Free printable checklist
Fewer loose ends. A clearer proposal.
Review the work, the boundaries and the decision you need from the client.
Free to use. No email required.
Before you send.
Confirm the consultant responsibilities.
Illustrative checklist preview · Complete your own copy offline
Printable HTML · Free · No email required
Ready for your proposal review.
Project fields · Review checklist · Open items and next action · Print or save as PDF
Four decisions to make clear.
What will you deliver?
Name the client, included phases and the deliverable or decision that completes each phase.
Where are the boundaries?
List client inputs, consultant roles, exclusions and working assumptions.
How will the fee work?
State the fee basis, progress or hourly billing method and scope-change process.
What happens after acceptance?
Resolve questions, define acceptance and keep the agreed version for project setup.
Using your checklist.
How do I use the printable file?
Download the self-contained HTML file and open it in a browser. Fill in the project fields and unresolved items, then print or save as PDF.
Can it replace my agreement?
No. This checklist supports scope preparation and review. It does not supply contract clauses, standard fees or jurisdiction-specific legal terms. Your actual proposal and agreement remain the source of project obligations.