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Project Proposal Format

       Project Management is an essential part of a project. You hear all these industry-best
practices, like CMMI and ISO9001, discussing the importance of it. A Project Manager and his
or her team are tasked in ensuring that the project is completed on time and within budget. If not,
this could have a negative impact on the project, and possibly cost the company the renewal of
the current project or future ones. The Project Plan is the key document that ensures that all
major players understand the following main points:

What is expected of them?
Main milestones and deadlines
Dependencies
Limitations


Project Plan Format

The standard format of a project plan is shown below. Remember to modify this according to
what is appropriate for your project.

1. Cover Page  The cover page should have:

   Name of the project

   Your companys name

   Date of issue

   Document revision number

Special Tip: Use page borders and your companys logo to personalize the cover page.

2. Signature Page  This ensures that all key players have read and understand what is expected.

3. Document Revision History - You would format this page in table format. The headers
would be:
 Change number, which starts at one

       Revision Date

       Section/Pages Affected

       Summary of changes

       Initial of person that changed project plan

4. Table of Contents

Special Tip: In Microsoft Word, use styles to create the Table of Contents.

5. Table of Figures/List of Tables  Any drawings, flowcharts, and tables in the project plan
should go on this page.

6. Introduction  A two to three -sentence paragraph describing the project.

7. Goals and Objectives  Some people bypass this part, but this is something you might want
to reconsider. This will give you and your team desired outcomes that will aid in challenging
them to excel in the project. Goals are long-term, while objectives are short-term (12-24 months)
tasks that will aid in achieving the goals.

Special Tip: Make sure your goals and objectives are S.M.A.R.T (specific, measurable,
attainable, and timely).

8. Scope  Describe the quantitative assumption of the work plans, budgets, schedules, and
expectations. If any work falls out of the defined scope, then the Project Manager must make
adjustments, either to the scope or to the actual plan.

9. List of Deliverables  In this section, you should have the main deliverables for the project.
If there are secondary ones, list them as an appendix, as well as descriptions for all deliverables,
which includes the main ones.

Special Tip: A table can give a brief overview of the deliverables in a well-formatted way. Use
it.
10. Milestones  These are the major tasks in the project that have to be accomplished. Have a
start and end date for each one.

11. Assumptions  This section is where you would write what you assume will happen in the
project.

Special Tip: They should be specific and measurable.

12. Constraints  Describe limitations and deadlines that the project must adhere to.

13. Critical Dependencies  These are related tasks and sub tasks that are dependent on one
another. For instance, Task B cannot start unless Task A is completed, or Task B doesnt finish
unless Task A finishes.

14. Quality Management Approach  This section ensures that the customers expectations are
being met. You should write about

    How you plan to review the plan to ensure that it is going according to plan

    The tools/techniques you will use to measure the progress

    The acceptance criteria for the final work

    Describe the roles and responsibilities of the individuals that will be in charge of monitoring
the quality of the project

Special Tip: This is an essential part of a project. Create a separate document that will go into
detail called the Quality Management Plan, and reference it in the Project Plan.

15. Project Standards - Identify standards, such as status reporting, meetings, acceptance
criteria.

16. Roles & Responsibilities  Define individuals roles and responsibilities.

Special Tip: Use a table with headers: roles, description, and responsibilities.

17. Communications  Describe the ways and time individuals will communicate with one
another.
18. Appendices  You would put the acronym list, detailed list of deliverables, forms that will
be used, contact directory, etc.

Special Tip: Use a program like Microsoft Project to create a Work-Breakdown Structure
(WBS) that will aid in creating a pictorial view of the project (i.e., Gantt charts, milestones,
dependencies, resources, etc.). It will make it easier on everyone involved.

This will start you off in the right direction to create a functional project plan that will keep your
project on-time, within budget that will ensure customer satisfaction.

                                           All the Best!!

More Related Content

Project proposal format

  • 1. Project Proposal Format Project Management is an essential part of a project. You hear all these industry-best practices, like CMMI and ISO9001, discussing the importance of it. A Project Manager and his or her team are tasked in ensuring that the project is completed on time and within budget. If not, this could have a negative impact on the project, and possibly cost the company the renewal of the current project or future ones. The Project Plan is the key document that ensures that all major players understand the following main points: What is expected of them? Main milestones and deadlines Dependencies Limitations Project Plan Format The standard format of a project plan is shown below. Remember to modify this according to what is appropriate for your project. 1. Cover Page The cover page should have: Name of the project Your companys name Date of issue Document revision number Special Tip: Use page borders and your companys logo to personalize the cover page. 2. Signature Page This ensures that all key players have read and understand what is expected. 3. Document Revision History - You would format this page in table format. The headers would be:
  • 2. Change number, which starts at one Revision Date Section/Pages Affected Summary of changes Initial of person that changed project plan 4. Table of Contents Special Tip: In Microsoft Word, use styles to create the Table of Contents. 5. Table of Figures/List of Tables Any drawings, flowcharts, and tables in the project plan should go on this page. 6. Introduction A two to three -sentence paragraph describing the project. 7. Goals and Objectives Some people bypass this part, but this is something you might want to reconsider. This will give you and your team desired outcomes that will aid in challenging them to excel in the project. Goals are long-term, while objectives are short-term (12-24 months) tasks that will aid in achieving the goals. Special Tip: Make sure your goals and objectives are S.M.A.R.T (specific, measurable, attainable, and timely). 8. Scope Describe the quantitative assumption of the work plans, budgets, schedules, and expectations. If any work falls out of the defined scope, then the Project Manager must make adjustments, either to the scope or to the actual plan. 9. List of Deliverables In this section, you should have the main deliverables for the project. If there are secondary ones, list them as an appendix, as well as descriptions for all deliverables, which includes the main ones. Special Tip: A table can give a brief overview of the deliverables in a well-formatted way. Use it.
  • 3. 10. Milestones These are the major tasks in the project that have to be accomplished. Have a start and end date for each one. 11. Assumptions This section is where you would write what you assume will happen in the project. Special Tip: They should be specific and measurable. 12. Constraints Describe limitations and deadlines that the project must adhere to. 13. Critical Dependencies These are related tasks and sub tasks that are dependent on one another. For instance, Task B cannot start unless Task A is completed, or Task B doesnt finish unless Task A finishes. 14. Quality Management Approach This section ensures that the customers expectations are being met. You should write about How you plan to review the plan to ensure that it is going according to plan The tools/techniques you will use to measure the progress The acceptance criteria for the final work Describe the roles and responsibilities of the individuals that will be in charge of monitoring the quality of the project Special Tip: This is an essential part of a project. Create a separate document that will go into detail called the Quality Management Plan, and reference it in the Project Plan. 15. Project Standards - Identify standards, such as status reporting, meetings, acceptance criteria. 16. Roles & Responsibilities Define individuals roles and responsibilities. Special Tip: Use a table with headers: roles, description, and responsibilities. 17. Communications Describe the ways and time individuals will communicate with one another.
  • 4. 18. Appendices You would put the acronym list, detailed list of deliverables, forms that will be used, contact directory, etc. Special Tip: Use a program like Microsoft Project to create a Work-Breakdown Structure (WBS) that will aid in creating a pictorial view of the project (i.e., Gantt charts, milestones, dependencies, resources, etc.). It will make it easier on everyone involved. This will start you off in the right direction to create a functional project plan that will keep your project on-time, within budget that will ensure customer satisfaction. All the Best!!