Types of Project Proposals

It's worth noting; there are a few types of project proposals out there. Let's run through them quickly, so
you know which type of project proposal is a fit for you.

Formally/informally solicited project proposals

A formally solicited proposal is in response to an RFP (Request for proposal.) Often initiated by project
managers, it comes with pretty specific directions. There's a high chance that if this proposal is well-
written it'll be approved.

An informally solicited project proposal is perhaps the trickiest type of project proposal to write. It's the
same as above but usually requested verbally or via an informal communication channel.

It means this type of proposal doesn't come with as much context, the writer will need to do a lot of
research themselves in order to get someone else's idea approved. It's a tricky one, but manageable
with the right template.

Unsolicited project proposals

Just because no one asked for your project proposal, doesn't mean they don't want it. Perhaps they
don't know they need it yet and you're one step ahead of the game. You'll need to do a lot of work to
get this type of proposal approved, but it could be a game-changer for your business.

Unsolicited proposals come from those "Aha" moments you have in your everyday work. Perhaps you've
identified a problem, a solution, or an opportunity but need resources to build out your idea and get it
approved—this is when you turn to an unsolicited project proposal.

Example of a Project Proposal template in Slite

Continuation project proposals

This type of project proposal is usually done on a calendar basis when a project enters a new phase, or
new resources/budgets are needed to ensure the continuation of a project.
Continuation project proposals are lower lift as the project itself has already been approved and is
running.

Renewal project proposals

Slightly different from a continuation project proposal. This type of project proposal is for when a
project has run its course and needs to start again. The research for this type of proposal usually comes
from the success data of the previous project.

Supplemental project proposals

Have you gone over budget on your project or need more resources than you originally requested? This
one's for you. It's not the most positive of project proposals, but if something is in short supply that you
need to complete a previously approved project proposal then this type of proposal is the one you'll
turn need.

A project proposal outline breakdown

Your project proposal format is the make or break of a successfully proposed project. Despite the
different types of proposals out there, key information needs to be displayed in a way that's digestible
and expected. We've outlined the running order of winning project proposals.

1. Introduction

At the beginning of this article, we mentioned the importance of a first handshake to make a good
impression. Your introduction is your moment to excite readers. Your project proposal executive
summary needs to hook the reader. It's essentially your elevator pitch to your project while summarizing
what the reader can expect.

2. Proposed problem and solution

Next up, you'll want to jump straight into the meat of your proposal while you've got the readers'
utmost attention. Here you need to explain the problem you've witnessed alongside your proposed
solution. Keep it short, concise and try to be data-minded.

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3. Proposed method to fix the problem

After you've outlined your solution, lay out the methodology you've planned to help get there. This is
essentially your project itself. You'll need to determine why this method is best, others you've
considered, and use past projects as case studies to back up your strategy.

At this point, you'll also want to showcase how you'll be measuring and reporting on the project's
success. State which metrics you'll watch, and how you intend to display the results. Get into the nitty-
gritty here. If you're going to use a specific graph or measurement theory, then let the reader know—
they may have a better solution.

4. Request for resources

By this point, you've hopefully convinced the reader that your project needs to be implemented and
assured them that the method you've laid out is the best way to go about it. Now comes the tricky part,
a request for resources. Be clear on what you need, how much you need and why.

It's always good to ask for more and use less, than have to ask for more later on with a supplemental
project proposal.

5. Authorization

Once you've laid out all of your requests, you need to identify those key stakeholders and team
members essential to the approval process. Include internal and external stakeholders that are
responsible for making this project a success, as well as the time frame they'll have to give the go-ahead
for each stage of the project.

6. Conclusion

Wrap things up nicely; this is your last opportunity to push your project forward. Finish on a positive
note and focus on the benefits your project will bring the company. For more information - view our
project outline guidelines.

7. Appendix
Your project proposal is going to need a lot of data and research. However, to stay on track and keep the
proposal short, not all your info needs to be in the body of the proposal. Use references in your proposal
and show where you got your information from in the appendix.

How to write the best project proposal?

Whether you're a seasoned pro at writing project proposals or you're about to start writing your first
one, there are a few best practices you can use to help make it the best it can be.

Step 1: Understand your triple constraint

Time, scope, and cost—project management 101. Also known as the project management triangle.
Know your triple constraint throughout every step of your project and don't be afraid to address them in
your proposal.

Step 2: Write for your audience

Your project proposal will resonate a lot better if you know who you're addressing. Know your reader or
readers and adjust your formalities and provided information accordingly. Knowing your audience will
also help you understand what they already know and what you need to explain in further detail.

Step 3: Use a cover letter & table of contents

Just like a book submission to an editor, no one wants to dive into the unknown. Submit your project
proposal with a cover letter. Your cover letter can be something as simple as a few paragraphs via email.
This letter, coupled with a table of contents, will help set your audience up mentally for what they're
about to read.

Step 4: Use the 5 W's when explaining

If you're ever in doubt on how to explain something within your project proposal, you can always rely on
the 5 W's. What, why, who, where, when—and how for good measure. By answering these simple
questions, you'll be surprised by the information they prompt out of you.
Step 5: Keep it short

Know your limit. You'll have a reader's attention at first, but even the best of writers can only keep that
attention for so long. Try to keep your project proposal to two pages maximum, with only the appendix
running onto the third page.

Step 6: Use a template

Maybe you saw this one coming, maybe you didn't. When in doubt, use a template. Establishing a
project proposal template or templates within your organization will help everyone's proposals cover
the important bits, as well as manage expectations for readers.

Step 7: Proof your work

We cannot stress this point enough. Get a second pair of eyes, or just rested eyes, on your proposal
before you submit it. Sure, you're not being graded on your spelling, however, it will help build your
trustworthiness and avoid any miscommunication.

Step 8: Reference your points

A good project proposal doesn't shy away from images, or other data points to back up what you're
saying. Customer testimonials, customer complaints, user analytics, whatever your reasoning is behind
your project proposal; make sure it's coming from informed decisions rather than feelings. You're more
likely to get it approved that way.

Step 9: Discuss the core problem and its current state

When discussing the problem you've identified, make sure you cover its current state and why that's
failing your business before you offer a solution. By doing so, you allow the reader to see the bigger
picture, they can then decipher if your project should be a larger priority if the problem is currently
damaging the company's reputation.

Step 10: Outline client benefits

No matter what area of the business your project focuses on, at some point, your project will benefit
your current customers or new clients. Whether it's directly affecting them like inclusive pricing. Or, is
something that will, in turn, affect them like optimizing an internal process. Be sure to highlight the how
and why—no matter how far down the line they will benefit. By doing so, you bring a focus on your
customer and add greater value to your project.

Step 11: Deliverables and KPIs (Key Performance Indicators)

Be strategic when goal setting for your new project. Try to focus on SMART goals to ensure your KPIs
cover everything and properly showcase the project's progress. State how often you will share a project
report.