Case Study Project Proposal

Abstract:

Rungwe Group that was established in 2001 is a community- based organization formed by 13 members, 7 men and 6 women. Out of 13 one is a government employee, the rest are self-employed and peasants. They are among the poorest Tanzanians. Their mission is help each other financially and socially in order to eradicate poverty so as to enable each other to live peacefully mentally and have a dignity. This research was carried out to assist members of the group to establish a poultry project that will generate income for the benefit of members of the group, their families and some vulnerable people living in Ilolo village. The research and analysis have shown that the government alone cannot succeed to reduce poverty to all Tanzanians. Povertt is increasing despite the efforts of the Government to reduce it. Extra efforts are needed from the people themselves. Among other things that I managed to facilitate members of the group was the writing of a project proposal about commercial layers (poultry). Estimated total initial cost was Tsh. 1,760,000.00. Thank God the Group has already managed to get Tsh. 1,700,000.00 and the poultry shed has been constructed. They expect to start with 250 layers. As per cash flow (Table 18) the project will have a balance of Tsh. 3,268,850.00 at the end of its life span. The profit will be used to reinvest into the project for phase two (Tsh. 1,624,425.00), dividends for members of the group (Tsh. 1,299,540.00) and for helping vulnerable people in Ilolo village (Tsh. 344,885.00). The end result of the project is to improve the livelihood of members of Rungwe Group, their families and the vulnerable people in Ilolo village. After working with the group my major recommendations are as follows: In order for poor people to reduce their poverty they should work in groups as it is easy to pool together their resources, time and to get resources outside the group. In this way they can get sufficient capital to start income generating projects. People who would wish to work in groups it is advisable that they should have a common goal, self-help spirit, tolerance and love to each other. Under such foundation the group will forge ahead. The government should encourage such groups through extension services, and cheap source of capital. (Author abstract)

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Let Your Customers Tell Your Story:
Create Compelling Customer Testimonials

Dear [Client.FirstName],

[Sender.Company] is excited to share this proposal with you. Your customers can be your best product evangelists, and compelling case studies are an essential tool for your sales team. However, as you’ve found, sometimes these important pieces of sales collateral are hard to complete with internal staff, particularly when it involves coordination between customer, marketing & sales.

[Sender.Company] focuses relentlessly on both the process and the craft of creating outstanding sales collateral, particularly customer case studies. We are experts in capturing the business value of your current customers’ experience, and in communicating that value to your prospective customers.

We have deep experience working with clients of all sizes, and years of experience in creating messages that resonate teams in [Client.Industry].

The following pages include details of the full scope of our proposal, including a sample outline for finished case study. We hope to hear from you soon.

Sincerely,

[Sender.FirstName][Sender.LastName]
[Sender.Company]
[Sender.Email]
[Sender.Phone]

Table of Contents

Let Your Customers Tell Your Story: Create Compelling Customer Testimonials
Table of Contents
1. Situation Analysis
2. The Proposal
3. Timeline, Milestones & Deliverables
4. Joint Accountabilities
5. About Us
6. Pricing, Terms & Conditions
7. Terms and Conditions

1. Situation Analysis

[Client.Company] needs to build a library of marketing content based on existing customer experience, both for lead nurture and for sales collateral. This library will be a key part of sales enablement for [Client.Product1] and [Client.product2].

The first contribution to this library will be a series of [Client.NumProposed] customer case studies, as proposed here.

During our time together, we’ll work directly with:

  • the [Client.Company] sales team – to identify and be introduced to customer for these case studies
  • the [Client.Company] marketing & creative team – to craft messages and ensure brand consistency
  • the [Client.Company] customers

If we are able to kick off the project by [Client.TargetStartDate], we can aim for a completion date of [Client.TargetCompletionDate]. Of course, timing will be highly dependent on our customers’ schedule.

