The following is an outline of the proposal format for the team project. You may • Part One: Approach and Methodology and Key Findings are due in Week 7 • Part Two: Recommendations and end of the paper due in week 10 Use APA style. No page limit TITLE PAGE includes all names of team members, course number, submitted to professor, date COVER LETTER TO CLIENT see sample proposal format posted on course site EXECUTIVE SUMMARY complete this last after you have finished the proposal, highlight key features of the proposal – key activities, anticipated outcomes, benefits PART ONE: TABLE OF CONTENTS INTRODUCTION TO THE SITUATION/UNDERSTANDING YOUR NEEDS demonstrate your understanding of the business situation, their business needs and the purpose of your proposal, proposal objectives OUR CONSULTING TEAM identify the members of your team, their background and qualifications for this project and their proposed role in the project KEY FINDINGS Prepare Porter’s 5 Forces analysis. You may also include the SWOT analysis if provided by client. If this section is lengthy, summarize and place the detailed analysis in an appendix. • PORTER’S 5 FORCES • Strategy • Finance • Human Resources • Information Technology • Operations • Marketing PROJECT PURPOSE/OBJECTIVES Identify what the project entails, the purpose, intended outcomes and benefits to client organization. APPROACH & METHODOLOGY The approach should indicate to the client how you propose to undertake the project based on the recommended option to achieve project objectives and outcomes; the methodology will indicate what you will do in undertaking project objectives, the key activities (could be identified as phases of the project and key activities, key deliverables (what you will produce) and the high level timeline for project activities and deliverables. RECOMMENDATION Identify the options you have selected to implement based on your analysis and other research and include information provided by client (for example, identify limitations, constraints, risks, issues in undertaking specific options). Provide a final recommendation to the client for the preferred option based on your analysis. You can refer to Porter’s 5 Forces as listed below in considering the best option based on the needs of the client and improving their growth and position in the market. • • • • • • Strategy Finance Human Resources Information Technology Operations Marketing PART TWO CHANGE READINESS ASSESSMENT Kotter’s 8 step process We will go over this process in class. Add this to your final analysis, that is, how ready is this client organization to undertake the recommended actions? What do you propose to client to ensure that the recommended plan of action is successful? Consider all of the following steps in Kotter’s process. • Establishing a Sense of Urgency • Forming a Powerful Guiding Coalition • Creating a Vision • Communicating the Vision • Empowering Others to Act on the Vision • Planning for and Creating Short-Term Wins • Consolidating Improvements and Producing still More Change • Institutionalizing New Approaches IMPLEMENTATION - WORK PLAN/SCHEDULE/FEES The final portion of the proposal will include an implementation plan, taking the high level timeline and breaking it down into a more detailed work plan with phases and timeframe for each phase, activities, deliverable dates/key milestones and resource requirements to undertake the preparation through implementation phases. The schedule will be translated into hours of work per phase, per consultant resource with proposed fees. We will discuss this in the class. CONCLUSION/SUMMARY Add an final concluding section to highlight be project outcomes, benefits/value to client organization. BIBLIOGRAPHY/REFERENCES Include all resources used to prepare your proposal, include reference to any client documents, external research and articles, and any other source you used to support your proposal. APPENDICES Company background • • This is all about a storage company()self-storage facility) where customers can store which has 3-4 stores. The owner of the company wants his son to be the next CEO of the company, but his son has to gain more skills towards the management or towards the company. At once, the owner also fired his son from the company. His son is poor at time management and finishing the tasks. So, our task it to do the proposal for the client about the transition of the company and to make his son next CEO. Manager took business contradictory to family principles • • • • • Needs and issues Strategic plan to transition of the company and making son to take over day to day operation Don’t have any goals or objectives possibility Maintenance – ease of operations (one key factor to focus more on) Don’t want risks Time management APPROACH and METHODOLOGY Approach The project will be conducted according the following steps: 1. Project set up: Develop research plan 2. Detailed SWOT analysis: • • A preliminary SWOT analysis was conducted in preparation of this proposal. Conduct a thorough SWOT analysis to identify strengths, weaknesses, opportunities and threats impacting the business. 3. Best Practices Research Conduct secondary research to investigate PM best practices from literature. Research will focus on PM concepts and approach, rather than technological solutions. 4. Internal Organizational Research • Conduct primary research to investigate the current PM practices and needs at Crofton through staff and management interviews. 5. Internal Data Gathering and Review Collect and review relevant available data on PM program related activity within the organization. 6. Analysis Incorporating information collected in each of the previous stages, analyze gaps between current practices and: a) senior management expectations, b) employee and manager expectations, c) strategic goals of the business, d) performance management best practices. 7. Recommendations and Implementation Plan • Develop recommendations for improvement based on short and long term needs of the business, employees and managers. • Develop a recommended implementation plan moving forward based. 8. Presentation of results Review draft with client followed by presentation of final document. Methodology Details Develop research plan: Determine needs and methods for gathering information relevant to existing / past performance management program activity. Primary research: Conduct interviews with an appropriate sample of management and employee stakeholders. Secondary research: Literature review of performance management best practices focused on concepts and approach not technological solutions. Recommendations • Develop a Family Business Communication Plan (family business meetings, family council meetings, and family business rules). • Define the broad ownership, governance, management goals, and the desire involvement in each of those aspect. • Develop the Management Succession Processes. • Develop the Ownership Succession Processes. • Define a Career Development for Max. • James’ post succession roles and career plan. • Generate Max’s commitment to the family business.* • Improve website to manage the storage units.*
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