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Templates / Proposal

Free HR Consulting Proposal Template

An HR consulting proposal covers the scope of support, working approach, pricing, payment terms, and what happens next when the client accepts.

HR Consulting Proposal template preview

Language:

en

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Last updated:

October 2026

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A grievance lands, someone resigns mid-process, or a compliance gap suddenly matters, and the business needs HR support in writing that won't create a new problem. This HR consulting proposal gives that work a clear frame before anything starts, so the client can read what gets handled, what it costs, and what they’re agreeing to.

The proposal starts with The short version, which explains the situation that usually triggers the work and the kind of wording the client can use in a real meeting. About me and Selected work give context for the work, then Portfolio and How I work explain how the review, drafting, and decision points get handled, under Space Grotesk headings with Roboto body text in a contained blue-and-olive layout. What it costs holds a single priced option called In writing, and the last pages cover payment timing, investigations, meeting records, confidentiality, and who owns the final documents.

  • The short version Opens with the trigger moments and the outcome the work aims for, then points to the scoping call and document review as the next step.
  • How I work Explains the review and drafting cadence, including what gets confirmed, what gets written up, and where sign-off sits.
  • What it costs Carries one priced item, so you replace the template numbers with your own monthly price before sending.
  • Getting started Collects acceptance and the handover details, with a fee summary alongside the signature so the client can agree and move into onboarding.
  • Payment Spells out deposit and completion billing for one-off work, monthly billing for ongoing support, and what needs to be supplied before work starts.

Once the details are in place, you send the proposal and the client accepts and signs online, leaving you with an agreed scope and a recorded acceptance you can point back to later.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in an HR consulting proposal

PartWhat it covers

The short version

Frames the problem that brings a client to HR help and explains the scoping call and document review that kick the work off.

About me

Introduces the consultant’s focus and the reason the paper trail gets treated as part of the deliverable.

Selected work

Sets up recent examples where wording, timing, and record keeping shaped the outcome.

Portfolio

Describes past work like agreement rewrites, disciplinary process setup, and investigation support so the client can recognise the kind of help on offer.

How I work

Explains the step-by-step approach: reviewing current documents, drafting core wording, and tightening decisions so the written record matches reality.

What it costs

Holds a priced table with In writing as the single option, and you swap in your own price before the proposal goes out.

Getting started

Carries the signature and fee summary, then lists what the client sends through and what gets booked once they accept.

Payment

Covers invoicing timing, when work starts, what the client needs to provide, and how changes to scope get handled.

Investigations and meetings

Sets expectations for records and confidentiality during investigations, explains document ownership after payment, and covers cancellation terms.

Who it is for

HR consultants and people & culture advisors quoting policy & compliance work, disciplinary support, investigations, or compensation design for owner-managed businesses.

The proposal in full

The short version

You’ll have HR paperwork you can stand behind, a process you can follow step by step, and written wording you can use without creating new risk.

You reached out because HR has been sitting on the side of the desk and a grievance, resignation, or compliance wake-up call has made the risk feel real. I write what you can use in a meeting. If you’d like to proceed, the next step is a short scoping call and a document review.

I start by reading what you already have, then I map the gaps against New Zealand employment law and how you actually run the business. From there, I put the critical wording in writing, line by line, so you are not improvising under pressure. You’ll know what to say, what to record, and what to leave out.

About me

I’m Kirsty MacLeod, HR consultant. I work with owner-managed businesses who need HR that is practical, lawful, and usable on a normal workday. Most of my work starts when a problem is already live: a grievance letter arrives, someone resigns mid-process, or a manager needs to hold a hard meeting and wants the paperwork to match the conversation.

Clients hire me for two things they can see. First, I write documents that match what you can actually do, so a policy does not promise something you cannot deliver. Second, I keep a tight paper trail, with dates, versions, and clear decision points, because that is what gets read later if a conversation turns into a process.

Selected work

These are recent HR support and advice jobs where the outcome depended on the wording, the timing, and the record kept.

Portfolio

Employment agreement overhaul. Rewrote a full set of employment agreements and add-ons to match the roles on the floor and the hours actually worked. The client stopped using copied clauses that contradicted their roster and leave practices.

Disciplinary process setup. Built a disciplinary process that managers could run without ad-libbing. I set the sequence of steps, defined what gets recorded at each point, and aligned the meeting notes with the letters that follow.

