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Independent Consultant Templates


Michele Emerson
Posts: 3
Topic starter
Patina Nation Member
Joined: 2 years ago

Would love to see common templates for proposals, hours tracking, project management, invoicing, etc.

9 Replies
5 Replies
Michael Harris
Joined: 2 years ago

Patina Nation Member
Posts: 8

We like the folks at www.picanetwork.org.  They are friends of Patina.  Please let me know if they are of any help to you.

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Gary Bannister
Joined: 2 years ago

Patina Nation Member
Posts: 1

I am surprised that templates are not a common part of the Patina Consultancy Management framework or taxonomy. If it is not I would like to suggest that they be developed: as a minimum

  • Candidate profiles
  • Time sheets
  • Project/programme planning
  • Invoice template for self employed
  • Project feedback template
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John McCormick
Joined: 2 years ago

Patina Nation Member
Posts: 1

Hour Guard Time Sheets app is great for tracking time by customer and task.

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Mitchell Fink
Joined: 3 years ago

Member
Posts: 10

I will be happy to share two forms I have been using to for project billing.  Is there a way to attach MSWord or PDF docs to this response?

 

Reply
Michael Robilotto
Joined: 2 years ago

Patina Nation Member
Posts: 6

For a couple hundred bucks you can use the forms at Business-in-a-Box. They may be a bit legalistic, but likely useful. Good luck. 

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Loretta Calvin
Posts: 4
Patina Nation Member
Joined: 2 years ago

Are there any websites recommended for recommended consultation by industry?

Specifically, if you are consulting in more than one industry, and in various states, it would be great to have a reference tool for the "ballpark" tool for pricing the service.

 

 

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Michael Wathen
Posts: 1
Patina Nation Member
Joined: 2 years ago

Regarding invoicing, I have been using FreshBooks for 7 years, and it is user friendly and includes all the functionality that I need (includes hours tracking, a function I have not used).

And your question on project management templates is a good one, as I prepare a plan for each engagement, and hope to leverage past assignments to make this task easier.

 

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Lloyd Ebert
Posts: 5
Consultant
Joined: 3 years ago

Hi Mitchell,

Yes, you should now be able to upload the following document types:  Adobe PDFs, Word Documents, Excel Documents, and PowerPoint Presentations. 

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1 Reply
Mitchell Fink
Joined: 3 years ago

Member
Posts: 10

Lloyd,

Please point me to the icon or place that will allow an upload an attachment to a message

Thanks,

Mitchell

 

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