consultancy project proposal

8/2/2019 Consultancy Project Proposal

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Varuna Bhal


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The contract would detail

What you purpose to do

Why you purpose to do itWhat benefits the client will receive from your doing

it, and

How you plan to do it


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5 elements of a proposal1. Background Information

Brief summary of the organization, its business and the

current situationDomain knowledge


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2. Problem or opportunity statement

Statement of the client requirement or understanding

of the situation.This statement should explain what the client needs to

achieve, resolve, or is perceived as causing anunacceptable situation.


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Questions must include:

a) What is the situation that is currently preventing from

realizing greater success in an important performancearea? What is the current obstacle facing the clientthat requires resolution?


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b) How is success measured? What are the majorvariables tat define success?


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3. Project Objective

States the project objective in terms of outcome the

consultancy investigation is expected to achieve.Important questions are:

What benefits will accrue to your client when thecurrent undesirable situation is corrected or resolved?

How will the performance measure be enhanced?


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4. Description of project, including the deliverables

Concrete tangible results which you will present to the

client when the project is completed.For most projects, a final report and the typicalpresentation are the outcomes, but sometimes thereare more.


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Questions to address:

What specifically, you will place in your clients

possession when the project is completed?What services go with the deliverable, if any?

Do you plan to offer any after sale service? This isimportant if you are doing a pilot implementation, if

possible or feasible, offer an option for fullimplementation.


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5. The Project Plan

This section articulates the plan and schedule for getting

from the initiation to the completion of the project.Plan shows a concrete set of tasks, time for completionof each milestones, and schedule for the finaldeliverables.

Important role of this plan is to instill confidence in theclient, as well as to show how the work will be done.


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Questions to address often include:

How do you plan to get to your objective?

What resources will you require?What role must your client play in your plan?

What contingency plans may be developed if majorobstacles arise?


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Delivering the ProposalsThe written proposalCover

Letter of transmittalWhats enclosed

Thanks for the opportunityComplete name and address for the client

Proper names and titles of all relevant individuals of the client organization

Executive Summary 1 page maximum

Table of contents

BodySetting

Problem

Objective

Deliverable

PlanAttachments/Addendums/Appendices


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Important Points Impression of professionalism in format, style,

physical appearance and, of course, content.

Write for the readers convenience No straight paragraphs, use a combination of

headlines, outlines and depth.

Keep details out of the body of the proposal; they

belong in the appendix. Put in only that which isneeded to met the objective of the report:understanding, agreement, and acceptance.


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ProofreadingBe careful with spelling, grammar and clarity.

Very often, it is these factors that influence clients to

believe consultants are competitive and effective, notonly the technical content of the document.


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Thank You

consultancy project proposal

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