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2. Cover Letter
Date
[Dear Mr./Ms./Mrs.]
[Job Title/Position]
[Department Name]
Greetings!
With due references, I am sending this proposal as a request for approval regarding [Add Text Here].
As discussed in our meeting last [DATE],the proposal contain all the necessary element associated with the project. The
process of the project is itemized into the component given below.
This Budget Provides include following items:
• Description of necessary cost associate with project
• Project Cost Estimate of tools and services used.
• Your Text Here
• Your Text Here
Thank you for reviewing this proposal. Please contact me if you have any questions about these recommendations or your financial portfolio in
general.
Sincerely,
(Signature)
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3. Table of Content
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Solution4
Executive Summary1
Background of Commercial Project2
Problem Statement3
Time Duration of each Commercial Project Activity5
Cost Estimate for Commercial Activity6
ROI Inputs : Commercial Project Benefits7
Records of Commercial ROI8
o About Us
o Our Team
o Client Testimonials
9 Company Introduction
10 Contract and Terms
11 Next Steps
12 Contact Us
4. Executive Summary of Commercial Proposal
Step01
What’s the
Service/Product?
o Your Text Here
o Your Text Here
o Your Text Here
Step03
What’s your
big Vision?
o Your Text Here
o Your Text Here
o Your Text Here
Step02
What’s the Core Problem
you are Solving?
o Your Text Here
o Your Text Here
o Your Text Here
4
Use this slide to
present business
case to the decision
makers, showing
essential information.
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5. Challenges
o Your Text Here
o Your Text Here
o Your Text Here
Expected Outcomes
o Your Text Here
o Your Text Here
o Your Text Here
Objectives
o Your Text Here
o Your Text Here
o Your Text Here
Project Brief/ Summary
o Your Text Here
o Your Text Here
o Your Text Here
Project Name: XYZ Framework
Background of Commercial Project
Project Fund
$ 5M
Duration
28 April,2019 to
21 July,2019
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6. Problem Statement of Commercial Proposal
• Problem Statement 1 – This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
• Problem Statement 2 – This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
• Problem Statement 3 – This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Brief Statements of
Problem
Urgency Visibility Annual Benefits Priority or Rank
Your Text Here ASAP High $175,000 2
Your Text Here 6 Month Med 75,000 2
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7. 7
01
Easily create e- forms with
drop and drag functionality
o Your Text Here
o Your Text Here
02 Establish the approval process
o Your Text Here
o Your Text Here
03
Electronic Routing of Forms
for Management Approval
o Your Text Here
o Your Text Here
04 Your Text Here
o Your Text Here
o Your Text Here
Solution for Commercial Proposal
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8. Time Duration of Each Commercial Project Activity 1/3
[ 7 JAN – 28 MAY ]
Strategic
Planning
Project
Development
[ 13 FEB – 12 MAY ]
Project
Execution
[ 11 APR – 21 AUG ]
Data
Maintenance
[ 10 MAR – 7 AUG ]
Analysis [ 10 FEB – 15 SEP ]
Reporting [ 6 JUN – 26 NOV ]
Your
Text Here
[ 9 SEP – 26 DEC ]
Milestone1
JAN 9
Milestone 2
MAR 16
Milestone 4
JUN 4
Milestone 5
SEP 28
Milestone 6
NOV 10
Milestone 3
APR 20
2020 2020JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
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9. 30 Days
Project Scope & Description
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
Project Initiation
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
60 Days
Project Budgeting & Time Management
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
Project Risk & Communication Plan
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
90 Days Project Execution, Control and Conclusion
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
Time Duration of Each Commercial Project Activity 2/3
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Elements Comments Actions
10. Time Duration of Each Commercial Project Activity 3/3
Project Name-Timeline
2019
Jan Feb Mar Apr May
Project Task Owner Duration W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4
Strategic Planning
Project Development
Execution of Project
Project Maintenance
Analysis
Reporting
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
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11. Cost Estimate for Commercial Activity-1/2
PROCESS [PROCESS NAME]
Step Time to Complete Average Hourly Rate Total Amount
[DESCRIBE STEP] [#] minutes [$] [$]
[DESCRIBE STEP] [#] minutes [$] [$]
[DESCRIBE STEP] [#] minutes [$] [$]
[DESCRIBE STEP] [#] minutes [$] [$]
Total [$]
11
List down the
steps of process
that will solve the
issues presents in
the proposal
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12. Cost Estimate for Commercial Activity-2/2
Total Set-up Costs $ 400
Ongoing Monthly Costs:
