The diversity consulting proposal is sent to clients (i.e., a company or organization) with diversity, equity, and inclusion projects or goals. Diversity consultants use this document to attract clients by speaking about their diversity training or equity development skills while applying it to the client’s current challenges.
Types of Diversity Consulting Proposals (10)
- Cultural Competency and Sensitivity Training – This proposal appeals to clients seeking to reform their current diversity, equity, and inclusion status among their employees; thus, a diversity consultant will focus on delivering methods and training in this document.
- DEI Training and Workshop – This proposal is sent to clients seeking diversity, equity, and inclusion training sessions and workshops for their staff and will also include a diversity consultant’s ability to develop online programs such as webinars.
- Diversity Audit and Reporting – Clients who must engage in an audit of their diversity practices favor this proposal because it shows a diversity consultant’s data collection methods and analysis as well as firm strategies for improvement.
- Diversity and Inclusion Policy Development – Focuses on helping organizations create or revise DEI policies and guidelines. It outlines the consultant’s approach to policy development, including legal considerations and best practices.
- Diversity Metrics and Key Performance Indicators (KPIs) – This proposal focuses on establishing or maintaining a client’s key performance indicators and should contain an engaging section on frameworks for data collection, analysis, monitoring, and reporting.
- Employee Resource Group (ERG) Development – The proposal is for clients intent on promoting diversity within their organization and will display the diversity consultant’s leadership training skills, group-forming techniques, and ongoing support services.
- General Diversity, Equity, and Inclusion (DEI) Assessment – The proposal detailing a diversity consultant’s strategies to analyze and improve an organization’s diversity, equity, and inclusion policies and behavior.
- Leadership Development and Inclusive Leadership Training – Diversity consultants with extensive leadership and coaching skills will send this proposal to clients who must improve their management style.
- Recruitment and Talent Acquisition Diversity – A proposal focusing on human resource clients that must improve their recruitment practices and, therefore, require a diversity consultant to understand bias-free selection processes and candidate sourcing.
- Supplier Diversity Program – A proposal concentrating on a diversity consultant’s procurement and sourcing skills since the client must boost vendor diversity.
What Should Be Included (12 Items) |
1. Diversity Consultation Cover Page
Use the cover page to approach the potential client with the diversity consulting firm’s legal name as well as its contact venues (i.e., phone number, email). Then, give the proposal a formal title and date.
Firm Name, Logo
Contact Information
Proposal Title, Date, Authors
Client Contact Information
Optional Graphics, Table Of Contents
2. Executive Summary
Summarize the sections in this proposal while discussing the client’s diversity, equity, and inclusion challenges. Also, give the client viable solutions to their challenges since this proposal must motivate them to sign up for the consultant service.
Introduction, Client’s Information
Primary Objectives
Proposed Approach, Scope of Services
Timeline, Budget, Pricing Structure
Team Experience
3. Introduction
Continue the proposal with a formal introduction to the diversity consulting firm and its team members. Briefly highlight the firm’s expertise and, more specifically, the team while summarizing the DEI objectives of the potential client.
- Formal Greeting
Importance of Diversity and Inclusion
- Client Needs
Expertise and Qualifications
- Proposal Overview
4. Proposed Scope Of Project
Produce a detailed account of the consultancy’s diversity, equity, and inclusion solutions to the client’s challenges. Go into how these solutions shall develop as well as how they will be applied.
DEI Assessments, Audits
- Policies, Strategies
Training/Workshops, Cultural Competency Training
Recruitment, Retention Plans
Bias Awareness, Mitigation training
5. DEI Consultation Project Timeline
Report the relevant dates of the DEI consultation project as well as its duration to the client. Also, solidify client meetings, feedback, and deliverables dates (i.e., training, educational pamphlets).
- Project Dates, Duration, Contingency Plans
- Milestones, Assumptions, Dependencies
- Client Feedback Points, Delivery Dates
- Completion Date, Payment Schedule
- Collaboration, Meetings, Accessibility
6. Diversity, Equity, And Inclusion Consultant Team
Name each person on the DEI consulting team assigned to the client’s project. In addition, identify the team’s credentials, experience, and past accomplishments.
Team Memeber Profiles
Contact Information, Photos
Expertise, Relevant Experience
Certificates, Awards, Recognition
- Roles, Responsibilities, Scheuding
7. DEI Consultant Methodology
Continue the project discussion by explaining why the diversity consultant’s approach will benefit the client and how it was derived. For instance, explain the source of the data collected about the client, the organization’s challenges, and the team’s assessment strategy.
Methodology And Approach
Needs Assessment, Data Collection, Analysis
Customized Solutions, Training
Policy Development, Cultural Competency Building
Metrics and KPIs, Implementation Plan
8. Project Budget
Document the total price of the diversity consultation service together with an itemized list of all contributing project costs. Also, provide information regarding any additional or ongoing services combined with the attached payment terms.
Consulting Fees, Scope of Services, Subcontractor Costs
Payment Schedule, Additional Costs
Travel Expenses, Materials/Resources
Taxes, Total Project Cost
Terms and Conditions
9. DEI Consultant References And History
Display evidence that the consultant team’s credentials are well-earned by listing references as well as the testimonials of past clients. Also, provide clear examples of the results of the consulting firm’s successful efforts with previous projects.
Client References, Project Descriptions
Achievements, Testimonials
Metrics and Data, Client Diversity
Photos and Visuals, Case Studies
Client Permission, Contact Information
10. Terms And Conditions
Fully divulge all the operational terms since these provisions must be upheld by the client and the diversity consultation service. That is, attach or include all legal agreements that both parties must sign.
Scope of Work, Payment Terms, Invoicing
Taxes, Fees, Cancellation/Termination, Confidentiality
Non-Disclosure, Intellectual Property, Disputes
Indemnification, Client/Consultant Responsibilities
Contract Renewal, Governing Law, Signatures
11. Conclusion
Summarize the proposal’s main points, specifically focusing on the benefits the diversity consultant team can deliver. In fact, make a robust case to convince the potential client to pursue the next step with the firm.
Summary of Key Points
Encourage Questions, Contact, Action
Contact Information, Availability and Accessibility
Professional Closing, Signature Line
Enclosures/Attachments, Deadlines
12. Appendices
Expand on the previous sections by attaching all supplemental material, contracts, and charts to the final section accordingly. Generally, the previous sections can maintain a specific flow when this final area contains all the information they refer to (i.e., portfolio, timeline charts).
Client References, Case Studies, Legal Documents
Sample Reports, Deliverables, Team Member Resumes
Certifications, Sample Surveys, Client Testimonials
Educational Materials, Additional Research or Articles
Visuals and Infographics, Survey Results and Data
Adobe PDF
Microsoft Word
OpenDocument