Proposal for Citi CMOT – Agile Transformation

DOWNLOAD THE PROPOSAL DOCUMENTS HERE:

Proposal Presentation Deck (pdf):BERTEIG RFP Response BERTEIG 20210722

Proposal Vendor Evaluation Excel Spreadsheet (xls): BERTEIG Vendor Evaluation Agile Transformation RFP – Citi Capital Markets OpsTech 2021-07-07

Proposal Summary

Citi CMOT desires support in their Agile Transformation. BERTEIG can provide that support by customizing the Real Agility™ Program to the Citi CMOT needs as follows:

• Initial consulting and benchmark assessment with milestone-based progress assessment
• The Delivery Track coaching support for three pilot program teams
• The Management Track support to create a sustainable transformation and to implement scaling methods
• The Leadership Track support to transform the organizational culture

BERTEIG clients typically see a 10-to-1 return on investment for our services within one year.

The details of this proposal are found in the documents above.

Proposal Timeline

Once the contracts are signed, BERTEIG will be able to begin the pilot phase on very short notice. The phases are as follows:

PILOT PHASE:

Benchmark Assessment and Team Selection – 4 weeks

Team Launch and Coaching – 12 to 15 weeks depending on team availability

TRANSFORMATION PHASE: — out of scope for this proposal —

• additional teams in the Delivery Track program
• managers in the Management Track program
• senior leaders in the Leadership Track program

Pricing

PILOT PHASE:

Benchmark Assessment and Team Selection: CA$50,000 (Real Agility™ Assessment Track)

Team Launch and Coaching: CA$120,000 x 3 (Real Agility™ Delivery Track)

TOTAL: CA$410,000 + expenses and applicable taxes

Questions and Answers

This space is reserved for Citi CMOT questions regarding our proposal and will be updated with answers as they are provided.