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 offer, the client’s people strategy, and current HR challenges. 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 development, policy design, recruitment support, or employee relations projects. Whether you’re creating proposals regularly or occasionally, this version gives you a structured head start and removes the guesswork.
What is an HR consulting proposal?
An HR consulting proposal is a document used to outline a plan for improving an organization’s human resources function. It covers your understanding of their challenges, proposed interventions — such as policy updates, recruitment process optimization, compliance audits, or leadership training — and expected outcomes.
Typically shared after discovery meetings, this proposal helps align stakeholders on goals, scope, methodology, timelines, and fees.
A good HR consulting proposal helps you:
- Define clear HR objectives linked to business goals.
- Communicate practical, tailored HR solutions.
- Set expectations around deliverables, timelines, and impact.
- Build client confidence and move toward engagement.
Use this proposal when you want to offer structured support that improves HR effectiveness and employee experience.
Why use Cobrief to edit your proposal
Cobrief gives you a faster, smarter way to customize and polish your proposal directly in your browser — with built-in AI to support your writing.
- Edit the proposal directly in your browser: No setup or formatting required — just click and start working.
- Rewrite sections with AI: Highlight any sentence and choose from smart rewrite options like simplify, rephrase, or change tone.
- Run a one-click AI review: Get actionable suggestions to improve flow, fix vague language, or fill in missing detail.
- Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
- Share or export instantly: Send your proposal via Cobrief or download a clean PDF or DOCX file — ready to share with clients.
No formatting headaches, no guessing — just a clean, guided experience from start to finish.
When to use this proposal
This HR consulting proposal works well in scenarios like:
- Updating employee handbooks, policies, or compliance programs.
- Designing recruitment and onboarding processes.
- Improving performance management or employee engagement strategies.
- Conducting compensation and benefits benchmarking.
- Supporting leadership development and organizational culture initiatives.
Use this proposal when you want to present clear, actionable HR improvements aligned with client needs.
What to include in an HR consulting proposal
Each section in this template helps you communicate your offer clearly and professionally. Here’s what to include — and how to tailor it:
- Executive summary: Briefly summarize the client’s HR challenges and how your services address them.
- Objectives and scope: Define what specific HR areas you will focus on, such as policy review, talent acquisition, or training.
- Methodology: Outline your approach — audits, interviews, workshops, or process redesign.
- Timeline and deliverables: Present phases, milestones, and expected outputs, like updated policies or training sessions.
- Pricing: Clearly explain your fees and what they cover — hourly, fixed, or project-based.
- Terms and conditions: Include payment terms, confidentiality, and change management clauses.
- Next steps: Provide a clear call to action — approve the proposal, schedule a kickoff, or discuss details.
How to write an effective HR consulting proposal
This proposal should be clear, client-focused, and practical. Use these tips to write more effectively:
- Lead with business impact: Tie HR improvements to outcomes like compliance, retention, or productivity.
- Use plain language: Avoid jargon and explain HR concepts accessibly.
- Be specific with deliverables: Clearly state reports, workshops, policies, or systems you’ll provide.
- Highlight collaboration: Emphasize your role as a partner, not just a vendor.
- Offer flexible options: Show how services can scale or adapt as needs evolve.
- Close with a confident next step: Always end with one clear CTA to keep momentum.
Frequently asked questions (FAQs)
How do I tailor this proposal for different company sizes?
Adjust scope and examples depending on whether the client is a startup, SMB, or large enterprise.
What pricing models are common for HR consulting?
Fixed fees for specific projects, hourly consulting, or retainers for ongoing support.
Can I include employee training or workshops?
Yes — training sessions on compliance, culture, or leadership are often part of the scope.
How do I handle remote versus onsite work?
Clarify which deliverables or sessions require onsite presence and which can be remote.
Can I export this proposal to PDF or Word?
Yes. After editing, export a polished file ready for client sharing.
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.