Use the Project Plan Worksheet to keep track of the important details of each project such as contact information, milestones, summaries, resources, procurement, risks and backup plans.
and forms contained within the Proposal Kit helps me organize and accurately bid jobs for clients. Using the Proposal Kit is a big timesaver and it limits project creep. Necessary upfront planning is covered by the client interview questionnaire, flowcharts and design tools."
Don Kinney
Earth Solutions
Use the Project Plan Worksheet to keep track of the important details of each project such as contact information, milestones, summaries, resources, procurement, risks and backup plans.
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system.
Related Documents:The Project Management Pack suite of templates compliments the proposal and contract documents by giving you a collection of business documents to be used once you have a project to work on.
A wide variety of documents are included and are intended to be picked based on your needs. All projects are different and have different needs and goals. Pick the collection of documents from our collection and use them as needed for your project. Recommendations and samples provided are only intended as general guidelines.
Project Plan A. General Information Describe project title and date of plan as well as preparer. Project Name. Prepared by. Date.
B. Persons of Interest Contractor Information For each business involved in the project list all relevant details of the business itself then list all persons of interest involved in the project and their contact information. Business Name. Business Address. Phone. Business Contacts Name Title Phone Email Business Name.
Business Address. Phone. Business Contacts Name Title Phone Email Business Name. Business Address.
Phone. Business Contacts Name Title Phone Email C. Plan Summary 1. Plan Description Describe the Project plan as it relates to the objectives in section of the Project Analysis Worksheet.
2. Plan Goals For each project objective outlined in section of the Project Analysis Worksheet describe how the plan expects to complete each objective. Project Objective Plan Methodology 3. Plan Milestone Summary List all the projected milestones for the project plan the expected completion of each. Milestone Expected Completion 4. Plan Resources
Describe all resources needed in the plan to complete overall plan goals. The resource may be of any nature necessary to the completion of the plan. Resource Purpose 5. Resource Procurement For each resource necessary to the plan as outlined above in describe the expected procurement costs as well as which milestone as outlined in the resource is necessary to achieve. Resource Related Milestone Costs
6. Plan Risks Describe the most relevant risks to the plans success in order of importance as they relate to the completion of the project and what backups should be in place to mitigate damage done to the project as whole. Risk Backup Plan
A Document from Proposal Kit Professional
The editable Project Plan Worksheet document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.