EXAMPLE WORK STREAM PLAN & BUDGET: INTERVIEWING CLIENT P

Activity/task/sub DESCRIPTION Start Completion

3.00 Perform Interviews of Company Personnel 4/3/2022 5/31/2022
3.10 Confirm Subject/Topic Targets 4/3 4/6
3.20 Identify & Confirm Interview Candidates (20 people) 4/6 4/9
3.30 Develop Interview Procedures 4/8 4/10
3.40 Develop Interview Questions 4/9 4/13
3.50 Develop Interview Collection Forms 4/10 4/10
3.60 Schedule Interviews 4/10 4/10
3.70 Perform Interviewer Training 4/14 4/14
3.7.1 Develop Syllabus
3.7.2 Schedule Training
3.7.3 Select Interviewers for Training
3.80 Conduct Interviews 4/16 4/22
3.90 Design Interview Analysis Procedures 4/20 4/20
3.11 Perform Interview Analysis 4/20 4/27
3.12 Develop Interview Interim Report 4/8 5/1
3.13 Present Interim Report to Client 5/4 5/4
Total Hours & Fees 4/3 5/31
Staffing
C = Consultant or Assoc. Consultant
SC = Senior Consultant
M= Manager
P= Partner

Activity = 3.0
Task = 3.1, 3.2, 3.3, etc.
Sub-task = 3.1.1, 3.2.1, etc.
ERVIEWING CLIENT PERSONNEL
Est. Hours Staffing Billing Rate Fees Notes

4 SC 300 1200
6 C 200 1200
4 C 200 800
12 SC/M 450 5400 Avg. Rate
4 C 200 800
4 C 200 800
8 SC 300 2400

22 SC 300 6600
4 C 200 800
32 SC/M 450 14400 Avg. Rate
32 C/SC/M 400 12800 Avg. Rate
12 P/M/SC 600 7200 Avg. Rate
144 317 $54,400 Avg. Rate