PROJECT PROPOSAL

TEMPLATE

PROJECT NAME
PROJECT PROPOSAL

PREPARED FOR
CLIENT NAME

PREPARED BY
SENDER NAME

Page 1 of 13
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

Page 2 of 13
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

Page 3 of 13
1. PROJECT OVERVIEW

1.1 WHO WE ARE

1.2 YOUR NEEDS

1.3 OUR OBJECTIVES

1.4 COST + TIMELINE ESTIMATES

Page 4 of 13
2. WHY WE’RE THE BEST FIT

2.1 ABOUT US

2.2 SERVICES

2.3 OUR TEAM

2.4 OUR WORK

Page 5 of 13
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

Page 6 of 13
4. GOALS
GOAL DESCRIPTION KEY BENEFITS

5. SCOPE OF WORK

6. DELIVERABLES
DESCRIPTION NOTES
Page 7 of 13
7. TIMELINE / MILESTONES

Overview …

MILESTONE START DATE END DATE

Page 8 of 13
8. COST STRUCTURE

Overview …

NEEDS / INVESTMENT ESTIMATED COST

ESTIMATE TOTAL

8.1 PAYMENT TERMS

Page 9 of 13
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

Page 10 of 13
12.NEXT STEPS

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

Page 11 of 13
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

Page 12 of 13
 DISCLAIMER

Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we
strive to keep the information up to date and correct, we make no representations or warranties of any kind,
express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the
website or the information, articles, templates, or related graphics contained on the website. Any reliance you
place on such information is therefore strictly at your own risk.

Page 13 of 13