Consulting Proposal

Kostenlose Vorlage

A proposal for a fixed-fee consulting engagement

Für independent consultants and small advisory firms

Kostenlos, kein Konto erforderlich
Verfügbare Formate

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[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

[Outcome, e.g., documented process with named owners]

[Measure or evidence]

[Outcome]

[Measure or evidence]

[Outcome]

[Measure or evidence]

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]

04

Deliverables

DELIVERABLE

DESCRIPTION

DUE

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]

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

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]

06

Project team

NAME

ROLE

RESPONSIBILITIES

[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]

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.

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.

10

Fees

Fees are fixed for the scope above and stated in USD. Expenses and applicable taxes are billed separately.

PHASE

INCLUDES

FEE

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

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.]

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]


Signature


Date


Name


Title

FOR [CONSULTANCY NAME]


Signature


Date


Name


Title

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