ABC Business Analysis: Proposal

Prepared by: C. Todd Lombardo

XX-August-20XX

T 617.299.6466 E email@ctodd.org W ctoddlombardo.com

Manager

ABC

Date 16-Aug-2010

XXX,

I want to thank you for the opportunity to work with (ABC). I believe there are

some tremendous possibilities for improvement, growth and positioning within ABC. Per our

conversation, I have identified key areas for review, assessment and insight in regards to the

shop. Following our conversation, I am providing a proposal with outlined deliverables that will

aim to set ABC for future and continued growth in your market. This project will result in a fully

refined mission and positioning for ABC, marketing campaigns and objectives, with metrics for

future use, suggestions for improvements in operations and help with initiating the execution of

those initiatives. This project will not include full execution on the initiatives suggested by the

resulting deliverable report.

This proposal includes the following sections:

Executive Summary

Breakdown of Analysis

Project Financials

Kind Regards,

C. Todd Lombardo

Executive Summary

ObjectiveThe overall goal is to aid ABC in understanding its business at a deeper level with emphasis on observation, insights and

innovation.

ProcessThe process is not linear, rather cyclical. The first step will be information gathering, observation of current operations,

observation of competitors, interviews with ABC customers, competitors customers and a survey, both online and offline.

Once the data is gathered for a particular area it will be placed in a project space and all parts of the business will be drawn

out to connect the data. Analysis, insights and ideation will be obtained from the data in a co-creative manner with ABC

staff. Once the conclusions are agreed upon, the ideation stage commences where the insights are used to create new

business processes (operations, marketing, sales, etc) to then be distilled into those which are the most viable.

Discovery and Feedback Identify information needed to analyze and prioritize, Identify best sources

and methods to collect information, gather data, organize and analyze

Alignment, Insights and Ideation Identify actions to address issues, Develop vision for change and actions

into overall action plans, Ensure actions are aligned and integrated together,

Develop plans for evaluation, learning and communications

Execution and Integration Adopt and implement recommended actions, Evaluate results of

implementing the Plan to ensure desired change has and will continue to

occur

Termination End the Project

AssumptionsIssues of confidentiality, client relationships, and discussion regarding proprietary products, services, or relationships, in

addition to documents created as part of this consulting relationship, are the property of ABC.

Appropriate access to vendors, customers, contacts, and administrative system access will be provided by ABC as required

to complete any assigned projects and project tasks.

Both parties (myself and ABC) will make every effort to ensure timely answers to questions as related to the project

engagement.

ABC Proposal August 2010

Breakdown of AnalysisTopic Detail

Strategy and Mission Helping ABC to define its reason for existence. This is not a mission statement,

rather an answer to the question: Why would a customer come to ABC and not

another organization?

Non-market Environment Analysis There are a number of industry trade groups and associations which proliferate

your industry. This portion will seek to identify and anlyze those organizations

which need involvement from ABC management, and how ABC could align

themselves with these groups in light of its businss strategy. Deliverable: listing of

organizations relevant to ABC, ranking and prioritization based on alignment with

ABC’s mission, contact information and introductions where necessary

Organizational Culture and Structure Assessment of training programs, organizational reporting structure, culture and

talent acquisition/management. Deliverable: Org chart, New Employee Training

Guide, Talent Management Guidelines

Financial Assessment of the prior five years of financial performance and examining the

existing projections. Deliverable: Ratio analysis and assessment of the viability,

stability and profitability of ABC’s business.

Marketing and Advertising

Campaigns

All marketing campaings over the past 1 to 2 years will be analyzed for their

success, and a number of alternatives will be explored for implementation within

a defined budget. Deliverable: Analysis of past campaigns and proposal for

future Marketing campaigns

Market Analysis External view of competitors and substitutes, their value propositions and

ultimately arriving at some insights related to the strategy and mission of ABC.

Deliverable: Qualitative market intelligence report covering major competitors.

Customer Analysis Utilizing ABC’s in-house database as wella s market data, client/customer

personas will be developed with input from ABC staff to facilitate customer

needs and enable ABC to better serve its customers. Deliverable: User personas

for each store location with a customer journey map (existing).

Operations Observation, review and internal survey of how ABC operates on a day-to-day

basis. This incudes, but is not limited to: store operations, sales flow, sales floor

management, inventory management, service business management.

Deliverable: Report on analysis and insights with proposals on how to improve

the current state. This will be a co-creative activity with ABC staff.

ABC Proposal August 2010

Project Financials

Schedule and FeesWork will take place primarily onsite, at either of ABC’s shop locations, as well as offsite when necessary. It is estimated that

this engagement as defined will take up to 4 months on a part-time basis with initial deliverables and/or reports ready for

review at the agreed upon phases. The total project amount will be US $XX,XXX with payments accepted in the form of

cash, check or bank transfer.

A work detail report will be completed and reviewed weekly to ensure timely delivery of requested items. ABC agrees to pay

consulting fees of $120/hr, with an original retainer of 25% of the total amount for work to be completed on or before

January XX, 20XX based on projected start of August XX, 20XX. Additional billing will occur in 1-month intervals should this

be necessary. Payment terms are 30 days. Work on this project can begin as soon as mutual schedules permit.

Descripción Cantidad (horas) Precio/unidadPrecio/unidad Importe

Strategy and Mission 24

Non-Market Environment Analysis and Contact of Organizations 24

Organizational Culture and Structure 32

Financial Analysis - History and Projections 24

Marketing Programs - Outbound and Inbound 32

Market Analysis - Competitors and Substitutes 20

Customer Analysis 32

Operations 24

SubtotalSubtotalSubtotalSubtotal

TaxesTaxesTaxes 6,25%

TotalTotalTotalTotal $XX, XXX

ABC Proposal August 2010