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:

[a short overview of the project, description, name, main objective]To send :

Internal only XExternal X

your organization name here Confidential –Unauthorized reproduction without a written agreement

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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

<dd/mm/yyyy> <x.x> <Details> <Name>

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 Organization / Department To be informed To act

< Name> < Name>


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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)_________________________________9

6. Project Approval_________________________________________________________10

7. Appendix________________________________________________________________11


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1. 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:

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

1.2 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]


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1.3 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:

[Benefit 1 ]

[Benefit 2]

[Benefit 3]

[Benefit N]

2. 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] ….





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2. 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




3. 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] :

StrengthsAdvantages 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?

WeaknessesDisadvantages 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 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] :

OpportunitiesMarket 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?

ThreatsPolitical 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. 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 NameWarning : don't fill gray cells and those with " - "

Profit and Loss StatementProject

Revenues Year 1 Year 2 Year 3 Year 4Gross Sales - - - -

Other Revenue - - - - Total Revenue (1) - - - - -

Cost of Goods Sold Materials - Labor - Total Cost of Goods Sold (2) - - - - -

Gross Profit (1-2) - - - - -

Project Investments Materials Others

Fixed Expenses Payroll - - - Payroll Expenses Advertising Legal / Bookkeeping Rent Phone / Wireless Gas & Electric Insurance Interest Postage Bank Fees Misc

Total Expenses - - - - -

NET INCOME (Gross Profit - TFE) - - - - - AGGREGATE - - - -

Firstly, fill revenues for Year 1 , then define rates belowYear 2 Sales growth rate (%) :Year 2 Payroll growth rate (%) :

Year 3 Sales growth rate (%) :Year 3 Payroll growth rate (%) :

Year 4 Sales growth rate (%) :Year 4 Payroll growth rate (%) :

4 years business concern


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4. P&L Summary

5. Project documentation checklist ( i.e Appendix)

[Identify the documents relating to your project and where they are kept. Typical documents would include:]

Items Related documents Validated Network directory

Schedule Project Schedule Definepath

Budget Financials Statement ( P&L)Resource Plan Define

path

Quality Marketing and Business RequirementsFunctional SpecificationsDetailed SpecificationsQuality PlanSLA

Definepath

Scope Objectives ChartResponsibilities ChartRisk Response / Contingency

Definepath


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6. 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.


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7. Appendix

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


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generic project proposal template

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