Plans that define the next move
After diagnosis comes direction. These standard proposal templates translate report findings into scoped engagements with clear boundaries, pricing, and expected outcomes, so you know exactly what you are committing to before work begins.
Proposals turn a diagnosis into a scoped, priced decision to act.
Choose the next move with clear boundaries.
After diagnosis comes direction. These proposal templates show how we scope the next phase of work with clear boundaries and pricing.
Visual Hybrid Process Visibility Proposal
Visual Hybrid Model
Convert process-reality findings into a scoped client proposal with clear deliverables, commercials, and implementation boundaries.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the visual hybrid model: process reality report outputs.
See the full template structure
Scope summary
- Map and validate current-state flow across selected process boundaries.
- Confirm friction hotspots and rework loops with observation evidence.
- Define future-state intervention package for priority constraints.
Deliverables
- Validated process reality map and hotspot narrative.
- Prioritised action set with owner and timing guidance.
- Implementation checkpoint pack for sponsor decisions.
Commercials
- Fixed-price engagement with staged milestone payments.
- Assumptions and out-of-scope items documented explicitly.
- Change requests governed through approval checkpoints.
Implementation approach
- Week 1: alignment and evidence review.
- Week 2: redesign and pilot preparation.
- Week 3: pilot validation and rollout decision.
Governance and risks
- Sponsor cadence and owner accountabilities confirmed at kickoff.
- Risk controls for dependency and access delays.
- Escalation path defined for unresolved exceptions.
Decision and next steps
- Approve scope and milestone schedule.
- Confirm sponsor, owner, and delivery participants.
- Authorise mobilisation and baseline checkpoint.
Process Health Intervention Proposal
Process Health Diagnostic
Translate health-diagnostic findings into a practical intervention proposal with controlled sequencing and measurable outcomes.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the process health diagnostic: assessment report outputs.
See the full template structure
Scope summary
- Stabilise priority health dimensions identified in assessment.
- Sequence interventions by control dependency and readiness.
- Define measurement and review cadence for 90-day outcomes.
Deliverables
- Intervention roadmap by phase and risk profile.
- Control reinforcement and role-accountability package.
- Outcome tracking framework with review checkpoints.
Commercials
- Fixed-price by intervention phase.
- Clear acceptance criteria for each milestone.
- No additional pattern or framework licensing charges.
Implementation approach
- 30 days: control and role stabilisation.
- 60 days: targeted efficiency improvements.
- 90 days: consolidation and governance embed.
Governance and risks
- Weekly decision rhythm for intervention blockers.
- Risk register aligned to dependency exposure.
- Escalation triggers tied to trend and exception thresholds.
Decision and next steps
- Approve phase-one scope and sponsor responsibilities.
- Confirm target process owners and working sessions.
- Begin mobilisation with baseline validation.
Dual Effort Reduction Proposal
Dual Effort Framework
Package dual-burden findings into a proposal that lowers customer and employee effort in the same operating moments.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the dual effort framework: burden alignment report outputs.
See the full template structure
Scope summary
- Target top dual-burden journey moments and root causes.
- Align customer and employee interventions in one sequence.
- Set measurable effort reduction outcomes and checkpoints.
Deliverables
- Dual-burden intervention package with owner map.
- Frontline enablement and handoff simplification set.
- Effort pulse tracking and review schedule.
Commercials
- Fixed-price intervention package with staged release.
- Scope options for one journey or multi-journey rollout.
- Commercial assumptions linked to access and capacity constraints.
Implementation approach
- Week 1: finalise overlap moments and owner plan.
- Week 2: run first burden-reduction pilot.
- Week 4: evaluate results and scale decision.
Governance and risks
- Cross-functional governance to avoid one-sided fixes.
- Risk controls for role resistance and sequencing conflicts.
- Decision rights documented for frontline adaptation.
Decision and next steps
- Approve pilot scope and target effort outcomes.
- Confirm journey owners and operating participants.
- Launch pilot and first checkpoint review.
Opportunity Portfolio Delivery Proposal
Opportunity Matrix
Convert prioritisation findings into a proposal for sequenced delivery, resourcing, and governance decisions.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the opportunity matrix: prioritisation report outputs.
See the full template structure
Scope summary
- Deliver selected quick wins and strategic tranche one.
- Coordinate dependencies across affected process owners.
