PROFESSIONAL SERVICES / ILLUSTRATIVE PROJECT
A growth plan built around delivery capacity
A fictional consultancy wants to add a specialist delivery team while maintaining existing client commitments. The owner is considering hiring before the new pipeline is fully contracted.
THE DECISION
Start with what
needs to be understood.
Compare recruiting ahead of demand with staged hiring, using explicit assumptions for utilization, rates and client collections.
START WITH THE DRIVERS
Connected assumptions. A clear view of your business.
THE PROPOSED APPROACH
Connect the drivers
to the decision.
This example describes how the scope could be shaped for the fictional brief.
Capacity & realization
Connect team size, available hours, utilization and realized rates. Separate retainers, fixed-fee projects and time-based work.
Delivery & hiring
Reflect the mix of employees and contractors, project staffing and recruitment timing. Understand the effect of added capacity before it is fully utilized.
Pipeline & collections
Connect signed work and expected project starts to billing milestones and cash collection. Test slower sales and longer client payment cycles.
THE DELIVERABLES
A connected set
of business materials.
The forecast would connect headcount decisions to available work, delivery capacity and the cash needed during the ramp.
- A capacity and financial model covering revenue, team costs, hiring, utilization and cash flow.
- A business plan explaining the client focus, service offer, delivery model, sales approach and growth requirements.
WHAT WOULD INFORM THE WORK
- Team structure, rates and utilization
- Retainers, projects and contract terms
- Pipeline and expected start dates
- Compensation, contractors and hiring plans
- Overhead, billing and collection history
EXPLORE RELATED DECISIONS
Explore professional servicesCUSTOM PROJECTS START AT $2,500 USD
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The final fee reflects the agreed scope, complexity and deliverables. Combined packages are quoted individually.