Proposed Consulting Arrangement/Project Title

[DATE] [Recipient]: I wanted to thank you for the meeting yesterday and for this opportunity to work with [ClientCompany]. I believe there are some tremendous possibilities within your organization. Per our conversation, I have identified key areas for [services to provide] in regards to your technology infrastructure. Listening to your concerns, I am providing a proposal with outlined deliverables that will ensure an integrated environment [or effective solution]. This project will result in [explain the desired result]. This proposal includes the following sections: Scope of Work o Deliverables Schedule & Fees Assumptions Authorization Additional Services References

Scope of Work
[The scope of work should identify key work to be performed. You can break each section using a bold heading. Only go into as much detail as you believe the client might need to make a decision. Going into a detailed technical description can be counterproductive. If the client perceives the project as too technically complex, he might cancel the project or hold it until a later date. If a client needs additional technical information, he will ask. In most cases, he does not.] Work Item [Enter a basic description that describes the work to be performed and its objective.] Network Integration Provide an integrated and switched network environment. This involves identifying and selecting appropriate equipment based on internal analysis, desired performance, and redundancy. Also provide configuration and installation services for all equipment.

Deliverables
Identify any deliverables in the form of analysis, documentation, and final working product or environment. The following bulleted list provides an idea. Technology Map/Blueprint Needs Assessment Implementation Plan Prioritized Recommendations Hardware Assessment/Plan Areas of Concern/Suggestions Site/Remote Technology Assessment/Plan Simple Security Plan (Base Policy and Technology Overview) Remote Worker/Mobile Worker Strategy The Initial Scripting FrameworkUnified Logon Scripts Include a short paragraph or sentence that explains that the deliverables can be modified in name, but the overall project deliverable will meet the scope of work objectives. This allows you to provide more flexible solutions and documentation.

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Proposed Consulting Arrangement/Project Title

[DATE]

Schedule & Fees

Describe when and where the work will take place and what the nature of the work environment will be. The following is an example of an actual proposal for one of my clients. Work will take place primarily onsite, at [company name] offices, as well as offsite when necessary. It is estimated that this engagement as defined will take 10 days with initial deliverables/reports ready for review in 4 days. The final billing amount will be $[x,xxx.xx], with payments issued weekly based on days worked up to final billing. A work detail report will be completed and reviewed weekly to ensure timely delivery of requested items. [Company Name] agrees to pay consulting fees of [x]/hr ($[x] per day), with an original retainer of [x] hours (4 days) ($x,xxx.xx) for work to be completed on or before February 27th (based on project start of February 19). Additional billing will occur in 3-day intervals (after the completion of 3 daysapproximately 1 week of work). Payment terms are 10 days. I am available to begin this engagement as soon as mutual schedules permit.

Assumptions
[Assumptions are a way to ensure that you (and the client) are appropriately protected from problems that exist in the client's environment or from the clients inability to provide you with an appropriate workspace or information. All of these factors can lead to extended project time and cost you additional time and money. 1. Issues of confidentiality, client relationships, and discussion regarding proprietary products, services, or relationships, in addition to documents created as part of this consulting relationship, are the property of [Client Name]. 2. Appropriate access to vendors, customers, contacts, and administrative system access will be provided by [Client Name] as required to complete any assigned projects. 3. [Client Name] will provide an office space with Internet access, phone, fax, and copier as needed for project work. 4. Both parties (myself and [Client Name]) will make every effort to ensure timely answers to questions as related to the project engagement.

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Proposed Consulting Arrangement/Project Title

[DATE]

Authorization
[Client Name] agrees to the scope of work as outlined on the above proposal dated [Date]. [Consultant or Consulting Organization] is directed to proceed with the scheduling as outlined on the proposal. Authorization and commencement of above work requires a signed copy of this proposal and a work initiation payment of $x,xxx made payable to [Consultant or Consulting Organization]. Change orders for work outside of the scope of this agreement will be submitted to a [Client Name] representative (assumed to be [Primary Contact or Authorized Contact) authorized to approve such work. Final payment for all integration labor shall be due no later than the day of completion/day of delivery. This proposal is valid for 30 days from the proposal date. Agreed To: Date:__________________________________

___________________________________________________ Authorized [Client Name] Representative

Additional Services
[I try to include additional services that I can provide during or after the initial consulting arrangement. This tells the client that I am available to solve additional business problems and provides the client with some concrete suggestions.] As we move forward, I can assist in the procurement of all necessary hardware or software and provide the talent/staff necessary for the integration work. In addition, per our discussion, I can assist in the [Client Name] stated objective of reaching a paperless office environment. These projects can be discussed as time permits and additional system information is gathered.

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Proposed Consulting Arrangement/Project Title

[DATE] [I include references with my initial proposal for every potential client. At some point, the client is going to ask for them, and including them with the proposal lets the client know that you are prepared to have your past work checked before he makes a decision. It also cuts down any back and forth time. If the client likes your proposal, you dont want him to have to contact you about referrals. This way, he has all the information he needs to make his decision.

References
Professional
Reference Name Title Company Phone number and/or e-mail address Reference Name Title Company Phone number and/or e-mail address Reference Name Title Company Phone number and/or e-mail address Reference Name Title Company Phone number and/or e-mail address Reference Name Title Company Phone number and/or e-mail address

Personal
Reference Name how they are known/relationship Phone number and/or e-mail address Reference Name how they are known/relationship Phone number and/or e-mail address Reference Name how they are known/relationship Phone number and/or e-mail address Reference Name how they are known/relationship Phone number and/or e-mail address Reference Name how they are known/relationship Phone number and/or e-mail address

NOTE DATE SUBMITTED OR ALTERED HERE: [DATE]