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1. Project Management
You Can Count On
Proposal Name:
Company Address:
Client: Client Name
Delivered on: Date Submitted
Submitted by: User Assigned
2. Cover Letter
for Project Management Proposal
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
2
5. Project Management Context for Proposal
5
Key Deliverables
Context
› Successful project management involves evaluating the needs of a client
and selecting the right tools for the job.
› 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.
› A unique project profile to guide the project management team and help all stakeholders focus on the project's goals and purpose.
› 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.
› 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.
› Your project - completed your way.
6. Project Management Phases for Proposal (1/2)
6
Phase
Initial Consultation
› 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
› Add text here
Solution Design and Modelling
› We will create your project solution
design using best practices in project
management.
› This is a set of recommendations and
plans, including project management
software, tools, and benchmarks for
success.
› 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
› The plan encompasses every aspect of
your project: the purpose, scope, cost,
and timeline.
› Add text here
Phase
Implementation
› 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.
› 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.
› Add text here
Phase
Management and Support
› Once the project is underway, we
are here to manage the day - to -
day workflow as well as the major
priorities of the picture.
› We also support your people in
learning project management
principles so they can take
ownership of the process from
beginning to end.
Phase
7. Project Management Phases for Proposal (2/2)
7
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 Client Company‘s needs.
Phase
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.
Initial Consultation
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]‘s needs and
ensure it does not include excess paid services
for which you will not need.
Solution Model
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.
Implementation
Our process to achieve this is as follows:
9. Project Management Proposal Timeline
9
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) – Phase 1 10-15 Business Days
Solution Model – Phase 2 20-25 Business Days
Deliverable 1 – Phase 3 30-45 Business Days
Deliverable 2 – Phase 3 45-60 Business Days
Project Completion 90 Business Days
10. Cost Summary for Project Management Proposal (1/2)
10
Initiate Project/Develop Project Charter $8,000
Develop Work Plan $15,000
Execute and Control Project $30,000
Total $53,000
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.
› 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.
11. Cost Summary for Project Management Proposal (2/2)
11
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
Travel: Sender. Company shall be reimbursed by Client. Company for all expenses incurred for necessary travel.
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.
12. Accountabilities for Project Management Proposal
12
The responsibilities of client name include
› Assigning a leader to work directly with the project manager
within the organization.
› Providing access to senior management as needed
› Provide access, as needed, to documents, statements, plans,
budgets and computer systems.
› Working collaboratively in a series of weekly meetings to move
the project forward.
Company name will provide:
› A team of expert project managers and consultants that matches
your project profile
› Access to advice, software, tools, templates, and systems to
implement the project plan
14. 14
› 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.
› Our experts hail from many different backgrounds, including real estate
development, sales and marketing, software and IT, and design.
› We make it our business to study and incorporate the art and science of
professional project management into everything we do.
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.
Our Focus
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.
Certification
› Add details on company’s history
› Previous line of services
› How it all started etc.
› Other key points
Background
About Us for Project Management Proposal
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Rose Nylund
Certified Project Management
Professional(PMP)
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Sophia Petrillo
Project Management
Software Consultant
Meet Our Team for Project Management Proposal (1/2)
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Sophia Petrillo
Project Management
Software Consultant
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Blanche Devereaux
Consultant
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Rose Nylund
Certified Project Management
Professional(PMP)
Meet Our Team for Project Management Proposal (2/2)
18. Major Clients for Project Management Proposal
18
In the last year, we’ve completed major projects for:
Company 1 Company 2 Company 3
Company 5Company 4 Company 6
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19. 19
Kai Davis
Brian Casel
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Client Testimonials for Project Management Proposal (1/2)
20. 20
Name
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Name
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Name
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Client Testimonials for Project Management Proposal (2/2)
21. Statement of Work and Contract for Project Management Proposal
21
› We are not lawyers
› This is a sample contract only
› Be sure to have your own legal counsel review
*Note
› 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%
Project Management Agreement Owner hereby engages Manager to manage
on behalf of Owner in accordance with the following
Signature
› Company Name:
› Date: (due date)
Signature
› Client Name:
› Date: (due date)
22. Contact Us for Project
Management Proposal
22
Company Address
#Street number, city, State
Website and Social Media Accounts
Emailaddress@gmail.com
Phone Number
0123456789
25. Our Mission
25
Goal
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Vision
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Mission
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26. Roadmap for Project Management Proposal
26
05
04
03
02
01
2016
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2017
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2018
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2019
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2020
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27. Timeline for Project Management Proposal
27
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2018
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2017
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2019
28. Gantt Chart for Project Management Proposal
28
Event Dates 27 Jan 28 Jan 29 Jan 1 Feb 2 Feb 3 Feb 4 Feb 7 Feb 8 Feb 12 Feb 13 Feb
Project #1 +
Task #1 +
Task #2 +
Project #3 +
Project #4 +
Revision +
Task #5 +
Project #6 +
Project End +
Task #1
Task #2
Project #3
Project #4
Revision
Task #5
Project End
Project #6
Project #1
29. 30 60 90 Days Plan for Project Management Proposal
29
First 30 Days
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First 60 Days
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First 90 Days
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