9. 1 Define what is
a project proposal
2 Determine and
define the parts of a
project proposal
3 Define the
different types of
project proposal
4 Discuss the steps
and tips on how to
write a project
proposal
5 Differentiate a
project proposal from
a research proposal
Objectives:
?
11. Project Proposal
You present a project proposal to
possible sponsors or clients in order to
gain funds or get your idea approved.
A project proposal is a written
document that includes the
timeframe, budget, objectives, and
goals of a project and informs all
relevant parties about it.
12. Remember…
1 ) Project proposals include vital details
regarding your project.
2) At the early stages of your project, a project
proposal is often written.
3) The "one size fits all" rule does not apply to
project proposals.
4) A project proposal is not a contract.
13. THE GOAL OF YOUR PROJECT
PROPOSAL IS TO:
1. Secure external funding
1. Allocate company resources to your project
3. Gain stakeholder buy-in
4. Build momentum and excitement
15. There are six types of
proposals you may
encounter as a project
manager, and
understanding the
different formats can be
useful as you write yours.
Each type has a different
goal.
TYPES OF
PROJECT
PROPOSALS
16. SOLICITED PROJECT PROPOSAL
A solicited project proposal is sent in response to a Request
for Proposal (RFP). An RFP is a document that gets sent to a
qualified organization.
TYPES OF PROJECT PROPOSALS
17. TYPES OF PROJECT PROPOSALS
SOLICITED PROJECT PROPOSAL
A solicited project proposal is sent in response to a Request
for Proposal (RFP). An RFP is a document that gets sent to a
qualified organization.
Unsolicited PROJECT PROPOSAL
Unsolicited proposals are sent without an RFP, indicating that
no one requested them.
18. INFORMAL PROJECT PROPOSAL
In the case of an informal project proposal, a client may
reach out with an informal request for a project
proposal to be sent to them. Once completed, you can
respond with your pitch. However, because this isn’t
an official RFP, the rules aren’t as well established.
19. RENEWAL PROJECT PROPOSAL
A RENEWAL IS USED WHEN A PROJECT HAS RUN ITS COURSE AND
NEEDS TO START AGAIN. IN THIS PROJECT PROPOSAL FORMAT,
THE GOAL IS TO HIGHLIGHT IDEAL PAST RESULTS PRODUCED VIA THE
PROJECT TO PERSUADE THE BACKER OF THE PROJECT OF YOUR
CAPABILITIES TO PRODUCE SIMILAR - OR EVEN BETTER - FUTURE
RESULTS.
20. CONTINUATION PROJECT PROPOSAL
CONTINUATIONS ARE USUALLY DONE ON A CALENDAR BASIS
WHEN A PROJECT IS ENTERING A NEW PHASE OR NEW
RESOURCES ARE NEEDED TO ENSURE THE PROJECT CAN
CONTINUE. THESE PROPOSALS DON’T REQUIRE AS MUCH
WORK AS THE PROJECT HAS ALREADY BEEN APPROVED AND IS
UP AND RUNNING.
21. SUPPLEMENTAL PROJECT PROPOSAL
A SUPPLEMENTAL PROPOSAL IS NEEDED IN
SITUATIONS WHERE YOU MAY HAVE GONE OVER
BUDGET OR NEED MORE RESOURCES THAN YOU
ORIGINALLY REQUESTED.
22. REMEMBER THAT....
The tone of voice and content of your
project proposal will
differ based on the type of proposal you’re
sending. When you
know your project goals, you can write
your proposal
accordingly.
24. 1. Write an executive
summary
The executive summary serves as the
introduction to your
project proposal. Similar to a report
abstract or an essay
introduction, this section should summarize
what’s coming and
persuade the stakeholder to continue
reading.
25. Your executive summary should include:
• The problem your project plans to solve
• The solution your project provides for that
problem
• The impact your project will have
You should only address these items briefly
in your executive summary because you’ll
discuss these topics in more detail later in
your proposal.
26. 2. Explain the project background
In this section, you’ll go into the background
of the project. Use references and statistics
to convince your reader that the problem
you’re addressing is worthwhile. You can
also use this section to explain how the
problem you hope to solve directly relates to
your organization.
27. 3. Present a solution
This section is your opportunity to outline your
project approach in greater detail. This section will
likely be the longest and most detailed section of
your proposal, as you’ll discuss everything involved
in achieving your proposed solution.
28. Some items to include are:
• vision statement for the project
• project schedule, including important
milestones
• Project team roles and responsibilities
• A risk register showing how to mitigate risk
• project deliverables
• Reporting tools used throughout the project
29. 4. Define project
deliverables and goals
This section goes into what your project is
going to deliver. It discusses about the
artifacts which your project will deliver and
how those will be delivered, in terms of what
the users can expect.
30. When defining your deliverables,
you should include:
• The end product or final objective of your
project
• A project timeline for when deliverables
will be ready
• SMART goals that align with the
deliverables you’re producing
31. 5. Define your success criteria
Success criteria are very important to outline in your
project proposal. Success criteria will give the project
owners, decision-makers and stakeholders 100%
confidence that your project has achieved success. It is
important to list down all of those criteria which
everyone looking at your project to deliver.
32. 6. Define your
deadlines/plan/approach
Here is where your deadlines
are listed, where the
project plan comes together and
what the approach to
delivery might be for your project.
33. 7. List what resources youneed
Here's where you pull it together and
show funding plan for the project.
34. 8. State your conclusion
The problem your project addresses and
your proposed solution should be
concisely summarized in the conclusion.
You can underline the significance of
your project at the conclusion but make
this part relevant.
41. Know your
audience
Be persuasive
Keep it simple
Utilize the Smart
Method When
Setting Goals
Do your research
Include a Cover
Letter and Table
of Contents
45. Research is a careful study conducted using a
systematic approach and scientific methods,
whereas a project is a collaborative or
individual enterprise that is carefully planned
to achieve a particular aim.
46. Research is a careful study conducted using a
systematic approach and scientific methods,
whereas a project is a collaborative or
individual enterprise that is carefully planned
to achieve a particular aim.
The main difference between research and
project is that research is the systematic
investigation and study of materials and
sources to establish facts and reach new
conclusions, while a project is a specific and
finite activity that gives a measurable and
observable result under preset requirements.
47. Context
Research studies are mainly
carried out in academia,
while projects can be seen
in a variety of contexts,
including businesses.
48. Aim
The main aim of the
research is to seek or revise
facts, theories, or principles,
while the main aim of a
project is to achieve a
tangible or intangible result;
for example, product,
service, competitive
advantage, etc.
49. Conclusion
The main difference between research and
project is that research is the systematic
investigation and study of
materials and sources to establish facts and
reach new conclusions, while the project is a
specific and finite activity that gives a
measurable and observable result under
preset requirements.
