Master Proposal Form

12/12/2008

An Agreement between [my company] and ______________

1. Situation Appraisal [Statement of client’s current condition and why the proposal being sought. Focus on the problem or improvement, what are the results expected]

2. Objectives [Bullet-point list emanating directly from conceptual agreement reached earlier]

3. Measures of Success [[Bullet-point list of how/what reports to provide metrics]

4. Value to the Organization [Restate the value for this project, bullet-point list]

5. Methodology and Options [Briefly discuss the options (choice of yes’s) available to client. Provide different values: Option 1: Option 2: Option 3:

6. Timing [State when project can begin and likely range of its duration. Don’t commit to firm ending date. This is a reasonable range of time based on lots of factors.]

1 © 2009, Caldwell Consulting, Ltd., All rights reserved.www.dougcaldwell.net 214.641.4084.

12/12/2008

An Agreement between [my company] and ______________ 7. Joint Accountabilities [Explain collaboration process between you and client] My accountability includes: Adherence to agreed-on deadlines All admin and office costs Monthly progress report in person Your accountability includes: Access to key individuals on mutually convenient dates Provision of all info having bearing on project Payment in conformance with terms below Joint Accountability includes: Alert each other of anything we learn. Respect each other’s confidentiality and proprietary materials

8. Terms and Conditions • • •

The fee for Option 1 is $ __________ The fee for Option 2 is $___________ The fee for Option 3 is $____________

Payment terms X% deposit is required to commence work, with balance due in ___ days 10% discount can be obtained with single full-fee payment at commencement Expense reimbursement terms Expenses will be billed monthly as actually accrued and are due on presentation of our invoice. Expenses will include air, train, ground transportation, lodging, food, and related expenses; they will not include fax, copying, phone, courier, office support, and their related expenses. Please make all checks payable to [your company] 2 © 2009, Caldwell Consulting, Ltd., All rights reserved.www.dougcaldwell.net 214.641.4084.

12/12/2008

An Agreement between [my company] and ______________ Your deposit, in the absence of your signature below, also will indicate acceptance of this project and the terms and conditions as stated below.

9. Acceptance Your signature below indicates acceptance of the terms of this proposal indicated by the option you have checked.

___Option 1

___Option 2

For [your company] Your Name President Date: __________________________

___Option 3 For _______________ Name Title Date: _____________________

3 © 2009, Caldwell Consulting, Ltd., All rights reserved.www.dougcaldwell.net 214.641.4084.