Consulting Proposal
Client Situation and Desired Outcome
[Client context, evidence of need, decision owner, desired outcome, and urgency.]
Our Relevant Perspective
[Relevant case evidence, domain expertise, differentiators, and conflicts check.]
Proposed Workstreams
[Workstream objectives, activities, methods, dependencies, and explicit exclusions.]
Deliverables and Acceptance
[Artifact list, format, review owner, acceptance criteria, and handover.]
Team and Governance
[Named roles, capacity, meeting cadence, escalation, and steering decision rights.]
Timeline and Client Inputs
[Milestones, client inputs, access, approvals, critical path, and change-control trigger.]
Fees, Expenses, and Commercial Assumptions
[Fixed or time-and-materials price, payment schedule, expenses, taxes, assumptions, and validity date.]
Risks and Alternatives
[Delivery risks, mitigation, client option, and consequence if an assumption changes.]
Decision and Next Step
[Proposal expiry, authorization, kickoff action, and procurement route.]
Measurement and Ownership
| Measure or deliverable | Baseline or input | Target or acceptance condition | Source | Owner | Review date |
|---|---|---|---|---|---|
| [client problem] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |
| [workstream] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |
| [deliverable] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |