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:

03

Scope

04

Deliverables

05

Work plan

The engagement runs [N] weeks from the kickoff date. Each phase ends with a deliverable and a decision by the client.

06

Project team

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.

Payment schedule

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].