[CONSULTANCY NAME]
Consulting Proposal
[Engagement title, e.g., Operations review for Client Name]
PREPARED FOR [Contact Name], [Title]
[Client Name] | PREPARED BY [Consultant Name]
[email@example.com] | DATE [Month DD, YYYY]
Valid until [Month DD, YYYY] |
01 Background | [Two or three sentences on the client's situation: what has changed, what is not working, and why it matters now.] [One sentence on what the client asked for and the scope of this proposal.] |
02 Outcomes | By the end of the engagement, [Client Name] will have: OUTCOME | HOW IT WILL BE MEASURED |
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[Outcome, e.g., documented process with named owners] | [Measure or evidence] | [Outcome] | [Measure or evidence] | [Outcome] | [Measure or evidence] |
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03 Scope | In scope - [Team, site, or process covered]
- [Up to [N] stakeholder interviews]
- [Review of [reports or data]]
- [Up to [N] working sessions]
| Out of scope - [Software selection or implementation]
- [Ongoing management of the process]
- [Travel, unless agreed in writing]
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04 Deliverables | DELIVERABLE | DESCRIPTION | DUE |
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Findings report | [Current process, problems found, and baseline measures] | Week [2] | Recommended plan | [Revised process, roles, and measures, with an implementation sequence] | Week [4] | Handover report | [Pilot results, final process documents, and next steps for the team] | Week [6] |
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05 Work plan | The engagement runs [N] weeks from the kickoff date. Each phase ends with a deliverable and a decision by the client. PHASE | WEEKS | ACTIVITIES AND DELIVERABLE | CLIENT DECISION |
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Assessment | 1–2 | [Interview [N] stakeholders, review data, map the current process. Deliverable: findings report.] | [Confirm priority problems and baseline measures] | Design | 3–4 | [Draft the revised process, roles, and measures; hold one working session. Deliverable: recommended plan.] | [Approve the plan for a pilot] | Support | 5–6 | [Support the pilot, hold one review session, and finalize the handover. Deliverable: handover report.] | [Confirm owners and next steps] |
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06 Project team | NAME | ROLE | RESPONSIBILITIES |
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[Name] | [Lead consultant] | [Overall delivery, client sponsor contact, final reports] | [Name] | [Consultant or analyst] | [Interviews, data analysis, drafts] | [Name] | [Client sponsor] | [Decisions at each phase, access to staff and data] |
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07 Working arrangements | Meetings: [Weekly 30-minute check-in with the project sponsor.] Location: [Remote / on site at Address / mixed.] Documents: [Where drafts, decisions, and action items are kept.] |
08 Client responsibilities | - Name one project sponsor and one day-to-day contact.
- Arrange access to stakeholders, data, and documents by [date].
- Return consolidated feedback on each deliverable within [3] business days.
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09 Assumptions | - [Assumption about the scope, e.g., one team and one core process.]
- [Assumption about access or timing.]
- Changes to scope, fees, or timing are agreed in writing before additional work begins.
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10 Fees | Fees are fixed for the scope above and stated in USD. Expenses and applicable taxes are billed separately. PHASE | INCLUDES | FEE |
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Phase 1: Assessment | [Interviews, data review, findings report] | $6,000 | Phase 2: Design | [Recommended changes, plan, working sessions] | $9,000 | Phase 3: Support | [Pilot support, handover, follow-up review] | $7,500 | Total fixed fee | $22,500 |
Payment schedule INVOICE | SHARE | AMOUNT |
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On signing | 40% | $9,000 | On approval of the Phase 2 plan | 40% | $9,000 | On delivery of the handover report | 20% | $4,500 | Total | 100% | $22,500 |
Invoices are due within [14] days. Amounts are examples; replace them with your fees. |
11 Terms | - [Expenses: approved travel and third-party costs are billed at cost with receipts.]
- [Confidentiality: each party keeps the other's non-public information confidential.]
- [Ownership: the client owns the final deliverables on full payment.]
- [Termination: either party may end the engagement with [14] days' written notice; work completed to that date is billed.]
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12 Acceptance | To accept this proposal, sign below and return a copy to [email@example.com]. Work begins on [the kickoff date / receipt of the first payment]. Proposed kickoff: [Month DD, YYYY]. FOR [CLIENT NAME] | FOR [CONSULTANCY NAME] |
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