PROJECT PROPOSAL
TEMPLATE
PROJECT NAME
PROJECT PROPOSAL
PREPARED FOR
CLIENT NAME
PREPARED BY
SENDER NAME
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VERSION HISTORY
VERSIO REVISION
N APPROVED BY DATE DESCRIPTION OF CHANGE AUTHOR
PROPOSAL DETAILS
PROJECT
TITLE
SUBMITTE PROJECT
D BY TYPE
TOTAL
PHONE /
ESTIMATED
EMAIL
BUDGET
DATE OF VERSION
PROPOSAL NO.
PROJECTE PROJECTED
D START COMPLETIO
DATE N DATE
PREPARED BY TITLE DATE
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TABLE OF CONTENTS
VERSION HISTORY............................................................................................................................................................................2
PROPOSAL DETAILS.........................................................................................................................................................................2
1. PROJECT OVERVIEW................................................................................................................................................................4
1.1 WHO WE ARE..............................................................................................................................................................4
1.2 YOUR NEEDS..............................................................................................................................................................4
1.3 OUR OBJECTIVES.......................................................................................................................................................4
1.4 COST + TIMELINE ESTIMATES...............................................................................................................................5
2. WHY WE’RE THE BEST FIT.....................................................................................................................................................5
2.1 ABOUT US....................................................................................................................................................................5
2.2 SERVICES.....................................................................................................................................................................5
2.3 OUR TEAM...................................................................................................................................................................5
2.4 OUR WORK..................................................................................................................................................................6
3. NEEDS AND ISSUES..................................................................................................................................................................6
4. GOALS.........................................................................................................................................................................................8
5. SCOPE OF WORK.......................................................................................................................................................................8
6. DELIVERABLES.........................................................................................................................................................................9
7. TIMELINE / MILESTONES........................................................................................................................................................9
8. COST STRUCTURE..................................................................................................................................................................10
8.1 PAYMENT TERMS....................................................................................................................................................10
9. STAFFING RESOURCES..........................................................................................................................................................11
10. MEASUREMENTS OF SUCCESS............................................................................................................................................11
10.1 PROGRESS EVALUATION METHODS..................................................................................................................11
10.2 REPORTING METHOD + SCHEDULE....................................................................................................................11
11. ENDORSEMENTS.....................................................................................................................................................................12
12. NEXT STEPS..............................................................................................................................................................................12
13. RELATED DOCUMENTS.........................................................................................................................................................12
14. TERMS AND CONDITIONS....................................................................................................................................................13
15. ACCEPTANCE OF PROPOSAL...............................................................................................................................................13
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1. PROJECT OVERVIEW
1.1 WHO WE ARE
1.2 YOUR NEEDS
1.3 OUR OBJECTIVES
1.4 COST + TIMELINE ESTIMATES
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2. WHY WE’RE THE BEST FIT
2.1 ABOUT US
2.2 SERVICES
2.3 OUR TEAM
2.4 OUR WORK
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3. NEEDS AND ISSUES
NEED / ISSUE
DESCRIPTION
LENGTH OF TIME
EXISTED
PREVIOUSLY
ADDRESSED?
IF SO, WHAT WAS
THE OUTCOME?
IMPACT OF NEED /
ISSUE
ADDITIONAL INFO
NEED / ISSUE
DESCRIPTION
LENGTH OF TIME
EXISTED
PREVIOUSLY
ADDRESSED?
IF SO, WHAT WAS
THE OUTCOME?
IMPACT OF NEED /
ISSUE
ADDITIONAL INFO
NEED / ISSUE
DESCRIPTION
LENGTH OF TIME
EXISTED
PREVIOUSLY
ADDRESSED?
IF SO, WHAT WAS
THE OUTCOME?
IMPACT OF NEED /
ISSUE
ADDITIONAL INFO
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4. GOALS
GOAL DESCRIPTION KEY BENEFITS
5. SCOPE OF WORK
6. DELIVERABLES
DESCRIPTION NOTES
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7. TIMELINE / MILESTONES
Overview …
MILESTONE START DATE END DATE
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8. COST STRUCTURE
Overview …
NEEDS / INVESTMENT ESTIMATED COST
ESTIMATE TOTAL
8.1 PAYMENT TERMS
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9. STAFFING RESOURCES
Overview …
FUNCTION CAPABILITY REQUIREMENTS FTE
10.MEASUREMENTS OF SUCCESS
10.1 PROGRESS EVALUATION METHODS
10.2 REPORTING METHOD + SCHEDULE
11.ENDORSEMENTS
ENDORSED BY COMPANY / AFFILIATION PHONE / EMAIL / ADDRESS
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12.NEXT STEPS
13.RELATED DOCUMENTS
FUNCTION DESCRIPTION FILE NAME / LOCATION / LINK
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14.TERMS AND CONDITIONS
PROPOSAL MAY BE WITHDRAWN IF NOT ACCEPTED BY DATE OF
15.ACCEPTANCE OF PROPOSAL
AUTHORIZE
DATE OF
D CLIENT
ACCEPTANCE
SIGNATURE
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