The document is a project governance proposal template for a client. It includes:
- An overview of the project management services being proposed, including initial consultation, solution design, implementation, and ongoing management and support.
- Details on key deliverables such as a unique project profile, a customized project plan, and ongoing monitoring to ensure timely completion.
- An outline of the proposal contents which covers topics like the project team, phases, costs, and statement of work.
The summary highlights the main purpose and structure of the proposal for managing a large, complex project for the client.
1. Project
GOVERNANCE
PROPOSAL TEMPLATE
P rop os al N AME
Com pany Addre ss
C L I E N T: client name
D E L I V E R E D O N : date submitted
S U B M I T T E D B Y : user assigned
2. 2
Dear Client,
Your company, the name of your client, is preparing to undertake a large and
complex project. To help you navigate complicated regulations, ensure that
contractors and suppliers are in place when and where you need them, and
communicate with project stakeholders, you need professional project
management.
The attached proposal outlines the assessment, design, implementation, and
management strategies we bring to the table. We're confident that our approach
is a perfect fit for the project management needs of client name.
Sincerely,
User Assigned,
CEO
Cover Letter
3. 3
About Us07
C lient Testimonial10
Statement of Work and
C ontract
11
O u tlin e
Major C lients09
O ur Team08
Accountabilities06
Project C ontext01
Project Timeline04
C ost Summary05
Services O ffered
Payroll Services
Consulting Services
PMO Services
03
Project Phases02
4. 4
About Us07
Client Testimonial10
Statement of Work and Contract11
Major Clients09
Our Team08
Accountabilities06
Project Context01
Project Timeline04
Cost Summary05
Services Offered
Payroll Services
Consulting Services
PMO Services
03
Project Phases02
Outline
5. 5
Project Governance
Proposal Context
Key Deliverables
âȘ A unique project profile to guide the project management team and help all
stakeholders focus on the project's goals and purpose.
âȘ A customized plan tailored to the client name project's specific needs. This
includes protocols, systems, tools, and templates to keep everyone in the loop
and ensure that when you need them, there are supplies, information, and people
you need.
âȘ As the project plans roll out, management and support. This includes ongoing monitoring of
objectives and goals to ensure timely completion of benchmarks, communication
across the organization and to external stakeholders, and a comprehensive strategy for
risk management.
âȘ Your project - completed your way.
Context
âȘ Successful project management involves evaluating the needs of a client and
selecting the right tools for the job.
âȘ We work to understand all aspects of your project, build custom solutions to
move it forward, and implement a plan to complete it on time - on or under
budget.
6. Project Governance Phases for Proposal (1/2)
6
Phase 1
Initial
Consultation
âȘ In a series of three meetings,
we'll get to know you and your
project. We'll assess the
strengths and weaknesses within
your internal project team and
systems, and identify the
expertise you need to get going
âȘ Text Here
âȘ Text Here
âȘ Text Here
Phase 2
Solution Design
and Modelling
âȘ We will create your project
solution design using best
practices in project
management.
âȘ This is a set of recommendations
and plans, including project
management software, tools, and
benchmarks for success.
âȘ This model for how your project
will roll out allows you to back up
your decisions with evidence and
keep everybody on the same
page.
âȘ The plan encompasses every
aspect of your project: the
purpose, scope, cost, and
timeline.
âȘ Text Here
Phase 3
Implementation
âȘ This is where we press the start
button to roll your project. Your
solution design ensures
alignment of your project with
the values of your company.
âȘ The implementation phase
ensures your employees work
better themselves and with their
teams, get agreement on
priorities, commit to a schedule,
manage risk, keep the plan
updated, and finish the project
on time.
âȘ Text Here
Phase 4
Management
and Support
âȘ Once the project is underway,
we are here to manage the day -
to - day workflow as well as the
major priorities of the picture.
âȘ We also support your people in
learning project management
principles so they can take
ownership of the process from
beginning to end.
âȘ Text Here
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7. 7
Project Governance Phases for Proposal (2/2)
We will work closely with you to build and fulfill the
needs of this project by Completion Date. We will do
this by establishing clear goals and a comprehensive
solution based on C L I E N T C O M P A N Y â S N E E D S .
O U R P R O C E S S T O A C H I E V E T H I S I S A S F O L L O W S :
Phase 1
Initial Consultation
During this phase our team of experts will
review any and all systems related
to [Project] in order to determine any existing
pain points and/or leverage opportunities. We
will develop a list of any and all solution
possibilities based on this initial consultation.
Phase 2
Solution Model
After reviewing your current systems and
outlining possible solutions, our team will work
with yours to implement the best solution. This
approach allows us to tailor the solution
specifically for [Client Company]âs needs and
ensure it does not include excess paid services
for which you will not need.
Phase 3
Implementation
Once we have both agreed upon a solution,
our team will begin implementing
the [Project] plan. We will first deliver a
detailed outline of the plan with a timeline
that includes and all relevant due dates
and/or deliverables.
