 The Project Proposal Toolkit

TEMPLATES, SAMPLES, AND VIDEO GUIDES.

ALL MATERIALS ARE FREE FOR USE.
 
INTRO


We created this toolkit to simplify the process of creating a project proposal. We know that it
can be hard to find templates, samples and guides all on one page. So, we compiled everything
you might need to create a good project proposal in an easily digestible format!

If you are familiar with proposals please scroll to the templates and samples. If you’re not, please
take a look at the About Project Proposals, Video Guides and Further Reading sections to find out
more information.

This Toolkit was brought to you by Casual – a tool that makes project management simple.

 PROPOSAL TEMPLATES
All templates are free for use. Choose between Google Drive templates and
Word documents.

Short Project Proposal Template

Google Drive Template
 

Short Project Proposal Template

 Microsoft Word Document
 

Generic Project Proposal Template

Microsoft Word Document
 

 PROPOSAL SAMPLES
Browse and download samples that we've picked out for you.

Generic project proposal Sample

by Ithaca College

University proposal sample

by Penn State University
 
 Proposal samples for freelancers
By Guru.com
 

NGO proposal sample

by Unesco
 

 ARE YOU GOING TO PLAN YOUR

PROJECT?
If yes, take a look at Casual, the project management tool that helps you plan
your projects as awesome visual maps. Find out more!
CHECK IT OUT
  

ABOUT THE PROJECT PROPOSAL

 
A Project Proposal is a document which you present to potential sponsors or
clients to receive funding or get your project approved.
 
 
Project Proposals contain key information about your project. They are essential for your
sponsors since they’ll use them to evaluate your project and determine whether or not they’ll allocate
funds for it.

A Project Proposal is generally drafted during one of the early phases of your project (before
detailed plans are made and resources are allocated). Therefore, often time and budget estimates
are rough, at best.

Project proposals do not follow the ‘one size fits all’ principle. This can be attributed to the fact
that there are many different types of proposals, all serving a unique purpose in their own right.
Proposals can be internal (within your organization) or external (written from one independent
organization to another). They can be solicited or unsolicited. They differ in form since some are for
businesses, while others are for university or NGO projects.

Also, the amount of detail used when outlining proposals can vary significantly. In certain cases a
few very short and general phrases are sufficient (when the proposal is 2-3 pages), while in other
cases all the major points must be set out in detail (then the proposal would be 30-50 pages).
Generally speaking, NGOs have more complicated proposals.

A Project Proposal is not a contract. It’s easy to confuse it with a Business Proposal (a document
in which legal terms are outlined). However, clients or sponsors merely sign the Project Proposal to
approve its contents. After signing and approving the Project Proposal a business starts drafting the
following documents: a project charter, project plan, contract, etc.

Despite the fact that many different formats are available, roughly 80-90% of all Project
Proposals follow a similar template. They mostly all have the same structure which contains a few
key points.

We have compiled a few templates in this toolkit to help you chose the most appropriate one for your
business. For instance, you’ll find templates and generic business proposals, as well as NGOs, grants,
university, and freelance project proposals.
 

 Proposal Writing
Looking for a professional writer? Here are a few options that we've picked
out for you.

PracticalDocs

Freelance writers on Upwork

  How to Write a Winning Project
Proposal
Video tutorial on project management proposal.

 ADDITIONAL INFORMATION
Check out these materials if you feel that you need more info.

A big presentation on project proposals

 

A super detailed guide: a how-to write proposals for NGOs

 

A presentation for writing university project proposals

 

 THANK YOU!
Thanks for reading this toolkit. If you want to add something, please contact
us at support@casual.pm
 
 If you like this toolkit, please spread the word!

You may also check out other toolkits crafted by Casual: Project

charter, Project brief and Project coordinator.