Workplace investigation support. Planned and ran the investigation structure, including allegation framing, witness lists, and interview plans. The client had a clear timeline and a consistent record across interviews, follow-up questions, and findings.

“Kirsty gave us wording we could use straight away, without guessing.”

Owner-manager, a growing business with multiple managers

How I work

You’re buying a steady cadence and clean decisions. I keep the facts, the wording, and the timing lined up so you are not left trying to remember what was said, when it was said, and what you can safely put in writing.

1. Set the baseline Week 1 I review what you have now and ask a short set of questions to confirm how things work in practice. You’ll get a clear view of what is missing, what is risky, and what can stay. I’ll also confirm who in your business signs off on people decisions. 2. Put it in writing Weeks 1-2 I draft the core wording and send it for your review with notes on what each section does and when you use it. You tell me where the wording does not match reality, and I adjust it. The aim is a final version you can use without rewriting on the day. 3. Support live issues As needed When a grievance, disciplinary step, investigation, or restructure is live, I help you plan the sequence, prepare for meetings, and keep your record consistent. You’ll know what needs to happen next, what needs to be documented, and what should stay out of emails. 4. Monthly check-in Each month At the start of each month I confirm what is coming up, such as new hires, performance concerns, or policy changes. You can send questions as they arise, and I keep your documents current as the business changes. If something urgent lands, I’ll tell you the fastest safe path.

What it costs

Pick the tier that matches what you need right now. If you are not sure, start with Baseline and I will tell you what to add once I’ve seen what you have. Prices are per month.

Priced items

Getting started

If you want HR support and advice in place quickly, start here and I’ll take the paperwork off your desk.

1. Sign the proposal beside this page. 2. Send through your current agreements, policies, and any relevant letters or notes. 3. Book the scoping call so I can confirm priorities and timing.

Signature

Fee summary

Payment

For one-off work, I invoice 40% to start and 60% when it is complete. For ongoing HR support and advice, I invoice at the start of each month. All invoices are payable within 7 days.

Start and schedule. I’ll confirm a start date in writing once I have what I need from you to begin. If you need a deadline met, tell me early. Document work moves fastest when I review everything at once.

What I need from you. You’ll provide the current versions of your agreements, policies, and relevant letters, plus any role descriptions you use. For live issues, you’ll share a clear timeline and any messages or notes that matter.

Changes to scope. If the work changes once I’ve seen your documents or the situation shifts, I’ll tell you what changes, what I will do next, and what it will cost before I go ahead. Nothing expands silently.

Investigations and meetings

If I’m supporting an investigation or disciplinary process, you’ll keep records, messages, and notes intact and available. I’ll tell you what I need and when, because missing information can change findings and timeframes.

Confidentiality. I keep what you share confidential and only use it to deliver HR support and advice. If I need to speak with someone else for the work, I’ll confirm who and what I’m asking for before I contact them.

Ownership of documents. Once your invoices are paid, you own the documents I draft for your business to use internally. I keep my working files and templates. You are responsible for using the documents as intended and keeping them up to date.

Cancellation and pause. If you need to pause or cancel, tell me as soon as you can. I’ll invoice for work completed up to that point and hand over what is finished. Any restart date depends on my availability.

Questions about this proposal template

What should an HR consulting proposal include?

An HR consulting proposal usually covers the scope of support, how the work will be handled, pricing, and the terms that govern meetings, records, and confidentiality. This one also includes what the client needs to provide and what happens after acceptance.

How do you price HR consulting work in a proposal?

A proposal can price the work as a monthly option or as one-off stages, as long as the pricing matches how you plan to invoice. This template includes one priced option, so the price you send reflects the way you want to bill.

What should the client see before the price in an HR proposal?

A client usually needs the scope and working approach first, because that’s where expectations get set and risk gets reduced. This proposal puts the summary and delivery approach up front before the pricing section.

What payment terms are typical for HR consulting?

Common terms include a deposit to start and the balance on completion for one-off work, or invoicing at the start of the month for ongoing support. This template states both patterns and includes a 7-day payment window.

What does a client need to provide for HR document review or an investigation?

The client typically needs current agreements, policies, relevant letters, role descriptions, and for live issues, a clear timeline with any messages or notes that matter. This proposal spells out those inputs and ties them to starting the work.

Who owns HR documents after an HR consultant drafts them?

Ownership often transfers once invoices are paid, while the consultant keeps working files and internal templates. This proposal states that the client owns the drafted documents after payment and remains responsible for keeping them current.

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