proposal writing guidelines

How to Write a Proposal and Get What You Want (Free Templates)

A proposal has a lot of different purposes, but there’s only one good way to write one: the way that pulls together all of the information in a concise and persuasive way and helps you get what you want … whether that’s a whole new software system, or just a tweak to your marketing strategy.

This Process Street article isn’t about a business proposal — also known as a quote — but instead about the document required when formally pitching an idea for action and execution by managers or department heads .

To explain how to write a proposal document and get what you want, we’ll go through the following:

Free proposal writing template

When are proposals necessary, why are proposals important, examples of proposals, how to write a proposal: step-by-step, last steps before submitting the proposal, more free proposal writing checklists, even more free proposal writing checklists, customize your proposal checklists with process street.

Let’s get started.

If you fancy taking a quick look at a free interactive template, that will help you write your proposals right away, feel free to dive straight into this!

Writing a Proposal: Step-by-Step Guide

There are more templates, like this one, further down in this post, so stick around.

Any project you don’t have the clearance or authority to start without a higher-up’s approval, you need to submit a proposal for.

According to SSWM , a proposal is “a detailed description of a series of activities aimed at solving a certain problem”.

That problem  could be anything, from:

• Process improvement
• Cost reduction
• A new marketing strategy

If it’s an idea you need to ask permission to execute, or to get action on, it needs a proposal.

A proposal is a way to pitch an idea and state your requirements, so it’s important for supervisors because they can get information in writing (not casually in the elevator), and be able to act knowing the full implications of their decision.

They’re also a chance for you to make a structured, logical argument and lay down everything in favor of your idea. A well-written proposal shows your manager you care about the cause, and it’s not just a mid-meeting whim you blurted out.

To write a top proposal you need to scrutinize it before you present it.

It’s a broad topic, but it’s best explained with examples.

• Proposal for Process Improvement
• Proposal for Server Replacement
• Proposal for Cost Savings

Below is a simple proposal example with some basic sections.

Now let’s take a look at how to write a proposal — whether it’s as simple as the one above, or more complex.

Here’s the general structure of a proposal:

As you can see, a proposal generally consists of:

• Introduction : A brief overview of the problem, solution, costs, and benefits.
• Issue : The main definition of the issue, including subject, purpose, main argument, background information and importance.
• Solution : The main definition of the solution, including your step-by-step plan, the benefits, and how potential obstacles will be overcame.
• Qualifications : Overview of the personnel required, experience.
• Conclusion of the costs and benefits, and wrap-up : Balance the cost against the benefit, reinforce your point one last time.

1. Identify and define your reader

Just like with any kind of persuasion, it helps if you understand how to appeal to your audience. Who will be reading your proposal and deciding if it’s accepted or rejected? What do they care about? What kind of language and benefits would resonate with them? This is the first step because it’s an important thing to keep in mind as you go along and as information that informs the way you write from here on.

2. Define the problem your proposal will solve

Who : Who will the proposal affect?

What : What’s the reason for you to write the proposal in the first place? Explain the current situation and the problems that come with it.

3. Define the solution

How : How are you going to solve the problem? Explain step-by-step in detail.

Who : Identify the personnel you need, along with their prior experience to add persuasion to the proposal

4. Conclusion: costs, benefits and wrap-up

Reiterate : The purpose and main argument

Costs : Break down the projected costs involved for different elements of the project

Benefits : Break down the benefits to the organization, monetary and non-monetary, to persuade the reader there’ll be a return on investment

Thanks : Thank the reader for their time.

Contact information : Where can the reader get in touch with you? Make sure to be crystal clear to make the details easily discoverable.

Clear writing is your best friend when you’re trying to write persuasively. For that reason, there are a few checks to run before you submit your proposal.

Remember, what’s clear to you might not always be clear to other people.

1 .Check for jargon (then destroy it)

Although jargon is popular in the business world, not everyone shares the equal love for it. It’s terms like right-size, blue sky (verb), turn-key, and synergize. They might mean something to you, or make you feel intelligent, but there are simpler alternatives that will help people understand what you mean !

2. Change the passive voice to the active voice

The passive voice is defined as :

“The noun or noun phrase that would be the object of an active sentence (such as Our troops defeated the enemy) appears as the subject of a sentence with passive voice (e.g. The enemy was defeated by our troops).”.

It’s a long-winded way of expressing something that could be expressed in simple terms:

The passive voice sounds distant and even deceptive, and, since the reader might even just be skimming your proposal, you don’t want to add extra words to cloud your point.

3. Proofread the proposal

Install a tool like Grammarly and check the proposal in an online text editor. Grammarly will manage to pick up on anything that is grammatically incorrect and sometimes even flags up stylistically poor phrases. Poor spelling and grammar will only discredit the value of what you’re saying and could be a problem that leads to your proposal being rejected.

As promised, check out the below five templates that have each been designed by the team at Process Street — makers of the finest remote work software for processes around — to help you write winning proposals.

Proposal Template Checklist Process

This proposal template is a checklist that should be used alongside the proposal document you are planning to submit. Use it to make sure that all the elements have been considered, that the proposal contains everything it needs to and that it meets all set requirements.

Click here to access the Proposal Template Checklist Process!

Business Proposal Template Checklist

Whether your business proposal is solicited or unsolicited, use this business proposal template checklist to ensure you include all the required information in your proposal and cover key areas such as these the problem the organization is facing, the proposed solution, the budget, and a key CTA.

Click here to access the Business Proposal Template Checklist!

How to Write a Grant Proposal Checklist

Use this template to make sure your grant proposal includes all the relevant information, that it contains everything it needs to, and that it meets all stated RFP requirements.

Click here to access the How to Write a Grant Proposal Checklist!

Research Proposal Example Checklist

Use this template to convince others that you have a worthwhile research project and that you have the competence and the work-plan to complete it.

Click here to access the Research Proposal Example Checklist!

Project Proposal Template Checklist

Use this template, alongside the proposal document you are planning to submit, to set the project vision, define the project requirements, describe the deliverables, and specify the deadlines.

Click here to access the Project Proposal Template Checklist!

If you’re looking for more inspiration, give these alternative proposal writing templates a go too.

• Bid Proposal Template Checklist
• Budget Proposal Template
• Construction Proposal Template Checklist
• Consulting Proposal Template Checklist
• Continuation Project Proposal Template
• Contractor Proposal Template Checklist
• Event Proposal Template Checklist
• Marketing Proposal Template Checklist
• Project Proposal Template
• Renewal Project Proposal Template
• Simple Proposal Format Checklist
• Sponsorship Proposal Template Checklist
• Supplemental Project Proposal Template
• Website Proposal Template Checklist

If the above templates don’t quite fit your company, industry, or the proposal document you are writing, don’t worry!

Process Street to the rescue!

Process Street is super-powered checklists . We are a super-charged, state of the art BPM SaaS platform which allows you to create templates and run individual checklists from these. You can check tasks off as you work through them, set deadlines, request approvals, assign various tasks , and work through your proposal workflows with ease.

Watch this to get an idea about who we are and what we do:

To help you customize your proposal writing template, and make your proposal wriitng easier, you can use all these different types of Process Street features:

• Dynamic due dates
• Task permissions
• Conditional logic
• Approval tasks
• Embed widget
• Role assignments

You can also connect your templates to thousands of apps through Zapier , webhooks, or API access to automate your proposal processes and workflows.

If you’re unfamiliar with process automation, what it means, and the benefits it can bring to your business, watch this Process Street webinar on automation:

Remember, if you want to get access to any of our proposal writing checklists, just click the links above and they will be added to your Process Street account where you can use them over and over again. Or, if you haven’t yet signed up for a Process Street account, click here and start your free trial.

Has this guide helped you out? I’d love to hear about it in the comments.

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Benjamin Brandall

Benjamin Brandall is a content marketer at Process Street .

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Featured Reads

• Project planning |
• 6 steps for writing a persuasive projec ...

6 steps for writing a persuasive project proposal

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives, and goals. Your project proposal should summarize your project details and sell your idea so stakeholders buy in to the initiative. In this guide, we’ll teach you how to write a project proposal so you can win approval and succeed at work.

All projects have creation stories, but they don’t start with someone declaring, “Let there be resources!” To move forward with a project, teams must submit a proposal to decision-makers within their organization or to external stakeholders. 

What is a project proposal?

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives , and goals. Your project proposal should summarize your project details and sell your idea so stakeholders feel inclined to get involved in the initiative.

The goal of your project proposal is to:

Secure external funding

Allocate company resources to your project

Gain stakeholder buy-in

Build momentum and excitement

Project proposals vs. project charters vs. business cases

Project proposals and project charters serve different purposes in the project creation process, and it’s important to understand the difference between the two. While a project proposal takes place in the initiation phase of the project, the project charter takes place in the planning phase. 

As mentioned above, a project proposal is a persuasive document meant to convince stakeholders why the project should be carried out. A project charter is a reference document that defines project objectives, and it can’t be created until the project proposal is approved.

People also confuse the business case with the project proposal, but the business case also comes after the proposal. Once the project is approved through a proposal, a business case may be used to secure additional funding for the project.

Types of project proposals

There are six types of proposals you may encounter as a project manager, and understanding the different formats can be useful as you write yours. Each type has a different goal.

Solicited: You’ll send solicited proposals in response to a Request for Proposal (RFP). An RFP announces a project in detail and asks for bids from qualified teams. Because you’re competing against other companies for this type of proposal, you must do thorough research and write persuasively.

Unsolicited: You’ll send unsolicited proposals without an RFP, meaning no one asked for your proposal. In this case, you won’t be up against other companies or teams, but you’ll still need to be persuasive because you have no knowledge of whether the stakeholder you’re pitching to needs you.

Informal: You may have a client send you an informal request for a project proposal, in which case you can respond with your project pitch. Because this isn’t an official RFP, the rules are less concrete.

Renewal: You’ll send renewals to existing clients in hopes that they’ll extend their services with your organization. In this type of project proposal, the goal is to emphasize past results your team has produced for the client and persuade them you can produce future results.

Continuation: You’ll send continuations as a reminder to a stakeholder letting them know the project is beginning. In this project proposal, you’ll simply provide information about the project instead of persuading the stakeholder.

Supplemental: Similar to a continuation proposal, you’ll send a supplemental proposal to a stakeholder already involved in your project. In this type of proposal, you’re letting the stakeholder know the project is beginning, while also asking for additional resources. You should persuade the stakeholder to contribute more to the project in this proposal.

The tone of voice and content of your project proposal will differ based on the type of proposal you’re sending. When you know your project goals, you can write your proposal accordingly.

How to write a project proposal

These step-by-step instructions apply to most project proposals, regardless of type. You’ll need to customize your proposal for the intended audience, but this project proposal outline can serve as a reference to ensure you’re including the key components in your document. 

1. Write an executive summary

The executive summary serves as the introduction to your project proposal. Similar to a report abstract or an essay introduction, this section should summarize what’s coming and persuade the stakeholder to continue reading. Depending on the complexity of your project, your executive summary may be one paragraph or a few paragraphs. 

Your executive summary should include:

The problem your project plans to solve

The solution your project provides for that problem

The impact your project will have 

You should only address these items briefly in your executive summary because you’ll discuss these topics in more detail later in your proposal. 

2. Explain the project background

In this section, you’ll go into the background of the project. Use references and statistics to convince your reader that the problem you’re addressing is worthwhile.

Some questions to include are:

What is the problem your project addresses?

What is already known about this problem?

Who has addressed this problem before/what research is there?

Why is past research insufficient at addressing this problem?

You can also use this section to explain how the problem you hope to solve directly relates to your organization. 

3. Present a solution

You just presented a problem in the project background section, so the next logical step in proposal writing is to present a solution. This section is your opportunity to outline your project approach in greater detail. 

