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Resource Library

Forms, templates, and field references

The working instruments of The Consulting C™, available to download and use. No email required for the public set.

These are the actual forms used in engagements, not lead-generation summaries. If you want to run a block on yourself before deciding whether to work with anyone, you have everything you need here.

A caution worth stating: the forms are the visible part of the framework and the least important. What makes them work is the sequence and the honesty. A MAP built without a verified baseline is a wish list with a template applied to it.

Downloads

9 instruments

Organized by the phase they belong to. Everything here is the real form, not a summary of it.

  • Phase 1 — ClarifyPDF, fillable

    Trigger Discovery Worksheet

    The first form of any engagement. Separates the presenting complaint from the underlying condition from the triggering event, and produces the engagement statement everything else is built on. Most people discover something they did not expect while completing it.

    Intended for
    Anyone starting a significant change

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • Phase 2 — ComprehendPDF, fillable

    Current State Assessment

    Establishes facts, constraints, and resources as three separate inventories, and records the baseline for every metric the effort will be judged by. The least glamorous instrument in the framework and the one that most determines whether anything works.

    Intended for
    Individuals and teams before planning

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • Phase 3 — ConstructPDF, fillable

    MAP Blueprint Worksheet

    Builds a Motivational Action Plan for a four-to-six week block: three to five measurable objectives, assignments written to the competent stranger test, and written rules for what happens on a bad week. Includes the deferred list.

    Intended for
    Anyone who has completed an honest current-state assessment

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • Phase 4 — ContractPDF and DOCX

    Mutual Commitment Agreement Template

    A bilateral commitment template documenting obligations on both sides, accountability cadence, escalation sequence, and exit terms. Written to be adapted rather than used verbatim, and not a substitute for legal advice.

    Intended for
    Coaches, consultants, and managers

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • Phase 6 — CommencePDF, one page

    Weekly SITREP Template

    A one-page weekly report: what was accomplished, what was not and why, what changed, what support is needed. Designed to be completed in ten minutes, because a report that takes an hour will not be submitted during the week it matters most.

    Intended for
    Anyone executing a plan

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • Phase 6 — CommencePDF, fillable

    Block-End AAR Template

    The four-question structured review: what was supposed to happen, what actually happened, why the difference, what changes. Includes the framing instructions that keep it evaluating the plan rather than the people, which is the whole reason it works.

    Intended for
    Teams and individuals closing any bounded effort

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • All phasesPDF, 8 pages

    The Consulting C™ Framework Overview

    The complete framework in one reference: all six phases with purpose, deliverables, exit criteria, and failure modes, plus the Success Model and its diagnostic use. Suitable for printing and keeping alongside a plan.

    Intended for
    Anyone applying or evaluating the framework

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • DiagnosticPDF, 2 pages

    The Success Model Reference Card

    A two-page diagnostic card. Success requires vision and commitment; each has three components; any one at zero produces a specific and recognizable failure. Includes the six failure presentations and the phase that corrects each.

    Intended for
    Coaches, managers, and anyone whose plan has stalled

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

  • Phase 3 — ConstructPDF, 4 pages

    Objective Capping Field Guide

    Why concurrent objectives cap at three to five, derived from the span of control range in incident command doctrine, and how to run a deferred list that converts abandonment into scheduling. The single change most likely to produce a result in the first cycle.

    Intended for
    Leadership teams carrying too many initiatives

    Download preparing — the fillable instruments are being finalized for release and will be available here without an email gate.

Next Step

The forms are the easy part

What makes them work is the sequence and the honesty. If you would rather have someone hold the discipline in place while you build it, that is what an engagement is for.

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