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ICTICT608
Interact with clients on a business level
CONTENTS
Section 1: Draft Proposal Template............................................................................................................ 5
Section 2: Final Proposal............................................................................................................................ 7
Section 3: Service Level Agreement........................................................................................................... 9
Section 4: Survey..................................................................................................................................... 10
Section 5: Progress Report...................................................................................................................... 11
Section 6: Updated Proposal and Service Level Agreement....................................................................12

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Student name & ID:

Assessor:

Date:

Business this assessment is

based on:

Documentation reviewed as
part of this assessment:

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Section 1: Draft Proposal Template
Document your draft proposal here using the template. Use diagrams and flow charts as relevant to
assist with understanding the proposal.

Client Proposal
Include the name of the
business for this proposal

Background
Provide a background for
the client i.e. the products
and service they provide
and their service
standards, values and
culture.
Research and document.
trends relating to the
client’s business.

Client needs
Outline the client’s needs
as per the information
provided/that you can
access.

Service level agreements

Describe service level
agreements currently in
place.

Services offered
Describe the services
sought by the client.
Identify any additional
services that you consider
could benefit the client

Cost
Document the proposed
cost for the services
required by the client.
Make sure you refer to
current fee information to
develop costings.

Timelines
Document the timelines for
the services required by

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the client.

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Section 2: Final Proposal
Document your final proposal here using the template. Highlight the main areas of change from the draft
proposal so it can be seen what changes were made.

Client Proposal
Include the name of the
business for this proposal

Background
Provide a background for
the client i.e. the products
and service they provide
and their service
standards, values and
culture.
Research and document.
trends relating to the
client’s business.

Client needs
Outline the client’s needs.

Service level agreements

Describe service level
agreements currently in
place.

Services offered
Describe the services
sought by the client.
Identify any additional
services that you consider
could benefit the client

Cost
Document the final agreed
costs for the services
required by the client.
Make sure you include final
costs as discussed at the
meeting.

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Cost
Document the proposed
cost for the services
required by the client.
Make sure you refer to
current fee information to
develop costings.

Timelines
Document the final
timelines agreed for the
services required by the
client.

Website
development

Staff website
training

Managed Email
Service

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Section 3: Service Level Agreement
The Service level Agreement should be developed using the Service Level Agreement Template or your
business’ own template. Include your final SLA for the client below.

IT Biz Solutions
Maintenance and Service Level Agreement

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Section 4: Survey
Survey
Document your survey
here.
Include at least five
questions that can easily
be answered to assist with
clients completing the
survey.
Your questions should
focus on how the proposal
can be improved.
You should also attach
your survey tool e.g. a
screenshot, a link to the
survey.

Attach: Survey tool or link ☐

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Section 5: Progress Report
Progress Report
Include a project progress
report here.
Include full details of the
project’s progress, issues
and solutions to deal with
issues.
Also summarise the
feedback you received on
your proposal.
Include the response to
your survey.

Attach: Completed survey tool (by client) ☐

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Section 6: Updated Proposal and Service Level
Agreement
Include an updated proposal and SLA here. Ensure you include a version number to show that this is an
updated version. Highlight changes you have made.

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