Free proposal template
Use this free proposal template to guide you in developing your business proposal. Simply copy what follows into your word processing program and work with it to serve your needs.
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Background
General information outlining the specific proposal/project and the company involved.
Discovery
What is the present situation?
Outline the current situation, especially if the rationale for the proposal is to deal with something that is not working in the organization.
What is the desired situation?
Outline what the organization would like to achieve.
What issues, problems, concerns exist in the present and/or desired situation?
When something is not working, the objective is to show contrast and tension between what exists now and what the organization wants.
Who is affected by these concerns?
* Company or organization staff?
* Suppliers?
* Customers?
* Markets?
* Other?
Research & Analysis
What research did you do to uncover the information you required?
* Surveys?
* Interviews?
* Expert advice?
* Industry issues?
* State of the economy?
* Other?
What analysis did you do based on your research?
What conclusions did you draw about this analysis?
How do your conclusions impact the proposal?
USP (Your Unique Selling Proposition)
What is your USP?
This is your solution to the business proposal request. Factors such as those listed below, or others for which you have a reputation or possess the skills, would be included here.
* Your reputation as an expert in the field
* Your experience
* Your ability to innovate
* Your team
* Your price
* Work already done for this client
* Your brilliant idea
* Your ability to execute
How will you execute your solution?
How will you work with client personnel?
How will you work with others?
Support information
Your company
* Your people
* Their specialties
* Their accomplishments
* Testimonials
Sub contractors you will use and their reputation
Any special resources you will use
Investment/Logistics
Budget & Deliverables
* Lump sum budget or breakdown by area/line by line? This is the client’s investment in the proposal
* Does the client want flexibility?
* Will you give the client options? i.e. for $20,000 we can do X. At $25,000 we can do Y and here are the benefits of that.
* What are the budget terms?
* What deliverables will you promise based on those terms?
Responsibilities
This segment may only be applicable once a contract has been negotiated.
* What you will be responsible for.
* What the client will be responsible for.
(Lines of responsibility and accountability need to be clear so that there is no confusion between you and the client.)
* Planned meetings & ongoing communication – who, what, when and where.
Executive summary
The executive summary goes at the front of the report. Take the key points from each area and incorporate them into an executive summary of your proposal.
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