Generic Project Proposal Template
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- Words: 1,466
- Pages: 15
your logo here
your organization name here
Project Name
PROJECT PROPOSAL (Statement Of Work)
“Name of the project”
VX.X
Purpose: To send : [a short overview of the project, description, name, main objective] your organization name here
Internal only
X
External
X
Confidential –Unauthorized reproduction without a written agreement Page 1 of 15
your logo here
your organization name here
Project Name
Revision History [For every revision of this document, provide the revision history that should include the date of revision, version number, description of the changes in the document, and author of the document for that particular version.]
Date
Version <x.x>
Description
Author
Distribution List [State the persons/teams/groups to whom this document should be distributed whenever the document is revised. Also state the name of their parent organization.] Document Recipient < Name>
your organization name here
Organization / Department
To be informed
To act
< Name>
Confidential –Unauthorized reproduction without a written agreement Page 2 of 15
your logo here
your organization name here
Project Name
Table of contents
1. Project Summary........................................................................................................................4 1.1 Purpose.............................................................................................................................................4 1.2 Goals for the department or Business Unit....................................................................................4 1.3 Overall Benefit for the Organization or Company........................................................................5
2. Team and Responsibilities .........................................................................................................................................................5 3. Project SWOT analysis .........................................................................................................................................................6 4. P&L Summary............................................................................................................................8 5. Project documentation checklist ( i.e Appendix).......................................................................8 6. Project Approval.......................................................................................................................14 7. Appendix...................................................................................................................................15
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 3 of 15
your logo here
1.
your organization name here
Project Name
Project Summary
Project ID : Project name: Written by: Date (MM/DD/YYYY):
Cost Estimate (currency) : Start date : End date : Total working days :
1.1
Purpose
The purpose of this project is to: •
1.2
[Describe the main idea and/or the main objective of the project]
Goals for the department or Business Unit
[Set out exactly what ict is that the project is aiming to achieve. The more precise and specific you are the more likely you are to achieve the end result. Having measurable results is also important.]
The goals of this project are to: •
[Objective 1 ]
•
[Objective 2]
•
[Objective 3]
•
[Objective N]
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 4 of 15
your logo here
1.3
your organization name here
Project Name
Overall Benefit for the Organization or Company
[Set out exactly what are the benefits for the organization or company in terms of achievement..]
The Benefits of this project are to: • • • •
2.
[Benefit 1 ] [Benefit 2] [Benefit 3] [Benefit N]
Team and Responsibilities
[Identify the key people involved and their roles in your project, their details should also be kept in the project contact directory]
Those responsible for Project management
Responsibilities
Project Director
[Name]
Oversees all projects of the department
Project Manager
[Name]
Facilitating or executing the project lifecycle. This lifecycle may result in changes to the scope, schedule, budget, and/or quality plans.
Project Assistant
[Name]
Writing and Maintaining a log of all meeting‘s review, support the project manager in daily tasks.
Marketing lead
[Name]
In charge of the business requirements of the project
Tech lead
[Name]
In charge of the technical aspects of the project
Cost Controller
[Name]
In charge of managing costs of the project
Project team….
[Names]
….
Project team….
[Names]
….
Project team….
[Names]
….
Project team….
[Names]
….
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 5 of 15
your logo here
2.
your organization name here
Project Name
Team and Responsibilities
[Identify the key people involved and their roles in your project, their details should also be kept in the project contact directory]
Those responsible for Project management
3.
Responsibilities
Project team….
[Names]
….
Project team….
[Names]
….
Project team….
[Names]
….
Project SWOT analysis
[The starting point in your SWOT analysis must be the identification of the critical success factors for your project or market segment. The next step is to assess your competitors' competencies with respect to these factors, and compare them to your own strengths and weaknesses to determine where you may have a competitive advantage] [Specify, select, delete or modify each item] : Strengths Advantages of proposition? Capabilities? Competitive advantages? USP's (unique selling points)? Resources, Assets, People? Experience, knowledge, data? Financial reserves, likely returns? Marketing - reach, distribution, awareness? Innovative aspects? Location and geographical? Price, value, quality? Accreditations, qualifications, certifications? Processes, systems, IT, communications? Cultural, attitudinal, behavioural? Management cover, succession?
your organization name here
Weaknesses Disadvantages of proposition? Gaps in capabilities? Lack of competitive strength? Reputation, presence and reach? Financials? Own known vulnerabilities? Timescales, deadlines and pressures? Cashflow, start-up cash-drain? Continuity, supply chain robustness? Effects on core activities, distraction? Reliability of data, plan predictability? Morale, commitment, leadership? Accreditations, etc? Processes and systems, etc? Management cover, succession?
