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Business Development

One Page $18K Proposal

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An existing outplacement client asked us to provide executive coaching to their senior management team, debriefing a 360-degree review they had taken, and writing individual executive development plans. After that, they asked us to provide a leadership retreat for the team.

This was our first proposal to the CEO. He decided he wanted to focus more on "corporate culture," so we revised the proposal, again and again. It took eight months to develop the outline to the CEO's satisfaction. The initial two-day meeting was reduced to one-day, and we included significant in-depth interviews with the executives prior to the retreat. We delivered the program for $18,000.

Leadership Training

December 20—

Goal – Build stronger and more cohesive leadership processes via disclosure, knowledge of key management behaviors, identification of areas for mutual support, and commitment to group and individual plans.

Format – Upbeat. The two days will be highly interactive and activity-oriented to promote the building of trust, openness, respect, and more direct communications. Structured 3-4 person operating teams and discussion groups. Small group case studies further enhance the learning. Buffet-style food breaks promote interaction. The process involves two levels of action planning: next steps individually, and next steps as a team.

DAY ONE: 8:30 a.m. – 4:30 p.m.

  • Greetings, Review of Goals - President/CEO
  • Welcome and Introductions
  • Discussion of “Remember To’s”/ Group Agreements
  • Johari Window (Communication activity about disclosure/nondisclosure of information about self  and others)
  • Cultural Alignment (What it is, where we are, how to get better.)
  • Lunch
  • “Basic Principles for a Collaborative Workplace”
  • “Giving and Receiving Constructive Feedback”
  • End of Day Review

DAY TWO:  8:30a.m. to 4:00 p.m.

  • Welcome
  • Giving Recognition”
  • Core Electives: Participants choose one module to incorporate:
    1. “Personal Strategies for Navigating Change,” or
    2. “Coaching:  Bringing Out the Best in Others,” or
    3. “Moving From Conflict to Collaboration.”
  • Johari Window Revisited
  • Cultural Alignment – What tools will support us?
  • Team and Individual Planning – “Do more, do less, stop doing, keep doing.”
  • Wrap-up and Next Steps

Professional Fees: $18,285.
$795.00 per participant or $18,285. (Minimum 20 participants.)
Includes three workbooks per participant. (Normally, $150 per participant or $3450.)

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William S. Frank, M.A.,
25 Reasons I love consulting.
by William S. Frank
  1. Brand. You are your own brand, and you can define it any way you want. For many years, I provided outplacement to the ex-employees of Schlumberger, the world's largest oilfield service corporation. When departing employees left the company, they didn't request outplacement in their severance package. They said, "I want Bill Frank."
  2. Demand. The world will always be full of terrible problems that need solving.
  3. White Hat. I can be a helper and get paid for it.
  4. Pay. I can be paid to do things I'd gladly do for nothing.
  5. Variety. Every day is different.
  6. Happiness. At this stage of my career, I only work for people I respect and care about. If a client micromanages me or is otherwise no fun, I complete the assignment and replace them.
  7. Talent. I'm using 110% of my talents and stretching myself to the max.
  8. Change. I can change my focus any day I want. If you're a McDonald's franchisee, you don't say, "Hey, I've got this great idea for a meatball sandwich—let's try it out today." In consulting you can adjust your focus hour-by-hour, as long as your clients still understand and appreciate what you do.
  9. Income. No one else would pay me as much as I pay myself.
  10. FUN. I can't think of anything I'd rather be doing.
  11. Retirement. I can write and consult as long as I am physically and mentally capable. Peter Drucker worked into his 90s, and when asked which book was his best, he said: "My next one."
  12. Job Security. Although clients come and go, no one can come into my office and say, "Pack up your stuff . . . You don't work here anymore." In 29 years, I've only had one employer: ME.
  13. Travel. I don't have to travel unless I decide to. I travel if it's both FUN and profitable—or at least FUN.
  14. Commute. I live five minutes from my office, a corner office in an upscale six-story tower. In winter, I leave a heated garage at home and drive to an underground heated garage at work. There's seldom time to hear even one song on the radio.
  15. Vacation. Consulting is more fun than vacation (except on Wailea Beach in Maui).
  16. Friends. I have developed hundreds of close acquaintances and several lifetime friends.
  17. Time. I can work as much or as little as I like: four-hour days or 18-hour days. (Of course, my income will reflect that.)
  18. Employees. I can work with employees, subcontractors, partners, or alone—I've done it all.
  19. Passive Income. I've developed several products that provide "mailbox money." I earn while I'm sleeping.
  20. Ethics. I've never had to violate my values or personal code of ethics. I've never had to lie, purposely deceive or harm others, or promise things I can't deliver. I go to bed with a clear conscience. That doesn't mean there's never any conflict. But the conflict is conducted according to generally accepted business practices.
  21. Virtual. My career is fairly portable. With the Internet, e-mail, cell phone, and FedEx, I can work nationally, even internationally from my office—or anywhere in the world.
  22. Purpose. I make a difference in peoples' lives every day. I see it in their faces, hear it in their voices, and read it in their thank-yous.
  23. Experience. Every painful or joyful life experience makes me a better consultant. So does every person I meet or book I read. Grey hair can be good in consulting.
  24. Structure. I have to work very hard, and the clients expect superb results—but I get to structure my days, weeks, months, and years.
  25. Boss. Most of the time, I love my boss.
As I was posting these letters online, I realized I want to communicate my love for consulting. It's just a great business. The single letters, taken together, may create a picture of enjoyment, but in a burst of creativity I listed some of the reasons consulting is such a good fit for me—and perhaps for you, too. They are not prioritized; this is just how they came out.