Consulting Proposals

Sales
1. Cold Calling
Telesales One Hour Presentation Proposal Searching for hotspots

2.

Insider Approach
Top down cascades Expanding projects

3.

RFI / RFP
Apply Frameworks Make assumptions Practice!

The Contracting Process

CLIENT
Define Problem
RFI

CONSULTANT
Write Response

Response

Assess Responses
Short-list

Define Project Detail

RFP / RFQ Response

Write Proposal

Select Firm

Negotiations

Negotiations

Contract

Proposal Template
Executive Summary Background to the project Objectives / Deliverables In Scope / Out of Scope Outline Approach Success measures Work breakdown / plan Resources and Responsibilities Costs & Expenses Processes (control, escalation, reviews) Dependencies & Risks (cover yourself!)

Deliverables & Costing

Cost per day Business Analyst Project Manager Testers (x2) PA 750 650 650 250 Workload 3 days 3 days 10 days 3 days Total 2250 1950 6500 750 11,450

Item Project Management Ongoing consultancy with client Workshop Preparation for workshop Workshop Market entry plan Define and Develop market strategy Develop market entry plan Total

Time 0.5 days 1.5 days

Cost 300.00 900.00

1 day 2 days

600.00 1,200.00

3 days 4 days 12 days

1,800.00 2,400.00 7,200.00

Your Assignment

Assignment
1. Proposal (word doc + presentation)
Individual

2.

Requirements
Analytical Well presented Realistic