8. 8
Outline
About Us07
Client Testimonial10
Statement of Work and Contract11
Major Clients09
Our Team08
Accountabilities06
Project Context01
Project Timeline04
Cost Summary05
Services Offered
Payroll Services
Consulting Services
PMO Services
03
Project Phases02
9. 9
Pro Payroll Services
P R O P A Y R O L L S E R V I C E S helps its clients achieve
success by establishing goals and a comprehensive
solution based on our clientsâ needs. Our goals reinforce
the commitment we have to our clients.
Provide leading edge payroll solutions which are cost-effective, flexible,
and technologically advanced
Guarantee on-time payroll, accounting, and tax distribution and reporting
Guarantee 24 hour coverage and support for our clients and superior
customer service
10. 10
Project Governance Proposal Consulting Services
Project management consultancy services are vital for high impact, time sensitive projectsâthose most critical to your
organizationâs success.
01
Project Portfolio
Management
We assist
organizations in doing
the right projectsâ
those with strategic
alignment that make
the best use of your
time, talent, and
budgetâand doing
them right.
04
Product
Development
We manage the critical
interdependencies and
communication among all
of the departments
involved in product
development, from
discovery through
commercialization. Speed-
to-market is critical in the
ever-increasing
competitive landscape;
however, quality must
never be sacrificed.
02
Business Process
Management
We utilize continuous
improvement methodologies,
such as lean and six sigma,
combined with change
management approaches to
achieve stakeholder buy-in.
with engaged stakeholders,
the new or refined business
processes are clearly defined
and sustainably applied
throughout your organization.
05
Change
Management
We blend
professional project
management with
change management
best practices to
ensure projects are
completed on time
and on budget, and
address the human
factors and culture
critical to adoption
and sustainability.
03
Capital Project
Management
We oversee capital
improvements throughout
their duration, mitigating
risks while maintaining
tight control over scope,
schedule, and budget.
From developing the
business case, to the
project management of
the design, planning, and
execution, we make sure
the project delivers the
expected value.
11. 11
Services Offered for Project Governance Proposal
âȘ PMO Deployment, Operation, and
Enhancement
âȘ Project Portfolio Management (PPM)
âȘ Organization Change Management
âȘ Demand Management
âȘ Resource Management
âȘ Project Review & Recovery
âȘ Project Management Maturity Advancement
âȘ Project Management Methodology
Implementation
âȘ Project Management Mentors
âȘ Vendor Management
PMO Services
We can provide you with highly experiences program and
project managers; experts to help guide, lead and support
high-visibility initiatives.
Project & Program Managers
Company Name Provides Corporate Project Management
Training and Competency Programs for Clients Around
the World
PM Training & Development
12. 12
Outline
About Us07
Client Testimonial10
Statement of Work and Contract11
Major Clients09
Our Team08
Accountabilities06
Project Context01
Project Timeline04
Cost Summary05
Services Offered
Payroll Services
Consulting Services
PMO Services
03
Project Phases02
13. 13
Project Governance Proposal Timeline
While due dates will depend on, and be adjusted specifically for, your project, here is a general overview of what
you can expect:
Deliverable Timeline (After Signing)
Solution Plan(s) â Phase 1 10-15 business days
Solution Model â Phase 2 20-25 business days
Deliverable 1 â Phase 3 30-45 business days
Deliverable 2 â Phase 3 45-60 business days
Project Completion 90 business days
14. 14
Cost Summary for Project Governance Proposal (1/2)
Based on our preliminary discussion of your needs, the following budget had been prepared.
Additional expenses including travel, printing, and other incidentals will be billed separately.
Cost Summary
Initiate Project/Develop Project Charter $8,000
Develop Work Plan $15,000
Execute and Control Project $30,000
Total $53,000
Company name bills 50% of the total cost up front. The remaining 50% is due within 30 days of project completion.
Expenses are billed monthly.
15. 15
Cost Summary for Project Governance Proposal (2/3)
Name Price QTY Subtotal
Project Management Fee
Charged hourly
$100 30 $3000
Consultation Fee
One time initial fee
$500 1 $500
Project Plan Documentation
Delivered upon project completion
$500 1 $500
Total: $4000
Additional Costs
âȘ Travel: Sender. Company shall be reimbursed by Client. Company for all expenses incurred for necessary travel.
âȘ Expenses: Sender. Company may incur costs relating to software implementation, the purchase of physical materials, or any other items that
are not included in the project management fee. Client. Company shall reimburse Sender. Company for related expenses.
