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We include this Planning chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Planning Chapter

The Planning chapter is a part of the Proposal Kit system, designed to assist users in clearly outlining their project plans or any other types of plans necessary for a proposal. This chapter acts as a foundational tool in building a well-structured proposal document. Its general purpose is to provide a clear, concise framework that outlines the steps, stages, or strategies involved in executing a project or initiative.

How is the Planning Chapter Used?

When used in a business proposal, the Planning chapter is instrumental. It is used to present a detailed projection of how a project or action will be carried out. This could include timelines, resources needed, and specific actions to be taken. The main aim here is to assure the proposal reader (often a potential client or partner) that the planner has a clear and achievable roadmap to meet objectives. This chapter helps in setting the stage for further detailed discussions and provides a snapshot of the project's organization and thoughtfulness.

What is Included in the Planning Chapter?

Typically, the Planning chapter includes several critical elements:

  • Objectives: Clearly defined goals or outcomes the project aims to achieve.
  • Timeline: An outline of when each phase of the project will take place.
  • Resources: A list of human, financial, or material resources required.
  • Steps/Actions: Detailed steps that will be taken to move the project forward.
  • Risk Management: Identification of potential risks and contingencies.


These elements work together to provide a comprehensive overview of how a project will proceed from start to finish.

Use Case Examples for the Planning Chapter

Below are several instances where the Planning chapter can be particularly useful:

  • In a proposal for a marketing campaign, detailing the rollout of different advertising phases.
  • For an IT development project, outlining the software development lifecycle and milestones.
  • In a construction proposal, describing the project phases, from planning permissions through to completion.
  • For a research project, laying out the methodology, timeline, and resource allocation.
  • In event management, detailing every stage from concept to execution, including vendor management and logistics.


Key Takeaways

  • The Planning chapter is a fundamental part of structuring a proposal, providing a clear roadmap of how objectives will be achieved.
  • It is and can be adapted to various types of project proposals.
  • This chapter typically includes objectives, timeline, resources, steps/actions, and risk management.
  • Effective use of the Planning chapter helps in demonstrating thorough preparation and increases the proposal's credibility.
  • The Planning chapter is crucial for laying out the specifics of a project, ensuring that all stakeholders have a clear understanding of the project scope and execution plan.


The editable Planning template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Illustration of Proposal Pack Safety #4

Illustration of Proposal Pack Safety #4

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Alternate chapters are those which may be used instead of this chapter depending on your situation. Alternate chapters may be better suited for different size projects, more specialized projects, or variations on rights.

Alternate Chapters

Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Samples Using the Planning Chapter

The Planning template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:

Document Layouts Using the Planning Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Military #5

The Planning chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Military #5 design theme. There are hundreds of design themes available, and every design theme includes the Planning chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Planning.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

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The Planning template is a all-purpose planning document for outlining any kind of plan. In general, this would be used for project planning. Many other specific types of planning templates are included in Proposal Pack.
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