<COMPANY OR PROJECT LOGO>

<PROJECT NAME>
<PROJECT REFERENCE>

PROJECT PROPOSAL TEMPLATE

VERSION <1.0>

<DD/MM/YYYY>
DOCUMENT CONTROL

DOCUMENT INFORMATION

Information

Document Id [Document Management System #]

Document Owner [Owner Name]

Issue Date [Date]

Last Saved Date [Date]

File Name [Name]

DOCUMENT HISTORY

Version Issue Date Changes

[1.0] [Date] [Section, Page(s) and Text Revised]

DOCUMENT APPROVALS

Role Name © Signature Date

Project Sponsor

Project Review Group

Project Manager ©

Quality Manager

(if applicable)
Procurement Manager

(if applicable)

Communications Manager

(if applicable)

Project Office Manager

(if applicable)
CONTENTS
<Project Name>....................................................................................................................................................................... i

<PROJECT REFERENCE>........................................................................................................................................................... I

PROJECT PROPOSAL TEMPLATE..................................................................................................................I

Version <1.0> i

<dd/mm/yyyy> i

DOCUMENT CONTROL............................................................................................................................................1
DOCUMENT INFORMATION......................................................................................................................................................1

DOCUMENT HISTORY..............................................................................................................................................................1

DOCUMENT APPROVALS..........................................................................................................................................................1

TEMPLATE GUIDE...................................................................................................................................................5
1. OVERVIEW AND OBJECTIVES..............................................................................................................................6
1.1 BACKGROUND....................................................................................................................................................................6

1.2 SCOPE................................................................................................................................................................................ 6

Key deliverables 6

Stakeholders 6

2. PROJECT TEAM...................................................................................................................................................6
2.1 ROLES AND RESPONSIBILITIES..........................................................................................................................................7

2.2 SKILLS AND EXPERTISE.....................................................................................................................................................7

3. PROJECT IMPLEMENTATION...............................................................................................................................7
3.1 PROJECT TIMELINE............................................................................................................................................................8

3.2 RESOURCE REQUIREMENTS...............................................................................................................................................8

3.3 RISK AND CONTINGENCIES................................................................................................................................................9

4. COST ESTIMATES................................................................................................................................................9
4.1 FUNDING SOURCES............................................................................................................................................................9

4.2 COST CONTROL AND MONITORING.................................................................................................................................10

5. EXPECTED OUTCOMES AND BENEFITS............................................................................................................10

5.1 KPIS................................................................................................................................................................................ 10

6. PROJECT MONITORING AND REPORTING........................................................................................................10

DOWNLOAD MORE PROJECT TEMPLATES................................................................................................................10
TEMPLATE GUIDE
How to use this template

This is a guide to the common sections included in a Project Proposal. Sections may be added,
removed, or amended to suit your project. Example tables have been added (where relevant) these
are just a suggestion; you may decide to format these sections differently.

Text in Blue italics is designed to assist you in completing the template. Delete this text before sharing
the final document.

Example entries are provided in some places. This text is show in Red.
1. OVERVIEW AND OBJECTIVES
<Provide a brief description of project with a concise statement of the primary goal(s) of the project>

Proposed project title:

Objectives:

1.1 BACKGROUND

<Briefly describe the context, issues, or problems the project aims to address.>

1.2 SCOPE

<Define the extent and boundaries of the project, including key deliverables, stakeholders, and any
limitations. Some example tables are shown below which you can edit or delete to suit your
proposal.>

KEY DELIVERABLES
<List the key deliverables or products that the project will create. Adjust the table below to suit your
project.>

Title/name Description Purpose

STAKEHOLDERS
<List the people/groups who will be impacted or have an interest in the project. Adjust the table below
to suit your project. This will form the basis of your Stakeholder Engagement Strategy if the project
goes ahead.>

Name Interest / role (on the project) Contact details

2. PROJECT TEAM
<Describe the proposed project team.

 Will the team be co-located or virtual.

 How will they communicate / work together?
  Will they be seconded to the project for the duration or booked on the project for their discreet
tasks?
 Will their manager or reporting lines change for the duration of the project?
 Are they internal, external?
 Are they already in post or a new hire?>

2.1 ROLES AND RESPONSIBILITIES

<List the key team members, their roles, and responsibilities within the project.>

Role Responsibility Manager and reporting lines

2.2 SKILLS AND EXPERTISE

<Describe the skills and expertise required for the project, and how the proposed team members
meet these requirements.>

Role Skills required Qualifications / level Source (new hire, internal

of expertise required team, contractor)

Developer C# L4 Global Dev team (India)

Copywriter Marketing / brand N/A existing hire Our marketing team

guidelines

Project Marketing and IT PMP or APMP Contractor, source via HR’s

Manager project delivery certified approved recruiter.

