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Project Management
Proposal Template

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Prepared for: [Client.FirstName] [Client.LastName] [Client.Company]
Prepared by: [Sender.FirstName] [Sender.LastName] [Sender.Company]

This Project Management Proposal can be used for a variety of project management related proposals, and can be adapted to your specific needs.

1. Cover Letter

This section is to provide context for this proposal and give a short introduction of yourself to the client. If you have not met with, or discussed, the project with the client, you can tailor it to go into more detail about the purpose of the proposal.

[Date]

Hello [Client.FirstName],

I am pleased that you are considering [Sender.Company] for [Client.Company]’s project management needs.

Review the following project management proposal, which outlines the details of this project along with pricing details.

Sign below to accept this proposal. Please reach out to me via email or phone if you have any questions.

Thank you!

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[Sender.FirstName] [Sender.LastName]
[Sender.Company]
[Sender.Email]
[Sender.Phone]

2. Executive Summary

PandaTip: This is where you detail the specifics of the project. Include what the client is looking for, deliverables or any other items that pertain to the project.

[Client.Company] is in need of assistance with assessing, building and implementing [Project], which may include the following:

Our team has significant experience in [Client Industry] and has a successful track record with similar clients and projects. We pride ourselves on delivering only the best results for our clients so that they see an increase in productivity that has lasting results for their business.

3. Process

PandaTip: Discuss your process for achieving results in this section. You can give an overview of how you normally operate or tailor it specifically to the project to include due dates and/or deliverables.

We will work closely with you to build and fulfill the needs of this project by [Completion Date]. We will do this by establishing clear goals and a comprehensive solution based on [Client.Company]‘s needs.

Our process to achieve this is as follows:

Phase 1: Initial Consultation

During this phase our team of experts will review any and all systems related to [Project] in order to determine any existing pain points and/or leverage opportunities. We will develop a list of any and all solution possibilities based on this initial consultation.

Phase 2: Solution Model

After reviewing your current systems and outlining possible solutions, our team will work with yours to to implement the best solution. This approach allows us to tailor the solution specifically for [Client.Company]‘s needs and ensure it does not include excess paid services for which you will not need.

Phase 3: Implementation

Once we have both agreed upon a solution, our team will begin implementing the [Project] plan. We will first deliver a detailed outline of the plan with a timeline that includes and and all relevant due dates and/or deliverables.

While due dates will depend on, and be adjusted specifically for, your project, here is a general overview of what you can expect:

DeliverableTimeline (after signing)
Solution Plan(s) – Phase 110-15 business days
Solution Model – Phase 220-25 business days
Deliverable 1 – Phase 330-45 business days
Deliverable 2 – Phase 345-60 business days
Project Completion90 business days

4. About [Sender.Company]

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[Sender.Company] is a twenty-first century project management firm that thrives on the latest systems and processes for project management. Founded by [Founders] in [Founding Year], our company has won a number of awards for excellence; including (insert awards). In addition, all of our project managers are six sigma experts, so aside from effective budget management, our managers are keen to identify opportunities to reduce costs.

Our team members have experience managing projects across multiple industry verticals. We pride ourselves on our customers’ satisfaction by delivering the best solutions in a cost effective and timely manner.

5. Cost Summary

PandaTip: Provide estimated costs for the project in this section. This will let the client if you charge hourly, per deliverable or another method. Be as detailed as possible to give the client an overview of what they can expect.

NamePriceQTYSubtotal
Project Management Fee

Charged hourly

$10030$3000
Consultation Fee

One time initial fee

$5001$500
Project Plan Documentation

Delivered upon project completion

$5001$500

Total: $4000

Additional Costs

There may be additional costs incurred during [Project] that are not reflected in the above cost summary and may include the following:

6. Billing

[Sender.Company] requires 50% of initial cost summary upon the signing of this project management proposal and the remaining 50% due within 30 days of completion of [Project].

Any and all travel and/or expenses may not be reflected in the initial cost summary and may be billed separately during and/or following completion of project.

Please choose your preferred payment method: payment-method

7. Terms & Conditions

PandaTip: Provide an expiration date on your proposal so that the customer is not misled to think that the proposal can be accepted at any point in the future. Your pricing and the availability of resources may change over time.

  1. This Project Management Proposal is valid for a period of [Valid Number of Days] days from the date this proposal is signed by both parties. This Project Management Proposal may be extended by [Sender.Company] by written notice to [Client.Company].
  2. Prior to a contractual agreement, elements may be amThe terms and conditions related to the project are subject to the mutual agreement of [Sender.Company] and [Client.Company].

8. Acceptance

Your signature below indicates acceptance of this Project Management proposal and entrance into a contractual agreement with [Sender.Company] beginning on the signature date below.

[Sender.FirstName] [Sender.LastName] of [Sender.Company][Client.FirstName] [Client.LastName] of [Client.Company]
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