Skip to content

Introduction

What is a Project Proposal Template?

A proposal template —also known as a — is a preformatted document to establish a project, stating details like goals, objectives, important dates, milestones, and requirements needed to start and complete that project. There are different types of project proposal templates that we cover in our step-by-step guide: writing your project proposal article. Usually, it's self-led and is the beginning of something great.

In other words, it's a way of communicating a business growth idea to leadership and getting the go-ahead to run with that idea. This document covers everything from budget to research; which team members are involved in project deliverables. It's a complete overview of what the project will entail and the desired results.

Pro Tip: A request for proposals can be made by anyone: potential clients, project managers, internal stakeholders—ensure everyone has access to your project proposal form.

How to Create your own Project Proposal Template

1. Access Slite's template library

Slite offers a library of free proposal templates for various purposes. To access our templates, create a Slite account or log in to your existing account, then navigate to the template library.

2. Select a Project Proposal Template

To quickly create a work proposal template, you'll need to understand the structure that works best for your project or organization. They vary a lot in their content. This is because the word project is so vague and means different things in different industries. It's difficult to put together a one page project proposal template to encompass all project proposals because what they look like changes so much on a case-by-case basis.

3. Define Documentation Standards

Defining standards for your project proposal template involves more than just visual and writing elements. You'll also need to establish the required level of detail, terminology, and formatting. These standards ensure consistency and professionalism in your project proposals.

4. Determine Your Audience

To create an effective project proposal template, it's crucial to determine your audience early on. Project proposals are typically written for stakeholders, decision-makers, or potential clients. By identifying your audience, you can tailor the content and language to address their specific needs and interests.

5. Save & Share with Your Team

Save your customized program proposal template as a reference or example for future projects. Having multiple templates can save you time and effort by allowing you to use an existing template as a starting point and make necessary modifications. Share the template with your team to encourage collaboration and ensure consistency in proposal submissions.

Pro Tips: No project proposal template should be delivered without a great deal of proofreading and reviewing. It can be tempting to send it out as soon as you're finished, but make sure you read it over yourself as well as getting a few more pairs of eyes on it so it goes out in tip-top shape.

Key Elements of a Project Proposal Template

Project Description

A detailed explanation of the project is the basic components of a project proposal template, including its background, purpose, and an overall plan that describes the main activities for members to participate in. This section provides comprehensive information about the project, giving readers a clear understanding of its importance.

Pro Tips: Your project proposal template should always be written with a specific audience or reader in mind. That person(s) should be the decision-maker on whether you'll be moving forward with the project in question or not. Be sure to use language, details, and structure that will resonate with them in your proposal document.

Project problem statement

A problem statement is the starting point for any project proposal template. It defines what problem your product or service will solve, and why your solution will be effective. This should always be backed up with data and research as much as possible. Think of this as a key sales pitch. ​Put simply:Why would people want to buy your product or service and what will it do for them?

Pro Tips: As discussed in the problem statement section, any project ultimately aims to produce something that will resolve a problem. Having said that, your project team's goal should be providing a great solution to that problem in a proposal template. Don't spend too much time focusing on the problem at hand, but rather on what you and your team will bring to the table to resolve it.

Scope and deliverables

A clear definition of the project's scope, including what will be included and excluded from the project as described in the template for proposal. This section also outlines the specific deliverables or outputs that will be produced upon project completion.you can use a that provides a structured framework for documenting the boundaries and objectives of the project, ensuring clarity and alignment among stakeholders.

Timeline and milestones

A timeline or schedule as presented in the project pitch template that outlines the key milestones, activities, and their corresponding deadlines. This helps stakeholders understand the project's timeframe and enables effective project management.

Budget and resources

A detailed breakdown of the estimated budget required for the project proposal, including costs for personnel, materials, equipment, and any other resources. This section helps in assessing the financial feasibility of the project and is an integral part of the project proposal template.

Project roadmap

Where applicable, it's a great idea to include a project roadmap in your project proposal template. A project roadmap is a broad document that covers all the more important elements of a project. This includes things like objectives, milestones, deliverables, resources, and timelines.

If you have put together a project roadmap, you may not need to include all the separate elements above, as some of them should be included within your project roadmap document.

Team members and roles

To clarify roles, reduce confusion and improve collaboration in the project team, you'll want to identify the key members and responsibilities for this project. You can do so using a for example.

Pro Tips: At the end of the day, you should be using your project proposal template to show why you and your project team are the best choice for the project at hand. As such, you should write your proposal persuasively. That means highlighting any special skills and ideas you have, as well as any relevant experience. It also doesn't hurt to back up your claims with research, data, charts, case studies, and testimonials.

Risk assessment and mitigation

An identification and evaluation of potential risks or challenges that may impact the project's success, need to be mentioned in the template of a proposal. This section should also outline strategies or contingency plans to mitigate those risks.

