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."
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