Introducing Project Praxis: Keep the Evidence Connected to the Recommendation
Introducing Project Praxis: Keep the Evidence Connected to the Recommendation
A client report can become difficult to write when the notes and sources behind its findings are scattered across an engagement. Project Praxis is a consulting workbench designed to keep assessment material connected as the work develops, giving independent consultants and small practices a clearer path from evidence to a client-ready report.
Where does a consulting report begin?
A client report begins with the information gathered during the work. A consultant might review a policy, take notes during an interview, photograph equipment on site, or record an observation for a follow-up conversation.
Each piece has a different role. Some material supports a finding. Some provides context. Other material raises a question that needs more investigation before it belongs in a report.
When those pieces live in separate places, report preparation can turn into a search for the original source. The consultant may remember the conclusion but need to revisit notes or files to explain how they reached it. A consulting report guide from Knowledgework recommends keeping an evidence log during the engagement for that reason: the source and its relevance are easier to record while the work is happening.
Praxis is built around that same practical concern. The work behind a report deserves a place to develop before the deadline arrives.
What is Project Praxis?
Project Praxis is a consulting workbench for independent consultants and small practices. It gives the consultant a place to capture engagement material, develop findings and recommendations, and prepare a client report.
An assessment in Praxis follows a published Model: a reusable structure with sections and questions suited to a type of work. The consultant can use a starting model or create one for the practice. Captures can include notes, photos, voice recordings, files, and links, alongside structured answers.
The goal isn’t to prescribe a single consulting method. A technology assessment may need a detailed report; an advisory engagement may need a lighter record of ongoing work. Praxis supports both without requiring every engagement to follow the same reporting path.
How does Praxis connect evidence to a recommendation?
Praxis lets a consultant capture information and promote relevant material into evidence, findings, or recommendations. Those items remain distinct, which gives each part of the work a clear purpose.
Illustrative example: A consultant conducting an infrastructure review records a note about a system that no longer receives vendor updates. The consultant adds supporting documentation as evidence, develops a finding that explains the condition, and writes a recommendation for the client to consider.
The captured material gives the consultant a starting point for explaining the finding. The recommendation still requires professional judgment: the consultant must consider the client’s circumstances and decide what action the evidence supports.
Praxis also includes Reference for source passages that can be cited, and a Library for reusable wording patterns. A library item is copied into the assessment, so the consultant can adapt it to the engagement rather than treating a template as a conclusion.
Optional Practice AI can help draft material, but it’s off by default. When a practice chooses to use it, the consultant must accept a draft before it enters the Praxis record. The work remains possible with AI turned off.
What happens when the report is ready?
Praxis lets a consultant preview a draft report before issuing a versioned client PDF. A draft download reflects the current work; issuing the report freezes a version for delivery.
The report can include an executive summary, findings, recommendations, exhibits, and citations. That structure helps the consultant bring the assessment into a form the client can read, while preserving supporting material for the conclusions.
A clear report also needs a clear decision in view. The related guide, Executive Briefing Framework: Structure, Template and Tests, looks at how to present findings and recommendations to a decision-maker without asking the reader to reconstruct the argument.
What else can Praxis support during an engagement?
Praxis can support proposals, contracts, client requests, and invoicing when an engagement calls for them. Those tools sit around the assessment work; they don’t require a consultant to use every part of the product.
A consultant can start with an engagement and an assessment without first creating a proposal in Praxis. For an advisory engagement, the client portal and Client Knowledge shelf can support requests and working materials without issuing a formal report.
That flexibility matters when the deliverable is ongoing advice rather than a PDF. The consultant can use the amount of structure the work requires and add an assessment when structured questions or a later readout become useful.
Is Praxis the right fit for your practice?
Praxis is designed for consultants whose work includes assessment, analysis, and client deliverables. It’s particularly relevant when the reasoning behind a recommendation needs to remain accessible as an engagement progresses.
The boundaries matter, too. Praxis isn’t a full professional services automation system, a marketing CRM, or an accounting system. It doesn’t certify compliance, and an issued report’s file hash verifies the file version—not the accuracy of its conclusions. The consultant remains responsible for the work and the client-facing deliverable.
The best way to assess Praxis is against an actual engagement. Choose a recent assessment and consider how you’d capture its source material, develop the findings, and prepare the report in the workbench. You can get started with Project Praxis when you’re ready to try that workflow.
REFERENCES
Project Praxis — Workflow & User Guide
INTERNAL LINKS
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