How to create the project Proposal
I am an NGO worker and having experience of around seventeen years plus and today we're going to talk about the project proposal, in the project proposal we're going to go as our core document in which you are going to grab hold of your sponsors and your stakeholders and get them excited about what you're going to accomplish, it is our key document and it's also internal and external that you might have clients in that key document. We have certain areas that have to be answered and questions that are going to be answered, these questions range from the strategic level down to the operational level so there's a multitude of questions we could go through right now but what you're really trying to make sure that you cover in that proposal on answering questions that somebody would have to keep in mind that you're looking at your scope, your schedule, and your cost as you go through and answer questions, on that the proposal is going to have some key parts to it the first one right up front is your executive summary.
EXECUTIVE SUMMARY
Where you're going to capture the attention of your audience and have them get excited about this project that you're proposing after that you're going to have your history section
HISTORY SECTION
in that section, it talks about what has gone right in previous projects that you've worked on maybe some other projects the company has done that weren't successful, that you can now come in with this proposal and make them a success so a little of the background and history.
BACKGROUND AND HISTORY
on that you're also going to talk about your requirements, what are the items, the materials, the resources, that you need both internally and externally, to help you execute on this project, also you're going to look at your solution, one of the most important parts of it, you've got my attention. I’m excited about this project now, how are you going to solve the problem, and make the project a success that's where your solution section.
SOLUTION SECTION
It comes into play after that you're going, to have your authorization, who is allowing not only you, to work on this project, so who's the sponsor, but who on your project team is authorized, to speak for the project, so it goes both ways when you look at authorization. Now you've put a lot of great material into your proposal, people are excited about it, you've shown them the solution and how to get there.
The next step is your appendix every detail that isn't really something that you want to place in the main body of your proposal. You put in the appendix but it also is where some details are, so people can go in and really dig deep and make sure that your project's going to be a success, with that this software projectmanager.com, can allow you to plan and monitor your proposal right in the software let's look at how that's happening, so now that we're in the software and we're in the Kanban portion of the software the Kanban view.
General Discussion
I’m going to show you how you can actually use the software projectmanager.com, to monitor your project proposal, because there are key steps you need to have within your project proposal, one the executive summary, make sure when you write your executive summary, this is where you're trying to capture the audience and make sure that it's kind of elevator pitch they understand what this is and they're excited about your project but make sure that when you write it you write a very concise and very to where's an important part on writing exec summaries, the next column that we have is our history column in here you're going, to have tasks you can establish that's going to talk about projects, that you have done that are successful maybe projects, that the company has tried to do and weren't successful and this is how you're going to do it differently, so that's a little area that you put in on the history requirements is the next column in requirements column you're listing the tasks that you need either internally or externally , resources to help you succeed in this project solution is our next column , solution is going to be a long column because you're going to detail everything that you can on how you're going to make your project successful you've got me excited from the executive summary column you've captured the audience.
Now in this column of a solution is where you're going to show the details of it the next column you see here is the authorization column, here it's stating who is allowing you, who's sponsoring you to do the project, as well as who on your project team may speak for you.
The last column out here is the appendix for your proposal, your appendix shows all the documents that are needed for your project, but you don't want to bring into the main body of your proposal, so that's where you list those, so the Kanban view here as you can see it we've got our columns set up for each of our major parts of our project proposal and we can watch and see how the tasks are completed and done, as we move through with the project proposal so with that demonstration you can see that projectmanager.com can actually you build your proposal a couple other things.
I want to leave you with on the project proposal one remember who your audience is going to be, your audience is going to be a mix there'll be some people, that be excited about the project and they'll be happy for the game, that it's going to give them and their organization.
SMART Project’
others will see that project as possible pain for their organization so just keep in mind you're going to have a mix when you talk about your audience also as you build your goals and objectives, think of the word smart, with smart that's how we want to build our goals and objectives and think of it as an acronym, so first be SPECIFIC make sure that you're clear and concise on your goals and objectives MEASURABLE, make sure that they are measurable so that we know when we're done with them and also when we are maybe off track on them an ATTAINABLE, make sure that they are stretched but they're REALISTIC when you set your goals and objectives are relevant don't make any goals and objectives that are not going to be part of your scope of the project and it is TIME-BASED you need to have deadlines established for your goals and objectives.
We’ve walked through how to build a proposal and actually show you how projectmanager.com can help you monitor your proposal, if you click on this link at project manager.com you'll get a sample of the proposal that will help you as you develop your project proposal
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