Hello everyone,

I'm in the process of setting up a Project Management Consultancy and would appreciate your guidance. Could anyone share a list of essential documents required to get started? I'm looking for information on both legal and operational requirements.

Hello everyone,

I'm in the process of setting up a Project Management Consultancy, and I want to ensure that I have all the necessary documentation in place before I begin. Could anyone with experience in this area advise on the key documents required for establishing a PMC?

Some specific areas I'm curious about include:
  1. Legal Documents: What permits, licenses, and registrations are essential?
  2. Contracts: Are there standard contracts or agreements I should prepare in advance?
  3. Insurance: What types of insurance policies are recommended for a PMC?
  4. Client Documentation: What client-related documents (like NDAs or service agreements) should be prepared?
  5. Internal Documentation: What internal processes or standard operating procedures are crucial?
I would appreciate any insights, especially from those who have gone through the process of setting up a similar consultancy.

Thanks in advance!