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Illustration of Proposal Pack Events #4

We include this Consulted chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Consulted Chapter

In any business proposal, clarity and communication are critical. The Consulted chapter is a vital part of Proposal Kit, designed to streamline how consultations are handled and documented in project proposals. This chapter specifically helps outline the roles and responsibilities concerning who needs to be consulted at various stages of a project. It is particularly useful in conjunction with tools like a RACI matrix, which delineates who is Responsible, Accountable, Consulted, and Informed for each task.

How is the Consulted Chapter Used?

The Consulted chapter is used to specify and detail the consultation process within a project. When constructing a proposal, it's crucial to clearly identify what stakeholders or groups need to be consulted before certain actions can proceed. This chapter helps in defining the framework for these consultations, thereby ensuring that all necessary feedback and input are considered. It also assists in setting out the methods and timelines for these consultations, which aids in maintaining project timelines and efficiency.

What is Included in the Consulted Chapter?

Typically, the Consulted chapter includes:

  • A list of individuals or groups that must be consulted as part of the project.
  • A description of the need and reasons for these consultations.
  • The methods through which these consultations will occur (e.g., meetings, emails, surveys).
  • Deadlines for when the consultations should happen and when feedback is expected.
  • The format in which the feedback should be provided (e.g., written reports, formal approvals).


Use Case Examples for the Consulted Chapter

Here are some situations where the Consulted chapter might be particularly useful:

  • Projects: For a new software development project, detailing which IT and business stakeholders need to be consulted during the specification phase.
  • Relationships: In a partnership agreement proposal, specifying how and when partners are to be consulted regarding key decisions.
  • Organizational Changes: When proposing a restructuring of departments, outlining who in upper management needs to be consulted.
  • Product Launches: Identifying marketing and sales teams consulted about strategies and timelines.
  • Policy Updates: During the development of new company policies, listing the key stakeholders to be consulted for feedback and approval.


Key Takeaways

  • The Consulted chapter is important for defining how stakeholders are involved in the consultation process of a project.
  • It provides a clear framework and methodology for stakeholder consultations, ensuring that all necessary inputs are systematically integrated into the project.
  • This chapter supports the maintenance of project timelines by specifying deadlines for feedback and methods of communication.
  • It enhances clarity and efficiency in proposals by outlining the consultation needs and processes clearly.
  • Proper use of the Consulted chapter can lead to more comprehensive, well-informed business proposals that reflect a thorough consultative process.


The editable Consulted template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
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Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Illustration of Proposal Pack Concepts #16

The Consulted chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Concepts #16 design theme. There are hundreds of design themes available, and every design theme includes the Consulted chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Consulted.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

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Use this page in conjunction with a RACI matrix to list the individuals or groups that must be consulted about steps in the project. Describe the need for consultation on process steps and the process needed for consulting, such as contact method, deadlines, format of information needed (such as email response or completion of a form), etc.
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