Proposal Templates
Proposal templates by service type and engagement model
Overview
Standard proposal templates for consistent, professional proposals across all service types.
Template Types
By Service Pillar
| Template |
Services |
Structure |
| PROTECT Proposal |
vCISO, compliance, assessments |
Value + compliance focus |
| PLAN Proposal |
vCTO, strategy, optimization |
Strategic outcomes focus |
| OPERATE Proposal |
Managed services |
SLA + ongoing value |
| INNOVATE Proposal |
Cloud, automation, transformation |
Transformation outcomes |
By Engagement Type
| Template |
Use Case |
Length |
| Letter Proposal |
Small scope, trusted relationship |
2-3 pages |
| Standard Proposal |
Most opportunities |
8-12 pages |
| RFP Response |
Formal procurement |
Per RFP requirements |
| Enterprise Proposal |
Large, complex engagements |
15-25 pages |
Proposal Structure
Standard Proposal
1. Cover Page
- Client name, date, SBK logo
2. Executive Summary (1 page)
- Situation understanding
- Recommended approach
- Investment summary
- Why SBK
3. Understanding Your Needs (1-2 pages)
- Current state
- Challenges
- Goals
4. Recommended Approach (2-4 pages)
- Methodology
- Services
- Deliverables
- Timeline
5. Investment (1 page)
- Pricing
- Payment terms
- Options (if applicable)
6. Why SBK (1 page)
- Differentiators
- Relevant experience
- Team
7. Next Steps (1 page)
- Acceptance
- Timeline
- Contact
Customization Guidelines
| Element |
Customization Required |
| Executive Summary |
Always - tailored to client |
| Needs section |
Always - their specific situation |
| Approach |
Usually - adapt to scope |
| Pricing |
Always - client-specific |
| Proof points |
Select relevant examples |