Consulting Proposal Template: Operations Programme

About this example

This example is the proposal a UK management consultancy sends a food manufacturer that wants more output from its three packing lines before it buys a fourth. It proposes a 14-week operations programme to raise overall equipment effectiveness from 58% to 70%, priced in pounds with 20% VAT.

Clients hire consultants who have understood their problem, so the proposal leads with it. The cover letter restates the question the client asked and the answer in one paragraph. The next pages set out the situation, the objective and how success will be measured, then show where the lost time goes, cause by cause, with what the consultants will do about each. The programme runs in three phases, each with tasks, deliverables and a decision point, followed by the team and the results of a similar programme. Fees are priced by role and day rate for each phase, with expenses capped, and a second option puts part of the fee at risk against the result. The proposal closes with payments by phase, terms on stopping, confidentiality and liability, and signatures.

Who it is for

Management consultants, operations advisers and other professional services firms that win work with written proposals and day-rate or fixed fees.