Overview

What you’re trying to achieve, what we recommend, and what you’ll receive.

Hi Sarah ,
Thank you for the opportunity to support Mitchell & Co. . This proposal outlines a practical consulting engagement designed to deliver clarity, direction, and execution-ready recommendations.

What Success Looks Like

Clear outcomes you can measure.

• A decision-ready strategy with executive summary

• Prioritised initiatives with effort/impact scoring

• A 30/60/90-day execution roadmap

• KPI framework to track progress and ROI

Objectives

The outcomes this engagement is designed to deliver.

The objectives of this engagement are to:

• Objective1

• Objective2

• Objective3

• Objective4

Scope of Work

Included in scope:

• Discovery workshops and stakeholder interviews

• Current-state assessment (process, metrics, tools, constraints)

• Options analysis and recommendation

• Strategy roadmap and implementation plan

• Executive-ready deliverables and presentation

Our Approach

A proven framework that balances insight with action.

We deliver consulting engagements using a structured 4-phase approach:

Timeline

How the engagement will run from kickoff to delivery.

Estimated duration: [Duration] (e.g., 4–6 weeks)

Phase plan:

• Week 1: Discovery + stakeholder interviews

• Week 2: Analysis + diagnostics

• Week 3: Strategy design + prioritisation

• Week 4: Roadmap + executive presentation

Collaboration Model

How we’ll work with your team day-to-day.

• Weekly check-ins: [MeetingCadence]

• Primary contact: [ClientContactName]

• Communication channel: [PreferredChannel]

• Feedback turnaround: [FeedbackTimeframe] business days

Pricing

Clear pricing options based on the support level you want.

Terms & Conditions

Standard conditions governing this proposal and engagement.

Scope Changes

How additional work is handled.
Work outside the agreed scope will be quoted and approved in writing before commencement.

Confidentiality

Protecting sensitive business information.
All information shared will be treated as confidential unless disclosure is required by law.

Intellectual Property

Ownership of materials and outputs.
Unless otherwise agreed, the Client may use deliverables internally. Consultant retains ownership of underlying methods, frameworks, and templates.

Limitation of Liability

Reasonable commercial protections.
Liability is limited to fees paid for the relevant services, to the extent permitted by law.

Termination

Ending the engagement respectfully.
Either party may terminate with [NoticePeriod] days written notice. Work completed up to termination will be billed accordingly.

Acceptance

Approve this proposal to begin the engagement.

If you would like to proceed, please sign below. Once signed, we will schedule a kickoff session and begin the Discovery phase.

Next Steps

What happens immediately after approval.

1. Proposal approval and kickoff scheduling

2. Share discovery checklist and data request

3. Confirm stakeholder interview list

4. Begin workshops and analysis