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 video is a summary version of a longer online class that introduces a simple template to achieve this. In this YouTube video, I describe the first few sections of the template:
- Benefits, goals, and problems being addressed
- Customers and stakeholders
- Out-of-scope items
- In-scope items
- Assumptions
YouTube video: https://youtu.be/c_oGBlo9u4c
In the longer class (with the template in Word and Excel) I cover the remaining sections:
- Timeline
- Incremental delivery
- Handling risky items and opportunities
- Resource leveling and resource capacity checks
- When to make key decisions
- Getting paid upfront
- Revision History
FULL CLASS LINK
www.improvingyoursmallbusiness.com/proposal/
