Celemi€¦ · Web viewOver 4 million participants worldwide have successfully experienced business simulations created by CELEMI since 1985. The CELEMITM learning by doing approach

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Proposal for client name Date

Your Company Name Address: Tel: VAT/Registration Number:

Main contact:

Email:Tel:Banking details:

Your Client company nameAddress: Tel:VAT/Registration Number:

Main contact:

Email:Tel:Invoicing details:

Table of ContentsObjectives 2

Proposed solution 2

Who benefits and key results 3

Our proposal 4

Deliverables 4

Prices, payment terms and signatories 5-6

Appendices 7

Appendix 1 – Room setup for the seminar 7Appendix 1 – Agenda for the seminar 8Appendix 3 – Other Celemi solutions available 9-10

General terms and conditions 11

© Copyright 2016 by your company name and Celemiab Systems AB. All rights reserved.

WARNING to users:This is a template aimed at making it easier and faster to create a proposal for your client.It needs to be completed (yellow parts) and modified as necessary in order to reflect your client’s needs and your offer to them.The paragraphs in this contract are only suggestions that you are free to add/modify/delete based on your needs. Please note that Celemi accepts no legal responsibility whatsoever for the use of this template or part thereof.

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ObjectivesFollowing our meeting/telephone conversation on date, client name objectives have been defined as follows:

… … …

(rephrase all relevant information on background, context, specific goals, etc… that you have clarified in your conversation with the client)

Proposed solution Your company name is pleased to submit this proposal for services to support client name in achieving its goals.

Tried-and-tested methodology:Over 4 million participants worldwide have successfully experienced business simulations created by CELEMI since 1985.The CELEMITM learning by doing approach secures highly motivated participants and the board based simulation guarantees a very high level of interaction. Working together, in an action-oriented way, they increase their awareness of inter-departmental relationships. This process helps them understand what it takes to pull in the same direction as one company – as well as what levers to pull and how to bring their new skills and insights into reality.

Solution:Your most valuable asset is your people, and that means you must overcome unique challenges: How do you attract and retain the right people in fast moving industries? How do you get the most out

of employees while still remaining an “employer of choice”? How do you ensure that your people align with your growth strategy and ability to acquire and retain profitable customers? In the CELEMI Tango™ business simulation, participants develop the skills required to fully leverage their people as a source of competitive advantage, and execute a successful business strategy.

The challenge is to attract and retain the right clients and employees in order to create short-term profits and long-term value.

Who benefits and key results


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Through this program, client name will be able to: Gain a competitive edge – to attract the right employees and clients. Strategically plan and staff projects for optimal capacity utilization. Maximize cash flow and profitability – to provide for flexibility and growth. Grow your company’s know-how – not just the competence of the employees. Retain and develop your people in line with their goals and your company’s strategic vision.

Who benefits? CELEMI Tango™ is designed for organizations that depend on the knowledge and skills of their employees.

Senior and middle managers Strategic planning teams Experienced project managers and program managers Consultants in knowledge companies HR personnel

Here you can choose/modify/add which key results are most relevant for your client. Try to insert the key words you heard them mention in your conversation with them, to make the vocabulary as close to their concerns as possible.

Key results Practice decisions to balance effective short-term goals and successful long-term planning. Provide knowledge of the important link between corporate strategy and strategic recruitment. Assess how an employee’s job and development path fits into the overall corporate strategy. Understand business finance and KPIs. Improve Talent Management skills. Manage the mix of clients and people to improve long-term chemistry, productivity and profit.

Key concepts covered in the program: Building shareholder value Attract and retain the right employees Attract and retain the right customers Capacity utilization Growth of tangible and intangible assets Develop offers, tools and processes for efficient delivery Talent Management Short term profit vs. long-term value Monitoring balance sheets and KPIs Organizational culture Brand image and reputation


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Our proposal for CLIENT Deliverables

Hereafter client name is referred to as “CLIENT”, and Celemiab is referred to as “CELEMI”.

1. Seminar content:

CELEMI Tango TM business simulation as described above.

2. Duration: 1,5-2 days

3. Date / time: Date, from … am to …. pm

4. Location: City, address, conference room name

5. Number of participants:

Ideally 12-24 participants per session (4-6 teams of 3-4 participants). At least 12 and no more than 30 participants per session.

