HR consulting proposal: Free template

Customize this free HR consulting proposal with Cobrief

Open this free HR consulting proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your services, the client’s team size, and their organizational goals. 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 HR strategy, compliance audits, hiring process improvements, or employee engagement initiatives. Whether you’re an independent HR consultant or part of a firm, this version gives you a structured head start and removes the guesswork.

What is an HR consulting proposal?

An HR consulting proposal outlines the scope, methodology, and deliverables for helping a business improve its human resources function. It typically includes services like policy development, workforce planning, recruitment optimization, performance management, and organizational design.

This proposal helps align expectations around what areas you’ll address, how recommendations will be delivered, and how they support overall business performance.

A strong HR consulting proposal helps you:

• Define the people-related challenges you’ll solve.
• Demonstrate HR expertise and relevant experience.
• Clarify process, timeline, and outputs.
• Build trust through structure and professionalism.

Why use Cobrief to edit your proposal

Cobrief makes it easy to write, revise, and send HR consulting proposals — with built-in AI to improve your writing as you go.

• Edit the proposal directly in your browser: No formatting headaches — just click and customize.
• Rewrite sections with AI: Clarify your services, simplify HR language, or fine-tune tone instantly.
• Run a one-click AI review: Spot unclear sections and get instant improvement suggestions.
• Apply AI suggestions instantly: Accept edits individually or apply all changes in one click.
• Share or export instantly: Send the final proposal through Cobrief or download a clean PDF or DOCX file.

Deliver polished, professional proposals without starting from scratch.

When to use this proposal

Use this HR consulting proposal for:

• Proposing HR audits or compliance reviews
• Offering talent acquisition and hiring process support
• Designing performance management or compensation frameworks
• Advising on employee engagement, DEI, or HR tech implementation
• Responding to RFPs for outsourced HR advisory services

It works well for both project-based and retainer engagements.

What to include in an HR consulting proposal

Each section helps your client understand what to expect and how you’ll work:

• Executive summary: Briefly explain the client’s HR challenges or objectives and how your consulting engagement will address them — whether improving processes, reducing risk, or enabling growth.
• Scope of work: Define what’s included — HR audits, policy development, job descriptions, hiring plans, compliance support, employee surveys, training, etc.
• Approach and methodology: Describe how you’ll assess the current state, gather information, design solutions, and deliver recommendations. Mention any HR frameworks or tools (e.g., SHRM guidelines, HRIS platforms).
• Timeline: Break the engagement into phases (e.g., discovery, documentation review, strategy development, delivery, support) with estimated durations.
• Pricing: Present your pricing clearly — fixed fee, hourly, or retainer. Include optional add-ons like ongoing support, additional training, or tech implementation.
• Terms and conditions: Outline payment terms, access to internal data or documents, confidentiality, and approval processes.
• Next steps: Provide a clear CTA — such as “Reply to approve” or “Schedule a kickoff meeting.”

How to write an effective HR consulting proposal

Your proposal should feel thoughtful, people-oriented, and business-aligned:

• Focus on business outcomes: Show how better HR practices support retention, compliance, or productivity.
• Use clear, professional language: Avoid HR jargon or overly technical terms unless needed.
• Be transparent about deliverables: Specify what’s included, what’s optional, and what’s out of scope.
• Highlight experience and certifications: Mention SHRM, PHR, DEI training, or industry-specific experience.
• Keep formatting clean: Use clear headings, bullet points, and short sections for easy reading.
• Make next steps simple: Provide an easy, low-friction way to move forward.

Frequently asked questions (FAQs)

---

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.