HR consulting proposal template

Prepared for [Client Company] by [Your Name], [Date].

Thank you for considering me to build out HR for [Client Company]. This proposal covers getting your people foundations right: policies that fit how you actually work, hiring that is consistent and fair, and managers who know what to do, sized for a company of [headcount] rather than borrowed from a corporation.

[Client Company] has grown to [headcount] people in [jurisdiction(s)] and HR is currently [describe: improvised, living in the founder's head, a stack of borrowed templates].

You need [describe: a compliant handbook, a hiring process that scales, manager basics, an HR function without a full-time hire], so people issues stop landing on the leadership team raw.

1. Phase 1, HR audit. I review what exists: contracts, policies, pay practices, files, and how hiring and exits actually happen, against the requirements of [jurisdiction], and deliver a prioritized findings list.
2. Phase 2, Foundations. I draft the employee handbook and core policies (leave, conduct, remote work, complaints) in plain language your team will actually read, tailored to how you operate.
3. Phase 3, Process design. I build the people processes you need next: [structured hiring with scorecards, onboarding, performance check-ins, offboarding], each as a simple playbook managers can run.
4. Phase 4, Rollout. I train your managers on the new processes, help you communicate changes to the team, and stay available as questions surface in the first months.

• An HR audit report with prioritized, practical fixes
• An employee handbook tailored to [Client Company] and [jurisdiction]
• Core policy set: [leave, conduct, remote work, complaints, data]
• A structured hiring kit: role scorecards, interview guides, and process
• Onboarding and offboarding checklists
• A manager training session and [30] days of rollout support

• Legal advice (I flag where employment counsel should review, and work alongside your attorney)
• Payroll processing and benefits brokerage (I help you select providers)
• Serving as the named respondent in disputes or tribunals

Prices are placeholders. Set your own before sending.

• Policies written for a [headcount]-person company, not photocopied from a 10,000-person one
• Everything ships as a playbook a busy manager can actually run
• I tell you plainly which items need an employment attorney, and work with yours rather than around them

This proposal is valid for [30] days. A deposit of [amount or %] is due to begin, with the balance due [on delivery / per the schedule]. Work outside the scope above is quoted separately before it starts.

I provide HR consulting, not legal advice: policies and handbooks are drafted to good practice for [jurisdiction] as of the delivery date, and I recommend attorney review before adoption, since laws change and edge cases are legal questions. Employee data shared with me is kept confidential, accessed minimally, and returned or deleted on exit.

To move forward, approve this proposal in writing and I will send the agreement and the deposit invoice. We can begin as soon as the deposit is received.

Accepted by: ______________________________ Date: ____________