Proposal to Establish Corporate Budget

We used the American flag letterhead briefly after the 9/11 attacks and it sent a patriotic message.  People always appreciate the "friends of CareerLab" discount. Once again, this letter is SHORT. It doesn't confuse the potential client with too many facts or options--nor does it try to convince her how smart we are.

November 26, 20—

Sharon Black
Vice President, Human Resources
American Events Scheduling Services
1000 West Hampden Avenue
Englewood, Colorado 801110

Dear Sharon,

Here are some thoughts and ideas to help you budget for your upcoming leadership development program.  If you approve, I plan to lead these trainings myself and not to delegate them to anyone else in the firm.

Testing and Assessment
We talked about using The Birkman Method and the Campbell Leadership Index (CLI) as the foundation of the work.  We normally price these instruments at $1250 each ($2500 total), but offer you the "friends of CareerLab" price of $2000 for BOTH, a 20% discount.

1-Day Leadership Development Forum
We talked about the idea of bringing the executives together to view a Birkman team report and discuss their own profiles in relation to the group. This is best structured as a one-day off-site meeting, but we could do two half-days, if necessary. The fee, including planning and delivery time, and the Birkman team assessment is $4000, a $500 savings.

Quarterly Follow-up
As you know, the best way to insure that new behaviors are cemented in place is to reinforce them regularly, no less than quarterly. The recommended interval is at 3-6-9-12 months for the first year. Although ideally everyone should benefit from follow-up, we could restrict it to high potential or other targeted cases. This is priced at $500/executive per quarter.

Naturally, we have to work within your budget constraints, and I don't know what those are. I'm counting on you to let me know. Sharon, after you've had a chance to review this outline, let's talk by phone to answer questions.

With best wishes,

William S. Frank
O: 303-790-0505

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