DETAILED PROPOSAL TEMPLATE

Use APA style. No page limit

1- TITLE PAGE includes all names of team members, course number, submitted to professor, date
2- COVER LETTER TO CLIENT see sample proposal format posted on course site
3- EXECUTIVE SUMMARY complete this last after you have finished the proposal, highlight key
features of the proposal – key activities, anticipated outcomes, benefits
4- TABLE OF CONTENTS
5- INTRODUCTION TO THE SITUATION/UNDERSTANDING YOUR NEEDS demonstrate your
understanding of the business situation, their business needs and the purpose of your proposal,
proposal objectives
6- OUR CONSULTING TEAM identify the members of your team, their background and
qualifications for this project and their proposed role in the project
7- KEY FINDINGS (Competitive Analysis) Prepare Porter’s 5 Forces analysis or you may also include
the SWOT analysis or another tool as appropriate. If this section is lengthy, summarize and place
the detailed analysis in an appendix.
 PORTER’S 5 FORCES
 Strategy
 Finance
 Human Resources
 Information Technology
 Operations
 Marketing
8- PROJECT PURPOSE/OBJECTIVES Identify what the project entails, the purpose, intended
outcomes and benefits to client organization.
9- APPROACH & METHODOLOGY The approach should indicate to the client how you propose to
undertake the project based on the recommended option to achieve project objectives and
outcomes; the methodology will indicate what you will do in undertaking project objectives, the
key activities (could be identified as phases of the project and key activities, key deliverables
(what you will produce) and the high level workplan and timeline for project activities and
deliverables.
10- MARKETING PLAN RECOMMENDATIONS/OPTIONS Identify the options you are
recommending based on your analysis and other research and include information provided by
client (for example, identify limitations, constraints, risks, issues in undertaking specific options).
Identify pros/cons, risks/benefits to arrive at a final proposed option. Provide a final
recommendation to the client for the preferred option based on your analysis. You can refer to
Porter’s 5 Forces (optional) as listed below or identify risks/issues/pros/cons of your options in
 considering the best option based on the needs of the client and improving their growth and
position in the market.
• Strategy
• Finance
• Human Resources
• Information Technology
• Operations
• Marketing

11- IMPLEMENTATION - WORK PLAN/SCHEDULE/FEES The final portion of the proposal will include
a detailed implementation plan, taking the high level workplan and timeline and breaking it
down into a more detailed work plan with phases and timeframe for each phase, activities,
deliverable dates/key milestones and resource requirements to undertake the preparation
through implementation phases. The schedule will be translated into hours of work per phase,
per consultant resource with proposed fees.

This section should allow the client to see how the work will be undertaken, effort, costs, time, start and
end date.

12- CHANGE READINESS ASSESSMENT Kotter’s 8 step process OPTIONAL

Add this to your final analysis if there is a significant change required. Consider, how ready is this client
organization to undertake the recommended actions? What do you propose to client to ensure that the
recommended plan of action is successful? Consider all of the following steps in Kotter’s process.

 Establishing a Sense of Urgency

 Forming a Powerful Guiding Coalition
 Creating a Vision
 Communicating the Vision
 Empowering Others to Act on the Vision
 Planning for and Creating Short-Term Wins
 Consolidating Improvements and Producing still More Change
 Institutionalizing New Approaches

12- CONCLUSION/SUMMARY Add a final concluding section to highlight be project outcomes,

benefits/value to client organization.
BIBLIOGRAPHY/REFERENCES Include all resources used to prepare your proposal, include reference to
any client documents, external research and articles, and any other source you used to support your
proposal.

APPENDICES