3. PROJECT IMPLEMENTATION
<In this section set out how you plan to deliver the project. Outline the approach and methods to be
used. For example,>

To establish the most appropriate approach for this project the feasibility team used a checklist to
choose between a Waterfall or Agile. The results indicated that as this is a software development
project without clear requirements, an Agile approach should be used. We will use Scrum as the Dev
team already have experience of using it.
3.1 PROJECT TIMELINE

<Provide an estimated project timeline, including major milestones, deliverables, and dependencies.

At this stage the timeline can show quarters or months rather than dates. The table below is a good
example for an agile project.>

The durations for each sprint and other milestones may vary based on your specific project needs.
The table above assumes two-week sprints, which is a common duration in Scrum projects. Update
the expected start and end dates according to your project schedule.

Mile- Milestone Description Expected Start Date Expected End Date Dependen-
stone # cies

M1 Project Kick-off [Start Date] [Start Date] N/A

M2 Sprint 1 - Planning and Re- [Start Date] [Start Date + 2 M1

quirements weeks]

M3 Sprint 1 - Development and [Start Date + 2 [Start Date + 4 M2

Testing weeks] weeks]

M4 Sprint 1 - Review and Ret- [Start Date + 4 [Start Date + 4 weeks M3

rospective weeks] + 1 day]

M5 Sprint 2 - Planning and Re- [Start Date + 4 weeks [Start Date + 6 M4

quirements + 1 day] weeks]

M6 Sprint 2 - Development and [Start Date + 6 [Start Date + 8 M5

Testing weeks] weeks]

M7 Sprint 2 - Review and Ret- [Start Date + 8 [Start Date + 8 weeks M6

rospective weeks] + 1 day]

M8 ... (Continue for subsequent ... ... ...

sprints)

MX Final Sprint - Review and [Date] [Date + 1 day] ...

Retrospective

MX+1 User Acceptance Testing [Date + 1 day] [Date + 2 weeks] MX

MX+2 Deployment to Production [Date + 2 weeks] [Date + 3 weeks] MX+1

MX+3 Project Closure [Date + 3 weeks] [Date + 3 weeks + 1 MX+2

day]

3.2 RESOURCE REQUIREMENTS

<Detail the resources required for the project, including personnel, equipment, software, and facilities.
This section might duplicate information above so it can just include non-human resources.>
3.3 RISK AND CONTINGENCIES

<Identify potential risks, challenges, and uncertainties, and outline contingency plans to address
them. A simple risk register can be used.>

4. COST ESTIMATES
<Provide a detailed breakdown of the project costs, including labor, materials, equipment, software,
and other expenses. For example, the table below provides a simple high-level structure for a
software development project budget. You may need to add or remove budget items depending on
the nature and complexity of your project.>

Budget Item Description Estimated

Cost

Personnel Salaries and wages for developers, testers, designers, and $[Amount]
project managers

Software Licenses Cost of software tools and platforms used in development $[Amount]
and testing

Hardware & Infra- Servers, workstations, and other hardware needed for de- $[Amount]
structure velopment and testing

Training & Develop- Training and certification costs for team members $[Amount]
ment

Outsourced Services Third-party services, such as cloud hosting or specialized $[Amount]

development tasks

Travel & Accom- Travel and lodging costs for meetings, conferences, and $[Amount]
modation other project-related events

Contingency Fund Buffer for unforeseen expenses and cost overruns $[Amount]

Total Sum of all estimated costs $[Total

Amount]

4.1 FUNDING SOURCES

<Identify the sources of funding for the project, including grants, loans, sponsorships, or internal
financing.>

4.2 COST CONTROL AND MONITORING

<Describe the processes and procedures for monitoring and controlling project costs throughout its
duration.>

5. EXPECTED OUTCOMES AND BENEFITS

<Describe the anticipated benefits of the project for the organization, stakeholders, and end-users.>

5.1 KPIS

<Define KPIs for the projected project goals and benefits. These KPIs will be used to measure the
success of the project.>

6. PROJECT MONITORING AND REPORTING

<Describe how project progress will be monitored and controlled. Include how the project will be
governed, for example, will direction be provided by a project board or steering group? Set out the
governing body will be kept up to date, for example, by listing the reports that will be produced.>

DOWNLOAD MORE PROJECT TEMPLATES

Microsoft Project Plans – real world project plans in Microsoft Project.

Project Management Templates – FREE project management templates in Word and Excel

Stakeholder Management Templates

Flowcharts to download in Visio and PDF

Risk Register in Excel – download immediately.

Work Breakdown Structure Excel template

Work Breakdown Structure (WBS) FREE examples to download immediately.