How to use Taskomat™ if you are a consultant?

 

Taskomat™ is a great organizational solution for all consultants.

Structuring a consulting project with Taskomat™ is very simple and above all useful, since with Taskomat™ you can track time and budget of each project phase.

In fact, with Taskomat™, the projects are composed of work units, that is, different parts of the project, each with a budget and a time limit.

The best way to structure a consulting project on Taskomat™ is therefore to create different work units, according to the phases you need to complete your project, for example: preliminary analysis, review, strategic document, etc.

Each phase has a defined budget and time, and contributes to determining the budget and time limit of the entire project.

Let's see now a small example of a consulting project created and managed with Taskomat™, so as to make the process clearer.

 

 

 

 

 

Project: strategic consulting

Project phases: Preliminary analysis; Review; Strategic document.

Let's assume your reference rate is 50€, each of these 3 phases will have a budget and a time limit calculated based on the reference rate.

 

Work Unit 1: Preliminary Analysis (1 day to gather information):

• budget: 400€
• time limit: 8h

 

Work unit 2: Review (1 day to review the preliminary analysis)

• budget: 400€
• time limit: 8h

 

Work unit 3: Strategic Document (2 days to create strategic document and present it)

• budget: 800€
• time limit: 16h

 

In total you have a project with a budget of 1600€ and a time limit of 32 hours.

 

 

 

 

Once you have created the work units, you will then have to create timed tasks to be planned on your days.

 

Preliminary analysis (time limit: 8h):

• Meeting with client (2h)
• Debrief (2h)
• Drafting of preliminary analysis (4h)

Schedule on: Monday, April 8 and Tuesday, April 9

 

Revision (time limit 8h)

• Meeting with client (2h)
• Debrief (2h)
• Preliminary analysis review (4h)

Schedule on: Monday April 22 and Tuesday April 23

 

Strategic document (time limit 16h)

• Meeting with client (2h)
• Collection of materials (2h)
• Drafting document (8h)
• Presentation creation (2h)
• Final meeting with client (2h)

Schedule on: Monday, April 29, Tuesday, April 30, Thursday, May 2.

 

 

 

 

Once the tasks are scheduled, you can decide whether to do time tracking or just declare them as completed. 

In our example, you can time-track and measure your performance on all the tasks that are not related to the client meetings, while for the meetings you can simply declare them as completed.

By structuring your work in this way, you will be able to understand how long it takes you to complete the various project phases that are not tied to client meetings, and whether this time is in line with your budget and revenue goals.