[Organization Name]

[Date]

PROJECT PROPOSAL
[Project Name]

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

I.

SUMMARY 2

II.

INTRODUCTION

III.

NEEDS/PROBLEMS 2

IV.

GOALS/OBJECTIVES 2

V.

PROCEDURES/SCOPE OF WORK

VI.

TIMETABLE

VII. BUDGET 2
VIII. KEY PERSONNEL
IX.

EVALUATION

X.

ENDORSEMENTS

XI.

NEXT STEPS

2
2

XII. APPENDIX 2

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

1. Summary
This section should include information for those readers who will not read the
entire document but who will need a summary of the proposal. Although this
section appears first in the document, it is usually written last.
The summary should remain on a separate page and not exceed one page.
The summary should contain the following elements:

Brief identification and purpose of your organization

The purpose and anticipated end result of this proposal

The type and amount of support requested

The total anticipated budget

Other information you deem pertinent

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

2. Introduction
Introduce your organization here.
It is best to begin by explaining how and why your organization was founded. It
is also a good idea to provide a mission statement so that your readers know
who you are and what you do.
Your introduction can include information such as the purpose of your
organization, a description of its activities, a description of its target
population, and evidence to show that it is a healthy organization.

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

3.

Needs/Problems

Identify the needs or problems to be addressed. Include the target population

and any statistical information that you may have. Ideas for information to
include here are:

Length of time needs/problems have existed

was

Whether problem has ever been addressed before, and what the outcome

Impact of problem to target population

Impact of problem to surrounding populations

4. Goals/Objectives
State the desired goals and objectives to address the needs/problems stated
above. Also include key benefits of reaching goals/objectives.

Specific & measurable goal 1

Specific & measurable goal 2

Specific & measurable goal 3

5. Procedures/Scope of Work
Provide detailed information about proposed procedures, if available, and the
scope of work. Include information on activities such as recruiting, training,
testing, and actual work required.

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

6. Timetable
Provide detailed information on the expected timetable for the project. Break
the project into phases, and provide a schedule for each phase.
Description of Work

Start and End

Dates

Phase One
Phase Two
Phase
Three
You can also use a Gantt chart for more detailed project timetable:
ACTIVITY

IMPLEMENTATION TIME

1. Design and implement

training program for
project management

Month 1

Month 2

Program
Manager (PM)
Consultant

XXXXXX

1.3. Conduct training

2. Improve procedure for
project management
2.1. Conduct management
audit of current
procedures

Month
3

XXXXXXX

1.1. Conduct needs

assessment
1.2. Design training modules

XXXXXXX

XXXXXX
XXXXXX

RESPONSIBILI
TY

XXXXX
X
XXXXX
X
XXXXX
X

Consultant
Consultant
Program
Manager
Consultant

7. Budget
State the proposed costs and budget of the project. Also include information on
how you intend to manage the budget.
Description of Work

Start and End

Dates

Phase One
Phase Two
Phase
Three
This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

Total

0.00

8. Key Personnel
List the key personnel who will be responsible for completion of the project, as
well as other personnel involved in the project.
Client
Sponsor
Project manager
Team

[name]
[name]
[name]
[name], [name], [name], [name]

9. Evaluation
Discuss how progress will be evaluated throughout and at the end of the
project.
Formulate clear indicators for each objective and result
Indicate how and when to conduct monitoring and evaluation activities to
determine projects progress and outcome
State which methods will be used to monitor and evaluate the project
Identify who will carry out the project evaluation.

10. Endorsements
Provide the names and addresses of individuals and companies who support
and endorse the project.

11. Next Steps

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

Specify the actions required of the readers of this document.

Next Step 1

Next Step 2

Next Step 3

12. Appendix
Provide supporting material for your proposal here. It may be:

Company history
Research materials
Statistics or estimates
External quotes or tenders
Detailed cost / benefit spreadsheets
Other relevant information or correspondence.

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm

[Name], Project Client

[Name], Project Sponsor

[Name], Project Manager

Date: _____________

Date: _____________

Date: _____________

This Project Proposal Form is created for you by the simple project management tool
www.casual.pm