Sneha J

March 19, 2021

Project Proposal Template Checklist

project proposal template checklist

Working on a project proposal template? Here is a quick way to see if you’re in with a chance of winning the deal. Examine the current draft of your proposal with this 10-Step project proposal template checklist

10-Step Business Proposal Checklist

Okay, so are you ready to explore the proposal writing checklist one by one?

Let’s go.

1. Identifying and addressing prospective client’s pain points

Understanding the pain points of customers is one of the most profitable pieces of information in marketing. It can help you not only retain the current customers but also opens the door for new customers.

Did I:

  • Learn a few key things about the prospective client and his/her business before drafting a proposal?
  • Understand the specific problem the prospective client is currently experiencing?
  • Prioritize the prospective client’s needs?
  • Start the project proposal by highlighting the benefits client can get with our project services?

2. Details about the approach

Now it’s time to fill in the details about your approach. But make sure the details are only about the approach and not about the solution.

Did I:

  • Filled in the details about the approach to solving the issue?
  • Make sure the details are only about the approach and not about the solution?
  • Define how we plan to meet the objective?
  • Give the prospect a rough sketch about the method you will use for the execution (In just 2-3 lines)?

3. Presentation of your skillset

Well, keep in mind that this is the section where you have to convey the feeling that you are the expert to all who read the proposal.

Did I:

  • Showcase our company’s experience, skillset, and most importantly our value to the prospective client’s organization?
  • Differentiate our process and project services from the competition in the industry?
  • Include customer testimonials, achievements, or any related awards to win the prospect’s attention right away?

4. Include a timeline to deliver the solution

Now, this is where you go into detail about the project timeline. It can be tricky to estimate the timeline.

Did I:

  • Include an estimated timeline to deliver the solution?
  • Explain the scope of work the prospect can expect from our company?
  • Describe what the company will do and the time frame for delivery or completion of key items?

5. Include an interactive pricing table

You have done your homework and offered an ideal solution to his organization. Here come’s a tricky part i.e “pricing”

Did I:

  • Include a captivating title for the pricing table?
  • Layout the cost with clear and easy-to-understand pricing options for the solution?
  • Highlight the popular choices of services at the top?
  • Optimize the pricing table as per the prospect’s needs?

Read more on common project proposal writing mistakes you must avoid.

6. Clearly defined statement of work

According to Wikipedia:

“A Statement of Work (SOW) is a document routinely employed in the field of project management. It defines project-specific activities, deliverables, and timelines for a vendor providing services to the client. ”

But I personally think about a statement of work like this:

A kickass version of your project proposal that actually describes the work to be done and the process involved in completing that work.

Did I include:

  • Introduction- Type of work whether a service or a product?
  • Purpose- Why the work being done?
  • Scope of work- Steps that need to be taken to complete the work.
  • Resources- List of key personnel involved in a project such as a project manager, team leaders, any other key players, etc.
  • Deliverables and timeline- List of deliverables and timeline for each deliverable.
  • Acceptance criteria and signatures- Acceptance criteria are enclosed with terms of service and agreeing upon it before the project avoids a lot of misunderstanding in the future.

7. Create transparency with roles and responsibilities

Your team impression matters. So here’s the chance to let your team shine. Every prospect wants an easy buying experience and this section plays a very important role in that.

Did I answer the following questions:

  • Who are the key players? Their experiences, educational backgrounds, and skills.
  • Do your key players have industry experience? If not what experience do they have that’s helpful for a project?
  • What duties will each player perform? What authority and responsibilities are given to each player?

8. Include key personnel details

Those who are reading your project proposal want to know who is running the company. This is the place you should document that your employees are invested, qualified and passionate about the business.

You must spotlight the key personnel in your business proposal template.

Did I include:

  • Title of the position the individual will hold.
  • Past industry experience.
  • Education
  • Significant quality and success that is applicable
  • Duties and tasks he/she will be performing.

Clearly indicate how each person is a perfect fit for his or her role in the business.

Read more on common challenges faced when developing a project proposal template.

9. Include customer testimonials

Consciously or subconsciously every buyer is waiting for this section to come. Customer references are one of the most important confidence signals you can use on your proposal.

In the project proposal did I include:

  • Recommendations from clients our company helped in the past?
  • The positive customer references that will help prospects understand what they would benefit if they hire you?

10. Digital Signature Included

Being successful implies keeping up with the trends. Innovations are meant for making various processes easier, saving time, boosting efficiency. These very same goals any business strives to achieve it to rank high in the business competition.

So to make the best use of digital transformation and maximize the chances of success did I include

  • Digital signature in the project proposal?

Wrapping up:

This checklist will help you stay focused. Every time you schedule a sales call run through the list beforehand and make sure you are all prepared.

Explore the benefits of the project proposal template.

You know, most of this checklist can be easily ticked once you start to refer solid proposal templates and use proposal software.

Good luck!


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