AL Conversations - Proposal Template

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(DATE)
(COMPANY NAME AND ADDRESS HERE)
Re: Continuing to build the (COMPANY OR TEAM NAME HERE) team
members’ competency of emotional maturity through an Authentic
Leadership Conversation™ Series
Thank you for the opportunity to provide you with consulting support for the (TEAM
NAME HERE) team.
In order to clarify the scope of the work and to respond to your request, this
proposal includes the following components:
 Program objectives
 Approach and timeline
 Fees and payment schedule
Please feel free to contact me with any questions or feedback regarding the proposal,
and I look forward to supporting you and your team.
Sincerely,
(FACILITATOR’S NAME HERE)
©2012 Authentic Leadership Global, Inc.
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A. Program objectives:
To support the (COMPANY OR TEAM NAME HERE) team in the following:
•Continuing to develop the competence of emotional maturity
•Continuing to build competence and confidence for effective communication
for
–more healthy debate and
–effective, timely decision making on difficult issues where consensus
isn’t appropriate
•Continuing to develop into a high-performing team
B. Approach and Timing:
The program runs for (DURATION OF PROJECT HERE) and includes working with
the members of the full (TEAM NAME HERE) team with a focus on continuing to
develop foundational competencies for emotional maturity.
Team members will be invited to participate in Authentic Leadership
Conversations™1 (team members participate on a self-selected basis). These
involve ten 2.5-hour sessions over 7 months (X MONTHS are omitted due to holidays
and year end) with up to 10 participants in each session.
Management team members will be encouraged to attend 2 sessions (or more if
they’d like to) in order to experience and practice creating a comfortable (safe)
environment for healthy debate among the broader (COMPANY OR TEAM NAME
HERE) team.
The program duration is (PROGRAM DURATION HERE) and includes continuing with
aN Authentic Leadership Conversation™ program including 2 components – at 2
different locations and different times in order to reach the full team. Details are
outlined below:
1. Facilitate Conversations for the First 5 topics, as shown below, at a restaurant
near the (OFFICE NAME HERE):
1. Oct - “What is emotional intelligence and how does it support
leading from my authentic self?” – How are leading from authenticity
and emotional intelligence business advantages?
2. Nov - “Who do you think you are?” – How do I manage my inner critic
(negative inner voice)? And how is this limiting my leadership?
3. Jan - “But I don’t have the time” – How do I balance everything in my
life – leadership, family, aging parents, fun?
4. Feb - “How can I say anything when I feel intimidated?” – How do I
stay centered and clear in a difficult conversation where I feel intimidated
by someone?
5. Apr - “I can take that on” – How do I learn to say no and be OK with it?
While, Authentic Leadership Dinner Series™ and Authentic Leadership Conversations™ are the same program,
the second name recognizes they can be delivered at lunch or breakfast, or even over tea (rather than just over dinner).
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©2012 Authentic Leadership Global, Inc.
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2. Facilitate Conversations for 5 additional topics at a different restaurant near the
(OFFICE NAME HERE). Proposed topics include:
1. Oct - “I am so uncomfortable with conflict” – How do I develop my
ability to manage conflict in my leadership and my life?
2. Nov - “Will I ever have enough?” – How does a scarcity vs. abundance
mindset impact my leadership and my life?
3. Jan - “I can do it myself” – How do I delegate and feel OK about it?
4. Feb - “How can I say that?” – How do I have a difficult conversation at
work or where I volunteer (with an employee or contractor about her/his poor
performance)?
5. Apr - “I’m not comfortable with the old rules – they don’t fit for
me” – How can I support organizational leadership in being different in the
21st century? What needs to change?
Component:
Hours:
Develop simple survey, compile results, and make final changes to
program (survey focus is to determine location, day of the week, and
timing for sessions)
3
Meeting to determine topics, set up venue and timing for sessions, midpoint check-in and final debrief meeting
3
Preparation and delivery for 5 Authentic Leadership Conversations™ OFFICE ONE (5 over X months)
15
Preparation and delivery for 5 additional Authentic Leadership
Conversationss™ - OFFICE TWO (5 over X months)
15
Totals
36 hrs
C. Fees and Payment schedule:
The fees for the delivery of the F10 Authentic Leadership Conversation™
program are $6,300 Cdn plus GST and expenses. (HOURLY RATE IS $175) The GST
number is (CIRCLE HOST GST NUMBER HERE). Invoices are submitted monthly for
hours worked during that month.
-------------------------------If you agree with the above proposal, please sign below and provide a copy to
(FACILITATOR’SNAME AND ADDRESS HERE). This constitutes the contract for
completion of the work outlined in this proposal.
____________________
_________________________
(FACILITATOR’S NAME), Principal
(FACILITATOR’S COMPANY NAME)
____________________
©2012 Authentic Leadership Global, Inc.
_________________________
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