The document outlines a planning proposal for a client, detailing the strategic planning services offered by the company. It includes phases such as research, budget allocation, action timelines, and gap analysis, along with a project timeline estimated to take nine weeks. Budget specifics and company information are also provided, emphasizing the investment needed and terms of engagement.

1. Planning
Proposal
Submitted to
Client Name:
Client Address :
Contact Information :
User Assigned:
User Address :
Contact Information :
Submitted By
Client Name

2. Cover Letter for Planning Proposal
2
Your requirement for a planner for a {Event name} is at outmost importance to us. Planning
requires a careful evaluation and strategic steps. This is where we play an important role, our
expertise in the area of planning will help you to achieve your goal in the given time frame
We look forward to work with you
Sincerely,
User Name
Designation
Company Name
Dear Client

3. Table of Content
3
Proposal Context
Action Plan
Gap Analysis
Project Timeline
Budget Allocation
Your Investment
About Us
Case Study
Our Team
Client Testimonials
Next Step
Terms and Conditions

4. Proposal Context for Planning Proposal
4
• You require a strategic planning partner to execute your vison
• You require a team of experts to manage and allocate the funds
• You need an organizer to meet all the demands of the plan that is to be executed
• Text Here
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Your Expectation
Deliverables
• Phase 1: Research and Planning
• Phase 2: Budget Allocation
• Phase 3: Action Timeline
• Phase 4: Gap Analysis
• We propose a 5 phase process to implement the Plan
• Text Here
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5. Action Plan for Planning Proposal
5
We Propose a Four Phase solution to ensure that your YouTube Channel gets the audience it deserves
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• A proper qualitative and
quantitative research will be
done by the team , to know
your business better
• Text Here
Research & Analysis
• Based on the research
and your expenditure
limit we plan out a
budget for the allocation
of monetary assets
• Text Here
Budget Allocation
• We draft and implement
action timeline for the plan
• Text Here
Action Timeline
• We review the activity
and pitch them against
the expected result to
see for any gap
• Text here
Gap Analysis

6. Gap Analysis for Planning Proposal
6
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Objective
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Current State
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The Gap

7. Project Timeline for Planning Proposal
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Description Weeks
Research & Analysis 1-2
Budget Allocation 3-5
Action Timeline 5-6
Gap Analysis 6-9
Mentioned below is the timeframe for the 4 stage Project timeline ,
the four stage process will take around 9 weeks which are
divided into various phases
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8. Budget Allocation for Planning Proposal
8
Description USD $
Research & Analysis 2,000
Budget Allocation 2,000
Action Timeline 2,000
Gap Analysis 2,000
Text Here XXX
Text Here XXX
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9. Your Investment for Planning Proposal
9
This Investment detail are based on your specialized service choices.
Research & Analysis 500
Budget Allocation 600
Action Timeline 400
Gap Analysis 500
TOTAL 2,000
Description Price USD
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*Note
• The Investment package can be altered and changed in accordance to your needs
• You need to pay initial 50% of the amount at the time of contract signing the rest will be paid after or during project period
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10. About Us for Planning Proposal
10
Founded in : 2000
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Write your company's vision here
Company Vision
Write your company’s mission here
Company Mission
Company Introduction
• Write few short lines about company introduction displaying years in
service major projects accomplished & various certifications received
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Our Background
• Add details on company’s history
• Previous line of services
• How it all started etc.
• Other key points

11. Our Team (1/2)
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• Write key credentials and major highlights of the team member
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Name
Designation
• Write key credentials and major highlights of the team member
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Name
Designation

12. Our Team (2/2)
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• Write key credentials and major highlights of the team member
• Text here
• Text here
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Name Here
Designation
• Write key credentials and major highlights of the team member
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Name Here
Designation
Name Here
Designation
• Write key credentials and major highlights of the team member
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13. Client Testimonials
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• Write Client Testimonial Here
• Text here
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Designation
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Designation
• Write Client Testimonial Here
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Designation
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14. Next Step Planning Proposal
14
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Our representative will contact
you within one week of
receiving the signed copy
Team meeting will be
scheduled with you
Your Text Here
• User Assigned:
• Designation:
• Company Name:
Signature
• Client Name:
• Client Company Name :
• Address :
Signature
Once you are satisfied with our proposal you can send a signed copy
to us either by mail or by post

15. Terms and Conditions for Planning Proposal
15
Signature & Name
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Terms of Contract Termination
• The Contract with the client shall be terminated in case of
non compliance with the confidentiality contract
• Text Here
• Text Here
Notice & Renewal
• Contract can be renewed after or before completion of the
project.
• In any case of contract termination by client a one month
prior notice has to be given to the firm
• Text Here
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General Conditions
• The booking amount paid at the signing of contract is non-
refundable and will not be reimbursed
• Text Here
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16. 16
Company Logo
Contact Us
Company Name
16
Address
# street number, city, state
Email Address
emailaddress123@gmail.com
Contact Number
0123456789

17. 17
Planning Proposal for Icons Slide

18. 18
Additional
Slides

19. 19
Our Mission
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Mission
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Vision
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Goal

20. Gantt Chart
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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 +
Project # 1
Task # 1
Task # 2
Task # 4
Task # 5
Task # 6
Project End
Task # 3
Revision

21. Timeline
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2016
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2018
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2020
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2017 2019
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2019
Start End

22. 30 60 90 Days Plan
22
30Days Plan
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60Days Plan
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90Days Plan
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23. Roadmap
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2016
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2017
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2019
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2018
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2020
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