Proposal: [Engagement name]

Prepared for [Client] by [Firm] · [Date] · Valid for [30] days

1. Executive summary

[Two or three sentences: the client’s objective, what you propose to do, and the outcome they can expect.]

2. Understanding & objectives

What we understand about your situation:

• [Context point]
• [Constraint or pressure]

Objectives for this engagement:

1. [Objective 1 — measurable]
2. [Objective 2]

3. Approach

Phase	Focus	Key activities	Duration
1. Diagnose	[Focus]	[Interviews, data review, baseline]	[2 wks]
2. Design	[Focus]	[Options, model, recommendation]	[3 wks]
3. Deliver	[Focus]	[Plan, enablement, handover]	[2 wks]

4. Deliverables

• [Deliverable 1 — format]
• [Deliverable 2]
• [Deliverable 3]

5. Timeline

Estimated [7] weeks from kickoff, subject to timely access to people and data. Start date: [Date].

6. Team

Name	Role	Focus
[Name]	[Engagement lead]	[ ]
[Name]	[Consultant]	[ ]

7. Investment

Fees: [Fixed fee / rate] of [amount], invoiced [schedule]. Expenses billed at cost with prior approval. Detailed terms are set out in the accompanying [SOW / Services Agreement].

8. Why us

[Two or three sentences of relevant proof: comparable work, outcomes, and the specific reason you’re the right partner.]

9. Next step

To proceed, sign below or reply to confirm and we’ll schedule kickoff within [5] business days.