- Establish quarterly reprioritisation rhythm.
Deliverables
- Initiative execution package and milestone map.
- Dependency and risk control framework.
- Governance dashboard for portfolio decisioning.
Commercials
- Fixed-price by initiative tranche.
- Resourcing model with client-side participation assumptions.
- Defined triggers for approved scope changes.
Implementation approach
- Month 1: launch quick wins and confirm baseline metrics.
- Month 2: open strategic tranche one with risk controls.
- Quarterly: rebalance portfolio and sequence.
Governance and risks
- Portfolio decision forum with fixed cadence.
- Risk escalation tied to dependency slippage.
- Capacity contention managed through sequence controls.
Decision and next steps
- Approve tranche scope and funding boundaries.
- Confirm owners for top-ranked initiatives.
- Begin mobilisation and weekly execution reporting.
Readiness Activation Proposal
Operational Readiness Profile
Turn readiness findings into a proposal that closes preconditions before larger delivery commitments are activated.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the operational readiness profile: activation report outputs.
See the full template structure
Scope summary
- Close leadership, capacity, and data readiness gaps.
- Set activation gates and go/no-go criteria.
- Prepare controlled transition into delivery phase.
Deliverables
- Readiness closure action plan with accountable owners.
- Activation gate framework and decision pack.
- Pre-mobilisation governance rhythm setup.
Commercials
- Fixed-price readiness package.
- Milestone acceptance based on gate completion.
- Optional transition package for subsequent delivery phase.
Implementation approach
- Week 1: ownership and sponsorship alignment.
- Week 2: capacity and data readiness correction.
- Week 3: activation gate decision and transition plan.
Governance and risks
- Readiness forum for sponsor decisions and blockers.
- Risk controls for unresolved preconditions.
- Escalation path for deferred decisions impacting activation.
Decision and next steps
- Approve readiness closure scope.
- Assign owners for each activation precondition.
- Schedule go/no-go gate review.
Governance Sustainability Proposal
Process Governance Model
Translate governance findings into a proposal that establishes durable ownership, decision rights, and performance rhythm.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the process governance model: sustainability report outputs.
See the full template structure
Scope summary
- Install minimum effective governance for target processes.
- Define decision rights and escalation architecture.
- Embed governance rhythm and adoption checkpoints.
Deliverables
- Governance role map and decision-rights matrix.
- Escalation protocol and exception log model.
- Performance rhythm playbook and adoption metrics.
Commercials
- Fixed-price governance setup and handover.
- Defined acceptance criteria for adoption milestones.
- Optional governance coaching extension by fixed monthly cadence.
Implementation approach
- Fortnight 1: confirm role and decision architecture.
- Fortnight 2: launch operating rhythm and escalation protocol.
- Month 2: adoption review and corrective tuning.
Governance and risks
- Sponsor oversight for cross-functional decision delays.
- Risk controls for adoption inconsistency and role ambiguity.
- Escalation framework for unresolved ownership gaps.
Decision and next steps
- Approve governance setup scope and outcomes.
- Confirm process owners and sponsor cadence.
- Start implementation and first adoption checkpoint.
Vital Signs Monitoring Proposal
Process Vital Signs
Transform drift-monitoring findings into a proposal for operational signal governance and rapid response capability.
You leave with: A scoped engagement proposal with scope summary, deliverables, commercials.
Built from the process vital signs: drift monitoring report outputs.
See the full template structure
Scope summary
- Define final indicator set, thresholds, and ownership.
- Install trigger-response operating protocol.
- Embed monthly recalibration and review cycle.
Deliverables
- Indicator dictionary and threshold governance package.
- Drift response workflow and accountability map.
- Monitoring dashboard and review agenda model.
Commercials
- Fixed-price monitoring setup package.
- Milestone acceptance by indicator and response readiness.
- Optional ongoing review support as fixed retainer extension.
Implementation approach
- Week 1: finalise indicators and definitions.
- Week 2: test trigger-response workflow with real scenarios.
- Week 4: audit effectiveness and calibrate thresholds.
Governance and risks
- Weekly oversight for threshold breaches and response delays.
- Risk controls for inconsistent metric interpretation.
- Escalation path for unresolved drift incidents.
Decision and next steps
- Approve scope and indicator governance ownership.
- Confirm response protocol participants and cadence.
- Launch setup and baseline drift review.