6. Facilitator: Name of facilitator

7. Language: Learning materials will be in language and facilitation will be conducted in language

8. Facilitiesand room set-up:

The CLIENT is responsible for arranging a seminar venue with a suitable sized room tables, flip chart, pens, projector, and projection screen (see Appendix 1 for details of the room set-up). The room must be made accessible to the facilitator one hour prior to the start of the session in order to guarantee timely start of the session.

9. Validity: This proposal remains valid one month from the date mentioned on page 1.

10. Deadline for confirming participant numbers:

The CLIENT must confirm in writing the exact and final participant number by date (15 working days before seminar date) in order to guarantee delivery. This confirmed exact number of learning materials will be ordered and shipped and the corresponding number of license fees will be invoiced, as per § 11. For cancellation or rescheduling fees, see § 16.


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Prices and payment terms11. Materials and

facilitation:

License fee per participant:

Facilitation fee:

your package price including all participant materials and facilitation

ALTERNATIVE:

CELEMI Tango TM license fee: your price per participantThis includes the learning materials for each participant but excludes shipping to the seminar venue (for details see § 14).

your price for one day of facilitation, excluding travelling expenses

(for details see § 14).

12. Travel time: Travel time is charged at …… / (option: included in the facilitation fee).

13. Additional consultancy work:

your price per day for creating participant learning activities not already included in the CELEMI Tango TM program.

14. All fees and prices are exclusive of:

- Freight, customs, withholding taxes and other duties of shipped material will be invoiced at cost. If client name requests priority delivery or does not provide sufficient lead time to allow for ground shipment of materials, your company name will ship materials via overnight carrier and client name agrees to pay for these charges.

- Travel expenses will be invoiced at cost for facilitation and consultancy work (VISA, accommodation, airfares, taxi, trains and Per Diem allowances).

- Production of any additional handmade materials requested by Client.- Rental of event facilities for meetings, pilot etc. including AV technical set-up

and support and catering. - Rights for external illustrations/photographs (if any).- Licenses for special fonts or third party software (if any).- Value Added Tax

15. Payment terms: 30 days net. Fees and invoices must be paid in a timely manner.

Invoicing schedule:

30 days before the seminar date: 50% of investment (§ 11, 12 and 13) Last day of the seminar: 50% of investment (§ 11, 12 and 13) Within 5 working days after seminar date: 100% of expenses (travelling

expenses and shipping costs)

16. Cancellation or rescheduling:

The CLIENT may find it necessary to cancel or reschedule a workshop after a facilitator has committed his/her time to the CLIENT. If this occurs your company name will make every effort to reschedule the facilitator for the days previously committed to the CLIENT. A rescheduling or cancellation notice must be made in writing.


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The CLIENT agrees to pay the following rescheduling or cancellation fees:

Written notice of cancellation or rescheduling (in days)

Rescheduling / Cancellation fee

>30 days before scheduled session

No fee

30-15 days before scheduled session*

50% of the facilitation fee + 50% of license fees per seminar

14 days before scheduled session*

100% of the facilitation fee + 100% of license fees per seminar

*if the seminar is rescheduled and license fees have been paid 100% by the CLIENT, the license fees will not be invoiced again for the new seminar date.

17. Signatories: Approval (please sign this page and initial all others). Your endorsement of these terms in the space provided shall signify your acceptance of the terms herein and form an agreement between us. If a purchase order is issued, it must reference and incorporate this Agreement. If you choose to endorse this proposal, please return a signed original and keep a copy for your file.

your company name client name

City, Date City, Date

Signature / Company stamp Signature / Company stamp

Name: Name:


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Appendix 1

Room set-up for CELEMI Tango TM seminar


Room setup – Celemi Tango™Setting: The sketch below shows a suitable room setting for the seminar. It is important for everybody to see the facilitator and the screen during debriefs and discussions.

The table: The size of the simulation board is 60 x 120 cm (24 x 48 inches). Make sure the tables are large enough (80 x 180 cm) to allow space for other things like learning guides, calculators, coffee cups etc. Rectangular tables are ideal, with two chairs on each long side of the table. Please do not put anything on the tables.

Other necessary things:

Projector and screen Flip chart or whiteboard Extra table (or desk) for facilitator

Thank you in advance!