We will plan on weekly meetings to track progress and goals. With our extensive experience in [Client.Industry], we’re looking forward to making this project a successful one.
TEXT

2. The Proposal

[Sender.Company] will create up to [Client.NumProposed] Customer Case Studies, starting with outreach to [Client.CompanyName] customers, interviews, writing, and final design. To ensure that we are able to complete [Client.NumProposed] case studies, it is required that [Client.Company] provide names and contact information for twice that number of clients who have provided preliminary approval to participate.

[Sender.Company] will commit to completing the following activities, with [Client.CompanyName] support:
Create a custom interview guide to use with each customer
Interview customers to understand how they have used [Client.CompanyName] products, what use cases they have implemented, and what quantifiable and strategic impact they have achieved.
Develop written content for each case study (estimated to be 1-2 pages once designed)
Provide design services to produce the final case studies
Project management for all above activities

Examples of our work can be seen on our website here: [Insert Link to Website]

By taking a disciplined approach, we can be very successful in finishing these case studies in the timing required.

3. Timeline, Milestones & Deliverables

Following the outlined timeline below, [Sender.Company] will deliver 3 fully written, designed, and produced Customer Case Studies, in both PDF and Adobe InDesign format.

Project Kickoff[Client.TargetStartDate]
  • Identify customer target list
  • Finalize overall themes for testimonials
  • Participants: [Sender.Company], representatives from [Client.Company] sales and marketing teams
MilestoneTarget Date (with less prep):Details
Interview Guide[Client.InterviewGuide]
Interviews[Client.InterviewDate]
  • Phone/in person if possible
  • Target [Client.NumProposed] + 1 interviews
Draft Case Studies Ready for Review[Client.DraftDate]
  • Review and comments needed from [Client.Company]
 Design[Client.DesignDate]
 [Client.Company] Approvals[Client.ApprovalDate]
  • Critical to identify all decision makers in advance
 Customer Approvals[Client.TargetCompletionDate]

4. Joint Accountabilities

[Sender.Company] commits to:

  • Managing project deadlines
  • Ongoing communication regarding deadlines to [Client.Company] personnel
  • Availability via telephone and email, within 1 business day for project related questions
  • Prompt communication of anything that impacts project schedule or success

[Client.Company] commits to:

  • Providing all information with relevance to the project
  • Identifying individuals from [Client.Company] who will be involved and who need final review authority
  • Securing customers to participate in interviews
  • Ensuring final approval from customers
  • Prompt communication of anything that impacts project schedule or success

5. About Us

[Sender.Company] a boutique strategy, marketing and communications firm dedicated to our clients’ success. We have the experience and passion to bring your customer case studies to life, bringing clarity and speed to your sales process.

The [Sender.Company] team members below were carefully chosen to provide the very best service to [Client.Company].

[Team Member A][Team Member B]
Project LeadershipCopy & Design (with less prep):
[Team Member A Bio][Team Member B Bio]

6. Examples of Our Work

[Sender.Company] has created Customer Case Studies and Testimonials for clients both large and small, in industries from consumer products to B2B technologies.

Below are examples of prior client work [Client.Company] might find interesting. One is a print document, much like what [Sender.Company] is proposing, as well as a video format Customer Case Study, for inspiration.

6. Pricing, Terms & Condition

Case Study Content Creation$1,500.003$4,500.00
ServicePrice(with less prep):QTY LeadershipSubtotal(with less prep):
Case Study Format Design$3,000.001$3,000.00

7. Terms and Conditions

Fees are payable as follows:

  • 25% installment due at time of project kickoff, [Client.TargetStartDate]
  • 50% installment due at time of [Client.Company] approval, [Client.ApprovalDate]
  • Final 25% due at time of [Client.TargetCompletionDate]

The terms and conditions of this proposal are subject to change based on collaboration and discovery with [Client.Company] and [Sender.Company] and their mutual agreement therein.

By signing below, both parties indicate their acceptance of this proposal, and constitute approval to begin work if [Client.Company] policies do not require an additional consultant agreement.

[Sender.Company][Client.Company]
Signed by:
[Sender.FirstName][Sender.LastName]
Signed by:
[Client.FirstName][Client.LastName]

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