This Weekly Recap Template is designed for strategy and management consultants at firms like McKinsey, BCG, and Bain. It addresses the critical need to precisely capture client interview insights, workshop facilitation notes, and deliverable discussion details, ensuring no critical information is lost.
Overall Week Summary
Successfully completed phase 1 client interviews; iterated on market sizing model with team.
Summarize the most significant accomplishments and progress made during the week.Difficulty scheduling follow-up interviews with C-suite executives; data access issues for competitor analysis.
Document any obstacles or difficulties that impacted progress or require attention.Decided to pivot market entry strategy to focus on APAC region based on recent expert calls.
Record important strategic or operational decisions made by the team or client.Client Engagements & Interactions
Interviewed VP of Sales, Head of Product, and 2 key account managers. Key insight: pricing sensitivity is higher than initially modelled.
List individuals interviewed, key takeaways, and any actionable insights.Conducted 3-hour ideation workshop with client leadership. Generated 15 new growth initiatives, prioritized 5 for deeper dive.
Summarize the purpose, outcomes, and key decisions from client workshops or meetings.Presented initial findings on cost optimization. Received feedback on presenting data more visually, focus on EBITDA impact.
Detail specific deliverables discussed, client feedback received, and next steps.Team & Internal Syncs
Aligned on approach for competitive benchmarking; assigned deep dive on supply chain bottlenecks to Analyst A.
Note key discussions, decisions, and action items from internal team meetings.Briefed Partner on client's M&A appetite. Partner advised to explore synergy potential in more detail.
Summarize feedback, guidance, or new directives from senior leadership.Conducted expert call with former industry executive on market trends. Confirmed hypothesis on digital transformation drivers.
Document insights from expert calls, external research, and how they inform the project.Upcoming Week & Action Items
Finalize market sizing model, prepare for client steering committee, conduct 2 additional expert calls.
Outline the most important tasks and objectives for the upcoming week.Prepare Q3 revenue forecast deck (Consultant B), schedule client follow-up on pricing (Consultant A).
List specific action items, the individual responsible, and target completion dates.Dependency on client data access for Q3 financial analysis; potential delay in C-suite interview scheduling.
Identify any potential risks or dependencies that could impact the next week's progress.How to Use This Template
- Open the Weekly Recap Template in CraftNote and create a new note for your current week.
- As you progress through the week, fill in the 'Overall Week Summary' and 'Client Engagements' sections with real-time updates.
- After team syncs or partner meetings, quickly add relevant notes to the 'Team & Internal Syncs' section.
- Towards the end of the week, review all captured information and complete the 'Upcoming Week & Action Items' section.
- Share your completed recap with your project lead, partner, or case team directly from CraftNote to ensure alignment.
Customization Tips
- Add a 'Key Learnings' section to reflect on personal development or new industry insights gained.
- Duplicate the 'Client Engagements' section if you're managing multiple client workstreams simultaneously, naming each sub-section for clarity.
- Integrate specific project codes or client names into the section headers for easy organization and searchability across different engagements.