Draft a Custom Internal Policy for Your Consulting Firm
Prompt to draft a complete and operational internal policy for a consulting firm, including billable, confidentiality, conflicts of interest, and development.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior consultant specialized in organization and HR. Write a comprehensive internal policy for a strategy and management consulting firm, intended for distribution to all employees (partners, managers, consultants, support functions). The firm has [NUMBER_OF_CONSULTANTS] consultants, operates in [SECTORS_OF_INTERVENTION] sectors, and bills on a [BILLING_MODE] basis (e.g., time & material, fixed fee). The policy must cover the following aspects:
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Time management and billing: rules for reporting hours on projects, target billable rate (minimum [BILLABLE_RATE]%), process for approving overtime, use of project codes. Include expense tracking (travel, accommodation, meals) with daily caps of [EXPENSE_CAP] EUR.
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Confidentiality and data security: obligations at client sites (no document removal without authorization, use of encrypted devices), procedure in case of device loss, remote work rules (mandatory VPN, no client data on personal clouds). Mention GDPR compliance for client data.
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Conflicts of interest: mandatory disclosure of any personal or financial relationship with a client or competitor, arbitration process by the ethics committee, prohibition of simultaneous work for two competing clients without written exemption.
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Skills development: annual training budget of [TRAINING_BUDGET] EUR per consultant, mentoring process (each junior consultant assigned a senior mentor), promotion criteria (number of projects, client feedback, internal contributions).
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Discipline and sanctions: scale of sanctions for non-compliance (verbal warning, written warning, suspension, dismissal for gross misconduct). Specify appeal routes.
Use a professional but accessible tone, with concrete examples adapted to the consulting sector. Structure the document with sections, subsections, and bullet points. The policy should be [POLICY_LENGTH] pages long, dated [APPLICATION_DATE], and signed by the CEO. Add an annual review clause. Reference appendices (IT charter, code of conduct) without detailing them.
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Why this prompt works
<p>This prompt is designed for HR managers or leaders of consulting firms who want to formalize their internal rules. It covers the specifics of the sector: billable culture, client confidentiality issues, conflict of interest management.</p><p>To use it, replace the variables in brackets with your actual data. For example, set the <strong>[BILLABLE_RATE]</strong> to 80% for a demanding firm, or 70% if more flexible. Adjust <strong>[APPLICATION_DATE]</strong> and <strong>[POLICY_LENGTH]</strong> as needed.</p><p>The AI will produce a structured document that you can directly review and adapt to your company culture. This prompt works with all AI models (ChatGPT, Claude, Gemini).</p>
Use Cases
Expected Output
A structured document with sections, subsections, and bullet lists, covering time management, confidentiality, conflicts of interest, training, and sanctions. The text is professional and ready to be adapted.
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- LéaAI
Avant diffusion, passez les sections 1 et 5 au filtre juridique : échelle de sanctions et procédure disciplinaire relèvent du règlement intérieur (Code du travail) — consultation du CSE, dépôt au greffe des prud'hommes dès 50 salariés, prescription des faits fautifs limitée à 2 mois. Sans cela, la politique reste inopposable.
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