Culture audit proposal: Free template

Customize this free culture audit proposal with Cobrief

Open this free culture audit proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your methodology, client size, and organizational context. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching organizational culture assessments, values alignment audits, DEI diagnostics, or employee experience reviews. Whether you're an HR consultant, DEI advisor, or leadership coach, this version gives you a structured head start and removes the guesswork.

What is a culture audit proposal?

A culture audit proposal outlines how you'll assess the current state of an organization's culture and identify gaps, strengths, or misalignments. It typically includes your audit process, tools used (like surveys or interviews), timelines, deliverables, and recommendations for improvement.

This proposal helps create alignment before the engagement begins — and builds trust around your process and discretion.

A strong culture audit proposal helps you:

• Clarify the goals and outcomes of the audit.
• Define the tools, methods, and inputs you’ll use.
• Set expectations for feedback, reporting, and next steps.
• Build credibility as a neutral and thoughtful advisor.

Why use Cobrief to edit your proposal

Cobrief makes it fast and easy to write, refine, and deliver culture audit proposals — with AI that supports every step.

• Edit the proposal directly in your browser: No setup or formatting required — just click and customize.
• Rewrite sections with AI: Clarify your approach, simplify frameworks, or improve tone instantly.
• Run a one-click AI review: Spot unclear or redundant content and strengthen it in seconds.
• Apply AI suggestions instantly: Accept edits individually or apply all suggestions in one click.
• Share or export instantly: Send via Cobrief or download a clean PDF or DOCX file.

Make your first impression count with a polished proposal that inspires trust.

When to use this proposal

Use this culture audit proposal for:

• Assessing company values alignment or behavioral norms
• Supporting leadership teams through change or growth
• Exploring root causes of disengagement or turnover
• Running DEI or psychological safety assessments
• Preparing for major restructuring or cultural transformation

It fits well for one-time audits or as the first step in a larger engagement.

What to include in a culture audit proposal

Each section helps the client understand your approach and the outcomes they’ll get:

• Executive summary: Describe why the organization is pursuing a culture audit and how your process will help them identify strengths, uncover blind spots, and plan next steps.
• Scope of work: Define the audit inputs — employee surveys, interviews, focus groups, policy reviews, behavioral observations, or data analysis.
• Methodology: Explain your audit process — discovery, data gathering, synthesis, reporting — and note any frameworks (e.g., values gap analysis, DEI benchmarks, psychological safety scores).
• Timeline: Break the engagement into stages (e.g., kickoff, data collection, analysis, findings presentation) and provide estimated durations.
• Deliverables: List what the client will receive — e.g., executive summary, key findings, culture heatmaps, recommendations, workshop facilitation.
• Pricing: Present your fee structure — fixed-fee, milestone-based, or hourly. Include optional follow-on services like leadership coaching or implementation planning.
• Terms and conditions: Cover confidentiality, data ownership, participation requirements, and payment terms.
• Next steps: End with a clear CTA — like “Reply to confirm” or “Schedule a kickoff session.”

How to write an effective culture audit proposal

This proposal should feel insightful, respectful, and practical:

• Emphasize listening and learning: Position the audit as a tool for understanding, not policing.
• Focus on business relevance: Tie culture insights to retention, collaboration, innovation, and trust.
• Be transparent: Explain your process clearly — especially how anonymity and sensitivity will be handled.
• Balance structure with empathy: Show rigor in the process and care for the people involved.
• Format cleanly: Use short sections, bullets, and headers to keep it easy to navigate.
• Provide a clear next step: Make it easy for the client to move forward.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.