CHAPTER 7

Elements of a Proposal and Letter of Engagement

After the client has requested that the consultant develop a proposal that has resulted from the identification of the objective and parameters of a project. The proposal will be the key to structuring the project and ­insuring that the project has boundaries. If not properly structured, a project can grow beyond the areas originally discussed. This “scope creep” can result in the client feeling like the project was incomplete and can even result in unpleasant conversations about consultant compensation and possibly even result in lawsuits.

The proposal should be outlined in a letter of engagement (LOE) that is signed by the client and the consultant. Regardless of the relationship between ...

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