# Free Strategy & Consulting Templates (PDF) | BuildPDFs > Free strategy and consulting templates in PDF: competitive analysis, roadmaps, discovery reports, business reviews, case studies, and whitepapers. Source: https://buildpdfs.com/templates/category/strategy-consulting [All Templates](https://buildpdfs.com/templates)/Strategy and consulting # Free Strategy and Consulting Templates Consulting work ends in a document. These templates cover the common ones: competitive analysis, discovery reports, strategy roadmaps, vendor comparisons, annual and quarterly business reviews, case studies, and whitepapers. Each one has an executive summary, findings, and recommendations in a layout a client will read. Paste your notes and the AI writes the report around them. 12 templates, all free to customize and download as a PDF. Need something else? The [AI whitepaper generator](https://buildpdfs.com/ai-whitepaper-generator) writes one from your notes. Business ## [Strategy Roadmap template](https://buildpdfs.com/templates/strategy-roadmap) A GTM strategy roadmap document with market sizing, ICP definition, channel strategy, hiring plan, 12-month milestones, and risk mitigation. Ideal for consultants and heads of strategy. strategyroadmapGTM Use this template Business ## [Competitive Analysis Report template](https://buildpdfs.com/templates/competitive-analysis) A thorough competitor analysis with a 5-competitor comparison matrix, positioning map, our positioning narrative, and a battlecard for winning against top competitors. competitive analysiscompetitorsstrategy Use this template Business ## [Consulting Discovery Report template](https://buildpdfs.com/templates/consulting-discovery-report) A structured consulting findings report with an executive summary, identified bottlenecks, prioritized recommendations, and estimated impact. Ideal for management consultants and business coaches. consultingreportfindings Use this template Business ## [Vendor Comparison Report template](https://buildpdfs.com/templates/vendor-comparison) A structured vendor evaluation report with a weighted scoring matrix, feature comparison table, 3-year cost comparison, and a final recommendation with justification. Pre-filled with a CRM evaluation example. vendor comparisonsoftware evaluationprocurement Use this template Business ## [OKR Planning Document template](https://buildpdfs.com/templates/okr-planning) A quarterly OKR planning document with 3 company objectives, 3 key results each, owners, and a status tracking column. Pre-filled with Series A startup Q2 OKRs. OKRplanningquarterly goals Use this template Business ## [Annual Business Review template](https://buildpdfs.com/templates/annual-business-review) A comprehensive year-end business review covering revenue, team growth, product milestones, customer metrics, top wins, key mistakes, and 2025 priorities. Ideal for founders and department heads. annual reviewbusiness reviewyear-end Use this template Business ## [Professional Whitepaper template](https://buildpdfs.com/templates/whitepaper-professional) A polished two-column whitepaper template with an executive summary, data callout boxes, and branded header/footer. Ideal for B2B reports and research documents. whitepaperreportbusiness Use this template Business ## [Agency Case Study template](https://buildpdfs.com/templates/agency-case-study) A professional marketing agency case study with challenge, solution, and results structure. Includes metrics callout boxes, pull quotes, and a campaign timeline. case studyagencymarketing Use this template Business ## [Business Plan template](https://buildpdfs.com/templates/business-plan) A lender-ready small-business plan with an executive summary, market and competitor analysis, marketing and operations plans, a management team, and financial tables. Pre-filled with a coffee roastery that seeks an SBA loan. business plansmall businessstartup Use this template Business ## [Quarterly Business Review template](https://buildpdfs.com/templates/quarterly-business-review) A landscape quarterly business review deck with headline KPIs, revenue by month and channel, a goals-vs-actual table, and a next-quarter roadmap with owners and dates. quarterly business reviewQBRagency report Use this template Business ## [QBR Presentation template](https://buildpdfs.com/templates/qbr-presentation) A quarterly business review deck for account and client teams, with a scorecard against the quarter's objectives and key results, metric cards, and a next-quarter roadmap. Pre-filled with a logistics-software client example. QBRquarterly business reviewclient presentation Use this template Business ## [Design Case Study template](https://buildpdfs.com/templates/design-case-study) A story-driven design case study for brand and packaging studios. It walks through the challenge, a before/after spread, the identity system, packaging, a client quote, and results with a revenue chart. case studydesign case studybranding Use this template ## Guides * [How to Write a Competitive Analysis (Step by Step, With an Example)](https://buildpdfs.com/guides/how-to-write-a-competitive-analysis) * [How to Write an Annual Business Review (and a Quarterly Business Review)](https://buildpdfs.com/guides/how-to-write-an-annual-business-review) * [Consulting Report Template: What to Include for Strategy, Audit, and Implementation Deliverables](https://buildpdfs.com/guides/consulting-report-template) * [Whitepaper Structure: Executive Summary, Sections, and How Long It Should Be](https://buildpdfs.com/guides/whitepaper-structure) * [Client Deliverable PDF: What "Client-Ready" Means (Hierarchy, Branding, References)](https://buildpdfs.com/guides/client-deliverable-pdf-client-ready) ## More template categories * [Proposal and Quote Templates](https://buildpdfs.com/templates/category/proposals-quotes) * [Invoice and Billing Templates](https://buildpdfs.com/templates/category/invoices-billing) * [HR and Employee Templates](https://buildpdfs.com/templates/category/hr-people) * [One-Pager and Sales Templates](https://buildpdfs.com/templates/category/one-pagers-sales) * [Startup and Business Plan Templates](https://buildpdfs.com/templates/category/startup-finance) * [Marketing Report Templates](https://buildpdfs.com/templates/category/marketing-reports) * [Agency and Client Templates](https://buildpdfs.com/templates/category/agency-client) * [Brochure, Catalog, and Newsletter Templates](https://buildpdfs.com/templates/category/print-marketing) * [Nonprofit Templates](https://buildpdfs.com/templates/category/nonprofit) * [Real Estate Templates](https://buildpdfs.com/templates/category/real-estate) * [Book and Cookbook Templates](https://buildpdfs.com/templates/category/books-publishing) * [eBook and Digital Product Templates](https://buildpdfs.com/templates/category/digital-products) * [Education and Course Templates](https://buildpdfs.com/templates/category/education) * [Fitness, Meal Plan, and Wellness Templates](https://buildpdfs.com/templates/category/health-wellness) * [Event, Wedding, and Planner Templates](https://buildpdfs.com/templates/category/planners-events)