ADDRESS

Private & Confidential

[Date] [Clients Name] [Clients Address] For the attention of [Clients Representative] Copies: [Names & Address]

Dear [Clients Representative]

Re: [Brief Title of Project]

1. Following the meeting with [people we met] yesterday, I pleased to present a summary of our discussion for your consideration [/our agreement for your formal approval]. 2. My understanding is that [Client] is undergoing [general circumstances leading to the project]. [Work done so far]. [Current position]. [General objective and expectations of the project]. 3. You envisage[, as per the Terms of Reference,] that [general nature of the service] will take place in [number] stages: a) [Name & brief description]; b) [Name & brief description]; and c) [Name & brief description];

[Name of stage/service & description]

4. [What is the general task at this stage?]. [What objectives does the client wish to achieve?] 5. At the meeting yesterday, we agreed [general scope of work and resource allocation], during which we have [number] objectives: a) [Task & criteria]; b) [Additional considerations & progress toward the project as a whole]; and c) [Process for embedding the work in the day-to-day activities of Client]. 6. Following normal psychologicalpractice, I will keep the information given to me by each employee confidential. Within this constraint, I will nevertheless look for patterns that may assist managers, the [name of project team] and the [Client]. We discussed several issues at the meeting. [List the questions]. 7. Before the start of the counselling, I will familiarise myself with HR practice within [the Client] and seek to understand how [the

Name of Project and Client February 1, 2012 change that is envisage] will be implemented]. I am currently preparing a set of protocols for [the work we have planned]. If you would like me to attend specifically to any further issues, please let me know as they come to mind. 8. In addition to the immediate [state the nature] task and the detection of patterns, it is also possible that employees will raise problems not directly connected with the [name of the stage]. Where these problems arise, they are likely to be in one or the other of two forms. A problem may be essentially [be caused by factors external to the client], in which case I will assist the relevant employee navigate the [relevant] system to obtain appropriate service from [relevant service]. If the problem is within [the client], I will normally encourage the employee to approach the correct person or offer to facilitate a meeting. I will also report any patterns, where I can do so without breaching confidentiality. 9. I understand you are able to make your [facilities] for the [work we have agreed] and you envisage [the activities of the stage] taking place for [number] people during the week/months of [dates].

[Name of stage/service & description]

10. I understand that once [the first stage has been completed], [conditions that prompt the next stage]. As yet, we do not know how many people will be in [either category or what their specific needs will b]e. 11. In general terms, employees [in this category][will have this goal]. [Our general approach]. 12. In general terms, employees [in this category][will have this goal]. [Our general approach]. 13. We may have a better idea after [stage 1 has been completed] and after the report has been presented, to what extent employees require help in these areas.

Fees
14. As indicated earlier, we agreed on a time-limited budget of [number] hours or less. The [work we have agreed] will take place on your premises. In addition to the [workd we have agreed], I will prepare a report indicating who used the service, and subject to individual confidentiality, I will also describe any patterns I have observed. 15. The total fees for the [work we have agreed], the report and ancillary discussions that take place prior to and during the [time span that we have agreed] and in the presentation and exploration of the report are GBPxxx ex-VAT. 16. What agreements have we made about the timing of fees and conditions of payment?

Change Management

Name of Project and Client February 1, 2012

Data Protection & Confidentiality

17. What arrangement have we made to record & encrypt data? 18. What insurance does the client carry to protect against lost data? 19. How do we protect the data of employees and both companies in perpetuity?

Indemnity
20. What risks have we discussed? 21. What safety considerations have we taken into account?

Variation of scope of work and unexpected terminations

22. It is in the nature of change management projects for the conditions of prompting the work to change during the course of the project, either because of the natural dynamics of the organisation, or due to other factors that were envisaged by neither of us at the outset. 23. Should it come to our notice that the scope of our work and its objectives are not longer appropriate, we ask you to inform us without delay through me and we shall do the same through Client] through you [Client Representative] or your deputy. 24. We will undertake to renegotiate the scope of work to fit changing circumstances though should it not be possible to renegotiate a similar project within the time and budget set aside for the work, either of us may request the project to be terminated at a suitable point and at which time, all fees for work to the point when the project was suspended, and any expenditures incurred by us for you with your permission, become payable in full. If you find this letter an accurate reflection of our agreement, please sign and return a copy to me. I look forward to working with you. Yours sincerely

Name Position in company.

Change Management

Name of Project and Client February 1, 2012

Change Management