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December 05, 2006


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Jerry L. Fletcher

I do training programs, high level consulting to individuals and organizations, and individual coaching of senior executives. I would emphasize one thing quite differently from you.

The key to getting to Home Plate is getting a date on the client's calendar when you will arrive at their place of work to start doing the work of the contract. For example, once we agree on a start date -- let's say, February 10, 2007 -- then everything else kicks in. They have their people put it on their calendars, the training rooms get scheduled, their travel people schedule me (or I get their permission to schedule my own travel).

Oh, and by the way, we exchange a couple of drafts of the proposal until we get it the way we want, and the budget gets worked out, the agreed on payment (40% up front at least) gets submitted to accounts payable, the lawyers get involved in having me sign confidentiality agreements, descriptions of what is going to happen get sent out to the employees involved (often I write them with my client or write them for him/her), etc. It all happens between whenever we agree and February 10 because it has to.

Get the start date on the calendar. Then things happen. It can't sit on someone's desk. Don't even bother writing a proposal until that's agreed. I've written proposals in the form of a letter of a page and a half that involved hundreds of thousands of dollars. The dates were agreed on. The client and I knew what he/she wanted me to do. The rest was all "stuff" that had to get done.


Jeremy Boone

Great post today! The outline of the proposal is a wonderul resource. I have used you template now for the past four or five years and have been extremely successful using it when working with professional teams!

Keep it up!

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