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
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 summaryIn 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/SoVhGIM1LOg
Gumroad

Not ready to purchase?