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1 YOUR LOGO HERE Proposal for client name Date Your Company Name Address: Tel: VAT/Registration Number: Main contact: Email: Tel: Banking details : Your Client company name Address: Tel: VAT/Registration Number: Main contact: Email: Tel: Invoicing details: Table of Contents Objectives 2 Proposed solution 2 Who benefits and key results 3 Our proposal 4 Deliverables 4 Prices, payment terms and signatories 5-6 Appendices 7 © 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

Transcript of Celemipartner.celemi.com/wp-content/uploads/2015/09/Medici... · Web viewAppendix 1 – Room setup...

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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:The Medici GameTM allows you to foster creativity in your organization and create the conditions for breakthrough innovation.

Participants take a fascinating journey to the Intersection – a place where ideas from different fields and cultures meet and collide, ultimately igniting an explosion of extraordinary new innovations.

Based on the bestselling book “The Medici Effect” by Frans Johansson.

During the seminar, teams discuss and explore: What is a breakthrough innovation, and how does it occur? What type of conditions foster – or obstruct – innovation? Are we working with the right

assumptions? How well do we leverage our diversity to explore, find and capitalize on new growth

opportunities? How will we make it happen?

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

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Who benefits and key results

All personnel can build cross-functional insight, get more confident using business finance vocabulary, and develop an intrinsic business sense.

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.

Who benefits?The Medici Game™ targets all types of organizations – across industries and people at all levels. It is a critical tool for sales and marketing, human resources, R&D and product development.

Use The Medici Game to: Inspire people to think outside of the box and realize their own ability to be innovative. Explore some of the latest findings on innovation and reach a shared understanding through

dialogue and discovery. Create an innovative environment and support a cultural shift throughout the organization. Kick off a conference, project or other initiative and open people’s minds.

Who were the Medicis?The Medici family used to rule the city of Florence, Italy some 500 years ago. They would sponsor and train people from a range of different disciplines: architects, sculptors, scientists, philosophers and such.They brought them together from all over the world to Florence. There they were able to break down barriers – between different cultures and disciplines – to generate what became one of the most creative periods in our history, the Renaissance.

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

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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:

Medici GameTM business simulation as described above.

2. Duration: 3-4 hours

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

4. Location: City, address, conference room name

5. Number of participants:

Minimum 4, no maximum. Participants are grouped in teams of 3-4.

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.

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

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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:

Medici GameTM 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 Medici GameTM .

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.

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

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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:

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

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Appendix 1

Room set-up for Medici GameTM seminar

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

Room setup – Medici Game™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 ideal size of the tables is 150 x 100 cm (60x40 inches). This leaves enough space for material, 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 Medici Game TM seminar

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

Agenda – Medici Game™9.00 – 9.30 Introduction9.30 – 11.00 xxxxxxxxx11.00 – 11.30 Coffee break11.30 – 13.00 xxxxxxxxx13.00 End

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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.

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

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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.

½ - 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.

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

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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.

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

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