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(Sample Proposal Cover Page)

PROPOSAL
Company Name
For____________

DATE
XX/XX/XXXX

CLIENT COMPANTY REPRESENTATIVE

Name, Title, Location

SUBMITTED BY
Name, Title
Company

Contact Information
Phone
E-mail
website
Your Logo Client Name or Logo Page #

The Challenge
The culture at the [Company] facility in [location] has become a drain on the resources,
productivity and patience of [Company] employees. If the [location] facility as a whole had
a personality we might say it acts defiantly, with a sense of entitlement; it is resistant rather
than cooperative and inclined to look backwards rather than forward (future). The
consequence of this toxic culture is undermined performance, breakdown in
communications, and lack of effective collaboration. The situation is untenable for the team
and the organization. It is time for change.

The Solution
The goal of the team coaching process is to shift the culture at the leadership level in order
to drive change in the culture as a whole. For the [location] facility the plan is to hand pick a
local representative leadership team from management. By working with this model team
we impact the rest of the facility. The leverage for change begins with this team and then
ripples out.

Outcomes
The Team Diagnostic Improvement Program provides more than a team building event. It
is a platform and methodology that supports change over time. The approach provides a
new model that describes the conditions necessary to create sustainable, high performing
teams. We train the team in this new model as we support them in addressing the issues
that are crucial to this teams performance. The team skills and competencies members
learn here are spread to other teams in the organization.

Specific outcomes include:

Improved Team Dynamics and Interaction for the sake of:

Immediate Time and Cost Savings

Ongoing Progress on Team and Business Results

Return on Money and Time Investment

Improvement on specific business metrics that the team delivers

Spread of improvement across the organization

The Approach

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

Valued Delivered in 3 Phases

Assess and Jump Start

This team development process begins with the Team Diagnostic, an anonymous, online
80-item assessment that typically takes 20 minutes to complete. The assessment also
includes up to five open-ended customizable questions. An assessment link is sent to team
members via email. When all team members have completed, the data is compiled into a
practical report that immediately hones in on improvement opportunities and direction.

Results of the assessment and initial training in the Team Diagnostic model are delivered
in a 1-day Team Reveal workshop in an off-site location to help the team stay focused. This
unique opportunity generates rich dialogue focused on team performance and by the end of
the day there is a clear action plan for improvement developed by the team, for the team.

An Alignment coaching sessions follows the Team Reveal workshop, to ensure the team is
committed to making progress on their action plan and is clear on how improvement will
impact business metrics in the organization.

Accelerate and Improve

Accountability sessions are held monthly with the team for continued focus on actions and
development. These sessions are delivered live and if possible will co-incide with meetings
the team already holds on a regular basis. These 60 to 90 minute sessions reinforce the
action steps and accountability for the team and in some cases provide additional training to
support the teams on-going development.

Measure and Sustain

What gets measured gets improved. This unique approach includes a measure of the teams
progress, again using the Team Diagnostic. This measure provides the team with a clear
picture of their improvement and opportunities so they can plan next steps for continuing to
advance and sustain their gains.

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

Proven State-of-the-Art Team Performance Indicators (TPI)

Over the course of 10 years and thousands of projects, Team Coaching International has
perfected a high-performance team model and corresponding web-enabled assessments
that catalyze teams to be their best. The Team Diagnostic assessment is based on
research that shows the most successful teams have the means in place to take productive
action and to build effective relationships that motivate and sustain the action. Therefore,
the Team Diagnostic model is built on two fundamental axes: the ability to optimize
productivity and the ability to promote positivity and neutralize negativity. These Team
Performance Indicators include seven productivity factors and seven positivity factors.

The seven TPIs that affect productivity are:

Goals & Strategies

Alignment (a sense of common mission and
purpose)
Accountability
Resources
Decision Making
Proactivity
Team Leadership

The seven TPIs that affect positivity are:

Optimism
Trust
Respect
Communication
Constructive interaction
Camaraderie
Values Diversity/
Deep Democracy

This constellation of strengths

provides a complete picture for
high-performing teams.

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

The Value
Practical, Convenient, Efficient

Only 20 minutes per team member to complete the online assessment (24/7). Ideal
for virtual teams.

Less than 5 minutes for reporting; a clear graphical map of the starting point and
opportunities.

Tools automatically identify highest priority areas without interviews or

compilation/interpretation of answers.

Intuitive: great results (Productivity) are acheived via great relationships

(Positivity). Immediate Impact.

Objective, Anonymous, Confidential

Standard questions and all-inclusive answers; all questions and answers are given
equal weight.

