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Sanitized proposal

C. Todd Lombardo
C. Todd Lombardo

Sanitized version of a successful proposal to a client from 2010. Due to confidentiality I had to strip out a fair amount of detail.

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ABC Business Analysis: Proposal Prepared by: C. Todd Lombardo XX-August-20XX T 617.299.6466 E email@ctodd.org W ctoddlombardo.com
Manager ABC Date 16-Aug-2010 XXX, I want to thank you for the opportunity to work with (ABC). I believe there are some tremendous possibilities for improvement, growth and positioning within ABC. Per our conversation, I have identi鍖ed key areas for review, assessment and insight in regards to the shop. Following our conversation, I am providing a proposal with outlined deliverables that will aim to set ABC for future and continued growth in your market. This project will result in a fully re鍖ned mission and positioning for ABC, marketing campaigns and objectives, with metrics for future use, suggestions for improvements in operations and help with initiating the execution of those initiatives. This project will not include full execution on the initiatives suggested by the resulting deliverable report. This proposal includes the following sections: Executive Summary Breakdown of Analysis Project Financials Kind Regards, C. Todd Lombardo
Executive Summary Objective The overall goal is to aid ABC in understanding its business at a deeper level with emphasis on observation, insights and innovation. Process The process is not linear, rather cyclical. The 鍖rst step will be information gathering, observation of current operations, observation of competitors, interviews with ABC customers, competitors customers and a survey, both online and of鍖ine. Once the data is gathered for a particular area it will be placed in a project space and all parts of the business will be drawn out to connect the data. Analysis, insights and ideation will be obtained from the data in a co-creative manner with ABC staff. Once the conclusions are agreed upon, the ideation stage commences where the insights are used to create new business processes (operations, marketing, sales, etc) to then be distilled into those which are the most viable. Discovery and Feedback Identify information needed to analyze and prioritize, Identify best sources and methods to collect information, gather data, organize and analyze Alignment, Insights and Ideation Identify actions to address issues, Develop vision for change and actions into overall action plans, Ensure actions are aligned and integrated together, Develop plans for evaluation, learning and communications Execution and Integration Adopt and implement recommended actions, Evaluate results of implementing the Plan to ensure desired change has and will continue to occur Termination End the Project Assumptions Issues of con鍖dentiality, client relationships, and discussion regarding proprietary products, services, or relationships, in addition to documents created as part of this consulting relationship, are the property of ABC. Appropriate access to vendors, customers, contacts, and administrative system access will be provided by ABC as required to complete any assigned projects and project tasks. Both parties (myself and ABC) will make every effort to ensure timely answers to questions as related to the project engagement. ABC Proposal August 2010
Breakdown of Analysis Topic Detail Strategy and Mission Helping ABC to de鍖ne its reason for existence. This is not a mission statement, rather an answer to the question: Why would a customer come to ABC and not another organization? Non-market Environment Analysis There are a number of industry trade groups and associations which proliferate your industry. This portion will seek to identify and anlyze those organizations which need involvement from ABC management, and how ABC could align themselves with these groups in light of its businss strategy. Deliverable: listing of organizations relevant to ABC, ranking and prioritization based on alignment with ABCs mission, contact information and introductions where necessary Organizational Culture and Structure Assessment of training programs, organizational reporting structure, culture and talent acquisition/management. Deliverable: Org chart, New Employee Training Guide, Talent Management Guidelines Financial Assessment of the prior 鍖ve years of 鍖nancial performance and examining the existing projections. Deliverable: Ratio analysis and assessment of the viability, stability and pro鍖tability of ABCs business. Marketing and Advertising All marketing campaings over the past 1 to 2 years will be analyzed for their Campaigns success, and a number of alternatives will be explored for implementation within a de鍖ned budget. Deliverable: Analysis of past campaigns and proposal for future Marketing campaigns Market Analysis External view of competitors and substitutes, their value propositions and ultimately arriving at some insights related to the strategy and mission of ABC. Deliverable: Qualitative market intelligence report covering major competitors. Customer Analysis Utilizing ABCs in-house database as wella s market data, client/customer personas will be developed with input from ABC staff to facilitate customer needs and enable ABC to better serve its customers. Deliverable: User personas for each store location with a customer journey map (existing). Operations Observation, review and internal survey of how ABC operates on a day-to-day basis. This incudes, but is not limited to: store operations, sales 鍖ow, sales 鍖oor management, inventory management, service business management. Deliverable: Report on analysis and insights with proposals on how to improve the current state. This will be a co-creative activity with ABC staff. ABC Proposal August 2010
Project Financials Schedule and Fees Work will take place primarily onsite, at either of ABCs shop locations, as well as offsite when necessary. It is estimated that this engagement as de鍖ned will take up to 4 months on a part-time basis with initial deliverables and/or reports ready for review at the agreed upon phases. The total project amount will be US $XX,XXX with payments accepted in the form of cash, check or bank transfer. A work detail report will be completed and reviewed weekly to ensure timely delivery of requested items. ABC agrees to pay consulting fees of $120/hr, with an original retainer of 25% of the total amount for work to be completed on or before January XX, 20XX based on projected start of August XX, 20XX. Additional billing will occur in 1-month intervals should this be necessary. Payment terms are 30 days. Work on this project can begin as soon as mutual schedules permit. Descripci坦n Cantidad (horas) Precio/unidad Importe Strategy and Mission 24 Non-Market Environment Analysis and Contact of Organizations 24 Organizational Culture and Structure 32 Financial Analysis - History and Projections 24 Marketing Programs - Outbound and Inbound 32 Market Analysis - Competitors and Substitutes 20 Customer Analysis 32 Operations 24 Subtotal Taxes 6,25% Total $XX, XXX ABC Proposal August 2010

