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Writing A Project Proposal

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Writing a Project Proposal

Steps to writing your own project proposal

 Step 1: Define the problem


 Step 2: Present your solution
 Step 3: Define your deliverables and success criteria
 Step 4: State your plan or approach
 Step 5: Outline your project schedule and budget
 Step 6: Tie it all together
 Step 7: Edit/proofread your proposal

Overview: What is a project proposal?

A project proposal is a document that outlines everything stakeholders need


to know to initiate a project. It’s a necessary first step towards getting a project
off the ground. A project proposal is usually selected during the project intake
process.

A well-written project proposal informs and persuades, and combines project


management skills with a few other essential skills: research, data analysis,
and some copywriting.

Format of a Project Proposal:

It follows conventional proposal formats that include the following elements:

 Executive summary. Short and to the point, the executive summary is


essentially the project’s elevator pitch. It states the problem clearly,
addresses how your proposed project intends to solve the problem,
and discusses what a successful project looks like.
 Background or history. This section outlines both successful and
unsuccessful previous projects, including how the latter could have
been handled better, with the goal of showing how the proposed
project will be more successful based on the lessons of the past.
 Requirements. This section briefly summarizes what’s needed
throughout the project life cycle in terms of resources, tools, project
schedule, etc.
 Solution. The solution section explains how you intend to approach the
project and bring it to completion. It covers the project management
steps, techniques, and skills needed to get things done more efficiently,
as well as how to manage problems.
 Authorization. This section states explicitly who the project’s decision-
makers are and the stakeholders authorized by the client to make
approval/sign-off decisions.
 Appendix. Any information not included in the actual proposal should
be in the appendix, such as materials and resources that team
members and stakeholders can use to learn more about the project.
Things to consider before writing a proposal for a project

Before you sit down and begin writing your project proposal outline, there are
some things you must consider, including:

Your audience

Identify who the decision-makers are and determine the relationships between
them.

Each stakeholder will have their own goals and preferences. Multiple versions
of the proposal may have to be written depending on your audience.

 How familiar are they with the project or problem? What do they
already know? What do they not know?
 Should you provide background information on a particular topic?
 What do they want to hear?
 Is there any particular way to make them better understand what you
want to convey?

For example, if the proposal is for the head of the technology department,
jargon and technical language are likely expected.

On the other hand, if it’s a small business owner you’re trying to win over, use
simple, easy-to-understand language, with the proposal highlighting the
project’s positive impact on the company’s bottom line.

Potential pitfalls

A paper from the Project Management Institute (PMI) Global Congress by


Francis McNamara cites four basic reasons why project proposals get
rejected:

 Poorly defined proposal


 Proposal not aligned with organizational goals
 Project benefits not clearly and credibly defined
 Ineffective project proposal presentation

In essence, certain projects fail not because they’re bad projects per se but
because the proposal lacked clarity and persuasiveness.

Data and research

You need facts, figures, graphs, and charts to substantiate your proposal and
justify the project’s existence.

Research past projects, both successful and unsuccessful because you’ll


need as much hard data, evidence, and examples as you can provide to craft
a convincing proposal.
How to write a project proposal

Remember that the reason you’re writing a proposal is to obtain executive


buy-in. You want key people to support your project. You need decision-
makers on your side to turn a vision into reality.

You want the proposal to speak to them, and then motivate them to take the
next step, which is to greenlight the project.

Step 1: Define the problem

What’s the problem your project is trying to address? Why is it a problem?


Why is it worth solving? Make your audience see the problem the way you
see it.

Tips for defining the problem:

 Start strong. Decision-makers usually don’t allot much time to look over
a proposal, so make sure that the pain point is succinctly described
and in a manner that resonates with them.
 Use facts, not opinion. Although you want your audience to understand
the severity of a problem, you don’t want to exaggerate. Instead, use
data from your research to back up your assertions.

Step 2: Present your solution

How will your project solve the problem? Why is your solution the better
option over other similar solutions? Discuss why other solutions won’t work for
the situation.

Tips for presenting your solution:

 Anticipate questions and objections. Be prepared to defend your


solution from all angles. Be ready to explain why your more expensive
solution is better than a less expensive one, for example.
 Present the solution’s larger impact. Stakeholders generally get more
excited about projects with wide-ranging effects than those with limited
impact.
 Again, facts over opinion. Provide as many research-backed examples
as you can.

Step 3: Define your deliverables and success criteria

This section provides a picture of the functions and attributes of the


deliverable, plus how to know if the project is successful.

Tips for defining deliverables:


 Include a delivery date. Define what your project will deliver and what
users can expect from it, such as a cloud-based phone system that’s
accessible 24/7 from anywhere if it’s a customer service project you’re
proposing. Also, indicate when you plan to complete each deliverable.
 Your solution must be SMART. Your success criteria will signal
whether the project has been successful. Remember to keep your
solution SMART (specific, measurable, achievable, realistic, and time-
bound.)

Step 4: State your plan or approach

This is the most critical section of the proposal and discusses how to achieve
the project’s objectives. It starts with an explanation of the approach and why
it’s relevant and effective. It also explains how problems will be managed.

Tips for planning:

 Introduce project strategies. Will you be using the traditional waterfall


approach? Why? Will you be using third-party contractors, in-house
staff, or consultants? What will their objectives and responsibilities be?
This is your opportunity to discuss the "why" behind the decisions
you're making to get the project completed.
 Explain how problems will be addressed. This explains your project
management plan's risk mitigation strategies.

Step 5: Outline your schedule and budget

This is the section where you break down project costs and detail how you will
meet deadlines.

Tips for defining a schedule and budget:

 Provide as much detail as possible. Break your budget down into


categories, such as supplies, tools, salary, etc. Include all overhead
and indirect costs. A detailed financial breakdown will signal to
stakeholders that you’ve done your research and don’t intend to waste
their money. Note that certain projects may require financial statements
and funding sources.
 Be concrete. Don’t guess. Provide project start and end times, and if
certain sections of the project can be done simultaneously.

Step 6: Tie it all together

End your proposal with a conclusion that briefly summarizes the problem,
solution, and benefits. Emphasize the significant parts, and make your
proposal stand out by restating ideas or facts you want your audience to
remember.

Check your proposal for consistency of ideas and whether the elements
support each other.
Tips for tying everything together:

 Your proposal should read like a book. Your proposal should tell a
story. Every section and element must work together to form a
cohesive whole.
 Refrain from introducing anything that doesn’t fit. Be careful not to
introduce anything that seems off or doesn’t contribute to the overall
objectives of the project.
 Make sure all project proposal elements are present. Check your
document and ensure all the necessary elements have been
addressed.

Step 7: Edit/proofread your proposal

Rewrite your proposal as necessary to make it interesting, helpful, clear, and


persuasive. Ask for feedback, and ensure the proposal is organized and
visually appealing.

Tips for editing:

 Check the tone and language. Your proposal is intended for a certain
audience type, so make sure the tone and language used are reflective
of that. Don’t forget to proofread for grammar, punctuation, or spelling
mistakes. You want your proposal to look professional.

Get your project proposal noticed and your project funded

Whether your project sees the light of day depends on how effective and
convincing your proposal is.

Decision-makers aren’t likely to spend a lot of time on your proposal to decide


if it’s a go or no-go. It’s vital, therefore, that your proposal captures their
attention right off the bat, gets them excited about the project, and, in turn,
spurs them to action.

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