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    Consulting Proposal Template

    Uploaded by

    Mahmoud Hasan
    This proposal outlines a project to optimize the management structure of Client Name through a series of six weekly meetings led by consultants from Your Name. The proposal provides an executive summary, situational appraisal, business goals, methodology, case studies, project timeline, responsibilities, requirements, terms, and call to action for the client to accept the proposal. The estimated budget is $10,000 and requires at least 50% attendance from Client Name's management team.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Consulting Proposal Template

    Uploaded by

    Mahmoud Hasan
    219 views5 pages
    This proposal outlines a project to optimize the management structure of Client Name through a series of six weekly meetings led by consultants from Your Name. The proposal provides an executive summary, situational appraisal, business goals, methodology, case studies, project timeline, responsibilities, requirements, terms, and call to action for the client to accept the proposal. The estimated budget is $10,000 and requires at least 50% attendance from Client Name's management team.

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    This proposal outlines a project to optimize the management structure of Client Name through a series of six weekly meetings led by consultants from Your Name. The proposal provides an executive summary, situational appraisal, business goals, methodology, case studies, project timeline, responsibilities, requirements, terms, and call to action for the client to accept the proposal. The estimated budget is $10,000 and requires at least 50% attendance from Client Name's management team.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    219 views5 pages

    Consulting Proposal Template

    Uploaded by

    Mahmoud Hasan
    This proposal outlines a project to optimize the management structure of Client Name through a series of six weekly meetings led by consultants from Your Name. The proposal provides an executive summary, situational appraisal, business goals, methodology, case studies, project timeline, responsibilities, requirements, terms, and call to action for the client to accept the proposal. The estimated budget is $10,000 and requires at least 50% attendance from Client Name's management team.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 5

    Bidsketch Proposal Template

    Date: 01/01/20XX

    Proposal for: Client Name


    Proposal by: Your Name
    Executive Summary
    [For those who need working knowledge of the consultative project but won’t read
    entire proposal. Should be on separate page and not exceed one page.]
    ● Brief identification and purpose of your organization
    ● Purpose and anticipated end result of proposal
    ● Type and amount of support requested
    ● Anticipated total budget
    ● Any other information necessary for broad understanding of the project

    Example: XYZ Insurance is requesting an outside


    assessment and optimization of their management team
    structure. Omega Team-Building, Inc. has been delivering
    quality consulting services for U.S. clients for over thirty
    years; we are offering our services to help XYZ Insurance
    finely tune their management to deliver maximum value
    for customers and shareholders. We propose six
    management meetings, led by Omega strategists and
    attended by key XYZ members, to assess and advise the
    XYZ Insurance team. Our similar plans for other
    insurance companies have boosted employee retention
    by 40%. The estimated budget is $10,000.00, and Omega
    will require the attendance of 50% of management staff
    at the six strategy meetings.

    Situation Appraisal
    [Describe the issue that the consultation project is addressing. Detail the history of
    the issue.]

    Example: The XYZ Insurance management team has the


    opportunity to make its structure more elastic and
    adaptable, to respond to rapidly changing marketplace
    conditions and an emerging millennial workforce.
    Business Goals
    [What specific objectives do you mean to achieve with the consultation? Consider
    in terms of Return On Investment.]

    Example: With our consultative project, we aim to


    achieve for XYZ Insurance:
    ● a 30% reduction in turnover
    ● A 20% increase in customer retention
    ● A 10% increase in revenue

    Technical Approach / Methodology


    [What services your organization will provide, and how they will benefit the client.]

    Example: Our Omega Team-Building Team will address


    the situation with a serious of on-site management
    meetings, structured to emphasize open communication
    and fast-response problem solving.

    Case Studies
    [Give examples of previous clients you’ve worked with in similar ways, and the
    results you achieved.]

    Example: We will be using a consultative structure that


    was successful with Client ABC when they faced a similar
    challenge. Our 6-meeting team building plan helped grow
    the client’s customer base by 30% and bring in an
    additional $1.2 million in revenue in the six months after
    the Omega methods were applied.

    Project Details and Timeline


    [Detailed information on the expected timetable for the project. Break the project
    down into discrete phases, and unpack the scheduling for each phase.]

    Example: Omega Team Builders Jane Doe and John Stag


    will conduct six weekly meetings at the XYZ Insurance
    offices. For the effort to be successful, at least 50% of the
    XYZ management team must attend. The meetings will
    be structured as follows:

    Description of Work Date and Time

    Meeting 1 Group interviews and general assessment. ...

    Meeting 2 Identification of target information/decision flow points. ...

    Meeting 3 Discussion of customized strategies for opening flow points. ...

    Meeting 4 Hypothetical scenario response and debrief. ...

    Meeting 5 Hypothetical scenario response and debrief. ...

    Meeting 6 Identification of upcoming company challenges, and ...


    preparatory technique application.

    Responsibilities and Scope


    [Define the boundaries of the project and your organization’s involvement. If there
    are any fuzzy areas, make sure the line between what your organization will and
    won’t do is perfectly clear.]

    Example: Omega Inc. will be available for the time of the


    six meetings, as well as up to two additional hours of
    phone and/or in-person meetings per week, as necessary.

    Requirements
    [What resources will be needed to undertake the project?]

    Example: For the project to be a success, Omega Inc.


    requires that at least 50% of the XYZ Insurance
    management team attend all six main meetings, and
    ancillary meetings as they apply. The Omega Inc. fees
    will be $10,000 for the entire project.

    Terms and Conditions


    [The technical stipulations of the proposed contract.]

    Example: a) Half of the Omega Inc. fees will be delivered


    prior to the first meeting, and remaining fees will be
    billed after the final meeting’s completion.
    b) Violation of defined project requirements will
    require a renegotiation of terms.

    Sign-off / Acceptance / CTA


    [Call to action, and/or names and addresses of individuals who support and endorse
    the project. Make it easy for the client to move forward.]

    Example: To accept the proposal as-is, sign off below


    and fax to Omega Inc, 999-999-9999. If there are any
    amendments or discussions required, please contact Jane
    Doe at 999-888-8888, or through email at
    JaneDoe@Omega.com.

    [Name], Project Client [Name], Project Sponsor [Name], Project Manager

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