Used in different professional settings, a consultation checklist helps in ensuring that consultations, meetings, and interactions between a group of people are effective, efficient, and productive. Apart from consultation checklists, entities can also use meeting agendas, meeting minutes, action item lists, feedback or survey form, communication plan, decision matrix, meeting flowcharts, project management software, mind maps or visual diagrams, pre-consultation questionnaires, and post-consultation reports.

33+ Consultation Checklist Samples

1. Planning Consultation Checklist Template

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  • PDF

Size: 45 KB

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2. Individual Consultation Document Checklist Template

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  • PDF

Size: 296 KB

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3. Initial Consultation Checklist Form Template

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  • PDF

Size: 46 KB

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4. Initial Consultation Checklist Template

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  • PDF

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5. Consultation Checklist Template

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  • PDF

Size: 32 KB

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6. Statutory Consultation Checklist Template

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  • PDF

Size: 259 KB

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7. Pre-Consultation Checklist Template

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Size: 19 KB

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8. Consultation Application Checklist Template

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  • PDF

Size: 43 KB

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9. Conceptual Consultation Checklist Template

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  • PDF

Size: 588 KB

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10. Consultation Topics Checklist Template

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Size: 278 KB

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11. Basic Consultation Checklist Template

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Size: 109 KB

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12. Program Directors Consultation Checklist Template

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Size: 361 KB

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13. Consultation Checklist in PDF

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Size: 510 KB

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14. Research and Consultation Checklist Template

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  • PDF

Size: 353 KB

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15. Consultation Checklist Example

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  • PDF

Size: 55 KB

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16. Consultation Referral Requirement Checklist Template

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  • PDF

Size: 246 KB

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17. Telephone Consultation Checklist Template

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Size: 35 KB

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18. Sample Consultation Checklist Template

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Size: 105 KB

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19. Engagement and Consultation Checklist Template

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  • PDF

Size: 194 KB

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20. Standard Consultation Checklist Template

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  • PDF

Size: 106 KB

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21. Pathology Consultation Checklist Template

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  • PDF

Size: 2 MB

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22. Boundaries Consultation Checklist Template

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Size: 206 KB

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23. Buyer Consultation Checklist Template

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Size: 735 KB

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24. Printable Consultation Checklist Template

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Size: 33 KB

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25. Simple Consultation Checklist Template

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Size: 160 KB

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26. Design Consultation Checklist Template

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Size: 315 KB

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27. Consultation Checklist Format Template

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Size: 27 KB

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28. Consultation Checklist For Partners Template

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Size: 226 KB

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29. Draft Consultation Checklist

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  • PDF

Size: 144 KB

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30. Third Party Initial Consultation Checklist Template

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  • PDF

Size: 94 KB

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31. Womens Health Consultation Checklist Template

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  • PDF

Size: 45 KB

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32. Retirement Plan Consultation Checklist Template

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  • PDF

Size: 279 KB

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33. Individual Consultation Checklist Template

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  • PDF

Size: 150 KB

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34. Organizational Chart Consultation Checklist Template

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  • MS Word

Size: 12 KB

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What is a Consultation Checklist?

Consultation checklists are tools used by companies or organizations from various fields to ensure effective and efficient meetings and consultations. The checklist acts as a structured guide that outlines the important steps, considerations, and assigned tasks that are necessary to be addressed before, during, and after a consultation session. Some of the other templates or tools that these companies can use are consultation request forms, case studies, research papers, SWOT analyses, financial reports, progress reports, contract agreements, and more.

How to Create a Consultation Checklist

The outline or format of a consultation checklist depends on the context it will be used which can be applied in medical settings, businesses, educational purposes, and other scenarios where effective collaboration and communication must be executed. The implementation of a consultation checklist helps professionals in ensuring that their sessions are well-made, efficient, and conducive to accomplishing their desired outcomes.

Step 1: Define the Checklist’s Goals and Scope

Write a clear outline of the checklist’s main purpose, desired outcomes, and the scope of work or topics it will be covering. This can serve as their roadmap to organize the checklist and make sure that the session maintains its focus and ensure productivity.

Step 2: Determine the Essential Tasks and Considerations

List down all the tasks, considerations, and actions that must be completed and addressed before, during, and after the session. These might include setting up logistics, preparing materials, defining obligations, and arranging follow-up actions.

Step 3: Organize the Tasks

Organize the tasks in a logical manner and ensure that it reflects the chronological order of the consultation process. Perform prioritization based on the tasks’ importance and impact on the consultation process’s success.

Step 4: Use the Appropriate Format and Share the Checklist

Present the consultation using the appropriate and accessible format, whether it is a document, digital tool, or spreadsheet. Then, share the checklist with relevant stakeholders ahead of time to familiarize them with the process and tasks.

FAQs

What are the common elements of a consultation checklist?

Consultation checklists commonly contain elements and sections such as preparation, logistics, agenda, participant roles, communication plan, documentation, follow-up actions, and feedback and evaluation.

What are the other forms or documents used during consultation sessions?

Other forms or documents utilized during a consultation session in various scenarios and industries are presentation slides, flipcharts, policies, sample documents, questionnaires or surveys, visual aids, contract agreements, feedback forms, market research reports, and comparative analysis.

What are the benefits of implementing consultation checklists?

With consultation checklists, entities can observe enhanced organization, clear communication, efficient time management, comprehensive preparation, consistent quality, improved decision-making, accountability and follow-up, effective collaboration, documentation and reference, and continuous improvement.

Consultation checklists are organized and systematic tools that are used across different field and sectors to facilitate the process of meetings, consultations, and collaborative interactions, ensuring that these engagements are executed comprehensively, and effectively, and focuses on accomplishing goals and objectives. This checklist also provides a structured outline that contains the key tasks, considerations, and steps to be performed before, during, and after each consultation session.

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