Project Kickoff Toolkit

The Umbrex Project Kickoff Template Toolkit

The Umbrex Project Kickoff Template is a deck of PowerPoint slide templates for a Project Kickoff. These slides can be adapted and used by independent management consultants. Request the Umbrex Project Kickoff Template The Project Kickoff Template includes slides for: Project Kickoff Agenda Project Charter Project Objectives Problem Statement Project Scope Deliverables Resources Timeline Key […]

Library of Policy Documents

Increasingly, more clients are requiring all vendors — including boutique consulting firms and even independent consultants — to have a set of written policies. The Umbrex Library of Policy Documents is a collection of individual policies that are written for boutique consulting firms and independent consultants. We encourage you to edit these draft policy templates […]

Email Deliverability Playbook

Umbrex has developed this Email Deliverability Playbook as a resource to help you ensure that your emails achieve high deliverability rates, are delivered to the intended audience, and have the best chance of being opened and read. Email Deliverability refers to the ability of an email message to successfully reach the recipients’ inboxes without being filtered […]

100+ Ideas for Using Time Productively Between Projects

We all have gaps between projects from time to time that leave space for other activities. Umbrex has curated this list of 100+ ideas for using your time productively between projects. We’ve provided links to some activities as relevant. Do you have an idea you’d like to contribute for using your time productively between projects? […]

AI Tools for Independent Consultants

Artificial Intelligence (AI) enables many tools that independent consultants might find useful in their practice. Umbrex has collected a library more than 100 AI tools, with a description and link for each one. For some, we have also included a case study for how an independent consultant has used the tool in their work. If […]

Guide to CRM Software for Consultants

Clients and relationships are the lifeblood of an independent consulting firm — and knowing the best Customer Relationship Management (CRM) tool to track your contacts, opportunities, and projects is a vital aspect of your practice. Umbrex conducted a survey of more than 300 independent consultants to gain valuable insight into how they manage their CRM. […]

Business and Correspondence Card Templates

Business cards are one of the first things a new independent consultant orders. Professional correspondence cards with your firm name and logo are also nice to have. This resource provides business and correspondence card templates that you can use to create your own cards. Whether you are ordering business cards for the first time for […]

Setting Up Business Email for Consultants

Independent management consultants can implement a few best practices when it comes to email, to enhance the professional image of their consulting firm. For consultants just starting their firm, the steps are listed below. If you already have an established firm, you may still want to review the best practices to ensure that your professional […]

Umbrex PowerPoint Consulting Template

Independent consultants frequently ask how to create PowerPoint presentations. This resource includes PowerPoint templates and themes that you can download and customize. We’ve also included hundreds of examples of various types of PowerPoint presentation slides — including bar charts, pie charts, scatter plots, data maps, concepts, and more — used by major consulting firms such […]

I.T. Security for Independent Consultants

Every business faces potential security risks. I.T. security for independent consultants is an important practice to put into place. This resource provides 12 actions for cyber information security that independent consultants can take to protect their privacy and data. The information in this resource was provided by information security consultant Gary Chan of Alfizo in […]