Scope of Work: Proposed Consulting Arrangement/Project Title

Proposed Consulting Arrangement/Project Title
[DATE]
[Recipient]:
I wanted to thank you for the meeting yesterday and for this opportunity to work with
[ClientCompany]. I believe there are some tremendous possibilities within your organization. Per
our conversation, I have identified key areas for [services to provide] in regards to your
technology infrastructure. Listening to your concerns, I am providing a proposal with outlined
deliverables that will ensure an integrated environment [or effective solution]. This project will
result in [explain the desired result].
This proposal includes the following sections:
 Scope of Work
o Deliverables
 Schedule & Fees
 Assumptions
 Authorization
 Additional Services
 References
Scope of Work
[The scope of work should identify key work to be performed. You can break each section
using a bold heading. Only go into as much detail as you believe the client might need to
make a decision. Going into a detailed technical description can be counterproductive. If
the client perceives the project as too technically complex, he might cancel the project or
hold it until a later date.
If a client needs additional technical information, he will ask. In most cases, he does not.]
Work Item
[Enter a basic description that describes the work to be performed and its objective.]
Network Integration
Provide an integrated and switched network environment. This involves identifying and selecting
appropriate equipment based on internal analysis, desired performance, and redundancy. Also
provide configuration and installation services for all equipment.
Deliverables
Identify any deliverables in the form of analysis, documentation, and final working product or
environment. The following bulleted list provides an idea.
 Technology Map/Blueprint
 Needs Assessment
 Implementation Plan
 Prioritized Recommendations
 Hardware Assessment/Plan
 Areas of Concern/Suggestions
 Site/Remote Technology Assessment/Plan
 Simple Security Plan (Base Policy and Technology Overview)
 Remote Worker/Mobile Worker Strategy
 The Initial Scripting Framework–Unified Logon Scripts
Include a short paragraph or sentence that explains that the deliverables can be modified in
name, but the overall project deliverable will meet the scope of work objectives. This allows you
to provide more flexible solutions and documentation.
NOTE DATE SUBMITTED OR ALTERED HERE: [DATE]

[DATE]
Schedule & Fees

Describe when and where the work will take place and what the nature of the work environment
will be. The following is an example of an actual proposal for one of my clients.
Work will take place primarily onsite, at [company name] offices, as well as offsite when
necessary. It is estimated that this engagement as defined will take 10 days with initial
deliverables/reports ready for review in 4 days. The final billing amount will be $[x,xxx.xx], with
payments issued weekly based on days worked up to final billing.
A work detail report will be completed and reviewed weekly to ensure timely delivery of requested
items.
[Company Name] agrees to pay consulting fees of [x]/hr ($[x] per day), with an original retainer of
[x] hours (4 days) ($x,xxx.xx) for work to be completed on or before February 27 th (based on
project start of February 19). Additional billing will occur in 3-day intervals (after the completion of
3 days–approximately 1 week of work). Payment terms are 10 days.
I am available to begin this engagement as soon as mutual schedules permit.
Assumptions
[Assumptions are a way to ensure that you (and the client) are appropriately protected
from problems that exist in the client's environment or from the client’s inability to provide
you with an appropriate workspace or information. All of these factors can lead to
extended project time and cost you additional time and money.
1. Issues of confidentiality, client relationships, and discussion regarding proprietary

products, services, or relationships, in addition to documents created as part of this
consulting relationship, are the property of [Client Name].
2. Appropriate access to vendors, customers, contacts, and administrative system access
will be provided by [Client Name] as required to complete any assigned projects.
3. [Client Name] will provide an office space with Internet access, phone, fax, and copier as
needed for project work.
4. Both parties (myself and [Client Name]) will make every effort to ensure timely answers to
questions as related to the project engagement.

[DATE]
Authorization
[Client Name] agrees to the scope of work as outlined on the above proposal dated [Date].
[Consultant or Consulting Organization] is directed to proceed with the scheduling as outlined on
the proposal. Authorization and commencement of above work requires a signed copy of this
proposal and a work initiation payment of $x,xxx made payable to [Consultant or Consulting
Organization]. Change orders for work outside of the scope of this agreement will be submitted to
a [Client Name] representative (assumed to be [Primary Contact or Authorized Contact)
authorized to approve such work. Final payment for all integration labor shall be due no later than
the day of completion/day of delivery.
This proposal is valid for 30 days from the proposal date.
Agreed To:
Date:__________________________________
___________________________________________________
Authorized [Client Name] Representative
Additional Services
[I try to include additional services that I can provide during or after the initial consulting
arrangement. This tells the client that I am available to solve additional business problems
and provides the client with some concrete suggestions.]
As we move forward, I can assist in the procurement of all necessary hardware or software and
provide the talent/staff necessary for the integration work. In addition, per our discussion, I can
assist in the [Client Name] stated objective of reaching a “paperless office” environment.
These projects can be discussed as time permits and additional system information is gathered.

[DATE]
[I include references with my initial proposal for every potential client. At some point, the client is
going to ask for them, and including them with the proposal lets the client know that you are
prepared to have your past work checked before he makes a decision. It also cuts down any back
and forth time. If the client likes your proposal, you don’t want him to have to contact you about
referrals. This way, he has all the information he needs to make his decision.
References
Professional
Reference Name – Title − Company
Phone number and/or e-mail address




Personal
Reference Name – how they are known/relationship





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Proposed Consulting Arrangement/Project Title

NOTE DATE SUBMITTED OR ALTERED HERE: [DATE]

Schedule & Fees

1. Issues of confidentiality, client relationships, and discussion regarding proprietary

NOTE DATE SUBMITTED OR ALTERED HERE: [DATE]

This proposal is valid for 30 days from the proposal date.

Authorized [Client Name] Representative

NOTE DATE SUBMITTED OR ALTERED HERE: [DATE]

Reference Name – Title − Company

Reference Name – Title − Company

Reference Name – Title − Company

Reference Name – Title − Company

Reference Name – how they are known/relationship

Reference Name – how they are known/relationship

Reference Name – how they are known/relationship

Reference Name – how they are known/relationship

NOTE DATE SUBMITTED OR ALTERED HERE: [DATE]

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