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Simple_Proposal_Template.pdf

Paul M
June 30, 2021
160

 Simple_Proposal_Template.pdf

Paul M

June 30, 2021
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Transcript

  1. PROJECT X
    Proposal Document
    Name - Date

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  2. HIGH-LEVEL
    PROBLEM
    STATEMENT
    The company is dealing with….

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  3. CONTEXT & UNDERSTANDING
    High level description of a problem
    statement. Include
    • Context (such as trends, things they
    are already attempting, impetus for
    hiring a consultant)
    • Complications(what changed?, what
    is the big decision they need to
    make?, what are the stakes?)
    UNDERSTANDING OF THE OPPORTUNITY
    APPROACH
    Phase 1
    High level overeview of process
    Phase 2
    High level overeview of process
    Phase 3
    High level overeview of process
    TEAM
    The project will consist of the following
    team members:
    • Consultant:
    • Client Contact:
    • Additional Members:
    DELIVERABLES
    • List of deliverables

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  4. DEFINED PROJECT OUTCOMES
    Consultant will deliver:
    • Xxx
    • X
    • X
    We will co-develop:
    • Sadf
    • Sdf
    • Dsdf
    Workshop on DATE
    DETAILED DELIVERABLES & OUTCOMES
    Screenshots of samples or mockups
    Screenshots of samples or mockups

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  5. Phase 1 Phase 2 Phase 3
    Dates Dates Dates
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    • Process Steps
    PROCESS SLIDE

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  6. ADDITIONAL FIRM CREDENTIALS
    SPACE FOR MORE INFORMATION ABOUT CONSULTANT & FIRM

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