GENERIC PROJECT PROPOSAL TEMPLATE

PROJECT PROPOSAL TITLE

PREPARED FOR

Client Name

PREPARED BY

Sender Name

PROJECT TITLE
SUBMITTED BY	PROJECT TYPE
PHONE / EMAIL	TOTAL ESTIMATED BUDGET
DATE OF PROPOSAL	VERSION NO.
PROJECTED START DATE	PROJECTED COMPLETION DATE

PROJECT OVERVIEW

WHY WE’RE THE BEST FIT

NEEDS / ISSUES

GOALS

SCOPE OF WORK

TIMELINE / MILESTONES

COST STRUCTURE

STAFFING RESOURCES

MEASUREMENTS OF SUCCESS

ENDORSEMENTS

NEXT STEPS

RELATED DOCUMENTS

TERMS & CONDITIONS

ACCEPTANCE OF PROPOSAL

I. PROJECT OVERVIEW
WHO WE ARE
YOUR NEEDS
OUR OBJECTIVES
COST + TIMELINE ESTIMATES

II. WHY WE’RE THE BEST FIT
ABOUT US
SERVICES
OUR TEAM
OUR WORK

III. NEEDS / ISSUES
ONE
NEED / ISSUE DESCRIPTION
LENGTH OF TIME EXISTED
PREVIOUSLY ADDRESSED?
IF SO, WHAT WAS THE OUTCOME?
IMPACT OF NEED / ISSUE
ADDITIONAL INFO
TWO
NEED / ISSUE DESCRIPTION
LENGTH OF TIME EXISTED
PREVIOUSLY ADDRESSED?
IF SO, WHAT WAS THE OUTCOME?
IMPACT OF NEED / ISSUE
ADDITIONAL INFO
THREE
NEED / ISSUE DESCRIPTION
LENGTH OF TIME EXISTED
PREVIOUSLY ADDRESSED?
IF SO, WHAT WAS THE OUTCOME?
IMPACT OF NEED / ISSUE
ADDITIONAL INFO
FOUR
NEED / ISSUE DESCRIPTION
LENGTH OF TIME EXISTED
PREVIOUSLY ADDRESSED?
IF SO, WHAT WAS THE OUTCOME?
IMPACT OF NEED / ISSUE
ADDITIONAL INFO

IV. GOALS
GOAL DESCRIPTION	KEY BENEFITS

V. SCOPE OF WORK

VI. TIMELINE / MILESTONES
OVERVIEW
MILESTONE	START DATE	END DATE

VII. COST STRUCTURE
OVERVIEW
NEEDS / INVESTMENT	COST
ESTIMATE TOTAL
PAYMENT TERMS

VIII. STAFFING RESOURCES
OVERVIEW
FUNCTION	CAPABILITY REQUIREMENTS	FTE

IX. MEASUREMENTS OF SUCCESS
PROGRESS EVALUATION METHODS
REPORTING METHOD + SCHEDULE

X. ENDORSEMENTS
ENDORSED BY	COMPANY / AFFILIATION	PHONE / EMAIL / ADDRESS

XI. NEXT STEPS

XII. RELATED DOCUMENTS
FUNCTION	DESCRIPTION	FILE NAME / LOCATION / LINK

XIII. TERMS & CONDITIONS
PROPOSAL MAY BE WITHDRAWN IF NOT ACCEPTED BY DATE OF

XIV. ACCEPTANCE OF PROPOSAL
AUTHORIZED CLIENT SIGNATURE	DATE OF ACCEPTANCE

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