Pro Tips: Proposal templates are not the place to use vague language or go on long tangents. Your finished document should be detailed and concise without dragging on and on. You don't want to lose your reader's attention due to lack of time and ultimately fail to secure that dream project.

Any necessary sponsorship

If your project has a prospective sponsor or will need to find one, include all the necessary details pertaining to that in your work proposal template.

Advantages of Having a Project Proposal Template

Project proposal templates are invaluable documents in the project management world. They provide key details about a prospective project and need to be approved by clients in order for work on a project to be approved and initiated.

Proposal templates are vital elements of the project initiation process. They often lay the foundation for more robust documents, like project outlines and project plans.Writing a project proposal template can do wonders for your internal business processes and structure how you consider new projects. Not only does it give an executive summary of a project plan or a business plan, it also:

Formalizes processes

Processes are good things. They get people on the same page and ensure that everyone knows how to handle the same situations. Using a project proposal template means that anyone will be able to submit a proposal and know exactly how to do it with a template of a proposal.

Manages expectations

Building on our last point, whoever receives a proposal that was made with a template will know what to expect. If they've worked with you before, they will have already seen your template for a proposal. If it's a new potential client, templates have a way of organizing information clearly.Your reader will have a better experience reading your project proposal template because they'll know roughly how long it will be and what information they can expect to be included.

Centralizes knowledge

A great place for completed proposal templates is in a knowledge hub. This can become a helpful resource if you permit people to access past documents and learn from what's been done before. They can assess which past project proposals were a success, which ones weren't... and why.

Pro Tip: Project proposal templates are best introduced with a short tutorial, so everyone will be informed about what they have to do. This will also avoid redundant questions.

Streamlines proposals

Branding is so important when you're trying to unite a team and get everyone on board. However, not everyone has the time, materials, or design skills to put together a perfectly branded project proposal form.

Project proposal templates are here to save the day. They allow people to spend less time fretting about being on brand and more time focusing on the project at hand.

Avoids missing information

By putting together a template for your project proposal needs, such as an IT proposal template, you're ensuring that anyone creating one doesn't skip a beat. Forgetting about missing key information or sections, because everything will already be there for you to get started on. A well-structured idea proposal template can save you time and ensure all essential elements are included for a comprehensive and compelling proposal.

Helps plan realistically

Writing a template for project proposals forces project managers and teams to reflect, research, and create a realistic plan that addresses client expectations and ensures successful project execution.

Keeps the project team organized

One of the biggest pitfalls to any project management process is lack of organization. If you don't know exactly what your priorities and which tasks need to get done, your project development will likely be inefficient and get knocked off course.

Templates for project proposals add a degree of visibility to your project's most important priorities right from the get-go. Should your proposal be approved, project team members will already be familiar with the project's different elements and what they'll be working on.

Project proposal templates also help you develop a document that's visually pleasing, and has a consistent, elegant format.

Secures great projects, clients, and investors

Proposal templates are documents that describe proposed projects. Sometimes they're solicited, and sometimes they're unsolicited. Especially if you're putting together an unsolicited proposal, it should really wow your potential client and convince them to work with you. Using a project proposal template is an ideal solution to help you deliver a sleek document that will impress the reader and make sure that you haven't missed any key information.

For one reason or another, you may be on a project team that needs to secure funding or investors. Sending out a great project proposal is also key in this context because it will show your company's competence and provide potential clients and investors with details about how your project will benefit them.

Makes a great first impression

When presenting businesses with information about a proposed project, it's essential that you come off as professional. It's basically like an elevator pitch for your project, and you really want it to be convincing.

The receiving company's boss will most likely be the person who has the last word on the ultimate acceptance or rejection of your proposal. A poorly formatted Word document or quick email just won't look good. On the other hand, a final project proposal template will make a great impression and show that you mean business.

Sets clear expectations

Projects fail for all kinds of reasons, but one of the biggest is poorly communicated expectations on both sides. When expectations aren't clear, it leads to a lot of frustration, confusion, and inefficiency down the road. Done correctly, a simple project proposal template helps avoid this because its contents make expectations clear very early on the project initiation process.

are invaluable documents in the project management world. They provide key details about a prospective project and need to be approved by clients in order for work on a project to be approved and initiated.

Project proposal documents are vital elements of the project initiation process. They often lay the foundation for more robust documents like and .

However, they vary a lot in their contents. This is because the word project is so vague and means different things in different industries. It's difficult to put together one template to encompass all project proposals because what they look like changes so much on a case-by-case basis.

This is why we've developed 9 different project proposal templates for you to use for free. No matter your industry, there's something for everyone here. You'll save time when you're getting started and feel confident in the direction you're taking with your template if you follow this comprehensive guide.


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.