See the work

From discovery call to a proposal and delivery plan

A complete illustration with fictional source material. Explore the result, then try the same task.

Illustration · Fictional training consultancy

One discovery brief becomes a scoped offer and a feasible delivery plan. The missing sponsor and trial owners are visible before the work is priced.

Proposal: more reliable shift handovers

Help eight managers use a consistent handover that makes each open customer request, next action and owner visible. Start with three real, anonymized examples so the workshop addresses the work managers actually handle.

Included work

Deliverable	Purpose
Half-day workshop	Practice the handover using examples from both sites
Handover sheet + coaching guide	Give managers a common method and a way to check it
Two-week trial	Observe how the method works during actual shifts
45-minute review	Assess findings and decide what to keep or change

Delivery plan

Before scheduling: confirm sponsor, participants, three anonymized examples and one trial owner per site.
Before the workshop: agree the handover sheet and what counts as a missed or incomplete handover. Record the current situation if reliable data is available.
During the workshop: practice on the examples, resolve unclear ownership and confirm the trial instructions.
During the trial: collect incomplete handovers, missed requests, staff questions and use of the sheet.
At review: compare observations with the starting position and decide the next change. No improvement is claimed in advance.

Terms to settle

Fees and dates: to be agreed. Client supplies examples, sponsor, site owners and observation lead. Software procurement and ongoing supervision are excluded. Before pricing, confirm participant availability, any site-specific constraints and who can approve the proposed work.

See the source material and try it

This is a worked illustration with fictional inputs. The output was produced and edited for this example; your AI tool may produce a different version.

Copy this fictional example

Copy the notes and instructions into an approved AI chat.

Fictional source material: DISCOVERY NOTES A distributor has eight shift managers across two sites. Urgent customer requests disappear during handovers. The operations director wants a practical workshop and follow-up next month. A successful handover would name the open request, next action and owner. Staff will try a shared handover sheet; no new software is wanted. AVAILABLE SERVICE Half-day workshop for up to ten managers; a manager coaching guide; a two-week trial; one 45-minute review call. No software procurement or ongoing supervision. Fees and dates need owner approval. DELIVERY RULES The client supplies three anonymized handover examples and confirms a sponsor. Agree the schedule before issuing the proposal. The trial needs one owner at each site and a named person to collect observations. No current baseline for missed requests exists.

Your task: Draft a client-ready proposal and a matching delivery plan for owner review. Connect each deliverable to the problem. Define scope, exclusions, client inputs, decisions before pricing and what the trial should measure. Do not invent fees, dates or expected savings.

Check the result

The proposal and delivery plan must agree on all four deliverables. Dates, fees and staffing commitments stay open until agreed.

Apply it to your work

Before trying this with real work, confirm that the AI tool may use those records and that someone can check important mistakes. Otherwise, keep using fictional details.

Use a completed discovery brief, current service options and a proposal you trust. Check the new package for relevance and delivery obligations.

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