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.
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