Some items to include are:

Your vision statement for the project

Your project schedule , including important milestones

Project team roles and responsibilities  

A risk register showing how you’ll mitigate risk

The project deliverables

Reporting tools you’ll use throughout the project

You may not have all these items in your proposal format, but you can decide what to include based on the project scope . This section will likely be the longest and most detailed section of your proposal, as you’ll discuss everything involved in achieving your proposed solution. 

4. Define project deliverables and goals

Defining your project deliverables is a crucial step in writing your project proposal. Stakeholders want to know what you’re going to produce at the end of your project, whether that’s a product, a program, an upgrade in technology, or something else. As the stakeholder reads through your vision, this will be the section where they say, “Aha, this is what they’ll use my resources for.”

When defining your deliverables, you should include:

The end product or final objective of your project 

A project timeline for when deliverables will be ready

SMART goals that align with the deliverables you’re producing

While it’s important to show the problem and solution to your project, it’s often easier for stakeholders to visualize the project when you can define the deliverables.

5. List what resources you need

Now that you’ve outlined your problem, approach, solution, and deliverables, you can go into detail about what resources you need to accomplish your initiative.

In this section, you’ll include:

Project budget : The project budget involves everything from the supplies you’ll need to create a product to ad pricing and team salaries. You should include any budget items you need to deliver the project here.

Breakdown of costs: This section should include research on why you need specific resources for your project; that way, stakeholders can understand what their buy-in is being used for. This breakdown can also help you mitigate unexpected costs.

Resource allocation plan : You should include an overview of your resource allocation plan outlining where you plan to use the specific resources you need. For example, if you determine you need $50,000 to complete the project, do you plan to allocate this money to salaries, technology, materials, etc.

Hopefully, by this point in the proposal, you’ve convinced the stakeholders to get on board with your proposed project, which is why saving the required resources for the end of the document is a smart strategic move.

6. State your conclusion

Finally, wrap up your project proposal with a persuasive and confident conclusion. Like the executive summary, the conclusion should briefly summarize the problem your project addresses and your solution for solving that problem. You can emphasize the impact of your project in the conclusion but keep this section relevant, just like you would in a traditional essay. 

Tips for writing an effective project proposal

Following the steps listed above will ensure your project proposal has all the right elements. But if you want to impress your readers and win their approval, your writing must shine. In addition to the above, a project proposal includes:

Know your audience

As you write your proposal, keep your audience (i.e. the stakeholders) in mind at all times. Remember that the goal of the proposal is to win your audience over, not just to present your project details. For example, if you’re creating a new editing tool for a children’s publishing house, can you determine whether your stakeholders are parents and appeal to their emotional side when persuading them to buy in to your product?

Be persuasive

Persuasion is important in a project proposal because you’re hoping your audience will read your proposal and do something for you in return. If your reader isn’t intrigued by your project, they won’t feel inclined to help you. If you describe your editing tool but don’t mention the many features it will offer, how it will benefit clients, and its positive impact in the industry, your audience will wonder, “Why should I care about this project?” 

Keep it simple

While you should go into detail on your problem, approach, and solution, you shouldn’t make your project proposal overly complex. This means you can discuss the project plan for your proposed editing tool without discussing what codes the engineers will use to make each feature work. 

Do your research

A successful project proposal includes thorough research. Be prepared to back up your problem—and solution—with reputable sources, case studies, statistics, or charts so you don’t leave your audience with questions. When writing your proposal, put yourself in the reader’s shoes and ask:

Why is this a problem?

How is this a solution to the problem?

Has anyone addressed this problem before?

What are the project costs?

If you can answer these questions, then you’ve likely done enough research to support your proposed initiative.

Use project management tools to strengthen your project proposal

Good project proposals require team collaboration . With the right management tools, your team can communicate, share information, and work together on one shared document. 

When you store all your project information in one place, it’s easy to access that data when you need it. Project proposals stem from well-organized and properly planned projects, which is why project management software is a key resource to effectively write a project proposal. Ready to get started? Try Asana .

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Smooth product launches are simpler than you think

How to Write a Proposal for a Project (With Examples)

An excellent project proposal should address the client’s main concerns and goals, sell your unique approach, and clarify the project process.

If the project is crystal clear to both you and your client, you can reduce confusion, scope creep , and complaints.

In this guide to writing proposals for projects, we dive into what this type of proposal must include and how to write one. Plus, we showcase excellent examples to copy and data-driven best practices to follow.

What’s in this guide:

What is a project proposal?

What to include in a project proposal, how to write a project proposal.

Examples of project proposals

Tips for writing a project proposal

Looking for proposal templates, automated follow-ups, and closing insights? Get a custom Proposify demo .

12 min. read

A project proposal is sent by a design, consulting, or other type of firm to a potential client in order to present important project details like deliverables, timelines, expected outcomes, and costs. When the terms of service are included, a signed project proposal can double as a contract for the legal protection of both parties.

A project proposal is not to be confused with a request for proposal (RFP), which is sent by a corporation or government agency to multiple consulting firms in order to receive the maximum amount of proposals and pricing options for a project that they’ve already defined internally.

A project proposal, on the other hand, is created as part of a consultative selling process and can benefit a client even if they don’t move forward with the work because of the helpful project breakdown.

Types of project proposals

There are many different types of project proposals, from different lengths to fee structures.

Project length:

Short, one-time project

Longer, phased project

Retainer or ongoing project

Paid discovery or audit project

Payment type:

Hourly with estimated hours

Hourly with min and max hour range

Hybrid flat rate and hourly (common in interior design, event planning, and other fields with hard costs and hourly costs)

Industries:

Website design

Graphic design

Architecture and engineering

Construction and property services

Commercial leasing

Interior design

Event planning

Software subscriptions

Administrative management

Payroll and HR management

Market research and analysis

Software development

Product development

Solicitation types:

Solicited proposals sent in response to an RFPs

Unsolicited proposals sent without a prior RFP

A successful project proposal will include all or most of these important sections. You can mix and match them with your own templates or AI writing tools to craft the perfect project proposal outline.

The cover page is the easiest page to write.

It typically includes:

Your company’s name

The client’s name or project name

A photograph or graphic design

You might also choose to include your contact information on the cover page, but this is usually reserved for the About Us page or a dedicated contact page.

Executive summary or letter

The executive summary is where you offer an overview of your methodology and the proposed project. Consider it elevator pitch. Shoot to write approximately 75 - 200 words.

Use this free AI-enabled character counter to help both get through writer's block as well as make sure your executive summary is the right length.

Many other parts of the proposal will be written as bullet points or very short phrases, so use this section to really paint the full picture of the project with language that is on-brand.

Goals or objectives

You can include the project goals and objectives of the client in the executive summary, in the project summary, or in a section dedicated just for this purpose.

You might write 75 - 150 words describing the goals, or utilize a bulleted list of 3-8 goals.

The approach section can go by a lot of different names, such as “solution” or “methodology.” In this section, you’re describing the strategy behind your approach. It sets the stage for the project details and budget to follow.

This is particularly important when winning over new clients who aren’t familiar with what sets your business apart from the competition.

A catering company might use this proposal page to talk about the sort of experience or quality of food they provide.

Meanwhile, a marketing company might include its brand ethos or core beliefs here.

Project summary and deliverables

While the previous section is about the strategy, this section is all about the specifics. Spell out exactly what you’ll do for the client.

Here’s what you might include in the project summary:

A quick description of the project

A list of project deliverables

A description of project phases with their own deliverables

A project timeline or roadmap

Your project management process

The collaboration or communication software you plan to use

Measurable or specific milestones in the project

A description of the project team and the talent included

About the company

You can write an About Us page, an Our Team page, or both. An About Us page should include a description of what your company does, your target audience, and the results you provide. An Our Team page will feature bios of important people on your team.

You need to spell out the project costs. Depending on the nature of your business, you might show a flat rate project total, your hourly rate alongside the number of estimated hours , or a variety of package options for the client to choose from.

Terms and conditions

Next up: terms and conditions. When using a proposal management software with e-signatures , your proposal can work as a binding contract. Include your master service agreement and allow the project summary to serve as the statement of work.

Social proof and samples

Prospective clients will need some reassurance to help them trust your business.

Consider including:

Testimonials

Star rating averages

Portfolio pieces

Work samples

Mini case studies

Ready to pitch a new project? Here’s a step-by-step process to create a winning project proposal.

1. Discover the client’s needs

The first step is to understand the client’s current challenges and goals. As part of your discovery process, you might conduct a single sales call, or several.

Some companies actually charge for a longer discovery or audit process, and use a proposal to sell that introductory service. They will then later upsell that client on a project based on their findings with a custom proposal. However, most firms conduct the discovery process for free and then make project recommendations in their first proposal.

2. Define their core problem and goals

Next, you’ll want to distill everything the client has shared with you. You might take some time to gather your notes, talk it through with a colleague, and then determine the most important objectives. These project objectives will guide all further decisions.

3. Determine the best approach to serve them

Now it’s time to decide which method or approach will lead to project success. If you have a templatized project process and always serve similar clients, you can offer your usual solution.

But if you offer custom work unique to each client, then you’ll need to decide on the approach. For example, an event planner might decide to offer event marketing, registration, setup, and breakdown services if a client doesn’t have any in-house resources, but they might only offer setup and breakdown if the client has in-house marketing and ticketing specialists.

4. Breakdown the project into deliverables, timelines, etc.

Now that you’ve done your research and decided what to pitch to the client, it’s time to break the project down.

Determine the project costs or pricing options, break up work into phases, and clarify deliverables. You can jot this down on a piece of paper or work directly inside of a proposal template .

5. Add all necessary sections and details to your proposal

Write out your proposal and make sure that you’ve covered all of the bases. It’s worth noting that longer isn’t necessarily better. Through our analysis of 1 million proposals, we found that winning proposals have 7 sections and 11 pages on average .

The most common proposal structure is:

Executive summary

Approach or solution

Deliverables

Keep in mind that you can alter and rename these sections to match your services and unique brand voice. Leverage an AI writing generator to help brainstorm content while you work on the sections of your proposal.

6. Send the proposal to the client (with e-signatures)

Now it’s time to send the proposal. You can save time and reduce your software needs by using one software for both proposals and contracts. Just make sure that you’ve included your terms and conditions.

Proposals with e-signatures assigned to both the sender and recipient have a 426% higher closing rate. And if you sign the proposal first (before the client opens it), you’ll increase your chances of closing by a further 36.8%.

7. Handle change requests promptly

Be on hand to make changes per client requests, whether they want to change the project scope or adjust contractual language because of their picky legal team.

Being asked to revise a proposal isn’t necessarily a bad thing. In fact, proposals that are revised a couple of times are more likely to close.

5 examples of proposals for a project

Need some inspiration? These project proposals offer examples of exactly what to include in your next pitch.

1. Printing project with optional items

This printing proposal offers an excellent example of how to clearly communicate your pricing and offer interactive options. When we analyzed 1 million proposals sent with our platform, we found that proposals with fee tables have a 35.8% higher closing rate than those without and that proposals with editable quantities have an 18.5% higher closing rate.

You can use this proposal template with your free trial of Proposify and easily customize it for your unique business offerings.

This example project proposal template includes these sections:

Our Services

Sample Work

Your Investment

2. Marketing proposal with project timeline

A project timeline is an important part of any project proposal. This marketing proposal template offers a great example of how to share this timeline in a simple format.

Break your project down into distinct steps so the client knows exactly what to expect.

This example proposal template includes the following sections:

Overview & Goals

Scope of Services

3. Accounting project with goals and batches of work

Our next example is an accounting proposal .

This proposal stands out because it includes the client’s goals in the Project Summary section. See those short and sweet bullet points? They serve as a smart way to let the client know that you understand their goals and will be able to satisfy them.

