Proposal in Memo Form
We gave a series of PowerPoint presentations, attended several face-to-face meetings, and had numerous phone calls to develop a mentoring program for a "Big-4" accounting firm. Since large organizations rarely roll out programs office- or company-wide, we proposed a pilot program, and they hired us based on this memo. The Managing Partner was a moving target, very hard to corral. This memo worked and we were hired, partly because he could read and understand it in less than five minutes.
Pilot Mentoring Program
- We will use a simplified form of the Birkman Method called "Preview." It contains all necessary feedback in a written report, and does not require consultant interpretation. However, it does not include the matching or mentoring guide.
- Unless otherwise planned, CareerLab will not be involved with the selection process or the assessment feedback to the protégés.
- CareerLab will three conduct half-day training sessions for mentors (in groups of 20).
- We will design and distribute handbooks for each mentor.
- The handbook will give specific tasks and schedules for the mentor.
- It will contain copies of a proposed contract and confidentiality agreement.
- It will also contain surveys of tasks for the protégés.
Professional Fees:
| Three 4-Hour Workshops |
$3,600 |
| Workshop Design & Preparation |
$3,000 |
| Workshop Content & Preparation |
$2,450 |
| 256 Birkman Previews at $60 Each |
$15,900 |
| TOTAL |
$24,950 |