Proposal
Operations Improvement Engagement · 90 Days
- From
- Your name
- Prepared for
- Client name
Scope
Engagement overview
A 90-day engagement to diagnose the bottlenecks slowing down order fulfillment and put a workable process and training in place to fix them.
Scope of work
Interviews with your operations team, a review of current workflows and tools, a redesigned process with clear ownership, and hands-on training to get the team using it.
Approach & phases
Phase 1 (2 weeks): discovery and current-state assessment. Phase 2 (4 weeks): process redesign and implementation roadmap. Phase 3 (2 weeks): team training and rollout. Phase 4 (4 weeks): post-implementation support and adjustments.
Deliverables
A current-state assessment document, a redesigned process map with role assignments, two training sessions, and a 30-day check-in to review what's working.
What's not included
Software licensing, hiring, and org-wide strategy work beyond the fulfillment process are not part of this scope. Available as separate engagements.
| Item | Price |
|---|---|
| Discovery & current-state assessment (2 weeks) | $2,500.00 |
| Process redesign & implementation roadmap | $4,200.00 |
| Team training workshops (2 sessions) | $1,800.00 |
| 30-day post-implementation support | $1,500.00 |
| Total | $10,000.00 |
Terms
A 25% deposit is due to begin the engagement; the remaining balance is invoiced at the phase milestones listed above. This proposal is valid for 21 days from the date sent. Work outside the phases described above is billed at $175/hour and confirmed in writing before starting.