This proposal also includes a breakdown of work that is categorized into four different batches, or chunks: QuickBooks Startup, Data Migration, QuickBooks Data Build, Overall (throughout the project). You can use this example when breaking down a project into different stages or services.

Access this accounting proposal template with a paid subscription or a free trial of Proposify.

The template includes the following sections:

Project Summary

Work Proposal

4. Construction project with project summary and exclusions

Do you need to include exclusions in your proposals? If the type of work you offer is contingent on other service providers or lends itself to complications, then you might want to start adding exclusions. This can help protect your business from the many risks associated with project scope confusion or misaligned expectations.

This construction proposal template , available inside of Proposify, offers a perfect example of an exclusion section, which follows what is included in the project.

The project proposal template includes the following sections:

Cover Letter

Meet Our Team

Previous Projects

Project Schedule

5. Event management project with hourly work estimates

Event planning is complicated—that’s exactly why the event industry serves as a great example of how to charge for both hourly work and fixed costs at the same time.

You can access this event planning proposal template with your Proposify account (check it out with a free trial ).

In the Budget section, the proposal kicks things off with a fee table including all of the hourly costs .

This project proposal also has a second fee table to estimate the hard costs , such as catering and photography, and the hourly costs and hard costs are then added up for the full project total.

This template includes the following sections:

Introduction

Our Understanding of Your Needs

Writing a great proposal is a lot of work.

Here are some project proposal best practices that will help you save time and get better results:

Create templates for different services, projects, or clients. The faster you send a proposal, the more likely it is to close. Try creating a few different templates to make it easy to generate a new proposal based on the clients’ unique needs. And of course, you can always speed up the process by beginning with one of our templates .

Get the client’s opinion on your plan before you turn it into a proposal. Try pitching your project idea to the client at the end of the sales call. Check to see their reaction. If they love what you’ve suggested, turn that into your proposal. If not, ask what they have in mind. This way, you’ll create a proposal that is more likely to close.

Ask the client what they want the proposal to include. If your client has given you a detailed RFP , you’ll know exactly what to include in your proposal. If not, don’t be afraid to ask. Especially when working with large corporations and government agencies, your main point of contact should be able to share what all stakeholders will expect to see in the project plan.

Offer dynamic pricing options. Proposals with both optional rows and editable quantities have a 20.2% higher close rate. Consider add-ons and options that will cater to decision-makers while customizing and perfecting the project scope. Clients should be able to select the options directly in the business proposal to create an accurate project total in real-time and then sign off on it.

Include multimedia content in your proposal. Proposal content shouldn’t just be in a written format. Accompany your writing with mages and videos to help them visualize the project. Proposals with images are 72% more likely to close and proposals with videos are 41% more likely to close. Try including pictures of your team and your previous work and illustrations of your process or typical ROI.

Write and automate follow-up emails. Proposals with just one automated follow-up email are 35% more likely to close. If you use Proposify, you can easily turn on automated follow-ups for every proposal. You can use our follow-up email templates, or create your own templates for different types of clients or projects.

Next steps: write your own project proposal

An excellent project proposal should include the project roadmap, milestones, budget, and any supplemental information that will help the client really understand the value of the project and secure buy-in.

To make any proposal more likely to close, make sure you include multimedia content, pricing options, and e-signatures.

Proposify’s proposal templates , automated follow-ups, and viewing analytics can take your proposal closing game to a whole new level. Book a demo today.

Winning Proposal Structure Tips (What The Research Says)

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Organizing Your Social Sciences Research Assignments

• Annotated Bibliography
• Analyzing a Scholarly Journal Article
• Group Presentations
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• Types of Structured Group Activities
• Group Project Survival Skills
• Leading a Class Discussion
• Multiple Book Review Essay
• Reviewing Collected Works
• Writing a Case Analysis Paper
• Writing a Case Study
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Reflective Paper
• Writing a Research Proposal
• Generative AI and Writing
• Acknowledgments

The goal of a research proposal is twofold: to present and justify the need to study a research problem and to present the practical ways in which the proposed study should be conducted. The design elements and procedures for conducting research are governed by standards of the predominant discipline in which the problem resides, therefore, the guidelines for research proposals are more exacting and less formal than a general project proposal. Research proposals contain extensive literature reviews. They must provide persuasive evidence that a need exists for the proposed study. In addition to providing a rationale, a proposal describes detailed methodology for conducting the research consistent with requirements of the professional or academic field and a statement on anticipated outcomes and benefits derived from the study's completion.

Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005.

How to Approach Writing a Research Proposal

Your professor may assign the task of writing a research proposal for the following reasons:

• Develop your skills in thinking about and designing a comprehensive research study;
• Learn how to conduct a comprehensive review of the literature to determine that the research problem has not been adequately addressed or has been answered ineffectively and, in so doing, become better at locating pertinent scholarship related to your topic;
• Improve your general research and writing skills;
• Practice identifying the logical steps that must be taken to accomplish one's research goals;
• Critically review, examine, and consider the use of different methods for gathering and analyzing data related to the research problem; and,
• Nurture a sense of inquisitiveness within yourself and to help see yourself as an active participant in the process of conducting scholarly research.

A proposal should contain all the key elements involved in designing a completed research study, with sufficient information that allows readers to assess the validity and usefulness of your proposed study. The only elements missing from a research proposal are the findings of the study and your analysis of those findings. Finally, an effective proposal is judged on the quality of your writing and, therefore, it is important that your proposal is coherent, clear, and compelling.

Regardless of the research problem you are investigating and the methodology you choose, all research proposals must address the following questions:

• What do you plan to accomplish? Be clear and succinct in defining the research problem and what it is you are proposing to investigate.
• Why do you want to do the research? In addition to detailing your research design, you also must conduct a thorough review of the literature and provide convincing evidence that it is a topic worthy of in-depth study. A successful research proposal must answer the "So What?" question.
• How are you going to conduct the research? Be sure that what you propose is doable. If you're having difficulty formulating a research problem to propose investigating, go here for strategies in developing a problem to study.

Common Mistakes to Avoid

• Failure to be concise . A research proposal must be focused and not be "all over the map" or diverge into unrelated tangents without a clear sense of purpose.
• Failure to cite landmark works in your literature review . Proposals should be grounded in foundational research that lays a foundation for understanding the development and scope of the the topic and its relevance.
• Failure to delimit the contextual scope of your research [e.g., time, place, people, etc.]. As with any research paper, your proposed study must inform the reader how and in what ways the study will frame the problem.
• Failure to develop a coherent and persuasive argument for the proposed research . This is critical. In many workplace settings, the research proposal is a formal document intended to argue for why a study should be funded.
• Sloppy or imprecise writing, or poor grammar . Although a research proposal does not represent a completed research study, there is still an expectation that it is well-written and follows the style and rules of good academic writing.
• Too much detail on minor issues, but not enough detail on major issues . Your proposal should focus on only a few key research questions in order to support the argument that the research needs to be conducted. Minor issues, even if valid, can be mentioned but they should not dominate the overall narrative.

Procter, Margaret. The Academic Proposal.  The Lab Report. University College Writing Centre. University of Toronto; Sanford, Keith. Information for Students: Writing a Research Proposal. Baylor University; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences, Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

Structure and Writing Style

Beginning the Proposal Process

As with writing most college-level academic papers, research proposals are generally organized the same way throughout most social science disciplines. The text of proposals generally vary in length between ten and thirty-five pages, followed by the list of references. However, before you begin, read the assignment carefully and, if anything seems unclear, ask your professor whether there are any specific requirements for organizing and writing the proposal.

A good place to begin is to ask yourself a series of questions:

• What do I want to study?
• Why is the topic important?
• How is it significant within the subject areas covered in my class?
• What problems will it help solve?
• How does it build upon [and hopefully go beyond] research already conducted on the topic?
• What exactly should I plan to do, and can I get it done in the time available?

In general, a compelling research proposal should document your knowledge of the topic and demonstrate your enthusiasm for conducting the study. Approach it with the intention of leaving your readers feeling like, "Wow, that's an exciting idea and I can’t wait to see how it turns out!"

Most proposals should include the following sections:

I.  Introduction

In the real world of higher education, a research proposal is most often written by scholars seeking grant funding for a research project or it's the first step in getting approval to write a doctoral dissertation. Even if this is just a course assignment, treat your introduction as the initial pitch of an idea based on a thorough examination of the significance of a research problem. After reading the introduction, your readers should not only have an understanding of what you want to do, but they should also be able to gain a sense of your passion for the topic and to be excited about the study's possible outcomes. Note that most proposals do not include an abstract [summary] before the introduction.

Think about your introduction as a narrative written in two to four paragraphs that succinctly answers the following four questions :

• What is the central research problem?
• What is the topic of study related to that research problem?
• What methods should be used to analyze the research problem?
• Answer the "So What?" question by explaining why this is important research, what is its significance, and why should someone reading the proposal care about the outcomes of the proposed study?

II.  Background and Significance

This is where you explain the scope and context of your proposal and describe in detail why it's important. It can be melded into your introduction or you can create a separate section to help with the organization and narrative flow of your proposal. Approach writing this section with the thought that you can’t assume your readers will know as much about the research problem as you do. Note that this section is not an essay going over everything you have learned about the topic; instead, you must choose what is most relevant in explaining the aims of your research.

To that end, while there are no prescribed rules for establishing the significance of your proposed study, you should attempt to address some or all of the following:

• State the research problem and give a more detailed explanation about the purpose of the study than what you stated in the introduction. This is particularly important if the problem is complex or multifaceted .
• Present the rationale of your proposed study and clearly indicate why it is worth doing; be sure to answer the "So What? question [i.e., why should anyone care?].
• Describe the major issues or problems examined by your research. This can be in the form of questions to be addressed. Be sure to note how your proposed study builds on previous assumptions about the research problem.
• Explain the methods you plan to use for conducting your research. Clearly identify the key sources you intend to use and explain how they will contribute to your analysis of the topic.
• Describe the boundaries of your proposed research in order to provide a clear focus. Where appropriate, state not only what you plan to study, but what aspects of the research problem will be excluded from the study.
• If necessary, provide definitions of key concepts, theories, or terms.

III.  Literature Review

Connected to the background and significance of your study is a section of your proposal devoted to a more deliberate review and synthesis of prior studies related to the research problem under investigation . The purpose here is to place your project within the larger whole of what is currently being explored, while at the same time, demonstrating to your readers that your work is original and innovative. Think about what questions other researchers have asked, what methodological approaches they have used, and what is your understanding of their findings and, when stated, their recommendations. Also pay attention to any suggestions for further research.

Since a literature review is information dense, it is crucial that this section is intelligently structured to enable a reader to grasp the key arguments underpinning your proposed study in relation to the arguments put forth by other researchers. A good strategy is to break the literature into "conceptual categories" [themes] rather than systematically or chronologically describing groups of materials one at a time. Note that conceptual categories generally reveal themselves after you have read most of the pertinent literature on your topic so adding new categories is an on-going process of discovery as you review more studies. How do you know you've covered the key conceptual categories underlying the research literature? Generally, you can have confidence that all of the significant conceptual categories have been identified if you start to see repetition in the conclusions or recommendations that are being made.

NOTE: Do not shy away from challenging the conclusions made in prior research as a basis for supporting the need for your proposal. Assess what you believe is missing and state how previous research has failed to adequately examine the issue that your study addresses. Highlighting the problematic conclusions strengthens your proposal. For more information on writing literature reviews, GO HERE .