16. Cost Summary for Project Governance Proposal (3/3)
16
Phase I: Initial Consultation One Time Monthly Cost
â Conduct meetings with Archway Consulting HR staff No Cost No Cost
â Determine gaps, application needs, recommendations No Cost No Cost
Phase II: Solution Design
â Develop application based on client requirements $130,000 None
â Conduct Beta testing and application revisions $125,000 None
â Finalize solution and provide client tech. data package $25,000 None
Phase III: Implementation
â Load application on Archway Consulting Infrastructure $145,000 None
â Establish Archway Consulting in Data Center $200,000 None
â Training for Archway Consulting HR $15,000 None
â Handoff to Operations/Project Close Out $12,000 None
Phase IV: Management and Support
â Data Hosting Fees for Data Center None $4,000
â Client Technical Support None $3,000
â Monthly Payroll Management None $8,000
Totals $652,000 $15,000
17. 17
Company name will provide
âȘ A team of expert project managers and consultants that matches your project
profile
âȘ Access to advice, software, tools, templates, and systems to implement the
project plan
The responsibilities of client name include
âȘ Assigning a leader to work directly with the project manager within the
organization
âȘ Providing access to senior management as needed
âȘ Provide access, as needed, to documents, statements, plans, budgets
and computer systems
âȘ Working collaboratively in a series of weekly meetings to move the
project forward
Accountabilities for Project Governance Proposal
18. 18
Outline
About Us07
Client Testimonial10
Statement of Work and Contract11
Major Clients09
Our Team08
Accountabilities06
Project Context01
Project Timeline04
Cost Summary05
Services Offered
Payroll Services
Consulting Services
PMO Services
03
Project Phases02
19. 19
âȘ Project management is an expert discipline. It plans, runs,
monitors and controls a project from beginning to end. It is
the processes, methods, knowledge, skills and experience that
you need to fulfill a time - limited undertaking's goals.
âȘ Our experts hail from many different backgrounds, including
real estate development, sales and marketing, software and IT,
and design.
âȘ We make it our business to study and incorporate the art and
science of professional project management into everything
we do.
Certification
Our lead consultants are certified project
management professionals (PMPs) accredited by
the Project Management Institute (PMI). They
have completed a rigorous certification process
and adhere to the highest ethical standards of
their profession.
Background:
âȘ Add details on companyâs history
âȘ Previous line of services
âȘ How it all started etc.
âȘ Other key points
Our Focus
We specializes in partnering with
companies to meet their project
targets and goals. We get you from
point A to point B, as smoothly and
painlessly as possible.
About Us
20. 20
Meet Our Team (1/2)
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
âȘ Text here
âȘ Text here
Certified Project Management Professional(PMP)
Rose Nylund
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
âȘ Text here
âȘ Text here
Certified Project Management Professional(PMP)
Sophia Petrillo
21. 21
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
Certified Project Management Professional(PMP)
Rose Nylund
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
Project Management Software Consultant
Sophia Petrillo
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
Consultant
Blanche Devereaux
Meet Our Team (2/2)
22. 22
Outline
About Us07
Client Testimonial10
Statement of Work and Contract11
Major Clients09
Our Team08
Accountabilities06
Project Context01
Project Timeline04
Cost Summary05
Services Offered
Payroll Services
Consulting Services
PMO Services
03
Project Phases02
23. 23
In the last year, we've completed major projects for:
Major Client
Company Logo 1 Company Logo 2 Company Logo 3
Company Logo 4 Company Logo 5 Company Logo 6
24. 24
âȘ Write client testimonial here
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audience's attention.
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audience's attention.
Brian Casel, XYZ.com
âȘ Write client testimonial here
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audience's attention.
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audience's attention.
Kai Davis, ABC.com
Client Testimonials (1/2)
25. 25
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
Certified Project Management Professional(PMP)
Name
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
Project Management Software Consultant
Name
âȘ Write key credentials and major highlights of the team member
âȘ Text here
âȘ Text here
Consultant
Name
Client Testimonials (2/2)
26. 26
Statement of Work and
Contract
Client Name:
Date: {due date}
Company Name:
Date: {due date}
SIGNATURE
SIGNATURE
Project Management Agreement Owner hereby engages
Manager to manage on behalf of Owner in accordance with
the following:
The Manager shall provide to the Owner the planning, budgeting, scheduling,
accelerating, coordinating and supervising necessary for the timely execution of the
Project by all workers, material suppliers, contractors, subcontractors and others
(collectively, ' contractors ') supplying the Project's service materials.
Owner and Manager have discussed and agreed upon Project design and
specifications, the details of which are set forth in Schedule "A" attached.
Owner and Manager have discussed and agreed upon the Project cost estimate as set
forth in Schedule "B" attached. Manager has used the best effort to obtain and verify
such estimate but does not warrant that the actual Project costs shall be as stated in
Schedule "B".
Manager shall take all reasonable steps on behalf of Owner to ensure the project shall
be completed in a good and workmanlike manner in accordance with the design
specifications and cost estimate, subject to any changes.
The detail of services to be provided by Manager for Owner are as set forth in
Schedule "C" attached.
Manager's fee shall be as outlined below:
In addition to such fee, Owner shall pay Goods and Services Tax of X%
NOTE: WE ARE NOT LAWYERS. THIS IS A SAMPLE CONTRACT ONLY.
BE SURE TO HAVE YOUR OWN LEGAL COUNSEL REVIEW.
29. Vi s i o n
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M i s s i o n
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G o a l
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Our Mission
29
30. Roadmap
30
2 0 1 8
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31. 31
30,60,90 Days Plan
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30days
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60
days
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90
days
32. 32
2015 2016 2017 2018 2019
Timeline
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