咨询项目流程.ppt

咨询项目流程
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1，咨询周期与阶段
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咨询周期与阶段
项目
管理
提出
建议书
客户
委托
签定
合同
提出
方案
初步
洽谈
咨询
报告
正式
调研
初步
olicited (Proactive) 主动式
2，Solicited (Reactive) 被动式
作用：
1，营销工具；
2，项目计划；
3，竞标文件；
4，咨询合同依据；
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Proposal are a consulting firm’s description of 5W & 1H
What------ The work is
Who ------ Will do the work
Why ------ They are doing it
How ------ They will do it
When ------ They will do it
Where ------They will do it
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Nine Basic Components of Proposal
1. A Transmittal letter;
2. An Executive summary;
3. Understanding of the background;
4. A Technical approach;
5. A Work plan and schedule;
6. A Management plan;
7. A Staffing plan;
8. Corporate capabilities statement;
9. A Financial plan or budget;
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The Transmittal Letter
It should tell the client :
----Why the consulting firm is submitting the proposal for this work;
----Who the consulting firm’s proposals partners are (if any);
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The Executive Summary
It summarizes the consulting firm’s approach to the project;
It is a short statement of Who, What, Where, Why, When, and How.
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Understanding the Problem
This presents the consulting firm’s understanding of the problem and issues that make the project necessary;
It demonstrates the firm’s knowledge of the context within which the project will operate;
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The Technical Approach
This defines the “how” and the “what” of a consulting firm’s approach to the project;
This is the core of the proposal, and every other section of the proposal depends on what it defines;
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Work Plan and Schedule
Reflects the tasks written in the technical approach;
Demonstrates the understanding of tasks and their sequencing to meet project objectives;
Indicates when the project activities will be carried out.
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The Management Plan
Describes how the project will be organized, and how the team will interact with the client;
Addresses the management and admin