To help frame your proposal's review of prior research, consider the "five C’s" of writing a literature review:

• Cite , so as to keep the primary focus on the literature pertinent to your research problem.
• Compare the various arguments, theories, methodologies, and findings expressed in the literature: what do the authors agree on? Who applies similar approaches to analyzing the research problem?
• Contrast the various arguments, themes, methodologies, approaches, and controversies expressed in the literature: describe what are the major areas of disagreement, controversy, or debate among scholars?
• Critique the literature: Which arguments are more persuasive, and why? Which approaches, findings, and methodologies seem most reliable, valid, or appropriate, and why? Pay attention to the verbs you use to describe what an author says/does [e.g., asserts, demonstrates, argues, etc.].
• Connect the literature to your own area of research and investigation: how does your own work draw upon, depart from, synthesize, or add a new perspective to what has been said in the literature?

IV.  Research Design and Methods

This section must be well-written and logically organized because you are not actually doing the research, yet, your reader must have confidence that you have a plan worth pursuing . The reader will never have a study outcome from which to evaluate whether your methodological choices were the correct ones. Thus, the objective here is to convince the reader that your overall research design and proposed methods of analysis will correctly address the problem and that the methods will provide the means to effectively interpret the potential results. Your design and methods should be unmistakably tied to the specific aims of your study.

Describe the overall research design by building upon and drawing examples from your review of the literature. Consider not only methods that other researchers have used, but methods of data gathering that have not been used but perhaps could be. Be specific about the methodological approaches you plan to undertake to obtain information, the techniques you would use to analyze the data, and the tests of external validity to which you commit yourself [i.e., the trustworthiness by which you can generalize from your study to other people, places, events, and/or periods of time].

When describing the methods you will use, be sure to cover the following:

• Specify the research process you will undertake and the way you will interpret the results obtained in relation to the research problem. Don't just describe what you intend to achieve from applying the methods you choose, but state how you will spend your time while applying these methods [e.g., coding text from interviews to find statements about the need to change school curriculum; running a regression to determine if there is a relationship between campaign advertising on social media sites and election outcomes in Europe ].
• Keep in mind that the methodology is not just a list of tasks; it is a deliberate argument as to why techniques for gathering information add up to the best way to investigate the research problem. This is an important point because the mere listing of tasks to be performed does not demonstrate that, collectively, they effectively address the research problem. Be sure you clearly explain this.
• Anticipate and acknowledge any potential barriers and pitfalls in carrying out your research design and explain how you plan to address them. No method applied to research in the social and behavioral sciences is perfect, so you need to describe where you believe challenges may exist in obtaining data or accessing information. It's always better to acknowledge this than to have it brought up by your professor!

V.  Preliminary Suppositions and Implications

Just because you don't have to actually conduct the study and analyze the results, doesn't mean you can skip talking about the analytical process and potential implications . The purpose of this section is to argue how and in what ways you believe your research will refine, revise, or extend existing knowledge in the subject area under investigation. Depending on the aims and objectives of your study, describe how the anticipated results will impact future scholarly research, theory, practice, forms of interventions, or policy making. Note that such discussions may have either substantive [a potential new policy], theoretical [a potential new understanding], or methodological [a potential new way of analyzing] significance.   When thinking about the potential implications of your study, ask the following questions:

• What might the results mean in regards to challenging the theoretical framework and underlying assumptions that support the study?
• What suggestions for subsequent research could arise from the potential outcomes of the study?
• What will the results mean to practitioners in the natural settings of their workplace, organization, or community?
• Will the results influence programs, methods, and/or forms of intervention?
• How might the results contribute to the solution of social, economic, or other types of problems?
• Will the results influence policy decisions?
• In what way do individuals or groups benefit should your study be pursued?
• What will be improved or changed as a result of the proposed research?
• How will the results of the study be implemented and what innovations or transformative insights could emerge from the process of implementation?

NOTE:   This section should not delve into idle speculation, opinion, or be formulated on the basis of unclear evidence . The purpose is to reflect upon gaps or understudied areas of the current literature and describe how your proposed research contributes to a new understanding of the research problem should the study be implemented as designed.

ANOTHER NOTE : This section is also where you describe any potential limitations to your proposed study. While it is impossible to highlight all potential limitations because the study has yet to be conducted, you still must tell the reader where and in what form impediments may arise and how you plan to address them.

VI.  Conclusion

The conclusion reiterates the importance or significance of your proposal and provides a brief summary of the entire study . This section should be only one or two paragraphs long, emphasizing why the research problem is worth investigating, why your research study is unique, and how it should advance existing knowledge.

Someone reading this section should come away with an understanding of:

• Why the study should be done;
• The specific purpose of the study and the research questions it attempts to answer;
• The decision for why the research design and methods used where chosen over other options;
• The potential implications emerging from your proposed study of the research problem; and
• A sense of how your study fits within the broader scholarship about the research problem.

VII.  Citations

As with any scholarly research paper, you must cite the sources you used . In a standard research proposal, this section can take two forms, so consult with your professor about which one is preferred.

• References -- a list of only the sources you actually used in creating your proposal.
• Bibliography -- a list of everything you used in creating your proposal, along with additional citations to any key sources relevant to understanding the research problem.

In either case, this section should testify to the fact that you did enough preparatory work to ensure the project will complement and not just duplicate the efforts of other researchers. It demonstrates to the reader that you have a thorough understanding of prior research on the topic.

Most proposal formats have you start a new page and use the heading "References" or "Bibliography" centered at the top of the page. Cited works should always use a standard format that follows the writing style advised by the discipline of your course [e.g., education=APA; history=Chicago] or that is preferred by your professor. This section normally does not count towards the total page length of your research proposal.

Develop a Research Proposal: Writing the Proposal. Office of Library Information Services. Baltimore County Public Schools; Heath, M. Teresa Pereira and Caroline Tynan. “Crafting a Research Proposal.” The Marketing Review 10 (Summer 2010): 147-168; Jones, Mark. “Writing a Research Proposal.” In MasterClass in Geography Education: Transforming Teaching and Learning . Graham Butt, editor. (New York: Bloomsbury Academic, 2015), pp. 113-127; Juni, Muhamad Hanafiah. “Writing a Research Proposal.” International Journal of Public Health and Clinical Sciences 1 (September/October 2014): 229-240; Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005; Procter, Margaret. The Academic Proposal. The Lab Report. University College Writing Centre. University of Toronto; Punch, Keith and Wayne McGowan. "Developing and Writing a Research Proposal." In From Postgraduate to Social Scientist: A Guide to Key Skills . Nigel Gilbert, ed. (Thousand Oaks, CA: Sage, 2006), 59-81; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences , Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

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How to Write a Proposal

Last Updated: May 6, 2024 Fact Checked

This article was co-authored by Dave Labowitz . Dave Labowitz is a Business Coach who helps pre-entrepreneurs, solopreneurs/entrepreneurs, and team leaders start, scale, and lead their businesses and teams. Before beginning his coaching career, Dave was a startup executive who spent over a decade building high-growth companies. Dave’s “path less traveled” life includes adventures such as dropping out of high school, co-authoring a book in the Smithsonian Institute, and getting his MBA at Pepperdine’s Graziadio Business School. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 4,003,952 times.

Writing a good proposal is a critical skill in many occupations, from school to business management to geology. The goal of a proposal is to gain support for your plan by informing the appropriate people. Your ideas or suggestions are more likely to be approved if you can communicate them in a clear, concise, engaging manner. Knowing how to write a persuasive, captivating proposal is essential for success in many fields. There are several types of proposals, such as science proposals and book proposals, but each following the same basic guidelines.

Sample Proposals

Planning Your Proposal

• Who will be reading your proposal? What level of familiarity with your topic will they have? What might you need to define or give extra background information about?
• What do you want your audience to get from your proposal? What do you need to give your readers, so they can make the decision you want them to make?
• Refine your tone to meet your audience's expectations and desires. What do they want to hear? What would be the most effective way of getting through to them? How can you help them understand what you're trying to say?

• What is the situation this issue applies to?
• What are the reasons behind this?
• Are we certain that those, and not others, are the real reasons? How are we sure of it?
• Has anyone ever tried to deal with this issue before?
• If yes: has it worked? Why?
• If no: why not?

Tip: Use your summary to show that you've conducted in-depth research to evaluate and understand the issue. Include only the information that's most relevant to your topic, and avoid writing a summary that's obvious to anyone in the field.

• Your proposal needs to define a problem and offer a solution that will convince uninterested, skeptical readers to support it. Your audience may not be the easiest crowd to win over. Is the solution you're offering logical and feasible? What's the timeline for your implementation?
• Consider thinking about your solution in terms of objectives. Your primary objective is the goal that you truly must achieve with your project. Secondary objectives are other goals that you hope your project achieves.
• Another helpful way of thinking about your solution is in terms of "outcomes" and "deliverables." Outcomes are the quantifiable results of your objectives. For example, if your proposal is for a business project and your objective is "increase profit," an outcome might be "increase profit by $100,000." Deliverables are products or services that you will deliver with your project. For example, a proposal for a science project could "deliver" a vaccine or a new drug. Readers of proposals look for outcomes and deliverables because they are easy ways of determining what the "worth" of the project will be.

• How are you going to be persuasive? Convincing proposals can use emotional appeals, but should always rely on facts as the bedrock of the argument. For example, a proposal to start a panda conservation program could mention how sad it would be for the children of future generations to never see a panda again, but it shouldn't stop there. It would need to base its argument on facts and solutions for the proposal to be convincing.

Avoid writing in jargon and using obscure abbreviations or needlessly complex language. Instead, write in plain, direct language as much as possible.

For example, instead of saying "rectification of a workplace imbalance," you could simply write, "let employees go."

• Your outline should consist of your problem, your solution, how you'll solve it, why your solution is best, and a conclusion. If you're writing an executive proposal, you'll need to include things like a budget analysis and organizational details.

Writing Your Own Proposal

• If you have any stark facts that shed some light on why the issue needs to be addressed and addressed immediately, it's a safe bet that's something you can start with. Whatever it is, make sure what you start out with is a fact and not an opinion.

• Emphasize why your problem needs to be solved and needs to be solved now. How will it affect your audience if left alone? Make sure to answer all questions and cover them with research and facts. Use credible sources liberally.

Tip: Make the issue as relevant to the audience as you can. Tie it to their interest or goal as directly as you can. Make it specific to them, and avoid relying solely on generic appeal to emotions or values.

• Discuss the larger impact of your ideas. Ideas that seem of limited applicability aren't as likely to spark enthusiasm in readers as ideas that could have widespread effects. Example: "Greater knowledge of tuna behavior can allow us to create a more comprehensive management strategy and ensure canned tuna for future generations."
• Addressing why you will do something is as significant as stating what you will do. Presume that your readers are skeptical and will not accept your ideas at face value. If you're proposing to do a catch-and-release study of 2,000 wild tuna, why? Why is that better than something else? If it's more expensive than another option, why can't you use the cheaper option? Anticipating and addressing these questions will show that you've considered your idea from all angles.
• Your readers should leave your paper assured that you can solve the problem effectively. Literally, everything you write should either address the problem or how to solve it.
• Research your proposal extensively. The more examples and facts you can give your audience, the better -- it'll be much more convincing. Avoid your opinions and rely on the hard research of others.
• If your proposal doesn't prove that your solution works, it's not an adequate solution. If your solution isn't feasible, nix it. Think about the results of your solution, too. Pre-test it if possible and revise your solution if need be.

• Your readers probably understand that your budget may change, especially if this is a startup project, but they want to see that you at least have a cohesive plan. They have to see that you know directionally where you're going to spend the money and how long it's going to last.
• When do you envision the project starting? At what pace will it progress? How does each step build on the other? Can certain things be done simultaneously? Being as meticulous as possible will give your readers confidence that you've done your homework and won't waste their money.
• Make sure your proposal makes sense financially. If you're proposing an idea to a company or a person, consider their budget. If they can't afford your proposal, it's not an adequate one. If it does fit their budget, be sure to include why it's worth their time and money.

Tip: Stay away from vague or unrelated objectives! Include details, responsibilities, and time commitments for departments and individual staff.

• If you have extra content that doesn't exactly fit into your proposal, you may want to add an appendix. But know that if your paper is too bulky, it may scare people off. If you're in doubt, leave it out.
• If you have two or more appendices attached to your proposal, letter them A, B, etc. This can be used if you have data sheets, reprints of articles, or letters of endorsement and the like.

• Have another set of eyes (or two) read over your work. They'll be able to highlight issues your mind has grown blind to. There may be issues that you haven't completely addressed or questions you've left open-ended.
• Eliminate jargon and clichés! These make you look lazy and can get in the way of understanding. Don't use a long word when a short word will do just as well.
• Avoid the passive voice whenever possible. Passive voice uses forms of "to be" verbs and can make your meaning unclear. Compare these two sentences: "The window was broken by the zombie" and "The zombie broke the window." In the first, you don't know who broke the window: was it the zombie? Or was the window by the zombie and just happened to also be broken? In the second, you know exactly who did the breaking and why it's important.
• Use strong, direct language and avoid muddling your proposal with qualifiers and extra phrasing. For example, instead of using phrases like "I believe that...," or "this solution may aid...," say, "The plan will significantly reduce poverty rates."

• Any mistakes on your end will make you look less educated and less credible, reducing your likelihood of getting approved.
• Make sure that your formatting is in line with whatever the guidelines require.

Community Q&A

Reader Videos

• Use language that everyone can understand. Keep to short sentences that are clear and to the point. Thanks Helpful 0 Not Helpful 0
• Any discussion of financial or other resources should be conducted carefully and should present a realistic picture of the expense required. Thanks Helpful 0 Not Helpful 0
• Do not try to use very twisty and tacky words, which are not used in a normal conversation, thinking that it would be useful and impressive. Don't beat around the bush. Go to the main point straight away using simple words. Thanks Helpful 0 Not Helpful 0

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• ↑ http://www.nsf.gov/pubs/2004/nsf04016/nsf04016.pdf
• ↑ https://libguides.usc.edu/writingguide/academicwriting
• ↑ https://www.ndsu.edu/fileadmin/cfwriters/Graduate_Student_Writing_Resources/GrantOutline.pdf
• ↑ https://library.sacredheart.edu/c.php?g=29803&p=185918
• ↑ https://advice.writing.utoronto.ca/revising/revising-and-editing/
• ↑ https://writingcenter.unc.edu/tips-and-tools/editing-and-proofreading/

About This Article

To write a proposal, start with an introduction that clearly states the purpose of your proposal. Then, explain the problem at hand and why it needs to be solved right now. Go on to detail your proposed solutions to the problem and why you've chosen those solutions. Also, don't forget to include a schedule and budget. To conclude your proposal, briefly summarize the key points you want readers to walk away understanding. For help formatting and outlining your proposal, read the article! Did this summary help you? Yes No

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How to Write a Project Proposal (Examples & Template Included)

Table of Contents

What is a project proposal, types of project proposals, project proposal vs. project charter, project proposal vs. business case, project proposal vs. project plan, project proposal outline, how to write a project proposal, project proposal example, project proposal tips.

• ProjectManager & Project Proposals

A project proposal is a project management document that’s used to define the objectives and requirements of a project. It helps organizations and external project stakeholders agree on an initial project planning framework.

The main purpose of a project proposal is to get buy-in from decision-makers. That’s why a project proposal outlines your project’s core value proposition; it sells value to both internal and external project stakeholders. The intent of the proposal is to grab the attention of stakeholders and project sponsors. Then, the next step is getting them excited about the project summary.

Getting into the heads of the audience for which you’re writing the project proposal is vital: you need to think like the project’s stakeholders to deliver a proposal that meets their needs.

We’ve created a free project proposal template for Word to help structure documents, so you don’t have to remember the process each time.

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Project Proposal Template

Use this free Project Proposal Template for Word to manage your projects better.

In terms of types of project proposals, you can have one that’s formally solicited, informally solicited or a combination. There can also be renewal and supplemental proposals. Here’s a brief description of each of them.

• Solicited project proposal: This is sent as a response to a request for proposal (RFP) . Here, you’ll need to adhere to the RFP guidelines of the project owner.
• Unsolicited project proposal: You can send project proposals without having received a request for a proposal. This can happen in open bids for construction projects , where a project owner receives unsolicited project proposals from many contractors.
• Informal project proposal: This type of project proposal is created when a client asks for an informal proposal without an RFP.
• Renewal project proposal: You can use a renewal project proposal when you’re reaching out to past customers. The advantage is that you can highlight past positive results and future benefits.
• Continuation project proposal: A continuation project proposal is sent to investors and stakeholders to communicate project progress.
• Supplemental project proposal: This proposal is sent to investors to ask for additional resources during the project execution phase.

A project proposal is a detailed project document that’s used to convince the project sponsor that the project being proposed is worth the time, money and effort to deliver it. This is done by showing how the project will address a business problem or opportunity. It also outlines the work that will be done and how it will be done.

A project charter can seem like the same thing as a project proposal as it also defines the project in a document. It identifies the project objectives, scope, goals, stakeholders and team. But it’s done after the project has been agreed upon by all stakeholders and the project has been accepted. The project charter authorizes the project and documents its requirements to meet stakeholders’ needs.

A business case is used to explain why the proposed project is justified. It shows that the project is worth the investment of time and money. It’s more commonly used in larger companies in the decision-making process when prioritizing one project over another.

The business case answers the questions: what is the project, why should it be taken up, who will be involved and how much will it cost? It’s therefore related to a project proposal, but the project proposal comes before the business case and is usually part of the larger proposal.

Again, the project proposal and the project plan in this case are very similar documents. It’s understandable that there would be some confusion between these two project terms. They both show how the project will be run and what the results will be. However, they’re not the same.

The project proposal is a document that aims to get a project approved and funded. It’s used to convince stakeholders of the viability of the project and their investment. The project plan, on the other hand, is made during the planning phase of the project, once it’s been approved. It’s a detailed outline of how the project will be implemented, including schedule, budget, resources and more.

All the elements in the above project proposal outline are present in our template. This free project proposal template for Word will provide you with everything you need to write an excellent project proposal. It will help you with the executive summary, project process, deliverables, costs—even terms and conditions. Download your free template today.

There are several key operational and strategic questions to consider, including:

• Executive summary: This is the elevator pitch that outlines the project being proposed and why it makes business sense. While it also touches on the information that’ll follow in the project proposal, the executive summary should be brief and to the point.
• Project background: This is another short part of the proposal, usually only one page, which explains the problem you’ll solve or the opportunity you’re taking advantage of with the proposed project. Also, provide a short history of the business to put the company in context to the project and why it’s a good fit.
• Project vision & success criteria: State the goal of the project and how it aligns with the goals of the company. Be specific. Also, note the metrics used to measure the success of the project.
• Potential risks and mitigation strategies: There are always risks. Detail them here and what strategies you’ll employ to mitigate any negative impact as well as take advantage of any positive risk.
• Project scope & deliverables: Define the project scope, which is all the work that has to be done and how it will be done. Also, detail the various deliverables that the project will have.
• Set SMART goals: When setting goals, be SMART. That’s an acronym for specific, measurable, achievable, relevant and time-bound. All your goals would be defined by those five things.
• Project approach: Define the approach you’ll use for the contract. There are several different types of contracts used in construction , for example, such as lump sum, cost plus, time and materials, etc. This is also a good place to describe the delivery method you’ll use.
• Expected benefits: Outline the benefits that will come from the successful completion of the project.
• Project resource requirements: List the resources, such as labor, materials, equipment, etc., that you’ll need to execute the project if approved.
• Project costs & budget: Detail all the costs, including resources, that’ll be required to complete the project and set up a budget to show how those costs will be spent over the course of the project.
• Project timeline: Lay out the project timeline , which shows the project from start to finish, including the duration of each phase and the tasks within it, milestones, etc.

In addition to these elements, it’s advisable to use a cover letter, which is a one-page document that helps you introduce your project proposal and grab the attention of potential clients and stakeholders.

To make the best proposal possible, you’ll want to be thorough and hit on all the points we’ve listed above. Here’s a step-by-step guide to writing a persuasive priority proposal.

1. Write an Executive Summary

The executive summary provides a quick overview of the main elements of your project proposal, such as your project background, project objectives and project deliverables, among other things. The goal is to capture the attention of your audience and get them excited about the project you’re proposing. It’s essentially the “elevator pitch” for the project life cycle. It should be short and to the point.

The executive summary should be descriptive and paint a picture of what project success looks like for the client. Most importantly, it should motivate the project client; after all, the goal is getting them to sign on the dotted line to get the project moving!

2. Provide a Project Background

The project background is a one-page section of your project proposal that explains the problem that your project will solve. You should explain when this issue started, its current state and how your project will be the ideal solution.

• Historic data: The history section outlines previously successful projects and those that could have run more smoothly. By doing so, this section establishes precedents and how the next project can be more effective using information from previous projects.
• Solution: The solution section addresses how your project will solve the client’s problem. Accordingly, this section includes any project management techniques , skills and procedures your team will use to work efficiently.

3. Establish a Project Vision & Success Criteria

You’ll need to define your project vision. This is best done with a vision statement, which acts as the north star for your project. It’s not specific as much as it’s a way to describe the impact your company plans to make with the project.

It’s also important to set up success criteria to show that the project is in fact doing what it’s proposed to do. Three obvious project success criteria are the triple constraint of cost, scope and time. But you’ll need to set up a way to measure these metrics and respond to them if they’re not meeting your plan.

4. Identify Potential Risks and Mitigation Strategies

To reduce the impact of risk in your project, you need to identify what those risks might be and develop a plan to mitigate them . List all the risks, prioritize them, describe what you’ll do to mitigate or take advantage of them and who on the team is responsible for keeping an eye out for them and resolving them.

5. Define Your Project Scope and Project Deliverables

The project scope refers to all the work that’ll be executed. It defines the work items, work packages and deliverables that’ll be delivered during the execution phase of your project life cycle. It’s important to use a work breakdown structure (WBS) to define your tasks and subtasks and prioritize them.

6. Set SMART Goals for Your Project Proposal

The best mindset when developing goals and objectives for your project proposal is to use the SMART system :

• Specific – Make sure your goals and objectives are clear, concise and specific to the task at hand.
• Measurable – Ensure your goals and objectives are measurable so it’s obvious to see when things are on track and going well, and conversely, when things are off track and issues need to be addressed. Measurable goals make it easy to develop the milestones you’ll use to track the progress of the project and identify a reasonable date for completion and/or closure.
• Attainable – It’s important every project has a “reach” goal. Hitting this goal would mean an outstanding project that extends above and beyond expectations. However, it’s important that the project’s core goal is attainable, so morale stays high and the job gets done with time and resources to spare.
• Relevant – Make sure all of your goals are directly relevant to the project and address the scope within which you’re working.
• Time-Based – Timelines and specific dates should be at the core of all goals and objectives. This helps keep the project on track and ensures all project team members can manage the work that’s ahead of them.

7. Explain What’s Your Project Approach

Your project approach defines the project management methodology , tools and governance for your project. In simple terms, it allows project managers to explain to stakeholders how the project will be planned, executed and controlled successfully.

8. Outline The Expected Benefits of Your Project Proposal

If you want to convince internal stakeholders and external investors, you’ll need to show them the financial benefits that your project could bring to their organization. You can use cost-benefit analysis and projected financial statements to demonstrate why your project is profitable.

9. Identify Project Resource Requirements

Project resources are critical for the execution of your project. The project proposal briefly describes what resources are needed and how they’ll be used. Later, during the planning phase, you’ll need to create a resource management plan that’ll be an important element of your project plan. Project requirements are the items, materials and resources needed for the project. This section should cover both internal and external needs.

10. Estimate Project Costs and Project Budget

All the resources that you’ll need for your project have a price tag. That’s why you need to estimate those costs and create a project budget . The project budget needs to cover all your project expenses, and as a project manager, you’ll need to make sure that you adhere to the budget.

11. Define a Project Timeline

Once you’ve defined your project scope, you’ll need to estimate the duration of each task to create a project timeline. Later during the project planning phase , you’ll need to create a schedule baseline, which estimates the total length of your project. Once the project starts, you’ll compare your actual project schedule to the schedule baseline to monitor progress.

Now let’s explore some project proposal examples to get a better understanding of how a project proposal would work in the real world. For this example, let’s imagine a city that’s about to build a rapid transit system. The city government has the funds to invest but lacks the technical expertise and resources that are needed to build it, so it issues a request for proposal (RFP) document and sends it to potential builders.

Then, the construction companies that are interested in executing this rapid transit project will prepare a project proposal for the city government. Here are some of the key elements they should include.

• Project background: The construction firm will provide an explanation of the challenges that the project presents from a technical perspective, along with historical data from similar projects that have been completed successfully by the company.
• Project vision & success criteria: Write a vision statement and explain how you’ll track the triple constraint to ensure the successful delivery of the project.
• Potential risks and mitigation strategies: List all risks and how they’ll be mitigated, and be sure to prioritize them.
• Project scope & deliverables: The work that’ll be done is outlined in the scope, including all the deliverables that’ll be completed over the life cycle of the project.
• Set SMART goals: Use the SMART technique to define your project goals by whether they’re specific, measurable, achievable, relevant and time-bound.
• Project approach: Define the methodology that the project manager will employ to manage the project. Also, figure out what type of contract will be used to define the project.
• Expected benefits: Show how the project will deliver advantages to the company and define what these benefits are in a quantifiable way.
• Project resource requirements: List all the resources, such as labor, materials, equipment, etc., needed to execute the project.
• Project costs & budget: Estimate the cost of the project and lay that out in a project budget that covers everything from start to finish.
• Project timeline: Outline the project schedule, including phases, milestones and task duration on a visual timeline.

Whatever project proposal you’re working on, there are a few tips that apply as best practices for all. While above we suggested a project proposal template that would have a table of contents, meaning it would be many pages long, the best-case scenario is keeping the proposal to one or two pages max. Remember, you’re trying to win over stakeholders, not bore them.

Speaking of project stakeholders , do the research. You want to address the right ones. There’s no point in doing all the work necessary to write a great proposal only to have it directed to the wrong target audience. Whoever is going to read it, though, should be able to comprehend the proposal. Keep the language simple and direct.

When it comes to writing, get a professional. Even a business document like a project proposal, business case or executive summary will suffer if it’s poorly constructed or has typos. If you don’t want to hire a professional business writer, make sure you get someone on your project team to copy, edit and proof the document. The more eyes on it, the less likely mistakes will make it to the final edition.

While you want to keep the proposal short and sweet, it helps to sweeten the pot by adding customer testimonials to the attachments. Nothing sells a project plan better than a customer base looking for your product or service.

ProjectManager & Project Proposals

ProjectManager allows you to plan proposals within our software. You can update tasks for the project proposal to signify where things stand and what’s left to be done. The columns allow you to organize your proposal by section, creating a work breakdown structure (WBS) of sorts.

When building a project proposal, it’s vital to remember your target audience. Your audience includes those who are excited about the project, and see completion as a gain for their organization. Conversely, others in your audience will see the project as a pain and something to which they aren’t looking forward. To keep both parties satisfied, it’s essential to keep language factual and concise.

Our online kanban boards help you think through that language and collaborate on it effectively with other team members, if necessary. Each card shows the percentage completed so everyone in the project management team is aware of the work done and what’s left to be done.

As you can see from the kanban board above, work has begun on tasks such as product documentation and design. Tasks regarding stakeholder feedback, ideation, market research and more have been completed, and there’s a good start on the engineering drawings, 3D rendering, supply chain sourcing and translation services.

A PDF is then attached to the card, and everyone added to the task receives an email notifying them of the change. This same process can be used throughout the life-cycle of the project to keep the team updated, collaborating, and producing a first-class project proposal. In addition to kanban boards, you can also use other project management tools such as Gantt charts , project dashboards, task lists and project calendars to plan, schedule and track your projects.

Project proposals are just the first step in the project planning process. Once your project is approved, you’ll have to solidify the plan, allocate and manage resources, monitor the project, and finally hand in your deliverables. This process requires a flexible, dynamic and robust project management software package. ProjectManager is online project management software that helps all your team members collaborate and manage this process in real-time. Try our award-winning software with this free 30-day trial .

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The Ultimate Grant Writing Guide (and How to Find and Apply for Grants)

Securing grants requires strategic planning. Identifying relevant opportunities, building collaborations, and crafting a comprehensive grant proposal are crucial steps. Read our ultimate guide on grant writing, finding grants, and applying for grants to get the funding for your research.

Updated on February 22, 2024

Embarking on a journey of groundbreaking research and innovation always requires more than just passion and dedication, it demands financial support. In the academic and research domains, securing grants is a pivotal factor for transforming these ideas into tangible outcomes. 

Grant awards not only offer the backing needed for ambitious projects but also stand as a testament to the importance and potential impact of your work. The process of identifying, pursuing, and securing grants, however, is riddled with nuances that necessitate careful exploration. 

Whether you're a seasoned researcher or a budding academic, navigating this complex world of grants can be challenging, but we’re here to help. In this comprehensive guide, we'll walk you through the essential steps of applying for grants, providing expert tips and insights along the way.

Finding grant opportunities 

Prior to diving into the application phase, the process of finding grants involves researching and identifying those that are relevant and realistic to your project. While the initial step may seem as simple as entering a few keywords into a search engine, the full search phase takes a more thorough investigation.

By focusing efforts solely on the grants that align with your goals, this pre-application preparation streamlines the process while also increasing the likelihood of meeting all the requirements. In fact, having a well thought out plan and a clear understanding of the grants you seek both simplifies the entire activity and sets you and your team up for success.

Apply these steps when searching for appropriate grant opportunities:

1. Determine your need

Before embarking on the grant-seeking journey, clearly articulate why you need the funds and how they will be utilized. Understanding your financial requirements is crucial for effective grant research.

2. Know when you need the money

Grants operate on specific timelines with set award dates. Align your grant-seeking efforts with these timelines to enhance your chances of success.

3. Search strategically

Build a checklist of your most important, non-negotiable search criteria for quickly weeding out grant options that absolutely do not fit your project. Then, utilize the following resources to identify potential grants:

• Online directories
• Small Business Administration (SBA)
• Foundations

4. Develop a tracking tool

After familiarizing yourself with the criteria of each grant, including paperwork, deadlines, and award amounts, make a spreadsheet or use a project management tool to stay organized. Share this with your team to ensure that everyone can contribute to the grant cycle.

Here are a few popular grant management tools to try: 

• Jotform : spreadsheet template
• Airtable : table template
• Instrumentl : software
• Submit : software

Tips for Finding Research Grants

Consider large funding sources : Explore major agencies like NSF and NIH.

Reach out to experts : Consult experienced researchers and your institution's grant office.

Stay informed : Regularly check news in your field for novel funding sources.

Know agency requirements : Research and align your proposal with their requisites.

Ask questions : Use the available resources to get insights into the process.

Demonstrate expertise : Showcase your team's knowledge and background.

Neglect lesser-known sources : Cast a wide net to diversify opportunities.

Name drop reviewers : Prevent potential conflicts of interest.

Miss your chance : Find field-specific grant options.

Forget refinement : Improve proposal language, grammar, and clarity.

Ignore grant support services : Enhance the quality of your proposal.

Overlook co-investigators : Enhance your application by adding experience.

Grant collaboration 

Now that you’ve taken the initial step of identifying potential grant opportunities, it’s time to find collaborators. The application process is lengthy and arduous. It requires a diverse set of skills. This phase is crucial for success.

With their valuable expertise and unique perspectives, these collaborators play instrumental roles in navigating the complexities of grant writing. While exploring the judiciousness that goes into building these partnerships, we will underscore why collaboration is both advantageous and indispensable to the pursuit of securing grants.

Why is collaboration important to the grant process?

Some grant funding agencies outline collaboration as an outright requirement for acceptable applications. However, the condition is more implied with others. Funders may simply favor or seek out applications that represent multidisciplinary and multinational projects.

To get an idea of the types of collaboration major funders prefer, try searching “collaborative research grants” to uncover countless possibilities, such as:

• National Endowment for the Humanities
• American Brain Tumor Association

For exploring grants specifically for international collaboration, check out this blog:

• 30+ Research Funding Agencies That Support International Collaboration

Either way, proposing an interdisciplinary research project substantially increases your funding opportunities. Teaming up with multiple collaborators who offer diverse backgrounds and skill sets enhances the robustness of your research project and increases credibility.

This is especially true for early career researchers, who can leverage collaboration with industry, international, or community partners to boost their research profile. The key lies in recognizing the multifaceted advantages of collaboration in the context of obtaining funding and maximizing the impact of your research efforts.

How can I find collaborators?

Before embarking on the search for a collaborative partner, it's essential to crystallize your objectives for the grant proposal and identify the type of support needed. Ask yourself these questions: 

1)Which facet of the grant process do I need assistance with:

2) Is my knowledge lacking in a specific: 

• Population?

3) Do I have access to the necessary:

Use these questions to compile a detailed list of your needs and prioritize them based on magnitude and ramification. These preliminary step ensure that search for an ideal collaborator is focused and effective.

Once you identify targeted criteria for the most appropriate partners, it’s time to make your approach. While a practical starting point involves reaching out to peers, mentors, and other colleagues with shared interests and research goals, we encourage you to go outside your comfort zone.

Beyond the first line of potential collaborators exists a world of opportunities to expand your network. Uncover partnership possibilities by engaging with speakers and attendees at events, workshops, webinars, and conferences related to grant writing or your field.

Also, consider joining online communities that facilitate connections among grant writers and researchers. These communities offer a space to exchange ideas and information. Sites like Collaboratory , NIH RePorter , and upwork provide channels for canvassing and engaging with feasible collaborators who are good fits for your project. 

Like any other partnership, carefully weigh your vetted options before committing to a collaboration. Talk with individuals about their qualifications and experience, availability and work style, and terms for grant writing collaborations.

Transparency on both sides of this partnership is imperative to forging a positive work environment where goals, values, and expectations align for a strong grant proposal.

Putting together a winning grant proposal

It’s time to assemble the bulk of your grant application packet – the proposal itself. Each funder is unique in outlining the details for specific grants, but here are several elements fundamental to every proposal:

• Executive Summary
• Needs assessment
• Project description
• Evaluation plan
• Team introduction
• Sustainability plan 

This list of multi-faceted components may seem daunting, but careful research and planning will make it manageable. 

Start by reading about the grant funder to learn:

• What their mission and goals are,
• Which types of projects they have funded in the past, and
• How they evaluate and score applications.

Next, view sample applications to get a feel for the length, flow, and tone the evaluators are looking for. Many funders offer samples to peruse, like these from the NIH , while others are curated by online platforms , such as Grantstation.

Also, closely evaluate the grant application’s requirements. they vary between funding organizations and opportunities, and also from one grant cycle to the next. Take notes and make a checklist of these requirements to add to an Excel spreadsheet, Google smartsheet, or management system for organizing and tracking your grant process.

Finally, understand how you will submit the final grant application. Many funders use online portals with character or word limits for each section. Be aware of these limits beforehand. Simplify the editing process by first writing each section in a Word document to be copy and pasted into the corresponding submission fields.

If there is no online application platform, the funder will usually offer a comprehensive Request for Proposal (RFP) to guide the structure of your grant proposal. The RFP: 

• Specifies page constraints
• Delineates specific sections
• Outlines additional attachments
• Provides other pertinent details

Components of a grant proposal

Cover letter.

Though not always explicitly requested, including a cover letter is a strategic maneuver that could be the factor determining whether or not grant funders engage with your proposal. It’s an opportunity to give your best first impression by grabbing the reviewer’s attention and compelling them to read further. 

Cover letters are not the place for excessive emotion or detail, keep it brief and direct, stating your financial needs and purpose confidently from the outset. Also, try to clearly demonstrate the connection between your project and the funder’s mission to create additional value beyond the formal proposal.

Executive summary

Like an abstract for your research manuscript, the executive summary is a brief synopsis that encapsulates the overarching topics and key points of your grant proposal. It must set the tone for the main body of the proposal while providing enough information to stand alone if necessary.

Refer to How to Write an Executive Summary for a Grant Proposal for detailed guidance like:

• Give a clear and concise account of your identity, funding needs, and project roadmap.
• Write in an instructive manner aiming for an objective and persuasive tone
• Be convincing and pragmatic about your research team's ability.
• Follow the logical flow of main points in your proposal.
• Use subheadings and bulleted lists for clarity.
• Write the executive summary at the end of the proposal process.
• Reference detailed information explained in the proposal body.
• Address the funder directly.
• Provide excessive details about your project's accomplishments or management plans.
• Write in the first person.
• Disclose confidential information that could be accessed by competitors.
• Focus excessively on problems rather than proposed solutions.
• Deviate from the logical flow of the main proposal.
• Forget to align with evaluation criteria if specified

Project narrative

After the executive summary is the project narrative . This is the main body of your grant proposal and encompasses several distinct elements that work together to tell the story of your project and justify the need for funding. 

Include these primary components:

Introduction of the project team

Briefly outline the names, positions, and credentials of the project’s directors, key personnel, contributors, and advisors in a format that clearly defines their roles and responsibilities. Showing your team’s capacity and ability to meet all deliverables builds confidence and trust with the reviewers.

Needs assessment or problem statement

A compelling needs assessment (or problem statement) clearly articulates a problem that must be urgently addressed. It also offers a well-defined project idea as a possible solution. This statement emphasizes the pressing situation and highlights existing gaps and their consequences to illustrate how your project will make a difference.

To begin, ask yourself these questions:

• What urgent need are we focusing on with this project?
• Which unique solution does our project offer to this urgent need? 
• How will this project positively impact the world once completed?

Here are some helpful examples and templates.

Goals and objectives

Goals are broad statements that are fairly abstract and intangible. Objectives are more narrow statements that are concrete and measurable. For example :

• Goal : “To explore the impact of sleep deprivation on cognitive performance in college students.”
• Objective : “To compare cognitive test scores of students with less than six hours of sleep and those with 8 or more hours of sleep.”

Focus on outcomes, not processes, when crafting goals and objectives. Use the SMART acronym to align them with the proposal's mission while emphasizing their impact on the target audience.

Methods and strategies

It is vitally important to explain how you intend to use the grant funds to fulfill the project’s objectives. Detail the resources and activities that will be employed. Methods and strategies are the bridge between idea and action. They must prove to reviewers the plausibility of your project and the significance of their possible funding.

Here are some useful guidelines for writing your methods section that are outlined in " Winning Grants: Step by Step ."

• Firmly tie your methods to the proposed project's objectives and needs assessment.
• Clearly link them to the resources you are requesting in the proposal budget.
• Thoroughly explain why you chose these methods by including research, expert opinion, and your experience.
• Precisely list the facilities and capital equipment that you will use in the project.
• Carefully structure activities so that the program moves toward the desired results in a time-bound manner.

A comprehensive evaluation plan underscores the effectiveness and accountability of a project for both the funders and your team. An evaluation is used for tracking progress and success. The evaluation process shows how to determine the success of your project and measure the impact of the grant award by systematically gauging and analyzing each phase of your project as it compares to the set objectives.

Evaluations typically fall into two standard categories:

1. Formative evaluation : extending from project development through implementation, continuously provides feedback for necessary adjustments and improvements. 

2. Summative evaluation : conducted post-project completion, critically assesses overall success and impact by compiling information on activities and outcomes.

Creating a conceptual model of your project is helpful when identifying these key evaluation points. Then, you must consider exactly who will do the evaluations, what specific skills and resources they need, how long it will take, and how much it will cost.

Sustainability

Presenting a solid plan that illustrates exactly how your project will continue to thrive after the grant money is gone builds the funder's confidence in the project’s longevity and significance. In this sustainability section, it is vital to demonstrate a diversified funding strategy for securing the long-term viability of your program.

There are three possible long term outcomes for projects with correlated sustainability options:

• Short term projects: Though only implemented once, will have ongoing maintenance costs, such as monitoring, training, and updates.

(E.g., digitizing records, cleaning up after an oil spill)

• Projects that will generate income at some point in the future: must be funded until your product or service can cover operating costs with an alternative plan in place for deficits.

(E.g., medical device, technology, farming method)

• Ongoing projects: will eventually need a continuous stream of funding from a government entity or large organization.

(E.g., space exploration, hurricane tracking)

Along with strategies for funding your program beyond the initial grant,  reference your access to institutional infrastructure and resources that will reduce costs.

Also, submit multi-year budgets that reflect how sustainability factors are integrated into the project’s design.

The budget section of your grant proposal, comprising both a spreadsheet and a narrative, is the most influential component. It should be able to stand independently as a suitable representation of the entire endeavor. Providing a detailed plan to outline how grant funds will be utilized is crucial for illustrating cost-effectiveness and careful consideration of project expenses. 

A comprehensive grant budget offers numerous benefits to both the grantor , or entity funding the grant, and the grantee , those receiving the funding, such as:

• Grantor : The budget facilitates objective evaluation and comparison between multiple proposals by conveying a project's story through responsible fund management and financial transparency.
• Grantee : The budget serves as a tracking tool for monitoring and adjusting expenses throughout the project and cultivates trust with funders by answering questions before they arise.

Because the grant proposal budget is all-encompassing and integral to your efforts for securing funding, it can seem overwhelming. Start by listing all anticipated expenditures within two broad categories, direct and indirect expenses , where:

• Direct : are essential for successful project implementation, are measurable project-associated costs, such as salaries, equipment, supplies, travel, and external consultants, and are itemized and detailed in various categories within the grant budget.
• Indirect : includes administrative costs not directly or exclusively tied to your project, but necessary for its completion, like rent, utilities, and insurance, think about lab or meeting spaces that are shared by multiple project teams, or Directors who oversee several ongoing projects.

After compiling your list, review sample budgets to understand the typical layout and complexity. Focus closely on the budget narratives , where you have the opportunity to justify each aspect of the spreadsheet to ensure clarity and validity.

While not always needed, the appendices consist of relevant supplementary materials that are clearly referenced within your grant application. These might include: 

• Updated resumes that emphasize staff members' current positions and accomplishments. 
• Letters of support from people or organizations that have authority in the field of your research, or community members that may benefit from the project.
• Visual aids like charts, graphs, and maps that contribute directly to your project’s story and are referred to previously in the application. 

Finalizing your grant application

Now that your grant application is finished, make sure it's not just another document in the stack Aim for a grant proposal that captivates the evaluator. It should stand out not only for presenting an excellent project, but for being engaging and easily comprehended . 

Keep the language simple. Avoid jargon. Prioritizing accuracy and conciseness. Opt for reader-friendly formatting with white space, headings, standard fonts, and illustrations to enhance readability.

Always take time for thorough proofreading and editing. You can even set your proposal aside for a few days before revisiting it for additional edits and improvements. At this stage, it is helpful to seek outside feedback from those familiar with the subject matter as well as novices to catch unnoticed mistakes and improve clarity.

If you want to be absolutely sure your grant proposal is polished, consider getting it edited by AJE .

How can AI help the grant process?

When used efficiently, AI is a powerful tool for streamlining and enhancing various aspects of the grant process.

• Use AI algorithms to review related studies and identify knowledge gaps.
• Employ AI for quick analysis of complex datasets to identify patterns and trends.
• Leverage AI algorithms to match your project with relevant grant opportunities.
• Apply Natural Language Processing for analyzing grant guidelines and tailoring proposals accordingly.
• Utilize AI-powered tools for efficient project planning and execution.
• Employ AI for tracking project progress and generating reports.
• Take advantage of AI tools for improving the clarity, coherence, and quality of your proposal.
• Rely solely on manual efforts that are less comprehensive and more time consuming.
• Overlook the fact that AI is designed to find patterns and trends within large datasets.
• Minimize AI’s ability to use set parameters for sifting through vast amounts of data quickly.
• Forget that the strength of AI lies in its capacity to follow your prompts without divergence.
• Neglect tools that assist with scheduling, resource allocation, and milestone tracking.
• Settle for software that is not intuitive with automated reminders and updates.
• Hesitate to use AI tools for improving grammar, spelling, and composition throughout the writing process.

Remember that AI provides a diverse array of tools; there is no universal solution. Identify the most suitable tool for your specific task. Also, like a screwdriver or a hammer, AI needs informed human direction and control to work effectively.

Looking for tips when writing your grant application? 

Check out these resources:

• 4 Tips for Writing a Persuasive Grant Proposal
• Writing Effective Grant Applications
• 7 Tips for Writing an Effective Grant Proposal
• The best-kept secrets to winning grants
• The Best Grant Writing Books for Beginner Grant Writers
• Research Grant Proposal Funding: How I got $1 Million

Final thoughts

The bottom line – applying for grants is challenging. It requires passion, dedication, and a set of diverse skills rarely found within one human being.

Therefore, collaboration is key to a successful grant process . It encourages everyone’s strengths to shine. Be honest and ask yourself, “Which elements of this grant application do I really need help with?” Seek out experts in those areas.

Keep this guide on hand to reference as you work your way through this funding journey. Use the resources contained within. Seek out answers to all the questions that will inevitably arise throughout the process.

The grants are out there just waiting for the right project to present itself – one that shares the funder’s mission and is a benefit to our communities. Find grants that align with your project goals, tell your story through a compelling proposal, and get ready to make the world a better place with your research.

The AJE Team

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6.5 Writing Process: Creating a Proposal

Learning outcomes.

By the end of this section, you will be able to:

• Describe the elements of the rhetorical situation for your proposal.
• Apply prewriting strategies to discover a problem to write about.
• Gather and synthesize information from appropriate sources.
• Draft a thesis statement and create an organizational plan.
• Compose a proposal that develops your ideas and integrates evidence from sources.
• Implement strategies for drafting, peer reviewing, and revising.

Sometimes writing a paper comes easily, but more often writers work hard to generate ideas and evidence, organize their thoughts, draft, and revise. Experienced writers do their work in multiple steps, and most engage in a recursive process that involves thinking and rethinking, writing and rewriting, and repeating steps multiple times as their ideas develop and sharpen. In broad strokes, most writers go through the following steps to achieve a polished piece of writing:

• Planning and Organization . Your proposal will come together more easily if you spend time at the start considering the rhetorical situation, understanding your assignment, gathering ideas and evidence, drafting a thesis statement, and creating an organizational plan.
• Drafting . When you have a good grasp of the problem and solution you are going to write about and how you will organize your proposal, you are ready to draft.
• Review . With a first draft in hand, make time to get feedback from others. Depending on the structure of your class, you may receive feedback from your instructor or your classmates. You can also work with a tutor in the writing center on your campus, or you can ask someone else you trust, such as a friend, roommate, or family member, to read your writing critically and give honest feedback.
• Revising . After reviewing feedback from your readers, plan to revise. Focus on their comments: Is your thesis clear? Do you need to make organizational changes to the proposal? Do you need to explain or connect your ideas more clearly?

