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1. Corporate Planning
Proposal
Submitted To
Client Name:
Client Address :
Contact Information :
User Assigned:
User Address :
Contact Information :
Submitted By

2. Cover Letter for Corporate Planning Proposal
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Dear Client
Your requirement for a planner for a {Event name} is at outmost importance to us.
Planning requires a careful evaluation and strategic steps. This is where we play an
important role, our expertise in the area of planning will help you to achieve your goal
in the given time frame.
We look forward to work with you .
Sincerely,
User Name
Designation
Company Name
2

3. Table of Content
12.
Terms and Conditions
11.
Next Step
09.
Our Team
08.
Case Study
07.
About Us
10.
Client Testimonials
02.
Action Plan
03.
Gap Analysis
04.
Project Timeline
05.
Budget Allocation
06.
Your Investment
01.
Proposal Context
3

4. Proposal Context for Corporate Planning
• You require a strategic planning partner to execute your vison
• You require a team of experts to manage and allocate the funds
• You need an organizer to meet all the demands of the plan that is
to be executed
• Your Text Here
• Your Text Here
Your Expectation
Deliverables
• We propose a 5 phase process to implement the Plan.
• Phase 1: Research and Planning
• Phase 2: Budget Allocation
• Phase 3: Action Timeline
• Phase 4 :Gap Analysis
• Text Here
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5. Action Plan for Corporate Planning Proposal
Action Timeline
• We draft and implement action timeline for the plan
• Your Text Here
Budget Allocation
• Based on the research and your expenditure limit we plan
out a budget for the allocation of monetary assets
• Your Text Here
Gap Analysis
• We review the activity and pitch them against the
expected result to see for any gap
• Your Text here
Research & Analysis
• A proper qualitative and quantitative research will be done
by the team , to know your business better
• Your Text Here
We Propose a Four Phase solution to ensure that your YouTube Channel gets the
audience it deserves
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6. Gap Analysis for Corporate Planning Proposal
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Current State
The Gap
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Objective
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7. Project Timeline for Corporate Planning Proposal
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Description Weeks
Research & Analysis 1-2
Budget Allocation 3-5
Action Timeline 5-6
Gap Analysis 6-9
Mentioned below is the timeframe for the 4 stage Project
timeline , the four stage process will take around 9 weeks
which are divided into various phases
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8. Budget Allocation for Corporate Planning Proposal
Description USD $
Research & Analysis 2,000
Budget Allocation 2,000
Action Timeline 2,000
Gap Analysis 2,000
Add Text Here XXX
Add Text Here XXX
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9. Your Investment for Corporate Planning Proposal
Description Price USD
Research & Analysis 500
Budget Allocation 600
Action Timeline 400
Gap Analysis 500
TOTAL 2,000
*Note
• The Investment package can be altered and changed in accordance to your needs
• You need to pay initial 50% of the amount at the time of contract signing the rest will be paid after or during project period.
• Your Text Here
• Your Text Here
This Investment detail are based on your specialized service choices.
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10. About Us for Corporate Planning Proposal
Founded in : 2000
Our Background
• Add details on company’s history
• Previous line of services
• How it all started etc.
• Other key points
Company Introduction
• Write few short lines about company introduction
displaying years in service major projects
accomplished & various certifications received
• Your Text Here
• Your Text Here
Write your company’s mission here
Company Mission
Write your company's vision here
Company Vision
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11. Our Team for Corporate Planning Proposal (1/2)
• Write key credentials and major highlights of the team member
• Text here
• Text here
John Smith
Designation
• Write key credentials and major highlights of the team member
• Text here
• Text here
Anita Doe
Designation
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12. Our Team for Corporate Planning Proposal (2/2)
• Write key credentials and major highlights
of the team member
• Text here
• Text here
Julie Hill
Designation
• Write key credentials and major highlights
of the team member
• Text here
• Text here
Peter Smith
Designation
• Write key credentials and major highlights
of the team member
• Text here
• Text here
Carol Murray
Designation
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13. Client Testimonials for Corporate Planning
Write Client Testimonial Here
Name
Designation
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your needs and capture your
audience's attention.
Write Client Testimonial Here
Name
Designation
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your needs and capture your
audience's attention.
Write Client Testimonial Here
Name
Designation
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your needs and capture your
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13

14. Next Step for Corporate Planning Proposal
Once you are satisfied with our proposal you can send a signed copy to us
either by mail or by post
Your Text Here
Our representative will contact you within one
week of receiving the signed copy
Team meeting will be scheduled with you
• User Assigned:
• Designation:
• Company Name:
Signature
• Client Name:
• Client Company Name :
• Address :
Signature
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15. Terms and Conditions for Corporate Planning
General Conditions
• The booking amount paid at the signing of contract is non- refundable
and will not be reimbursed
• Your Text Here
• Your Text Here
Notice & Renewal
• Contract can be renewed after or before completion of the project.
• In any case of contract termination by client a one month prior notice
has to be given to the firm
• Your Text Here
• your Text Here
Terms of Contract Termination
• The Contract with the client shall be terminated in case
of non compliance with the confidentiality contract
• Your Text Here
• Your Text Here
Signature and Name
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16. Contact Us for Corporate Planning Proposal
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
Company Name
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17. Corporate Planning Proposal Icons Slide
17

18. Additional
Slides
18

19. Our Mission for Corporate Planning Proposal
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Our Mission
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Our Vision
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and capture your audience's attention.
Our Goal
19

20. Gantt Chart for Corporate Planning Proposal
^ Event Dates > 27 Jan 28 Jan 29 Jan 1 Feb 2 Feb 3 Feb 4 Feb 5feb 6 Feb 7 Feb 8 Feb 12 Feb 13 Feb
Project #1 +
Task #1 +
Task #2 +
Project #3 +
Project #4 +
Revision +
Task #5 +
Project #6 +
Project End +
Project # 1
Task # 1
Task # 4
Task # 2
Task # 3
Task # 5
Task # 6
Revision
Project End
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21. 30 60 90 Days Plan for Corporate Planning Proposal
Days Plan
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30
Days Plan
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60
Days Plan
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90
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22. Timeline for Corporate Planning Proposal
StopStart
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Text Here
2016
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Text Here
2018
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Text Here
2020
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Text Here
2019
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Text Here
2017
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23. Roadmap for Corporate Planning Proposal
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Text Here
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Text Here
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Text Here
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Text Here
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