Confidential –Unauthorized reproduction without a written agreement Page 6 of 15
your logo here
3.
your organization name here
Project Name
Project SWOT analysis
[The starting point in your SWOT analysis must be the identification of the critical success factors for your project or market segment. The next step is to assess your competitors' competencies with respect to these factors, and compare them to your own strengths and weaknesses to determine where you may have a competitive advantage] [Specify, select, delete or modify each item] : Opportunities Market developments? Competitors' vulnerabilities? Industry or lifestyle trends? Technology development and innovation? Global influences? New markets, vertical, horizontal? Niche target markets? Geographical, export, import? New USP's? Tactics - surprise, major contracts, etc? Business and product development? Information and research? Partnerships, agencies, distribution? Volumes, production, economies? Seasonal, weather, fashion influences?
your organization name here
Threats Political effects? Legislative effects? Environmental effects? IT developments? Competitor intentions - various? Market demand? New technologies, services, ideas? Vital contracts and partners? Sustaining internal capabilities? Obstacles faced? Insurmountable weaknesses? Loss of key staff? Sustainable financial backing? Economy - home, abroad? Seasonality, weather effects?
Confidential –Unauthorized reproduction without a written agreement Page 7 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 8 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 9 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 10 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 11 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 12 of 15
your logo here
your organization name here
your organization name here
Project Name
Confidential –Unauthorized reproduction without a written agreement Page 13 of 15
your logo here
6.
your organization name here
Project Name
Project Approval
Project Name:
[name of the project]
Project Manager:
[name of the project manager]
I have reviewed the information contained in this Project Proposal and agree:
Name
Role
Signature
Date (MM/DD/YYYY)
The signatures above indicate an understanding of the purpose and content of this document by those signing it. By signing this document, they agree to this as the formal Project Proposal and the Appendix related documents.
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 14 of 15
your logo here
7.
your organization name here
Project Name
Appendix
Insert related documents of the project (see 4. Project Documentation)
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 15 of 15
your organization name here
Project Name
PROJECT PROPOSAL (Statement Of Work)
“Name of the project”
VX.X
Purpose: To send : [a short overview of the project, description, name, main objective] your organization name here
Internal only
X
External
X
Confidential –Unauthorized reproduction without a written agreement Page 1 of 15
your logo here
your organization name here
Project Name
Revision History [For every revision of this document, provide the revision history that should include the date of revision, version number, description of the changes in the document, and author of the document for that particular version.]
Date
Version <x.x>
Description
Author
Distribution List [State the persons/teams/groups to whom this document should be distributed whenever the document is revised. Also state the name of their parent organization.] Document Recipient < Name>
your organization name here
Organization / Department
To be informed
To act
< Name>
Confidential –Unauthorized reproduction without a written agreement Page 2 of 15
your logo here
your organization name here
Project Name
Table of contents
1. Project Summary........................................................................................................................4 1.1 Purpose.............................................................................................................................................4 1.2 Goals for the department or Business Unit....................................................................................4 1.3 Overall Benefit for the Organization or Company........................................................................5
2. Team and Responsibilities .........................................................................................................................................................5 3. Project SWOT analysis .........................................................................................................................................................6 4. P&L Summary............................................................................................................................8 5. Project documentation checklist ( i.e Appendix).......................................................................8 6. Project Approval.......................................................................................................................14 7. Appendix...................................................................................................................................15
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 3 of 15
your logo here
1.
your organization name here
Project Name
Project Summary
Project ID : Project name: Written by: Date (MM/DD/YYYY):
Cost Estimate (currency) : Start date : End date : Total working days :
1.1
Purpose
The purpose of this project is to: •
1.2
[Describe the main idea and/or the main objective of the project]
Goals for the department or Business Unit
[Set out exactly what ict is that the project is aiming to achieve. The more precise and specific you are the more likely you are to achieve the end result. Having measurable results is also important.]
The goals of this project are to: •
[Objective 1 ]
•
[Objective 2]
•
[Objective 3]
•
[Objective N]
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 4 of 15
your logo here
1.3
your organization name here
Project Name
Overall Benefit for the Organization or Company
[Set out exactly what are the benefits for the organization or company in terms of achievement..]
The Benefits of this project are to: • • • •
2.
[Benefit 1 ] [Benefit 2] [Benefit 3] [Benefit N]
Team and Responsibilities
[Identify the key people involved and their roles in your project, their details should also be kept in the project contact directory]
Those responsible for Project management
Responsibilities
Project Director
[Name]
Oversees all projects of the department
Project Manager
[Name]
Facilitating or executing the project lifecycle. This lifecycle may result in changes to the scope, schedule, budget, and/or quality plans.
