A Simple Proposal / Plan Template

If you send proposals to customers or create work plans, you need to write them quickly, in a standard format with one place to keep all the details. This online class introduces a simple downloadable template that helps you achieve this.

Do you have any of these challenges?

• Proposals and work plans are lengthy and time-consuming
• Proposal details are scattered across various emails and texts
• It’s unclear whether items are in-scope, out-of-scope or never clarified
• Assumptions used to validate estimates are not documented
• Timelines and dependencies are unclear
• There is no evaluation or mitigation of potential surprises
• There’s no way to track changes between proposal versions

Class summary

In this thirty-minute class, I’ll introduce a template that incorporates these concepts:

• Benefits, goals, and problems being addressed
• Customers and stakeholders
• Out-of-scope items
• In-scope items
• Assumptions
• Timeline
• Incremental delivery
• Handling risky items and opportunities
• Resource leveling and resource capacity checks
• When to make key decisions
• Getting paid upfront
• Revision History

What you’ll learn

• Essential items to include in a proposal and work plan (template included)
• Additional items to consider (e.g., risks, when to make key decisions)

Purchasing the class

• Use the "Buy this" link
• Set the tip to 0% (unless you really like me)
• Money-back guarantee if you don’t get any benefit from the class

Not ready to purchase?

• A summary of the video is available on YouTube at https://youtu.be/c_oGBlo9u4c