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arried out. The Management Plan ? Describes how the project will be anized, and how the team will interact with the client。 Work Plan and Schedule ? Reflects the tasks written in the technical approach。 The Technical Approach ? This defines the “ how” and the “ what” of a consulting firm’ s approach to the project。 ? It is a short statement of Who, What, Where, Why, When, and How. Understanding the Problem ? This presents the consulting firm’ s understanding of the problem and issues that make the project necessary。 Who the consulting firm’ s proposals partners are (if any)。 9. A Financial plan or budget。 7. A Staffing plan。 5. A Work plan and schedule。 3. Understanding of the background。 2,咨詢項目建議書 咨詢建議書( Proposal)種類和作用 種類: 1, Unsolicited (Proactive) 主動式 2, Solicited (Reactive) 被動式 作用: 1,營銷工具; 2,項目計劃; 3,競標(biāo)文件; 4,咨詢合同依據(jù); Proposal are a consulting firm’ s description of 5W 1H ? What The work is ? Who Will do the work ? Why They are doing it ? How They will do it ? When They will do it ? Where They will do it Nine Basic Components of Proposal 1. A Transmittal letter。 長城企業(yè)戰(zhàn)略研究所咨詢程序 提出項目建議書 簽署咨詢合同 成立項目組 制定項目計劃 分析論證 提交階段報告 反饋和修改 提交最終咨詢報告 項目驗收 項目結(jié)束 客戶在一周