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Project Proposal Template

Create project proposals that impress your managers.

What is a Project Proposal?

Project proposals are documents that are created across most organizations when there is an idea that requires time, resources and budgets. These project proposals are passed to higher ups to help them make decisions as to whether move ahead with your proposed project. Project proposals are also used when landing clients and offering customized services.

Why is Project Proposal Documentation important?

Project proposals are an organized way of sharing your idea in its entirety and providing a full picture of what the idea is, how it's helpful and the resources that would be needed to push it forward. When ideas are discussed and not put down on paper, it's likely ideas will fall to the side. It's much easier to get buy in from stakeholders if they can understand the full picture. Project proposals are also important when working with clients and providing them customized solutions.

What you should include in Project Proposal Documentation?

Title: Add a title of the project

Tagline: Add a catchy tagline to grab the reader's attention

Owner: Include the name(s) behind the proposal

Business Case: Explain the purpose and a general justification as to why the project is needed.

Problem / Opportunity: Discuss the needs and problems that your solution would address/fix.

Goal & Objectives: Describe the objective of the project. Explain in detail what the project will achieve.

Project Management Plan: Add details of what the project will entail.

  • Key Stakeholders/Personnel: Who would be involved to accomplish the project.
  • Project Scope: Describe what the project encompasses.
  • Communication Plan: Once the project is completed, what is your plan to roll out the communication around it?
  • Project Risks: Include any risks that your teams should be aware of.

Timeline: Include your timeline and milestones that your project should be able to hit.

Budget: It's also important to include a projection of project maintenance costs post-implementation.

Next Steps: Include what the next steps are to get started.

Appendix (optional): Add any research or supporting material that you mention above.

Benefits of Making Your Project Proposal Documentation on Bit.ai?

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in Real-Time
  2. Interlink project proposals & other documents
  3. Create fully responsive documents
  4. Create private project proposal documents only visible to yourself or your team
  5. Track engagement on project proposal documents with clients, partners, etc.

How to Make your Project Proposal Documentation Interactive?

Recommended Power links and Files you can add to your Bit project proposal documentation Template:

  • Web links
  • Google Sheets, OneDrive Excel, Airtable
  • GitHub
  • Social Media posts
  • YouTube, Vimeo
  • Draw.io, Lucidcharts
  • Sketchfab, Figma, Marvel
  • PDFs, PowerPoint in Google Drive/OneDrive
Rich media embed

Project Proposal Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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