business proposal

DETAILED PROPOSAL TEMPLATE

Project based on real estate -vena

Dean and kent mcfayden

Dean -real estate , construction houses –

West hills big project

DOORs -16000 -

Kent - physical office – downtown Victoria

Website :- homes of Victoria.ca

Victoria – palm spring of Canada

30% more rain – rarely snow – shorts all round year

Retirement – focused

Use APA style. No page limit

TITLE PAGE includes all names of team members, course number, submitted to professor, date

COVER LETTER TO CLIENT see sample proposal format posted on course site – 1 pg

EXECUTIVE SUMMARY complete this last after you have finished the proposal, highlight key features of the proposal – key activities, anticipated outcomes, benefits – 1 pg

TABLE OF CONTENTS

INTRODUCTION TO THE SITUATION/UNDERSTANDING YOUR NEEDS demonstrate your understanding of the business situation, their business needs and the purpose of your proposal, proposal objectives –

· Victoria BC – expansion outside outskirts

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OUR CONSULTING TEAM identify the members of your team, their background and qualifications for this project and their proposed role in the project

KEY FINDINGS Prepare Porter’s 5 Forces analysis. You may also include the SWOT analysis or another tool as appropriate. If this section is lengthy, summarize and place the detailed analysis in an appendix.

· PORTER’S 5 FORCES

· Strategy

· Finance

· Human Resources

· Information Technology

· Operations

· Marketing

PROJECT PURPOSE/OBJECTIVES Identify what the project entails, the purpose, intended outcomes and benefits to client organization.

APPROACH & METHODOLOGY The approach should indicate to the client how you propose to undertake the project based on the recommended option to achieve project objectives and outcomes; the methodology will indicate what you will do in undertaking project objectives, the key activities (could be identified as phases of the project and key activities, key deliverables (what you will produce) and the high level timeline for project activities and deliverables.

RECOMMENDATIONS/OPTIONS Identify the options you are recommending based on your analysis and other research and include information provided by client (for example, identify limitations, constraints, risks, issues in undertaking specific options). Provide a final recommendation to the client for the preferred option based on your analysis. You can refer to Porter’s 5 Forces (optional) as listed below or identify risks/issues/pros/cons of your options in considering the best option based on the needs of the client and improving their growth and position in the market.

• Strategy

• Finance

• Human Resources

• Information Technology

• Operations

• Marketing

CHANGE READINESS ASSESSMENT (Kotter’s 8 step process )

Add this to your final analysis if there is a significant change required. Consider, how ready is this client organization to undertake the recommended actions? What do you propose to client to ensure that the recommended plan of action is successful? Consider all of the following steps in Kotter’s process.

· Establishing a Sense of Urgency

· Forming a Powerful Guiding Coalition

· Creating a Vision

· Communicating the Vision

· Empowering Others to Act on the Vision

· Planning for and Creating Short-Term Wins

· Consolidating Improvements and Producing still More Change

· Institutionalizing New Approaches

IMPLEMENTATION - WORK PLAN/SCHEDULE/FEES The final portion of the proposal will include an implementation plan, taking the high level timeline and breaking it down into a more detailed work plan with phases and timeframe for each phase, activities, deliverable dates/key milestones and resource requirements to undertake the preparation through implementation phases. The schedule will be translated into hours of work per phase, per consultant resource with proposed fees. We will discuss this in the class.

CONCLUSION/SUMMARY Add a final concluding section to highlight be project outcomes, benefits/value to client organization.

BIBLIOGRAPHY/REFERENCES Include all resources used to prepare your proposal, include reference to any client documents, external research and articles, and any other source you used to support your proposal.

APPENDICES