Project management advice, tips, tools and recommend resources for existing and aspiring project managers.
Writing a project proposal is certainly one of the key competent areas for a service professional. The project proposal is your sales piece that will ultimately “sell” your services to the prospective client.
To be successful, your project proposal should perform the following:
To accomplish all this, your project proposal should have the following key elements:
The summary of the client’s requirements and goals is a critical part of your project proposal. Take the time to really understand what your prospect is looking for to ensure a better outcome. Furthermore, by showing how well you’ve paid attention to your prospect’s needs, you’ll set yourself apart from your competitors.
List down the main tasks you’re going to do, along with the fee you will charge for each. Provide enough detail that anybody will be able to say when you have delivered or completed the task.
For example, if I’m going to write a sales page for a client, I’ll say that it will be at least 1,000 words long, will include graphics, and will be submitted in a HTML file.
It’s not enough to simply say what big tasks you will do. Break them down so your prospect appreciates how much work and skill it takes to complete each one.
In my sales page example above, I could specify that writing the sales page includes:
Make it clear how long it will take you to complete each task and how milestones should be approved by the client.
Describe how you usually work with clients. Will you have a meeting after the client approves your proposal? Describe how you will to track all client communication. Be specific now so you and your client won’t be in for surprises later on.
In this part, specify how you want to get paid. Do you require a deposit or full payment before starting on a project? Describe means of payment for example, electronic bank transfer.
Make it easy for prospects to decide that you’re suitable for this project. Attach samples of work, or links to samples that show how you’ve completed similar projects in the past.
Tell your prospect clearly what he should do if he either wants to proceed with the project, or if he has further questions before he can make a decision.
Say something like, “If you need clarification on my proposal, please email your questions to me.”
Obviously, you should include this only if you require a deposit before you start a project.
Make sure your project proposals include your name and contact details–including your email address even if you are emailing your proposal. Don’t assume your prospect will simply hit the “reply” button, or take the time to find your contact information if he doesn’t see it right away.
Always ensure that your project will deliver as per client requirements and outline that clearly in your project proposal.
For basic project templates and guidelines on how to write a project proposal (Work Order) to deliver any project successfully, click here
These beautiful photos were taken during our recent holidays, when we visited Monkey Land in Plettenberg Bay, about 450km from Cape Town, South Africa.
By Linky Van Der Merwe
Where aspiring and existing project managers find Project Management Resources relating to training, software, products and services.
For practical advice on project management processes, templates and tools based on best practices to deliver your business and IT projects on time, to budget and with quality as well as satisfying your stakeholders!
1. Success Stories Shared
2. Linky Merwe - Integrated Online Communication Marketing Advice