Implementing the Management Consulting Standard ISO 20700

ISO 20700:2017 is the internationally recognized standard for delivering professional, ethical, and transparent management consulting services. It provides clear guidance on managing consulting engagements from start to finish—ensuring value creation, accountability, and client confidence.

At Wintersmith Advisory, we support management consulting firms in implementing ISO 20700 across their organization, enhancing credibility, operational discipline, and client satisfaction.

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Why ISO 20700 Matters for Consulting Agencies

  • Clarifies consultant-client roles and deliverables

  • Promotes a structured, ethical consulting approach

  • Builds trust and long-term relationships with clients

  • Aligns with global procurement and vendor criteria

  • Supports internal quality assurance and performance improvement

Our ISO 20700 Services for Consultants

1. Gap Analysis & Strategic Planning

  • Current state review of your consulting delivery model

  • Identification of inconsistencies or risks

  • Clear roadmap for ISO 20700 adoption and alignment

2. Documented Engagement Frameworks

  • Standardized templates for proposals, contracts, and project documentation

  • Lifecycle management for consulting engagements

  • Tools for defining scope, deliverables, and mutual expectations

3. Team Training & Process Integration

  • Role-based training in ISO 20700 guidelines

  • Onboarding checklists and SOPs for consistent delivery

  • Practical tools to embed standards in daily work

4. Client Experience & Transparency Tools

  • Guidance on communication, approvals, and revisions

  • Documentation processes that reduce ambiguity and enhance clarity

  • Feedback tools and continuous improvement loops

5. Ongoing Evaluation & Improvement Support

  • Audit frameworks and quality review models

  • Performance tracking aligned with ISO 20700 indicators

  • Annual review and improvement planning sessions

Ideal Clients for ISO 20700 Implementation

  • Boutique consulting firms building credibility and structure

  • Mid-sized agencies scaling operations across regions

  • Strategy, operations, and transformation consultants

  • Firms seeking to meet procurement or ESG partner criteria

Why Choose Wintersmith Advisory?

  • Consulting Focus: Built by consultants, for consultants

  • ISO Expertise: Deep knowledge of ISO 20700 and related standards (ISO 9001, ISO 37301, ISO 31000)

  • End-to-End Support: From initial gap review to continuous improvement

  • Reputation Builders: We help firms build trust, scale delivery, and grow effectively

Related Services

  • ISO 9001 for Service Quality

  • ESG & Ethics Program Design

  • Internal Audit & Performance Review Systems

  • Client Relationship & Engagement Best Practices

Set the Standard. Lead with Integrity. Deliver with ISO 20700.

Let us help you implement the management consulting standard that defines ethical, effective delivery.

Schedule a Consultation or Contact Us to begin your journey.

Contact us.

info@wintersmithadvisory.com
(801) 558-3928