10 Tips for an Effective Project Proposal

When it comes to turning in a proposal for a project you want to make sure that you have the one that will get picked out of the rest of them. The project proposal is what will help you stand out from all the rest. You will find the 10 tips below that will help you have an effective project proposal.

1/ The first thing to make sure you do to have an effective project proposal is to make sure you understand what the potential client is asking of you. You need to know exactly what they want by way of the deliverable. Often referred to as the scope remember to consider the full project lifecycle (including support after delivery – for example making sure all the training components are covered)

2/ Know the timeline the client is looking for. How long do you have to deliver your service? Don’t try and cut corners (i.e. reduce the quality to fit the schedule) but do try and understand the schedule requirements.

3/ Understands their business case and budget. Do you know what their budget constraints are? Is their budget realistic? Can you really work with the budget they have available?

4/ The fourth is your budget. Can you really do what they want and make a profit for yourself? You still need to make a profit and provide a quality service. Is there a way you can work with them so both of you win when it comes to price?

5/ Key Milestones. Maybe they want the service to be broken down in stages. Maybe you need the service to be broken down into smaller parts. Understanding the process they have and/or need to follow will help you understand the clients needs.

6/ Stakeholder assessment. Knowing who will be involved in the process is important. How many people from your organization are needed to complete the project? Will the client provide resources – how will you manage the change within the culture of the client organization?

7/ How will the service be delivered. Will you spend a lot of time on the site of the client? Will work be delivered in stages? Delivery needs to be taken into consideration with the cost as well.

8/ Doing what you’ve promised. From making sure they received the proposal, making sure the project is being executed correctly your primary concern is to ensure that the client is happy with what they received. It will also include supporting the client if they have questions or issues with any part of the project.

9/ The ninth is the actual proposal. The project proposal needs to be easy to read on their part, covers everything from payment, to what is being offered, when it is going to be available, constraints and dependencies.

10/ Finally, what is the final outcome? Both you and the client need to have the same understanding on what the outcome looks like. You need to ask the right questions and they need to ask the right questions.

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