize in helping management consulting agencies of all sizes adopt and embed the ISO 20700 standard into their operations—improving service quality and positioning them for competitive growth.

Illustration of ISO 20700 implementation for consulting firms, showing a checklist clipboard, process diagram on a laptop, professional consultants, shield icon, and globe—styled in clean blue tones.

Why ISO 20700 for Consulting Firms?

  • Enhances credibility and client confidence

  • Promotes transparency in consulting engagements

  • Provides a structured approach to managing consulting projects

  • Encourages continual improvement and ethical business practices

  • Supports alignment with global procurement and client expectations

Our ISO 20700 Consulting Services

1. Gap Assessment & Action Planning

  • Review of current consulting practices against ISO 20700 guidelines

  • Identification of alignment gaps in project delivery, documentation, and governance

  • Customized roadmap to ISO 20700 alignment

2. Policy and Procedure Development

  • Development of ISO 20700-aligned engagement frameworks

  • Templates for proposals, contracts, progress reports, and final deliverables

  • Standardization of project lifecycle processes (initiation, execution, closure)

3. Training & Team Onboarding

  • ISO 20700 awareness training for partners and consultants

  • Tools and checklists to embed the standard into daily practice

  • Workshops on applying the standard across client engagement scenarios

4. Client Communication & Transparency Tools

  • Methods for setting clear expectations and responsibilities

  • Implementation of shared decision-making and informed consent protocols

  • Documentation practices that increase clarity and reduce disputes

5. Monitoring, Review & Continuous Improvement

  • Periodic reviews of consultancy performance using ISO 20700 metrics

  • Client feedback collection and evaluation tools

  • Best practice documentation and annual improvement planning

Who Should Implement ISO 20700?

  • Boutique consulting agencies seeking structured growth

  • Mid-sized management consultancy firms

  • Industry-specific consulting providers (e.g., HR, strategy, IT, compliance)

  • International consultancies pursuing consistent standards across regions

Why Wintersmith Advisory?

  • Consulting Experience: We’re consultants ourselves—we know your workflow

  • Specialist Knowledge: ISO 20700 guidance tailored to real-world engagements

  • Custom Fit: Tools, templates, and practices designed for your firm’s size and focus

  • Trusted Advisors: We support implementation, adoption, and ongoing improvement

Related Services

  • ISO 9001 for Professional Services

  • Internal Quality Audit Training

  • Client Experience & Engagement Frameworks

  • ESG and Ethics Program Development for Consultancies

Show Clients You Mean Business. Deliver with ISO 20700.

Let’s professionalize your management consulting practice through structured, credible ISO 20700 implementation.

Book a Strategy Call or Contact Us to begin your ISO 20700 journey.

Contact us.

info@wintersmithadvisory.com
(801) 558-3928