The Project Proposal Toolkit
TEMPLATES, SAMPLES AND VIDEO GUIDES.
ALL MATERIALS ARE FREE FOR USE.
We created this toolkit to simplify the process of creating a project proposal. We know that it can be hard to find templates, samples and guides all on one page. So, we compiled everything you might need to create a good project proposal in an easily digestible format!
If you are familiar with proposals please scroll to the templates and samples. If you’re not, please take a look at the About Project Proposals, Video Guides and Further Reading sections to find out more information.
This Toolkit was brought to you by Casual – a tool making project management simple.
ARE YOU GOING TO PLAN YOUR PROJECT?
If yes, take a look at Casual, the project management tool that helps you plan your projects as awesome visual maps. Find out more!
ABOUT THE PROJECT PROPOSAL
A Project Proposal is a document which you present to potential sponsors or clients to receive funding or get your project approved.
Project Proposals contain key information about your project. They are essential for your sponsors since they’ll use them to evaluate your project and determine whether or not they’ll allocate funds for it.
A Project Proposal is generally drafted during one of the early phases of your project (before detailed plans are made and resources are allocated). Therefore, often time and budget estimates are rough, at best.
Project proposals do not follow the ‘one size fits all’ principle. This can be attributed to the fact that there are many different types of proposals, all serving a unique purpose in their own right. Proposals can be internal (within your organization) or external (written from one independent organization to another). They can be solicited or unsolicited. They differ in form since some are for businesses, while others are for university or NGO projects.
Also, the amount of detail used when outlining proposals can vary significantly. In certain cases a few very short and general phrases is sufficient (when the proposal is 2-3 pages), while in other cases all the major points must be set out in detail (then the proposal would be 30-50 pages). Generally speaking, NGOs have more complicated proposals.
A Project Proposal is not a contract. It’s easy to confuse it with a Business Proposal (a document in which legal terms are outlined). However, clients or sponsors merely sign the Project Proposal to approve its contents. After signing and approving the Project Proposal a business starts drafting the following documents: a project charter, project plan, contract, etc.
Despite the fact that many different formats are available, roughly 80-90% of all Project Proposals follow a similar template. They mostly all have the same structure which contains a few key points.
We have compiled a few templates in this toolkit to help you chose the most appropriate one for your business. For instance, you’ll find templates and generic business proposals, as well as NGO, grant, university and freelance project proposals.
Advice on how to write a generic proposal.
Video tutorial on project management proposal.