Blue Sky

The Blue Sky Software Consulting Firm

Management 6000

Proposal for Organizational Development Services (SAMPLE)

Background

The consultant, OD Ms. Jefferson, met with the client contact, Jim Willis CEO of the Blue Sky Software Consulting Firm, on Apr 15, 2014 regarding a possible organizational development project. Also in attendance at that meeting were two Board members who, together with Jim, comprised the Search Committee. During the meeting, Jim described Blue's current challenges, which included leadership changes, motivation/innovation, development of a strategic plan and its value, regional design, need for attention to strategic planning, finances, staffing and public relations – and possibly more areas, but Mr. Willis was not sure which yet.

OD Ms. Jefferson described how an overall systematic approach to organizational development would be the most effective approach to addressing Blue's major problems. She added that, during times of major change, it often is best to include some Board and leadership development in the project to help leaders understand and guide the change throughout the organization. OD Ms. Jefferson added that the organizational development activities would best be conducted in the overall context of short-term, internally strategic planning, including the development and implementation of the Strategic Plan. After some discussion, participants agreed that a systematic approach to overall organizational development would be highly useful to Blue. Jim asked OD Ms. Jefferson to provide a proposal that described more specifics on how OD Ms. Jefferson might work with Blue. This proposal itemizes OD Ms. Jefferson's proposed project and includes outcomes, overall activities and deliverables, work plan, evaluation plan, schedule, roles and responsibilities of the consultant and client, costs and payment terms. The proposal also includes a description of OD Ms. Jefferson's qualifications as a consultant, along with reference to...