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Sanitized proposal

  • 1. ABC Business Analysis: Proposal Prepared by: C. Todd Lombardo XX-August-20XX T 617.299.6466 E email@ctodd.org W ctoddlombardo.com
  • 2. Manager ABC Date 16-Aug-2010 XXX, I want to thank you for the opportunity to work with (ABC). I believe there are some tremendous possibilities for improvement, growth and positioning within ABC. Per our conversation, I have identi鍖ed key areas for review, assessment and insight in regards to the shop. Following our conversation, I am providing a proposal with outlined deliverables that will aim to set ABC for future and continued growth in your market. This project will result in a fully re鍖ned mission and positioning for ABC, marketing campaigns and objectives, with metrics for future use, suggestions for improvements in operations and help with initiating the execution of those initiatives. This project will not include full execution on the initiatives suggested by the resulting deliverable report. This proposal includes the following sections: Executive Summary Breakdown of Analysis Project Financials Kind Regards, C. Todd Lombardo
  • 3. Executive Summary Objective The overall goal is to aid ABC in understanding its business at a deeper level with emphasis on observation, insights and innovation. Process The process is not linear, rather cyclical. The 鍖rst step will be information gathering, observation of current operations, observation of competitors, interviews with ABC customers, competitors customers and a survey, both online and of鍖ine. Once the data is gathered for a particular area it will be placed in a project space and all parts of the business will be drawn out to connect the data. Analysis, insights and ideation will be obtained from the data in a co-creative manner with ABC staff. Once the conclusions are agreed upon, the ideation stage commences where the insights are used to create new business processes (operations, marketing, sales, etc) to then be distilled into those which are the most viable. Discovery and Feedback Identify information needed to analyze and prioritize, Identify best sources and methods to collect information, gather data, organize and analyze Alignment, Insights and Ideation Identify actions to address issues, Develop vision for change and actions into overall action plans, Ensure actions are aligned and integrated together, Develop plans for evaluation, learning and communications Execution and Integration Adopt and implement recommended actions, Evaluate results of implementing the Plan to ensure desired change has and will continue to occur Termination End the Project Assumptions Issues of con鍖dentiality, client relationships, and discussion regarding proprietary products, services, or relationships, in addition to documents created as part of this consulting relationship, are the property of ABC. Appropriate access to vendors, customers, contacts, and administrative system access will be provided by ABC as required to complete any assigned projects and project tasks. Both parties (myself and ABC) will make every effort to ensure timely answers to questions as related to the project engagement. ABC Proposal August 2010
  • 4. Breakdown of Analysis Topic Detail Strategy and Mission Helping ABC to de鍖ne its reason for existence. This is not a mission statement, rather an answer to the question: Why would a customer come to ABC and not another organization? Non-market Environment Analysis There are a number of industry trade groups and associations which proliferate your industry. This portion will seek to identify and anlyze those organizations which need involvement from ABC management, and how ABC could align themselves with these groups in light of its businss strategy. Deliverable: listing of organizations relevant to ABC, ranking and prioritization based on alignment with ABCs mission, contact information and introductions where necessary Organizational Culture and Structure Assessment of training programs, organizational reporting structure, culture and talent acquisition/management. Deliverable: Org chart, New Employee Training Guide, Talent Management Guidelines Financial Assessment of the prior 鍖ve years of 鍖nancial performance and examining the existing projections. Deliverable: Ratio analysis and assessment of the viability, stability and pro鍖tability of ABCs business. Marketing and Advertising All marketing campaings over the past 1 to 2 years will be analyzed for their Campaigns success, and a number of alternatives will be explored for implementation within a de鍖ned budget. Deliverable: Analysis of past campaigns and proposal for future Marketing campaigns Market Analysis External view of competitors and substitutes, their value propositions and ultimately arriving at some insights related to the strategy and mission of ABC. Deliverable: Qualitative market intelligence report covering major competitors. Customer Analysis Utilizing ABCs in-house database as wella s market data, client/customer personas will be developed with input from ABC staff to facilitate customer needs and enable ABC to better serve its customers. Deliverable: User personas for each store location with a customer journey map (existing). Operations Observation, review and internal survey of how ABC operates on a day-to-day basis. This incudes, but is not limited to: store operations, sales 鍖ow, sales 鍖oor management, inventory management, service business management. Deliverable: Report on analysis and insights with proposals on how to improve the current state. This will be a co-creative activity with ABC staff. ABC Proposal August 2010
  • 5. Project Financials Schedule and Fees Work will take place primarily onsite, at either of ABCs shop locations, as well as offsite when necessary. It is estimated that this engagement as de鍖ned will take up to 4 months on a part-time basis with initial deliverables and/or reports ready for review at the agreed upon phases. The total project amount will be US $XX,XXX with payments accepted in the form of cash, check or bank transfer. A work detail report will be completed and reviewed weekly to ensure timely delivery of requested items. ABC agrees to pay consulting fees of $120/hr, with an original retainer of 25% of the total amount for work to be completed on or before January XX, 20XX based on projected start of August XX, 20XX. Additional billing will occur in 1-month intervals should this be necessary. Payment terms are 30 days. Work on this project can begin as soon as mutual schedules permit. Descripci坦n Cantidad (horas) Precio/unidad Importe Strategy and Mission 24 Non-Market Environment Analysis and Contact of Organizations 24 Organizational Culture and Structure 32 Financial Analysis - History and Projections 24 Marketing Programs - Outbound and Inbound 32 Market Analysis - Competitors and Substitutes 20 Customer Analysis 32 Operations 24 Subtotal Taxes 6,25% Total $XX, XXX ABC Proposal August 2010