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Byline project management proposal template

[Music] hello welcome to projectmanager.com academy i'm chris burke and today we're going to talk about project proposal in the project proposal we're going to go as our core document in which you are going to grab hold of your sponsors and your stakeholders and get them excited about what you're going to accomplish it is our key document and it's also internal and external that you might have clients in that key document we have certain areas that have to be answered and questions that are going to be answered these questions range from the strategic level down to the operational level so there's a multitude of questions we could go through right now but in a sense what you're really trying to make sure that you cover in that proposal on answering questions that somebody would have keep in mind that you're looking at your scope your schedule and your cost as you go through and answer questions on that the proposal is going to have some key parts to it the first one right up front is your executive summary that's where you're going to capture the attention of your audience and have them get excited about this project that you're proposing after that you're going to have your history section in that section it talks about what has gone right in previous projects that you've worked on maybe some other projects the company has done that weren't successful that you can now come in with this proposal and make them a success so a little bit of the background and history on that you're also going to talk about your requirements what are the items the materials the resources that you need both internally and externally to help you execute on this project also you're going to look at your solution one of the most important parts of it you've got my attention i'm excited for this project now how are you going to actually solve the problem and make the project a success that's where your solution section really comes into play after that you're going to have your authorization who is authorizing not only you to work on this project so who's the sponsor but who on your project team is authorized to speak for the project so it kind of goes both ways when you look at authorization now you've put a lot of great material into your proposal people are excited about it you've shown them the solution and how to get there the next step is your appendix every detail that isn't really something that you want to place in the main body of your proposal you put in the appendix but it also is where some of the details are so people can go in and really dig deep and make sure that your project's going to be a success with that this software projectmanager.com can allow you to actually plan and monitor your proposal right in the software let's take a look at how that's happening so now that we're in the software and we're in the kanban portion of the software the kanban view i'm going to show you how you can actually use the software projectmanager.com to monitor your project proposal because there's key steps that you need to have within your project proposal one the executive summary make sure when you write your executive summary this is where you're trying to capture the audience and make sure that it's kind of an elevator pitch that they understand what this is and they're excited about your project but make sure that when you write it you write a very concise and very to the point that's an important part on writing exec summaries the next column that we have is our history column in here you're going to have tasks that you can establish that's going to talk about projects that you have done that are successful maybe projects that the company has tried to do and weren't successful and this is how you're going to do it differently so that's a little area that you put in on the history requirements is the next column in requirements column you're listing the tasks that you need either internally or externally resources to help you succeed in this project solution is our next column solution is going to be a long column because you're going to detail everything that you can on how you're going to make your project successful you've got me excited from the executive summary column you've captured the audience now in this column of solution is where you're going to show the details of it the next column you see here is the authorization column here it's stating who is authorizing you who's sponsoring you to do the project as well as who on your project team is authorized to speak for you the last column out here is the appendix for your proposal your appendix shows all the documents that are needed for your project but you don't want to bring into the main body of your proposal so that's where you list those so the kanban view here as you can see it we've got our columns set up for each of our major parts of our project proposal and we can watch and see how the tasks are completed and done as we move through with the project proposal so with that demonstration you can see that projectmanager.com can actually be used as you build your proposal a couple other things i want to leave you with on the project proposal one remember who your audience is going to be your audience is going to be a mix there'll be some people that be excited about the project and they'll be happy for the game that it's going to give them and their organization others will see that project as possibly a pain for their organization so just keep in mind you're going to have a mix when you talk about your audience also as you build your goals and objectives think of the word smart with smart that's how we want to build our goals and objectives and think of it as an acronym so first be specific make sure that you're clear and concise on your goals and objectives m measurable make sure that they are measurable so that we know when we're done with them and also when we are maybe off track on them a attainable make sure that they are stretched but they're realistic when you set your goals and objectives are relevant don't make any goals and objectives that are not going to be part of your scope of the project and t t is time based you need to have deadlines established for your goals and objectives we've walked through how to build a proposal and actually show you how projectmanager.com can help you monitor your proposal if you click on this link at projectmanager.com you'll get a sample of proposal that will help you as you develop your own project proposal