Individual answers are entered privately into online system; no one else hears or
interprets answers.

Results are reported anonymously; individual answers are not attributed to

participants.

Based on Global Best Practices

Completing the diagnostic starts the training process because each assessment item
is a best practice.

Universal team topics in local languages (22 translations around the world).

Team has conversation as a whole rather than ineffective 1:1 conversations with
each other.

Accountability Coaching identifies what/how/who/when so teams can align and

make progress.

Proven in research and application

Diagnostic has passed rigorous validity and reliability psychometric testing.

Proven to achieve 20% improvement by a global network of coaches with thousands

of teams around the world.

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

Team Improvement for the Sake of Business Improvement

Teams exist to produce results. Team Coaching Internationals methodology includes

identifying:

1. business results the team delivers

2. current metrics and improvement goals
3. a plan for improving team dynamics that support improved business results

Measurement is key to planning,

implementing, and achieving
improvement.

Return on Investment is shown in

numerous case studies.

An average team improvement

of 20% in Productivity and
Positivity for projects
as short as 6 months.

Example

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

Pricing
The Team Diagnostic Improvement Program include several components and
deliverables:

assessment of the current state at the beginning

coaching report to jump-start change and move forward
one-day reveal session working with the team in person; 1-2 team coach/facilitators
team action plan for improvement of team and business results
six coaching sessions for Alignment and Accountability
re-assessment to measure team improvement
reports that show progress and ideas for ongoing improvement
sustainability plan to support and spread the gains

The project pricing below does not include travel and related travel expenses.

Proposed pricing for this engagement

Phase Name Description Outcome Fee

1 Assess & Assessments & reports,
Jump Start 1-day Jump Start
workshop, Action plan
created
Alignment and action on high $X,XXX
priority opportunities.
Immediate time/cost
savings.

2 Accelerate & Monthly Accountability Accountability and progress on $X,XXX

Improve coaching based on high priority opportunities.
Team Diagnostic topics;
Business improvement.
6 sessions (60-90
minutes each)

3 Measure & Assessments & reports, Improvement on high priorities $X,XXX

Sustain 0.5 day Reveal and ways to sustain the gains.
workshop, Sustainability
High Return on Investment.
action plan

Proposed Total Program Pricing

X Team Coaching Engagements $XX,XXX
X Meetings with Sponsors XXXXX
Total $XX,XXX

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

Timeline
Timeframe Month / Date Who What
Month 1 XX/XX Conduct Discovery with sponsors.
Select the open-ended questions to be
included with the assessment.
Articulate roles and responsibilities;
Clarify Communication plan.
Determine logistics e.g., Location, timing
Month 1 XX/XX Deploy diagnostic to the team members.
Month 1 XX/XX Complete online survey. 20-30 minutes.
(1-2 week deadline)
Create customized Team Diagnostic
assessment report.
Month 1 XX/XX Schedule one-day session to reveal the
Team Diagnostic results.
Month 2-5 XX/XX Conduct six team-coaching sessions to
ensure team commitment and focus on
XX/XX
business metrics for improvement.
XX/XX
XX/XX
XX/XX
XX/XX
Month 6 XX/XX Re-deploy assessment to the team.
Month 6 XX/XX Complete online survey. 20-30 minutes.
(1 week deadline)
Create the customized Team Diagnostic
Measurement Report.
Month 6 XX/XX Reveal progress results with the team
and create sustainability plan.

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.
Your Logo Client Name or Logo Page #

In Summary
It is clear that the current situation is not sustainable. In fact from your descriptions it
appears to be a corrosive situation undermining the effectiveness of the [location] facility.
The Team Diagnostic Improvement Program creates a baseline for the team, awareness
and clear direction for change, and the on-going support necessary to implement that
change. Our average teams show a 20% increase in team performance. We look forward to
helping teams in [Company] achieve and sustain this level of improvement.

Satisfied Clients
The Team Diagnostic systems-based approach to working with teams is breaking new
ground in that it creates a mindset and skill set that takes the focus off of individual team
members relationships and creates a new perspective on the team as its own entity. The
business case speaks for itself: a focused, aligned committed and high performing team. I
believe the model and assessment assisted me in creating a high performing team for a
very critical project which I am leading for a large pharmaceutical company.
M.H.
Project Manager

Sample clients that have used the this Team Diagnostic and team coaching approach
include Johnson & Johnson, Bank of America, the U.S. State Department, Johns Manville,
among many thousands of others around the world.

Confidentiality statement: The information in this document is confidential between YOUR COMPANY and CLIENT
COMPANY. This document may not be disclosed to any third party without prior consent from YOUR COMPANY.