Daily Account Reconciliations $ 900 p/mo
Bi- Weekly Payroll $ 5,000 p/mo
Total Ongoing Monthly Costs $ 5,900 p/mo
Ongoing Quarterly/Yearly Costs:
Quarterly tax Documents $ 600p/qtr
Quarterly Filings $ 1,600p/qtr
Total ongoing Quarterly/Yearly Costs $ 2,200 p/qtr
Total setup Amount $ 400p/yr
Total Monthly Amount $ 5,900 p/mo
Total Quarterly/Yearly Amount $ 2,200 p/qtr
Particulars Price
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13. ROI Inputs : Commercial Project Benefits
o No additional cost of staff recruitment includes
o Your Text Here
o Your Text Here
o Your Text Here
Revenue
Benefits
o There is no additional pay for talent management
o Your Text Here
o Your Text Here
o Your Text Here
Productivity
Benefits
o No need to pay for system maintenance
o Your Text Here
o Your Text Here
o Your Text Here
Cost
Avoidance Benefits
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14. Avg. Hourly Wage: $50
Min. Productivity Gain(%): Estimates time saved with per Employee
through Process Automation
5
Productivity Gain/Hour: $
Estimated Hours/Week: -
Productivity Gain/Week: $
Estimated Work Weeks/Year: -
Productivity Gain/Year: $
# of Employees: -
Total Productivity Gain/Year: $
Records of Commercial ROI – Project Benefits
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15. Records of Commercial ROI – Project Benefits Cont…
0
Time spent on scheduling or
documentation vs. Resulting
time saved VsXx hours Xx hours
Time savings per task Xx hours
Process cost savings Xx hours
Savings on operational &
storage costs
Xx hours
Time spent correcting errors Xx hours
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16. Founded in:
1956
Background:
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
Our Focus:
We believe it's all about YOU. Our focus is on meeting and surpassing your
personal short- and long-term financial goals, creating and implementing
processes for regularly reviewing and evaluating how your portfolio is doing,
and maximizing your return on investment over time
Company’s Vision:
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
Company’s Mission:
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
About Us
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17. Our Team (Template 1 of 2)
o Education Background
o Past Career Experience
o Similar Experience in this Company
o Achievements
o Education Background
o Past Career Experience
o Similar Experience in this Company
o Achievements
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18. Name Here
Designation 3
o Education Background
o Past Career Experience
o Similar Experience in this Company
o Achievements
Name Here
Designation 2
o Education Background
o Past Career Experience
o Similar Experience in this Company
o Achievements
Name Here
Designation 1
o Education Background
o Past Career Experience
o Similar Experience in this Company
o Achievements
Our Team (Template 2 of 2)
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19. C l i e n t 3
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o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
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o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
C l i e n t 2
C l i e n t 1
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o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
Client Testimonials
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20. o Your Text Here
o Your Text Here
o Your Text Here
Completion of Initial Set-up
o Your Text Here
o Your Text Here
o Your Text Here
Monthly Fee
o Your Text Here
o Your Text Here
o Your Text Here
Minimum Terms on this Contract
o Your Text Here
o Your Text Here
o Your Text Here
Cancellation
o Your Text Here
o Your Text Here
o Your Text Here
Other
Contract and Terms
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21. Once the budget get approved, then our project team will start
process them in fund management and assigned the workflow
processors for budget posting
Fund posting is created to record the change to the fund.
A project plan is finalized when it is formally accepted and approved
by the project sponsor and other designated stakeholders.
(Company Name)
(Name),(Title)
(Date)
Next Step
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22. Your Name
Your Text Here
Contact Number
Your Text Here
Address
Your Text Here
Mail
Your Text Here
Email Address
Your Text Here
Contact Us
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25. Our Mission
25
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Vision
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Goal
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Mission
26. 26
Timeline
2016 2017 2018 2019 2020
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27. 27
30 60 90 Days Plan
30Days Plan
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60Days Plan
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90Days Plan
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28. 28
Roadmap Template 3
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Roadmap Template 7
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