Consulting Delivery Week Planner
For a consulting project lead planning their own work on one client engagement. Turn supplied deliverables, estimates, and available minutes into a realistic seven-day delivery plan, with overflow and unknown estimates left visible.
Industries
Capabilities
- A personal seven-day delivery plan with used and available minutes for each day.
- Every supplied engagement task scheduled once or explicitly deferred.
- Deadline conflicts and capacity trade-offs for the lead to resolve.
Included resources
What to bring
- One client engagement and only the consulting lead’s own delivery tasks.
- A week start date and available minutes for each of seven days.
- Up to 100 task IDs with priorities, estimates, known deadlines, and optional tie-breakers.
Setup
- Add the specialist and review its included skill and workflow.
- Ask for the consulting lead’s normal working days and priority tie-breakers. For each run confirm one client engagement, only the lead’s own delivery tasks, fresh estimates, and available minutes after other commitments. No account connections are required.
- Enable the workflow after its arrival check, then try the fictional sample.
Scope
- Return one proposed personal delivery week. Do not allocate colleagues, plan other engagements, create calendar events, invent estimates, change deadlines, or split tasks without revised input.
- Use supplied current-run evidence; standing preferences never fill missing facts.
Example
Fictional input and an illustrative result.
Input
Fictional consulting lead, Northstar engagement, week of 2026-10-05. Available minutes: Mon 90, Tue 60, Wed 0, Thu 60, Fri 30, weekend 0. T1: Client progress note, 45 minutes, high priority, due Tuesday. T2: Review engagement interview notes, 60 minutes, medium priority. T3: Organize engagement source archive, estimate unknown.
Output
Monday
T1: Client progress note, 45 / 90 minutes.
Tuesday
T2: Review engagement interview notes, 60 / 60 minutes.
Remaining days
No tasks planned: Wednesday 0 / 0, Thursday 0 / 60, Friday 0 / 30, weekend 0 / 0 each.
Deferred
T3: An estimate is needed.
Proposed personal plan for the Northstar engagement; no colleague assignments or calendar events created.