ADDRESS. ● San Jose, CA ●
zip ● (408) tel ● firstname.lastname@example.org
Name of client ● Title of Client, Dept.
Organization Name ● Address ● San Jose, CA
zip ● (408) tel
This proposal is valid for a period of 15 days. Any changes or additions to projects should be
discussed and be agreed to by both parties. Changes that affect the proposed fee will be updated
before signatures are provided.
Following-up with our conversation on Day, Date, I am writing this letter to propose consulting
work with Organization’s Human Resources (HR) Department.
Our contact person
Organization for this project will be you, CLIENT NAME.
In this proposal I describe my
understanding of your immediate need, the activities, I, along with my team of five others, will
perform, mutual expectations, resources, and outcomes associated with diagnosing problem areas
regarding Organization’s PROBLEM, and our proposed deliverables upon completion of our
Statement of Problem
Objectives of the Project
Our goal is to ….
Our second objective is to recommend….changes that will improve the ….
Expected Outcomes of the Diagnosis
The diagnosis of … through face to face communication with employees of Organization is
expected to produce three important outcomes:
(1) a better understanding of …, (2) a clearer
picture of …, and (3) the opportunity to make an informed decision as to how to address both
issues presented in the Statement of Problem.
Any additional outcomes above and beyond these
will require a new proposal and additional projects will be quoted separately.
Roles, Expectations, and Resources
First, regarding roles
, I, NAME, will be the lead senior consultant on this project.
communication about the needs of the project or its outcomes will be related directly to me.
will have ‘on board’ four junior consultants and one research analyst who will be contracted
It is my understanding that CLIENT NAME will be our main client whom we are
helping in this consulting project.
We further recognize that XYZ NAME is also associated with
this project and will be sure to keep him informed of our progress.
Organization employees of
all organizational levels will be considered our immediate stakeholders and recognize that any
work we do potentially affects Organizations clients and other stakeholders.
Thus, we regard
and value all stakeholders, immediate or tertiary to us (i.e., the consultants on this project),