RE: Proposal for (the objective)
What is the current situation. What is the problem. Why is or should there be a project.
specific, itemize. State exactly, in bullet point order, what you will
This may begin, the objectives of this project/engagement, etc… are:
Be specific and detailed, but be sure you can clearly measure your delivery of the objectives. Unmet objectives are reasons not to be paid…
is the “how” part. I will… and when…
Bullet points convey this most clearly. For concurrent activities you may use a two or three column table. Be as specific as possible, but only list what you’ll actually do. Observing the implementation of the work plan is the client’s way of measuring progress as well as consistency between what was said to be done and what’s accomplished.
The work plan also can provide you with a check off list for client progress reports.
brief bio – applicable credentials. Clients like to know who’s involved and
some credentials. Clients are always asked about their consultants and this is
an opportunity not only to show clients they chose wisely but also to promote
you to others.
your budget is
Allow some flexibility – i.e. “project costs are guaranteed within XX% of quoted fees. Project costs do not include… things the client may request as extras, such as 50 color copies of your report – do not include travel.
a disclaimer, “If the scope or focus of the project materially changes,
consultant will meet with client to present the changes and necessary revisions
to the proposal, including fee changes.”