[Logo or name of your organization here]
PROJECT PROPOSAL
[Name of Project]
PREPARED FOR
[Name Of Client]
PREPARED BY
[Name Of Sender]
[Phone/Email]
PROPOSAL VALID UNTIL
[Date]
PROPOSAL VERSION NO.
[Number]
I. OVERVIEW ..............................................................................3
II. BACKGROUND .........................................................................3
III. PROBLEM/NEEDS .....................................................................4
IV. GOALS & OBJECTIVES .............................................................5
V. SCOPE OF WORK ....................................................................5
VI. RISKS ....................................................................................6
VII. CONSTRAINTS & ASSUMPTIONS .............................................6
VIII. TIMETABLE/MILESTONES ........................................................6
IX. BUDGET .................................................................................7
X. PERSONNEL RESOURCES ........................................................8
XI. EVALUATION & SUCCESS CRITERIA .........................................8
XII. ENDORSEMENTS ....................................................................9
XIII. NEXT STEPS ...........................................................................9
XIV. APPENDIX ..............................................................................9
[Project Proposal Title Here]
2
I. OVERVIEW
[Summarize the project proposal for readers who won’t be reading it in its entirety. Keep the summary
as brief as possible. Only include the most pertinent and important information, such as your
company’s background, the problems the project intends to solve, the expected results, and the
timeline and cost estimates.]
I. OVERVIEW
ABOUT US
PROBLEM/NEEDS
GOALS/OBJECTIVES
SCHEDULE & COST ESTIMATES
II. BACKGROUND
[Talk about your company, your mission, and vision. Discuss the products or services you offer and
why you’re the most qualified to undertake this project.]
II. BACKGROUND
WHO WE ARE
OUR QUALIFICATIONS
[Project Proposal Title Here]
3
III.
PROBLEM/NEEDS
[Identify and describe the need(s) the project aims to satisfy, how long they’ve been in existence, their
impact, if they’ve been addressed before (and the outcome, if yes), and other relevant information.]
III. PROBLEM/NEEDS
PROBLEM 1
LENGTH OF TIME IN EXISTENCE
IMPACT
ADDRESSED BEFORE? YES/NO
IF YES, OUTCOME
ADDITIONAL INFORMATION
PROBLEM 2
LENGTH OF TIME IN EXISTENCE
IMPACT
ADDRESSED BEFORE? YES/NO
IF YES, OUTCOME
ADDITIONAL INFORMATION
[Project Proposal Title Here]
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IV.
GOALS & OBJECTIVES
[Discuss the project’s goals and objectives, including the benefits to reap once you’ve achieved them.]
IV. GOALS & OBJECTIVES
DESCRIPTION
V.
BENEFITS
SCOPE OF WORK
[Outline the project’s scope of work, deliverables, and how you plan to tackle the project. Provide
details on the work required, whether you’ll be hiring outside contractors, the skills and physical
resources the project will need, etc.]
V. SCOPE OF WORK
SUMMARY
[Project Proposal Title Here]
5
VI.
RISKS
[List all the associated project risks, including how you plan to address or mitigate them.]
VI. RISKS
RISK 1
RISK 2
RISK 3
VII.
CONSTRAINTS & ASSUMPTIONS
[Indicate any assumptions (considerations that you think are true or certain) and limitations relevant to
the project.]
VII. CONSTRAINTS & ASSUMPTIONS
CONSTRAINTS
ASSUMPTIONS
VIII.
TIMETABLE/MILESTONES
[Break the project down into milestones or phases. Provide the expected implementation time for each
as well as the next steps once you hit a milestone, or what it means for your project if you miss it.]
VIII. TIMETABLE/MILESTONES
SUMMARY
PHASE 1
MILESTONE
[Project Proposal Title Here]
START DATE
END DATE
OUTCOME
6
PHASE 2
MILESTONE
IX.
START DATE
END DATE
OUTCOME
BUDGET
[Provide a breakdown of the project’s costs. Include details on payment terms, if applicable, and how
you plan to manage the budget.]
IX. BUDGET
SUMMARY
WORK/INVESTMENTS REQUIRED
COST
TOTAL $
ADDITIONAL INFORMATION
[Project Proposal Title Here]
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X.
PERSONNEL RESOURCES
[Identify the functions the project requires, the skills needed to perform those functions, and the staff
to carry them out. Include the project’s key people, such as the sponsor and the project manager.]
X. PERSONNEL RESOURCES
SUMMARY
SPONSOR
[Name]
[Contact Info]
PROJECT MANAGER
[Name]
[Contact Info]
TEAM MEMBERS
[Name]
NAME
XI.
DESIGNATION/ SKILLS
STATUS
PHONE/EMAIL
EVALUATION & SUCCESS CRITERIA
[Discuss the methods you will use to evaluate the project’s progress throughout and at completion.
Outline how evaluations will be reported and when, as well as who will conduct the evaluation.]
XI. EVALUATION & SUCCESS CRITERIA
EVALUATION TECHNIQUES
REPORTING METHODS & SCHEDULE
[Project Proposal Title Here]
8
XII.
ENDORSEMENTS
[List the names, addresses, affiliation, and contact information of the people endorsing or supporting
the project. Link to their formal letters of recommendation.]
ENDORSED BY
XIII.
COMPANY
CONTACT INFO
LINK
NEXT STEPS
[Identify the actions the proposal’s readers are required to perform.]
XIII. NEXT STEPS
SUMMARY
XIV.
APPENDIX
[List the documents that support your proposal here, such as research and reference materials, cost
estimates, vendor quotes, the company’s history and background, etc.]
DOCUMENT
[Project Proposal Title Here]
DESCRIPTION
LOCATION
9
SIGNATURES:
[Name]
CLIENT
DATE:
[Name]
PROJECT SPONSOR
DATE:
[Name]
PROJECT MANAGER
DATE:
[Project Proposal Title Here]
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