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.
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