Consulting Engagement Canvas

So what do you get when you combine the visual meeting methods and templates described within David Sibbet’s “Visual Meetings”, the simple and powerful communication model of the “Business Model Canvas”, and the considered approach to consulting engagement that i picked up in training from Performance Dynamics…… you get the Consulting Engagement Canvas.


Download the PDF here
consulting engagement canvas ALL V1

The pack includes an overview of the Canvas Design, and individual templates for each of the topics you should cover in a new engagement meeting.

I imagine you could either just use the templates on A4 and scrawl within them with a pen, or print them out on a larger scale and facilitate the discussion using post-it notes in a larger group.

The templates demand prioritization from the start… that’s the nice thing about visual templates. If they were all suck up on a wall the “wholeness” of the canvas would demand attention to all areas. It may also be useful as a pre-inception activity.
There is not much explanation in the pack. Hopefully it all speaks for itself.

Anyway… that’s the pitch. Give them a go and let me know if they work for you.
References to the key ingredient in this method cocktail are:

Creative Commons License
Consulting Engagement Canvas by Jason furnell is licensed under a Creative Commons Attribution 3.0 Unported License.
Based on a work at

About Jason Furnell

design thinker . experience designer . lo-fi sketcher . workshop facilitator . visual thinker . diagrammer . agile believer . multidisciplinary collaborator . build sequencer . incrementing and iterating . architecting information . presenting and pitching . master of design (its a degree, not a self assigned title) . dyslexic . misspell-er of many many many things....
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2 Responses to Consulting Engagement Canvas

  1. Seo Service says:

    I am really loving the theme/design of your site.
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  2. Jose says:

    Hi. Do you have an applied example or a process of how to apply this?

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