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Appendix 2

Typical agenda for CELEMI Tango TM seminar


Day 18.30 – 10.30 Introduction. Run Year 1 together10.30 – 10.45 Introduce Year 2: prepare teams to strategize10.45 – 11.15 Refreshments + teams strategize for Year 211.15 – 12.45 Markets Year 2, run Year 2 and report figures12.45 – 13.00 Show file Year 2. Introduce Year 3 13.00 – 14.00 Lunch + teams strategize for Year 314.00 – 15.15 Markets Year 3, run Year and report figures15.15 – 15.45 Show file Year 3. Introduce Year 415.45 – 16.15 Refreshments + teams strategize for Year 416.15 – 17.30 Markets Year 4, run Year 4 and report figures17.30 – 18.00 Show file Year 4. Introduce Year 5 + strategize

Day 28.30 – 9.45 Markets Year 5, run Year 5 and report figures9.45 – 10.00 Show file Year 5. Introduce Year 610.00 – 10.30 Refreshments + teams strategize Year 610.30 – 11.30 Markets Year 6, run Year 6 and report figures11.30 – 12.00 Show file Year 6. Introduce Year 7 12.00 – 13.00 Lunch + teams strategize for Year 713.00 – 14.00 Markets Year 7, run Year 7 and report figures14.00 – 14.15 Show file Year 7. Introduce presentations14.15 – 15.00 Refreshments + preparation for presentations15.00 – 16.00 Group presentations and feedback16.00 – 17.00 Next steps, Client Strategy and Q&A

Brief final remarks by the client’s sponsors; Adjourn

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Appendix 3: CELEMI BUSINESS SIMULATIONS

1 day License fee: … per participant (optional)

Celemi Apples & Oranges™ shows teams where costs are incurred and revenue is created, through its simple, yet profound model of a company. It's business finance and cash awareness for everyone! Choice of four versions: Manufacturing, Manufacturing Sales, Service and Retail

1 day

In Celemi Cayenne™, participants identify and address typical project challenges. Prepare teams by practicing resource allocation, securing business value and performance among all project players.

2 days

In Celemi Decision Base™, teams manage capital-intensive companies through strategic, operational and financial decisions. Compete for clients while balancing short-term and long-term value.

2 days

Celemi Enterprise™ simulates a dynamic market where participants must execute and adjust strategies to win customers. To succeed, teams need to maximize brand value and deliver with excellence.

½ day

In Celemi Performance™, participants learn the business fundamentals - how to create a competitive advantage in order to win clients. Gives participants a quick overview of business strategy.

2 days

Participants in Celemi Sales Endeavour™ learn to identify and pursue valuable sales opportunities. Using real-life prospects in the simulation, participants leave with a fully developed sales plan.

1-2 days

In Celemi Tango™, teams manage knowledge intensive firms in fierce competition for clients and employees. Develop a winning strategy by leveraging people as your competitive advantage.

½ day

The Medici Game™ challenges participants to “think outside the box”, as they generate ideas for new business opportunities by setting the conditions for breakthrough, intersectional innovations.


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1 day

The principles of marketing: Celemi Livon™. Participants learn how market leaders attract and retain clients through a clear market differentiation, a consistent identity and a strong brand.

½ day

Celemi Livon Lite™ is the fast track version of Celemi Livon™, where teams learn the principles of marketing and the need for differentiation, a consistent identity and a strong brand.

1/2 – 1 dayIn Celemi Exploring Change™, leaders discover key success factors to build greater “openness” to change in their organization, so that they can drive change successfully.


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General terms and conditions1. License and use of learning materials: Learning materials are defined as any materials and derivatives thereof that are part of the Celemi Product offering, including, but not limited to Celemi Apples and Oranges, Celemi Decision Base, Celemi Enterprise, Celemi Performance Celemi Sales Endeavour, Celemi Tango, The Medici Game, Celemi Livon, Celemi Livon Lite and Celemi Explore Change. The Client shall ensure that each person notified as a participant, receives his/her own set of the Learning Materials and that they are not shared or re-used by others than such participants. The Client may only use Learning Materials that have been purchased directly from The Celemi Solution Provide, hereinafter CSP, or CELEMI, not via any sort of intermediary.

