Bidsketch Proposal Template

Date: 01/01/20XX

Proposal for: Client Name

Proposal by: Your Name
Executive Summary
[For those who need working knowledge of the consultative project but won’t read
entire proposal. Should be on separate page and not exceed one page.]
● Brief identification and purpose of your organization
● Purpose and anticipated end result of proposal
● Type and amount of support requested
● Anticipated total budget
● Any other information necessary for broad understanding of the project

Example: XYZ Insurance is requesting an outside

assessment and optimization of their management team
structure. Omega Team-Building, Inc. has been delivering
quality consulting services for U.S. clients for over thirty
years; we are offering our services to help XYZ Insurance
finely tune their management to deliver maximum value
for customers and shareholders. We propose six
management meetings, led by Omega strategists and
attended by key XYZ members, to assess and advise the
XYZ Insurance team. Our similar plans for other
insurance companies have boosted employee retention
by 40%. The estimated budget is $10,000.00, and Omega
will require the attendance of 50% of management staff
at the six strategy meetings.

Situation Appraisal
[Describe the issue that the consultation project is addressing. Detail the history of
the issue.]

Example: The XYZ Insurance management team has the

opportunity to make its structure more elastic and
adaptable, to respond to rapidly changing marketplace
conditions and an emerging millennial workforce.
Business Goals
[What specific objectives do you mean to achieve with the consultation? Consider
in terms of Return On Investment.]

Example: With our consultative project, we aim to

achieve for XYZ Insurance:
● a 30% reduction in turnover
● A 20% increase in customer retention
● A 10% increase in revenue

Technical Approach / Methodology

[What services your organization will provide, and how they will benefit the client.]

Example: Our Omega Team-Building Team will address

the situation with a serious of on-site management
meetings, structured to emphasize open communication
and fast-response problem solving.

Case Studies
[Give examples of previous clients you’ve worked with in similar ways, and the
results you achieved.]

Example: We will be using a consultative structure that

was successful with Client ABC when they faced a similar
challenge. Our 6-meeting team building plan helped grow
the client’s customer base by 30% and bring in an
additional $1.2 million in revenue in the six months after
the Omega methods were applied.

Project Details and Timeline

[Detailed information on the expected timetable for the project. Break the project
down into discrete phases, and unpack the scheduling for each phase.]

Example: Omega Team Builders Jane Doe and John Stag

will conduct six weekly meetings at the XYZ Insurance
 offices. For the effort to be successful, at least 50% of the
XYZ management team must attend. The meetings will
be structured as follows:

Description of Work Date and Time

Meeting 1 Group interviews and general assessment. ...

Meeting 2 Identification of target information/decision flow points. ...

Meeting 3 Discussion of customized strategies for opening flow points. ...

Meeting 4 Hypothetical scenario response and debrief. ...

Meeting 5 Hypothetical scenario response and debrief. ...

Meeting 6 Identification of upcoming company challenges, and ...

preparatory technique application.

Responsibilities and Scope

[Define the boundaries of the project and your organization’s involvement. If there
are any fuzzy areas, make sure the line between what your organization will and
won’t do is perfectly clear.]

Example: Omega Inc. will be available for the time of the

six meetings, as well as up to two additional hours of
phone and/or in-person meetings per week, as necessary.

Requirements
[What resources will be needed to undertake the project?]

Example: For the project to be a success, Omega Inc.

requires that at least 50% of the XYZ Insurance
management team attend all six main meetings, and
 ancillary meetings as they apply. The Omega Inc. fees
will be $10,000 for the entire project.

Terms and Conditions

[The technical stipulations of the proposed contract.]

Example: a) Half of the Omega Inc. fees will be delivered

prior to the first meeting, and remaining fees will be
billed after the final meeting’s completion.
b) Violation of defined project requirements will
require a renegotiation of terms.

Sign-off / Acceptance / CTA

[Call to action, and/or names and addresses of individuals who support and endorse
the project. Make it easy for the client to move forward.]

Example: To accept the proposal as-is, sign off below

and fax to Omega Inc, 999-999-9999. If there are any
amendments or discussions required, please contact Jane
Doe at 999-888-8888, or through email at
JaneDoe@Omega.com.

[Name], Project Client [Name], Project Sponsor [Name], Project Manager