1. Proposal
Page 1 of 4
Business name: NAME
Contact name: Managing Director
Date: xx/yy/zz

2. Business overview:
Business Development Goals:
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Company X, chartered quantity surveyors, is a partnership with 100 staff split across City A
and City B. The business has delivered 10% year on year growth in turnover since 2000:
sales to March ‘09 were £6.4m. Internally the business has strong financial and people
management practices: the business is IIP accredited.
Company X prides itself on its traditional partner led approach and is clear it serves a niche
market that demands senior, ‘first-name’ based service. This approach however drives
higher charges than the norm and is cited as a barrier to new business - 80% of business is
repeat. Additionally the Senior Partner is concerned over the potential to be perceived by
prospects as ‘old fashioned’.
The recession has driven down both tender values and fees – 20 and 30% respectively. The
Senior partner recognises this threat and has planned for £5.5m revenue for ’10. Additionally
he is leading work to redirect sales, improve productivity and reduce costs.
The Senior Partner’s ambition is to return to reliable 10% year on year growth over the next
two years.
Strategic issues:
• The business has no established approaches to strategic planning and strategic (cost)
review in terms of: processes; deliverables; timelines; and responsibilities
• In the absence of strategic planning and review, existing marketing plans and materials
as well as sales targets cannot be aligned with strategy and growth ambitions. The
business urgently needs:
o A strategic marketing plan that serves to build a differentiated brand
o A sales plan that widens the customer base
• Key roles and responsibilities in the business urgently require clarification:
o Leadership and direction of the business should be strengthened: specifically the
equivalent roles of Managing Director and Chairman are currently absent
o Partner ‘productivity’ is making the business uncompetitive and limiting growth.
The business urgently needs to redefine the role and introduce performance
targets
To create and implement an integrated plan for the development of the enterprise over the
next 5 years that encompasses:
• The development and implementation of a strategic marketing plan and targeted sales
plan
• The implementation of defined approaches to strategic planning and (cost) review
• The introduction of revised roles and responsibilities for the partnership. Specifically to
define and assign lead responsibilities as well as performance measures for strategy
development, strategic (cost) review, marketing and sales plus overall business
management and the functioning of the partnership itself
• Implementing robust succession planning process for the Partnership

3. Proposed actions:
ACTION PLAN SUMMARY
Who by
Customer/
Adviser/
Other
By
when
Likely Outcomes:
Strategic marketing
Client to work with adviser to define Company X brand
as well as consequent promotional materials and
marketing plan.
Client to submit application for strategic market
research into the waste and recycling market for
Company X services
Consultant to refer client into the Design Council’s
‘Design Demand’ programme
Business adviser to support client in making the
Innovation Voucher application
Senior
Partner
Consultant
Oct
Stepped increases in sales
towards 10% year on year
growth
Sales planning
Client to define sales targets for partners and
associates as well as performance measures
Senior
Partner
Nov
Stepped sales targets towards
£9m by Z (10% annual growth)
Strategic planning and cost review
Client to work with adviser to devise and implement
comprehensive business processes
Consultant to broker in a choice of appropriate
consultants
Senior
Partner
Consultant
Nov
Stepped sales targets towards
£9m by Z (projected 10%
annual growth from A)
Partner roles and responsibilities
Client to work with adviser to redefine partner roles,
KPI’s, remuneration and incentives accounting for the
needs of key business processes, growth ambitions
and governance
Consultant to broker in a choice of appropriate
consultants
Senior
Partner
Consultant
Jan
Stepped sales targets towards
£9m by Z (10% annual growth)
Training and development
Client to specify training needs in the context of current
performance improvement plans
Consultant to broker in appropriate training and funding
as appropriate
Senior
Partner
Consultant
Oct
Stepped sales targets towards
£9m by Z (10% annual growth)
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4. Next steps:
Agreement:
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I agree to implement the actions outlined in this proposal:
Signed (Customer) _______________Print name __________________Date_______
Signed (Adviser) _________________Print name __________________Date_______
1. Within 5 working days of you receiving this proposal I shall contact you to discuss the contents and we
can make decisions and adjustments if necessary, or if you prefer you can e-mail me with your immediate
comments
2. We agree timescales of the actions
3. Suppliers / Consultants brokerage – the process: The brokerage process enables you to choose from
three suitable suppliers capable of fulfilling your project. I can support you with writing a specification of
the work you require to which they will supply quotations with timescales:
1. You may wish to interview them and I can support you with this process
2. You then decide if you wish to proceed with a supplier
3. You choose with whom you wish to engage and an agreement is made
4. I can help you with the project management of the process
5. On satisfactory completion of the project you reimburse the supplier
6. An evaluation of the project, its processes and outcomes is made
4. We agree that we will get together again in order to review progress about a month’s time, say w/c 19th
October, and again say 3 months later, perhaps w/c 25th
January, and I will contact you nearer the time to
make the arrangements.
My contact details are:- email address : Mobile: mobile #