Free Sales Proposal Template

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Shared by: Pastor Gallo
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Note: Instructions on how to complete each section are given in the boxes attached to various sections. Please do not include the boxes when submitting the proposal. PROPOSAL ON WORK-LIFE PROJECT, Company XYZ Pte Ltd 1. Objectives of project Describe why the project is needed i. Objectives a) To provide a flexible working environment b) To take care of employees so that they are productive at work. c) To recruit and retain talented staff, particularly when there is limited pool of experienced talents available in the industry. Note: Applicant only need to provide detailed staff profile of employees on key programmes ii. Staff profile The company has 30 staff, of which we intend to place 10 staff on the telecommuting program. Details of the 10 staff as follows: S/N 1 2 3 4 5 6 7 8 9 10 Name Aaron Lim Beatrice Yeo Carl Tay Michael Tee Jason Tan Jane Chia Winnie Lau Mohd Shak Ismail Janice Wee Serene Aw Designation Director General Manager Sales Manager Sales Executive Sales representative Inventory Executive Operation Executive Operation Executive Admin officer Finance/admin executive Main job responsibilities  Oversees company operations  Oversees shipping operations  In charge of sales department.  Make sales calls at clients’ offices  Make sales calls at clients’ offices  Prepares sales documentation  Check inventory on board ships  Prepares shipping documentation  Prepares shipping documentation  Handles all office administration  Handles all finance, HR and admin aspects iii. Employee Needs Assessment Note: Please provide sample survey completed by employees Item Details Mode of assessment Survey/ Focus group/ Meetings/Interview (*delete accordingly) 27 No. of respondents Work-Life issues identified a) Work overloading and long working hours (75%) b) Heavy commitments in life eg. children, family (50%) Work-Life suggestions made a) Pay more attention to employees (12.5%) b) Implement 5-day work week (37.5%) c) Improve work system to increase efficiency (25%) d) More welfare for employees (37.5%) 2. Project Plan Note: This section explains the main purpose of the project, items that will be purchased, as well as specific examples of how the items purchased will be used i. Description of Work-Life programs Include only programmes which are partially funded by WoW! Fund a) Telecommuting I. Offer the option for management and sales staff to work from home at least once per week. II. Employees do not need to return office unless there are meetings. III. To provide remote access for 10 staff. b) Developing a flexible benefits program I. To provide a variety of benefits to staff with a fixed budget, so that staff can choose the benefits that fit them most II. This will be provided to all 30 staff ii. Description of other current or new Work-Life programs Include programmes which will be offered as part of the Work-Life package but not directly funded by WoW! Fund. This allow us to understand your entire Work-Life package to make a better assessment a) Compressed 5-day work week with flexi start-and-end hours I. 5-day work week to allow employees spend more time over weekend with families II. Employees can choose to start work at either fixed specified time or anytime between 8am to 9am from Monday to Friday. The core working hours is 10am to 4pm. III. Implemented to all 30 employees b) Part-time I. Offer part-time working arrangement to mothers who need to take care of their young children on case-by-case basis iii. Time frame Note: This section shows the approximate timeframe plan for the project. The sample shows a 1-year plan for project estimated to start in May 07 a) b) c) d) e) f) Work-Life Training Purchase of equipment Setup of system and policies Implementation of project Staff post-project evaluation Review and final report - Feb 07 (Before project) - May 07 - May – Jun 07 - Jun 07 – Feb 08 - Mar 08 - Mar 08 3. Proposed Outcome Targets This section details the targets which the applicant is committing to as part of the WoW! Fund package. For the remaining 60% of the grant, applicants will need to propose outcomes on number of employees benefiting from the proposed project: “X” number of employees on Flexible Work Arrangements (FWA), or who have benefited from other WorkLife programs if FWA is not the focus of the project; and/or “Y” number of employees with specific needs who are hired or facilitated to remain in company, e.g. mothers i. children below the outcomes with Overview of 12 years, older workers above 50 years Applicant proposing targets on employees with specific needs (i.e. second group) will receive priority in approval a) 5 employees on Telecommuting b) 1 mother with newborn whom we target to retain in the company by offering the part-time working arrangement. Note: This list of staff will form the preliminary committed outcome targets for the applicant. If there is any staff movement, e.g turnover, new hires, a revised list will be requested at the final report ii. Details of Employee Beneficiaries Work-Life Outcome Telecommuting Name of employee Designation NRIC Aaron Lim Director S1653890C How proposed outcome will help beneficiaries in brief Telecommuting Retained mother Telecommuting Beatrice Yeo General Manager S2177851C Carl Tay Sales Manager S0528736B He needs to travel about thrice per month. Previously, documents which require his attention will have to wait till his return. With remote access, he can settle the outstanding issues when required. He can now monitor work progress easily and need not worry even on 2-week business trips. She had thought of quitting after giving birth in Dec 2006. With the option of part-time working, she can choose to work less and spend time with her family. He is able to help out with his wife on taking care of their 2 young children, age 3 and 5, such as sending them to school and monitoring their schoolwork. His commuting time will Telecommuting Telecommuting Michael Tee Sales Executive S1172638Z Jason Tan Sales Executive S7452088G be reduced. His commuting time will be reduced. He need not stay in the office for OT and can spend more time with his family. His commuting time will be reduced.. As a single, he can spend more time on social activities after work. iii. Measurable business outcomes These are outcomes which the applicant will track throughout and after the project. To retain the first 40% of the grant disbursed, applicant must show effort towards addressing the Work-Life needs of employees. These include: Conducted employees needs assessment; Developed a Work-Life strategy/plan to address these issues; Sent relevant staff to attend Work-Life training; and Tracked how staff are impacted by the Work-Life programmes e.g. turnover, absenteeism, overheads, etc a) Employee Turnover Rate b) Employee Opinion Survey Rating c) Cost savings arising from programmes 4. Project Budget For official use only Claimable cost ($) (Claimable cost after cap) ($) 5,000 (IT Cap) 4,200 Items a) Server & laptops b) Vendor to develop flexible-benefit program for 30 staff c) Work-Life training course ( 2 pax) d) Consultancy Total grant Initial disbursement Projected cost ($)1 8,000 6,000 Details on how item support project2 To support telecommuting To provide flexible-benefit program to allow staff variety of benefits at similar costs To have a better understanding on the Work-Life concepts To employ consultant to lead the project 1,000 5,000 700 3,500 10,000 (Cap) 4,000 1 2 The cap for IT infrastructure is $5,000. Provide details and justification how this purchase will facilitate your Work-Life project. Provide quotations for the purchase. 5. Consultancy Note: Only Work-Life consultants approved by MOM will be funded for training or consultancy i. Details of consultant a) Consultant company: b) Consultant: ii. Consultancy proposal (attached) ABC Consultancy Pte Ltd Ms Sharon Tan

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