Maricel Rivera [Source]
About this template
It’s always better to start a project on the right foot — and with this template, your team will! This 7-step process creates a solid project proposal. By breaking down the process into core parts — the problem, the solution, and execution — you can jump into the bulk of a new project with a clear plan in mind.
And with guiding questions and thorough explanations in each section, this meeting agenda allows you to present a proposal in a non-boring way while being a compelling solution to your stakeholders.
Project Proposal Meeting Agenda
1. Define the problem
What’s the problem your project is trying to address?
Why is it a problem?
Why is it worth solving?
Make your audience see the problem the way you see it
2. Present your solution
How will your project solve the problem?
Why is your solution the better option over other similar solutions?
Discuss why other solutions won’t work for the situation.
3. Define your deliverables and success criteria Provide a picture of the functions and attributes of the deliverable, plus how to know if the project is successful.
4. State your plan Start with an explanation of the approach and why it’s relevant and effective. Also, this section explains how problems will be managed.
5. Outline your schedule and budget Break down project costs and detail how you will meet deadlines.
6. Tie it all together + discussion End your proposal with a conclusion that briefly summarizes the problem, solution, and benefits.
7. Next steps
Action item 1
Action item 2
Source: The Blueprint (Maricel Rivera)
When to use this template
Use this template as a guide to understanding the key components of getting your project off the ground. Whether it’s used to propose a new marketing campaign, a website redesign, or the transition to a new sales process, this template will make it easy for you and your team to prepare a proposal and then show your managers and key stakeholders the benefits of moving forward.
Although this template was originally designed for an individual project proposal, it can also be used when you’re working on team projects.