Worksheet

Engagement leak worksheet

One row per active engagement, with columns for hours planned and used, requests outside scope, client expenses spent and recharged, and milestones signed but not invoiced. Fill it in at each month’s end. Any column that keeps growing is where the practice is losing money.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Where a Consulting Practice Loses Money, and How to See It”, www.gullysystem.com/blog/where-a-consulting-practice-loses-money-and-how-to-see-it