Project Assistant
[Name]
Writing and Maintaining a log of all meeting‘s review, support the project manager in daily tasks.
Marketing lead
[Name]
In charge of the business requirements of the project
Tech lead
[Name]
In charge of the technical aspects of the project
Cost Controller
[Name]
In charge of managing costs of the project
Project team….
[Names]
….
Project team….
[Names]
….
Project team….
[Names]
….
Project team….
[Names]
….
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 5 of 15
your logo here
2.
your organization name here
Project Name
Team and Responsibilities
[Identify the key people involved and their roles in your project, their details should also be kept in the project contact directory]
Those responsible for Project management
3.
Responsibilities
Project team….
[Names]
….
Project team….
[Names]
….
Project team….
[Names]
….
Project SWOT analysis
[The starting point in your SWOT analysis must be the identification of the critical success factors for your project or market segment. The next step is to assess your competitors' competencies with respect to these factors, and compare them to your own strengths and weaknesses to determine where you may have a competitive advantage] [Specify, select, delete or modify each item] : Strengths Advantages of proposition? Capabilities? Competitive advantages? USP's (unique selling points)? Resources, Assets, People? Experience, knowledge, data? Financial reserves, likely returns? Marketing - reach, distribution, awareness? Innovative aspects? Location and geographical? Price, value, quality? Accreditations, qualifications, certifications? Processes, systems, IT, communications? Cultural, attitudinal, behavioural? Management cover, succession?
your organization name here
Weaknesses Disadvantages of proposition? Gaps in capabilities? Lack of competitive strength? Reputation, presence and reach? Financials? Own known vulnerabilities? Timescales, deadlines and pressures? Cashflow, start-up cash-drain? Continuity, supply chain robustness? Effects on core activities, distraction? Reliability of data, plan predictability? Morale, commitment, leadership? Accreditations, etc? Processes and systems, etc? Management cover, succession?
Confidential –Unauthorized reproduction without a written agreement Page 6 of 15
your logo here
3.
your organization name here
Project Name
Project SWOT analysis
[The starting point in your SWOT analysis must be the identification of the critical success factors for your project or market segment. The next step is to assess your competitors' competencies with respect to these factors, and compare them to your own strengths and weaknesses to determine where you may have a competitive advantage] [Specify, select, delete or modify each item] : Opportunities Market developments? Competitors' vulnerabilities? Industry or lifestyle trends? Technology development and innovation? Global influences? New markets, vertical, horizontal? Niche target markets? Geographical, export, import? New USP's? Tactics - surprise, major contracts, etc? Business and product development? Information and research? Partnerships, agencies, distribution? Volumes, production, economies? Seasonal, weather, fashion influences?
your organization name here
Threats Political effects? Legislative effects? Environmental effects? IT developments? Competitor intentions - various? Market demand? New technologies, services, ideas? Vital contracts and partners? Sustaining internal capabilities? Obstacles faced? Insurmountable weaknesses? Loss of key staff? Sustainable financial backing? Economy - home, abroad? Seasonality, weather effects?
Confidential –Unauthorized reproduction without a written agreement Page 7 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 8 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 9 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 10 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 11 of 15
your logo here
4.
your organization name here
Project Name
P&L Summary
[Edit the Excel SpeadsheetGeneric Project P&L.xls from my Scribd account, and copy/paste you’re the table here.]
Your Project Nam
Profit and Loss Sta Revenues Gross Sales Other Revenue Total Revenue (1)
your name here 5. organization Project documentation
Confidential –Unauthorized reproduction without a written agreement checklist ( i.e Appendix) Page 12 of 15
your logo here
your organization name here
your organization name here
Project Name
Confidential –Unauthorized reproduction without a written agreement Page 13 of 15
your logo here
6.
your organization name here
Project Name
Project Approval
Project Name:
[name of the project]
Project Manager:
[name of the project manager]
I have reviewed the information contained in this Project Proposal and agree:
Name
Role
Signature
Date (MM/DD/YYYY)
The signatures above indicate an understanding of the purpose and content of this document by those signing it. By signing this document, they agree to this as the formal Project Proposal and the Appendix related documents.
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 14 of 15
your logo here
7.
your organization name here
Project Name
Appendix
Insert related documents of the project (see 4. Project Documentation)
your organization name here
Confidential –Unauthorized reproduction without a written agreement Page 15 of 15
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