Client Proposal
Client goals and constraints
[Business objectives, constraints, stakeholders, and desired deadline]
What we heard
[Pain points, evidence, and language the client used]
Tailored recommendation
[Recommendation rationale, alternatives considered, and expected impact]
Engagement scope and deliverables
[Deliverable, format, acceptance owner, and handoff point]
Ways of working and governance
[Cadence, communication channels, decision rights, and escalation path]
Fees, assumptions, and approval
[Pricing model, payment terms, exclusions, validity, and signatory]
Measurement and Ownership
| Measure or deliverable | Baseline or input | Target or acceptance condition | Source | Owner | Review date |
|---|---|---|---|---|---|
| [client goals] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |
| [discovery insight] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |
| [tailored recommendation] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |