How To Write A Project Proposal
How To Write A Project Proposal
How To Write A Project Proposal
After considering what type of proposal is the best fit for you and your project, it is time to start planning
your document.
It is imperative to keep in mind that, regardless of the proposal type, you will always want to
check the following boxes when starting a proposal document.
Define your audience.
Conduct research on the current state of the issue and potential solutions.
Proactively determine the effect that this project will have on company success.
Establish a timeline and determine the type and amount of resources required.
This section intends to provide a high-level picture of the project as well as convey the most critical
project details.
Include the following in this section:
Name of the Organization
Project Title
Project Summary
Project Timeframe
Prepared By
Attached Documentation
The goal of this section is to present the reasons for doing this project as well as stating all of the
objectives. In this section in particular, it is very important to write concisely and clearly. Some project
professionals even suggest writing the project summary last.
Before you begin writing, you should be able to answer the following questions.
Why are you doing this project?
What will you be doing?
The project methodology section of a proposal is where you detail the plan for how the objectives
mentioned in the previous section will be achieved. This is the first section of the proposal that details
the course of action to remedy the problem and is meant to prove that adequate research has been
done for this decision. To start, outline the methodology being used, the population being addressed,
and establish the process for reaching your objectives.
This section is typically broken into three parts:
The Project Approach Summary Use a few sentences to describe the overall approach to the
project. This includes how the team will be organized, what tools will be used, and how changes will be
addressed during execution.
Task Breakdown and Time Estimates This is the section of the proposal where a detailed project
schedule is presented. To start, make a list of tasks that are required for the project as well as an
estimation of the hours required to complete each one. From there, you can take a look at your resource
pool and allocate your team accordingly. The purpose of this section is to establish the time and steps it
will take to achieve the solution, as well as the resources involved in each section. Here is where you
start to see ideas turn into action. A project proposal will often include a gantt chart outlining the
resources, tasks, and timeline.
Project Deliverables This is where you list out all the deliverables you expect to see after the
project is closed. For example, this could be products, information, or reports that you plan to deliver to a
client. Ensure that each deliverable has an associated estimated delivery date.
This section is dedicated to managing change during project execution. Clients know that a proposal
rarely covers everything that is required to achieve the given project, so change management
techniques are required. Establish how you will monitor project success throughout its entire life cycle to
show clients that when and if change occurs, the project will not go haywire.
This section is broken into two parts:
Risk Management Plan A detailed plan of action to minimize the chance of risk or change during
the project lifecycle.
Risk Register A line-item list of risks and potential counter efforts that will be used to counteract
these risks.
This section is dedicated to estimating the overall cost of the proposed project.
This section is broken into three major parts:
Project Budget This should be a detailed, line-item budget broken up by different project
categories, such as travel, salary, or supplies. Ensure all overhead or indirect costs are also included in
the budget.
Budget Narrative This is a brief list of commentaries on the budget if any further clarification or
justification is needed.
Additional Financial Statements Some projects, depending on complexity, will require additional
financial statements like a profit and loss statement, a tax return, or funding sources.
Section 6: Conclusion
The conclusion section of a project proposal intends to be a brief review of all the points already
discussed. This is your last chance to win over your audience, so ensure that you incorporate the most
important evidence to receive approval. This is also the final moment to prove you have adequately
researched all solutions and your proposed method is the best for business.
Section 7: Appendix
This section is dedicated to any additional charts, graphs, images, or reports that were cited in the
proposal. Many times, referenced material will go into the appendix as it does not naturally fall into the
main body copy of the proposal.
Final Thoughts:
Determine your project proposal type first for an effective presentation.
Make sure your proposal targets your audience and clearly defines the problems it will solve.
Follow the seven sections of a proposal to more effectively convince your audience.
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organizations choose Mavenlink for managing projects.