Generic Project Proposal Template

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]


Internal only

X

External

X

Confidential –Unauthorized reproduction without a written agreement Page 1 of 15

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your logo 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

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 parent organization.]

Document Recipient < Name>

Organization / Department < Name>

To be informed

To act







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Project Name

Table of contents

1. Project Summary Summary................................................. ............................................... ....... ............... ............... ......... ..4 4 1.1 Purpo Purpose se................. .................................... ..................................... .................................... .................................... ..................................... ........................................ ..................... ........... 4 1.2 Goals for the the department or Business Business Unit Unit......... .................. .................. .................. .................. .................. ................. ............ ......... .......... .......... ........ ... 4 1.3 Overall Overall Benefit for the Organization or Company Company......... .................. .................. .................. .................. .................. .............. ......... ......... ......... ....5

2. Team and Responsibilities .........................................................................................................................................................5 ......................................................................................................................................................... 5 3. Project SWOT analysis .........................................................................................................................................................6 ......................................................................................................................................................... 6 4. P&L Summary................................................. ........................................................ ............................................................... .............. ............ .....8 5. Project documen documentation tation checklist ( i.e Appendix)................................................... .............. .................... ......8 8 6. Project Approval Approval................................................ .................................................. ....... .............. .............. .......14 14 7. Appendix Appendix..................................................... .......................................................................................................... ............................................................ ............... ............... .......... ...15 15








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1.

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 project is to: •

1.2 1.2

[Describe the main idea and/or the main objective of the project]

Goal Goals s for for the the dep depar artm tmen entt or or Bus Busin ines ess s Uni Unitt

[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 project are to: •

[Objective 1 ]

•

[Objective 2]

•

[Objective 3]

•

[Objective N]








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1.3 1.3

Project Name

Over Overal alll Ben Benef efit it for for the the Orga Organi niza zati tion on or Comp Compan any y

] [Set out exactly what are the benefits for the organization or company in terms of achievement.. ] The Benefits of this project 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 [ Identify project contact directory]

Thos Those e resp respons onsib ible le for for Pro Proje ject ct man manag agem ement ent

Resp Respon onsi sibi bili liti ties es

Project Director

[Name]

Oversees all projects of the department 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]

….







your logo here

2.


Project Name

Team and Responsibilities

Identify the key people involved and their roles in your project, their details should also be kept in the [ Identify project contact directory]

Thos Those e resp respons onsib ible le for for Pro Proje ject ct man manag agem ement ent

3.

Resp Respon onsi sibi bili liti ties es

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?

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?









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3.


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? d istribution? Volumes, production, economies? Seasonal, weather, fashion influences?

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?







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4.


Project Name

P&L Summary

[Edit the Excel SpeadsheetGeneric Project P&L.xls P&L.xls from my Scribd account, and copy/paste you’re the table here.]

Your Proje Profit and L







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4.


Project Name

P&L Summary









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4.


Project Name

P&L Summary









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4.


Project Name

P&L Summary











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4.


Project Name

P&L Summary


Your Proje







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Project Name







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6.


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







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7.


Appendix

Insert related documents of the project (see 4. Project Documentation)

Project Name

Generic Project Proposal Template

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