Template for Consultancy Project

CE Example Template for Consultancy Project, (2,500 words)

Proposal Title – e.g., Proposal for developing a research promotion team.

Prepared for – e.g., HRM Director.

Company – e.g., Cancer Research.


X Consultant – Your name and student number

A Consultancy
or a fictional name you choose

Executive Summary (Max 150 words: does not count in the word count):

This section should summarise the key points of your proposal including;
• A brief summary of the client’s requirement – (aim) to recruit and develop a research promotion team.
• Summary of what you propose – (objectives) how you will meet the aim. You could use SMART objectives to demonstrate how you will deliver the project in the timescale, for example.
• Principal strengths of your company/proposal – how long your company has been in operation, how many tenders it has won in the past and the skills of your people. How will it stand out from the other tenders?
• Budget and time estimate or quotation – this is fictional, so you will have to think about a competitive budget, how long it will take from beginning to the end of the project and provide a quotation for the whole thing.
Please remember to reference any models you use and ensure that you provide a bibliography at the end, (attend the Harvard Referencing session on 18th March at 12.00 – the link is in the Consultancy folder).

1. Introduction:
Description of customers business and principal issues or requirements.
Customer’s business: Cancer Research UK is a cancer research and awareness charity in the United Kingdom, formed on 4 February 2002 by the merger of The Cancer Research Campaign and the Imperial Cancer Research Fund. Do not waste valuable words telling the organisation what they already know about the company. Use this section to describe what is required from your consultancy aligned to the organisation’s strategic goals (link in folder).
Principal issues or requirements: to develop a research promotion team.

2. Consultant Credentials:
Company or consultant description targeted at this particular requirement.
Evidence of past projects completed – please provide case studies of a minimum of 3 past projects your consultancy has been involved in remember to use at least 3 of the 4 exercises that you have completed during the past few weeks – think about what you have already done and summarise how you would use these skills in order to win the tender. How would you interview people? What would you do if you had to have a difficult conversation with the volunteers? Or how would you train staff to prepare them for the events? Also think about the negotiation exercise you did and how you could utilise those skills, and remember negotiating a win-win situation, or BATNA, for example.

3. Project Details:
This may require several sections depending on the scope of the project. Try to keep paragraphs to a reasonable length (no more than a third of a page long) and don’t go in for too many levels of sub-heading, any more than 3 levels of heading is very difficult to read. Use bulleted or number lists and tables to set points out clearly. This information will be found in the call for tender document.

4. Cost Estimate (tabulated):
Set out a detailed estimate for effort, timescales, costs etc. broken down so the client can see what each part of the project will cost. If there are any unknown factors that might increase costs state these here. E.g., how much will the recruitment cost? Think about the interviewing exercise you did at the beginning. How much will the training cost? Remember the training session you have just delivered. How will you review the performance skills of the people at the event? Please provide a table or matrix.

5. Project Plan (tabulated):
Set out when tasks will be done and by whom. You will have a team of people in your consultancy business who will each be responsible for delivering the project – think about the skills each will need to ensure that it is delivered successfully. Please provide a table or matrix.

Bibliography (not counted in the word count – there is a link to Findit for academic journals in Blackboard):