CONSULTANCY ASSESSMENT: SUPPORTING DOCUMENT TEMPLATE

The aim of the supporting document is to outlie in more detail your group’s pitch to the
client. The document will allow your slides to be less word heavy and can also be used
in the question and answer section of the presentation. Below you will find a list of
suggested subheadings and sections to help you compose the document.

You should bring two printed copies of your supporting document to the final
presentation, one for each of the markers.

FRONT PAGE: The front page should contain the name of your consultancy group,
the date of the pitch and who the pitch is for.

SECTION 1: EXECUTIVE SUMMARY: This section should summarise the key points
of your proposal including;

• Brief summary of the clients requirement

• Summary of what you propose

• Principal strengths of your company/proposal

• Budget and time estimates or quotation

SECTION 2: INTRODUCTION: Description of customers business and principle

issues or requirements

SECTION 3: CONSULTANCY CREDENTIALS: Company or consultant description,

targeted at this particular requirement. Why should they chose you?

SECTION 4: PROJECT DETAILS: According to your group, what are the main issues
faced by the organisation and why are they issues? What are your recommendations
for solving/fixing the issues?
This may require several sections depending on the scope of the project. Try to keep
paragraphs to a reasonable length (no more than a third of a page long) and do not
have too many levels of sub-heading, any more than three levels of heading is very
difficult to read. Use bulleted or number lists and tables to set points out clearly.

Remember that you need to give specific recommendations. Do not simply state that
you recommend training, say what the content and length of the training will be, who
is delivering the training, what effects can we expect to see from the training etc.

SECTION 5: COST ESTIMATE: Set out a detailed estimate for effort, resources and
costs. broken down so the client can see what each part of the project will cost. If there
are any unknown factors that might increase costs state these here.

SECTION 6: PROJECT PLAN: Set out when tasks will be done and by whom. It is
advisable to tabulate the costings and consider a Gantt chart for the timescales.