22 · Proposal — Harvey L. Phelps

Harvey L. PhelpsExecutive Advisory

Advisory Proposal

PROP · 2026-XXX

Prepared for _______________________________________________

A proposed advisory
engagement.

A confidential advisory proposal from Harvey L. Phelps — describing the counsel proposed, the working method, and the terms of the proposed engagement.

Prepared For

_______________________________________________

Sponsor

_______________________________________________

Date

_____________________, 2026

Proposal Number

PROP-2026-XXX

Valid Through

_____________________, 2026

Harvey L. PhelpsExecutive Advisory

Advisory Proposal · Page 2

PROP · 2026-XXX

I · The Situation as We Understand It

_______________________________________________________________________________

II · The Outcome Under Discussion

_______________________________________________________________________________

III · The Proposed Approach

01

Discovery & Landscape

Confidential stakeholder interviews and current-state assessment. Delivered as a written landscape brief.

02

Framework & Recommendation

Written framework aligned to the four-pillar advisory method — with a defensible recommendation and named next actions.

03

Working Sessions

Bi-weekly counsel with named-deliverable checkpoints on the schedule your calendar can hold.

04

Executive Debrief

Final artifact plus board debrief where useful — and the option to convert to standing advisory.

Harvey L. PhelpsExecutive Advisory

Advisory Proposal · Page 3

PROP · 2026-XXX

IV · Investment

Component	Description	Fee
Engagement Fee	Fixed fee for the scope outlined above.	$ _____________
Working Sessions	Bi-weekly counsel for the duration of the engagement.	Included
Expenses	Reasonable, documented, and pre-approved.	At cost
Total Engagement Fee		$ _____________

Total (USD) · Fixed Fee

$_______

V · Timing & Cadence

Target Start

_____________________, 2026

Duration

_______________________________________________

Cadence

Bi-weekly working session · monthly written update

Close

_____________________, 2026

VI · About the Advisor

Harvey L. Phelps is an executive advisor, author, and facilitator with six decades of experience translating enterprise requirements, public opportunity, and inclusive procurement into measurable institutional outcomes. Prior roles include Corporate Diversity Officer for ERMC in the DFW aviation ecosystem (public record: 40% minority subcontractor participation), and Senior Vice President at Metrics2Results, where he co-authored Unconscious Bias: A Book About People.

VII · Acceptance

This proposal is valid for thirty (30) days from the date above. Acceptance may be indicated by countersignature below or by executed engagement letter of even date.

Harvey L. Phelps

Harvey L. PhelpsAdvisor

Client AcceptancePrint Name · Title · Date