Full Proposal Contents

Title and client name

Title, client name, contact name, address and contact details, author, proposal reference, date issued, and distribution list

Table of contents for the proposal and Revision History

Introduction and background - generally boilerplate already in the template.

Describe the client’s current situation, their requirements and required benefits

Describe the contents of the proposal – this is the specification of what will be delivered, and if necessary, other information, such as, acceptance criteria, client responsibilities.

Identify any requirements to use client supplied project management processes.

For large projects or training, this section may reference additional specifications, or plans.

Provide a statement of the schedule for delivery of the contents described in section 3. Identify Key Milestones for the project if necessary.

Specify the pricing, length of validity of the quote, and the payment schedule (Milestones payments against deliverables if applicable).

Customer Terms and Conditions and if necessary, attached CVs.