Project Plan and Budget

CLIENT ■ Estimate Form for Client Date ———————————————————

Name ———————————————————————————————————————————— ■ Preliminary Budget and Schedule By ———————————————————
Address (Meetings) ——————————————————————————————————————— ■ Budget and Schedule Status Review
Phone ———————————————————————————————————————————
Address (Billing) ———————————————————————————————————————— PROJECT
Phone ——————————————————————————————————————————— Job Number —————————————————————————————————————————
Cell ———————————————————————————————————————————— Job Name ——————————————————————————————————————————
Fax ———————————————————————————————————————————— Location ———————————————————————————————————————————
Other Contact Information Description ——————————————————————————————————————————

ESTIMATING FORMAT ASSUMPTION: RATES ARE PER ■ HOUR ■ DAY ■ WEEK

LABOR ESTIMATE FACTORS COST SCHEDULE
Creative Total F/L
Principal Director Designer Other Labor Fees Materials Budget To-Date Balance Allocated To-Date Balance
RATES $ $ $ $
Concept Development
Initial Client Meetings
Concept Planning
Research (Audit and Competitive Analysis)
Preliminary Sketches
Comprehensives
Concept Presentation Meeting
Preliminary Budget/Schedule Estimates
Revisions
Project Management/Miscellaneous
Subtotal—Hours
Subtotal—Cost
Design Development
Logo Design
Typography
Color Palette
Systems Design
Layouts—Collateral Application
Layouts—Collateral Application
Layouts—Collateral Application
Layouts—Collateral Application
Layouts—Collateral Application
Layouts—Collateral Application
Layouts—Collateral Application
Layouts—Collateral Application
Presentation Preparation
Budget/Schedule Revisions
Design Presentation Meeting
Revisions
Project Management/Miscellaneous
Subtotal—Hours
Subtotal—Cost
ESTIMATING FORMAT ASSUMPTION: RATES ARE PER ■ HOUR ■ DAY ■ WEEK
LABOR ESTIMATE FACTORS COST SCHEDULE
Creative Total F/L
Principal Director Designer Other Labor Fees Materials Budget To-Date Balance Allocated To-Date Balance
RATES $ $ $ $
Production
Final Artwork—Logo/Logotype
Final Artwork—Typography, Color Separations
Retouching
Artwork—Collateral Application
Artwork—Collateral Application
Artwork—Collateral Application
Artwork—Collateral Application
Artwork—Collateral Application
Artwork—Collateral Application
Artwork—Collateral Application
Artwork—Collateral Application
Presentation Preparation
Budget/Schedule Revisions
Design Presentation Meeting
Revisions
Project Management/Miscellaneous
Subtotal—Hours
Subtotal—Cost
Implementation
Printing Supervision
Fabrication
Installation
Project Management
Subtotal—Hours
Subtotal—Cost
Miscellaneous Description Amount Markup Budget To-Date Balance Allocated To-Date Balance
Audio/Visual Services
Charts and Graphs
Color Copies
Color Transfers/Other Color Processes
Copywriting/Editing
Courier Services
Fabrication
Illustration/Other Rendering
Insurance
Language Translation
Local Messengers
Modelmaking/Prototypes
Models
Photographic and A/ V Supplies
Photographic Prints
Photography
ESTIMATING FORMAT ASSUMPTION: RATES ARE PER ■ HOUR ■ DAY ■ WEEK
LABOR ESTIMATE FACTORS COST SCHEDULE
Creative Total F/L
Principal Director Designer Other Labor Fees Materials Budget To-Date Balance Allocated To-Date Balance
RATES $ $ $ $
Miscellaneous (cont’d)
Photoprocesses/Copies
Portable Media (Disks, CDs, etc.)
Printing
Props
Reproduction
Research and Database Services
Research Materials
Scanning
Shipping and Handling
Special Supplies/Materials
Stock Photo/Art Fees
Stylist
Telecommunications
Travel—Air
Travel—Ground
Travel—Hotel and Lodging
Travel—Meals

Subtotal

Project Total Hours

Project Total Cost