2. Proprietary Rights:CELEMI holds all proprietary rights with respect to the Learning Materials.

3. Prohibited Acts:The Client shall not in any manner copy, distribute, resell, sublicense, modify, alter, publish, perform or create derivative works based upon the Program or the Learning Materials.

4. Prices and payment:All prices are exclusive of VAT and any other taxes or charges (as detailed in § 14 of the proposal). Fees and invoices must be paid in a timely manner. If the Client does not pay on or before the due date, The CSP shall be entitled to receive interest on overdue payment as prescribed by input relevant country law and – where appropriate – withhold delivery or part thereof.

5. Intellectual property rights:The Client name acknowledges and accepts that any and all of the trademarks, copyrights and any other intellectual property rights used or embodied in or in connection with the Learning Materials, including but not limited to all pedagogical templates as well as documentation and manuals related thereto, are and shall remain the property of CELEMI, and The Client shall not at any time in any way question or dispute the ownership of any such rights by CELEMI.

6.Warranties and disclaimers:CSP warrants to the Client that the Programs and materials are complete and free from physical defects. CSP is not responsible for any defects caused by acts of omissions of the Client or participants or others besides CSP or its agents in the handling, safekeeping, transportation or storage of the program materials. CSP warrants that it has the rights to distribute and license of all components of all Programs and materials. The Program and the materials are provided “as is”, and CSP does not warrant or make any representation regarding the use, or the results of the use of the Program. CSP shall not be liable for any defect, indirect consequential or other incidental damages arising out of the use of the licensed Programs or materials.

7. Termination of this contract:In the event one of the Parties commits a material breach of its obligations under this Agreement which is possible to remedy, and such breach is not remedied - within 7 days in case of non-payment and within 30 days in other cases - after receipt of written request from the other party, the other Party shall be entitled to immediately terminate this agreement by written notice to the defaulting Party. The Parties agree that any non-payment and any insolvency shall always be deemed cases of material breach. This agreement may be terminated bilaterally in writing during the effective period. After the effective period, it may be terminated unilaterally by written notice to the other part.

8.Force Majeure:The CSP is not liable for failure to perform its obligations if such failure is as a result of natural disaster (including fire, flood, earthquake, storm, hurricane or other natural disaster), war, invasion, act of foreign enemies, hostilities (regardless of whether war is declared), civil war, rebellion, revolution, insurrection, military or usurped power or confiscation, terrorist activities, nationalization, government sanction, blockage, embargo, labor dispute, strike, lockout or interruption or failure of electricity or telephone service.

9. Severability:If any provision of this Agreement or part thereof shall to any extent be or become invalid or unenforceable due to e.g. legal and/or economic circumstances, the parties shall agree upon any necessary and reasonable adjustment of the Agreement in order to secure the vital interests of the parties and the main objectives prevailing at the time of execution of the Agreement. Failing an agreement between the parties on adjustments of the Agreement, such adjustments shall be made by arbitrators in accordance with the provisions of the settlement of disputes clause in this Agreement.

10. Notices and amendments:All notices must be in writing and delivered either by receipted overnight courier, or by certified mail, return receipt requested. Notice shall be deemed given and received on the date of actual delivery by recipient. Only those amendments and additions to this contract that are made in writing and signed by both Parties are valid.

11. Assignment:The Parties may not wholly or partly assign or pledge its rights or obligations under this Agreement to any third party without the prior written consent of the other Party. The parties will, however, only be relieved from the duties of this agreement if the legal successor in writing declares to join the agreement.

12. Settlement of disputes:This agreement is, in respect to all Intellectual property rights as discussed in paragraph 5 under the material law of Sweden. In all other aspects the agreement is under the material law of country. First and foremost, any issues or disputes regarding this Agreement should be aimed to be settled between the parties involved in these Terms of References, whereas the Client will be represented by a selected representative, and CSP will be represented a selected. If the representatives of the Client and the CSP name cannot come to a satisfactory settlement or solution, any remaining dispute, controversy or claim arising out of or in connection with this Agreement or the break, termination or invalidity thereof, shall be settled by Arbitration in accordance with the rules of relevant country, administrative institution, location, applicable law and language. CELEMI reserves the right to directly handle any disputes with the Client regarding any violations against paragraph 5.


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Celemi€¦ · Web viewOver 4 million participants worldwide have successfully experienced business simulations created by CELEMI since 1985. The CELEMITM learning by doing approach