Considering the Rhetorical Situation

Like other kinds of writing projects, a proposal starts with assessing the rhetorical situation —the circumstance in which a writer communicates with an audience of readers about a subject. As a proposal writer, you make choices based on the purpose for your writing, the audience who will read it, the genre , and the expectations of the community and culture in which you are working. The brainstorming questions in Table 6.1 can help you begin:

Summary of Assignment

Write a proposal that discusses a problem you want to learn more about and that recommends a solution. The problem you choose must be a current problem, even though it may have been a problem for many years. The problem must also affect many people, and it must have an actual solution or solutions that you can learn about through research. In other words, the problem cannot be unique to you, and the solution you recommend cannot be one you only imagine; both the problem and the solution must be grounded in reality.

One way to get ideas about a problem to write about is to read a high-quality newspaper, website, or social media account for a week. Read widely on whatever platform you choose so that you learn what people are saying, what a newspaper’s editorial board is taking a stand on, what opinion writers are making cases for in op-eds, and what community members are commenting on. You’ll begin to get a handle on problems in your community or state that people care about. If you read a paper or website with a national or international audience, you’ll learn about problems that affect people in other places.

You will need to consult and cite at least five reliable sources. They can be scholarly, but they do not have to be. They must be credible, trustworthy, and unbiased. Possible sources include articles from reputable newspapers, magazines, and academic and professional journals; reputable websites; government sources; and visual sources. Depending on your topic, you may want to conduct a survey, an interview, or an experiment. See Research Process: Accessing and Recording Information and Annotated Bibliography: Gathering, Evaluating, and Documenting Sources for information about creating and finding sources. Your proposal can include a visual or media source if it provides appropriate, relevant evidence.

Another Lens. Another way to approach a proposal assignment is to consider problems that affect you directly and affect others. Perhaps you are concerned about running up student loan debt. Or perhaps you worry about how to pay your rent while earning minimum wage. These concerns are valid and affect many college students around the United States. Another way is to think about problems that affect others. Perhaps students in your class or on your campus have backgrounds and experiences that differ from yours— what problems or challenges might they have encountered during their time in college that you don’t know about?

As you think about the purpose and audience for your proposal, think again about the rhetorical situation, specifically about the audience you want to reach and the mode of presentation best suited to them and your purpose. For example, say you’re dissatisfied with the process for electing student leaders on your campus. If your purpose is to identify the problems in the process and propose a change, then your audience would include other students, the group or committee that oversees student elections, and perhaps others. To reach other students who might also be dissatisfied, you might write an article, editorial, or letter for the campus newspaper, social media page, or website, depending on how students on your campus get news. In addition, you might organize a meeting of other students to get their input on the problem. To reach the decision makers, which may include elected students, faculty, and administrators, you might need to prepare an oral presentation and a slide deck.

Below in Figure 6.7 are three slides from Shawn Krukowski’s proposal that he adapted for a presentation: the title slide, a slide on one aspect of the problem, and a slide introducing one of the proposed solutions.

Quick Launch: Finding a Problem to Write About

A proposal must address a real-life problem and present one or more workable solutions. Usually, problems worth writing about are not easily solved; if they were, they would no longer be considered problems. Indeed, problems in proposals are often complex, and solutions are often complicated and involve trade-offs. Sometimes people disagree about whether the problem is a problem at all and whether any proposed solutions are viable solutions.

Exploring a Problem

One way to generate ideas about a problem is to brainstorm. To explore a topic for your proposal, use a graphic organizer like Table 6.2 to write responses to the following statements and questions:

For example, perhaps you’re considering a career in information technology, and you’re taking an IT class. You might be interested in exploring the problem of data breaches. A data breach is a real-world problem with possible solutions, so it passes the first test of being an actual problem with possible solutions. Your responses to the questions above might look something like those in Table 6.3 :

Narrowing and Focusing

Many problems for a proposal can be too broad to tackle in a single paper. For example, the sample above reveals that data breaches are indeed a problem but that several aspects can be explored. If you tried to cover all the aspects, you would be left writing general paragraphs with little specific information. The topic needs to be narrowed and focused.

The data breaches example above could be narrowed to the following problems—and possibly even more. Note that the questions start to zero in on possible solutions, too. In your own writing, as you brainstorm, try placing subtopics you discover into their own categories and asking more questions, as shown in Table 6.4 .

Sample Proposal Topics

The following broad topics are potentially suitable as a start for a proposal. Choose one of these or one of your own, and ask the exploring questions. Then look at your responses, and ask focusing questions. Continue to focus until you have a specific problem that you can discuss in sufficient depth and offer a concrete solution or solutions.

• Health fields: cost of medical and dental care for uninsured people, management of chronic conditions and diseases, infection control, vaccinations, access to mental health care, drug use and addiction, sports injuries, workplace safety
• Education: gaps in academic achievement, curriculum, recruitment and retention of staff and/or students, buildings and grounds, graduation rates, cocurricular activities
• Environment: forest management and fires, hurricanes and other extreme storms, water and air pollution, sustainable development, invasive species, waste management, recycling and composting, community gardening
• Engineering and computer science: robotics, vehicles and transportation, digital divide, online privacy, misinformation and misbehavior on social media, video games
• Business and manufacturing: quality improvement, process improvement, cost control, communication, social media, pay equity, fundraising, sourcing of materials, net-zero energy processes, workplace safety
• Policy and politics: public institutions, such as public schools, libraries, transportation systems, and parks; taxes, fees, and services; donations to political campaigns; healthcare, such as Medicare and Medicaid; social security; unemployment insurance; services for active military and veterans; immigration policy
• Society and culture: social media and free speech; inequality in housing, employment, education, and more; cancel culture; bullying; wealth and poverty; support for the arts; athletes and sports; disparities related to race, sex, gender identity and expression, age, and/or ability

Gathering Information

Proposals are rooted in information and evidence; therefore, most proposal assignments require you to conduct research. Depending on your assignment, you may need to do formal research, an activity that involves finding sources and evaluating them for reliability, reading them carefully and taking notes, and citing all words you quote and ideas you borrow. See Research Process: Accessing and Recording Information and Annotated Bibliography: Gathering, Evaluating, and Documenting Sources for detailed instruction on conducting research. If you are proposing a solution to a problem in your local community or on your campus, you may need to conduct primary research as well, such as a survey or interviews with people who live or work there.

Whether you conduct in-depth research or do background reading, keep track of the ideas that come to you and the information you learn. You can write or dictate notes using an app on your phone or computer, or you can jot notes in a journal if you prefer pen and paper. Then, when you are ready to begin to organize what you have learned, you will have a record of your thoughts and information. Always track the source of the information you gather, whether from your reading or a person you interviewed, so that you can return to that source if you need more information and can credit the source in your paper.

Kinds of Evidence

You will use evidence to demonstrate that the problem is real and worthy of being solved and that your recommended solution is workable. Choose evidence for your proposal that is rooted in facts. In addition, choose evidence that best supports the angle you take on your topic and meets your instructor’s requirements. Cite all evidence you use from a source. Consider the following kinds of evidence and examples of each:

Definition : an explanation of a key word, idea, or concept.

The Personal Data Notification & Protection Act of 2017 defines a security breach as “a compromise of the security, confidentiality, or integrity of, or the loss of, computerized data that results in… (i) the unauthorized acquisition of sensitive personally identifiable information; or (ii) access to sensitive personally identifiable information that is for an unauthorized purpose, or in excess of authorization.”

Example : an illustration of an idea or concept.

Every month, university staff members receive a fake phishing email from the IT department. The goal is to train employees of the university to be critical readers of every email they receive.

Expert opinion : a statement by a professional whose opinion is respected in the field.

In The Sixth Extinction , science writer Elizabeth Kolbert observes that humans are making the choice about “which evolutionary pathways will remain and open and which will be forever closed” (268).

Fact : information that is true and can be proven correct or accurate. Statements of fact are built on evidence and data.

In March and April of 2020, 43 states in the United States issued orders directing residents to stay home except for essential activities.

Interview : a person-to-person, phone, or remote conversation that involves an interviewer posing questions to another person or group of people.

During an interview, I asked about parents’ decisions to vaccinate their children. One pediatrician said, “The majority of parents see the benefits of immunizations for their children and for public health. For those who don’t, I talk to them and try to understand why they feel the way they do.”

Quotation : the exact words of an author or speaker.

According to the Federal Aviation Administration, SpaceX was required to conduct a “comprehensive review of the company’s safety culture, operational decision-making, and process discipline,” in addition to investigating the crash of its prototype spacecraft (Chang).

Statistics : numerical fact or item of data.

According to the Environmental Protection Agency, more than 40 million tons of food waste were generated in 2017, comprising 15.2% of all trash sent to landfills (DeSilver).

Survey : a structured interview in which respondents are all asked the same questions and their answers are tabulated and interpreted. Surveys reveal attitudes, beliefs, or habits of the general public or segments of the population.

In a survey of adults conducted in July 2020, 64 percent of respondents said that social media have a mostly negative effect on American society (Auxier).

• Visuals and other media : graphs, figures, tables, photographs, diagrams, charts, maps, videos, audio recordings, etc.

Thesis and Organization

Drafting a thesis.

When you have a solid grasp of the problem and solution, try drafting a thesis . A thesis is the main idea that you will convey in your proposal and to which all the paragraphs in the paper should relate. In a proposal, you will likely express this main idea in a thesis statement of one or two sentences toward the end of the introduction.

For example, in the thesis statement Shawn Krukowski wrote for his proposal on climate change, he identifies the problem and previews the solutions he presents:

student sample text What is needed to slow climate change is unified action in two key areas—mitigation and adaptation—spurred by government leadership in the United States and a global commitment to addressing the problem immediately. end student sample text

Here is another example that identifies a problem and multiple solutions:

student sample text The number of women employed in the IT field is decreasing every year, a trend that can be changed with a multifaceted approach that includes initiatives in middle schools, high schools, and colleges; active recruitment; mentoring programs; and flexible work arrangements. end student sample text

After you draft a thesis statement, ask these questions and revise it as needed:

• Is it engaging? A thesis for a proposal should pique readers’ interest in the problem and possible solutions.
• Is it precise and specific? If you are interested in curbing the spread of invasive plant species, for example, your thesis should indicate which environment the plant or plants are invading and that you are proposing ways to stop the spread.

Organizing Your Ideas

A proposal has a recognizable shape, starting with an introduction, followed by discussions of the problem, possible solutions, potential objections to the solutions, and a conclusion with a recommendation. A graphic organizer like Table 6.5 can help you organize your ideas and evidence.

Drafting a Proposal

With a tentative thesis, an organization plan, and evidence, you are ready to begin drafting your proposal. For this assignment, you will discuss a problem, present possible solutions, address objections to the solutions, and conclude with a recommendation.

Introduction

You may choose to write the introduction first, last, or midway through the drafting process. Whenever you choose to write it, use it to draw readers in. Make the proposal topic clear, and be concise. End the introduction with your thesis statement.

Opening a proposal with an overview of your topic is a reliable strategy, as shown in the following student-written example on women working in IT. The thesis statement, which appeared earlier in this section, is underlined:

student sample text People who work in the information technology (IT) field often start their careers fixing computers and other electronic devices for others. Through experience and education, an IT worker’s career path can branch out to specialize in everything from programming new software to setting up and maintaining networks. The IT field is growing because of the constant development of technology, and the demand for employees also is growing. underline Yet the number of women employed in the IT field is decreasing every year, a trend that can be changed with a multifaceted approach that includes initiatives in middle schools, high schools, and colleges; active recruitment; mentoring programs; and flexible work arrangements end underline . end student sample text

Body Paragraphs: Problem, Solutions, Objections

The body paragraphs of your proposal should present the problem, the solution or solutions, and potential objections to the proposed solution(s). As you write these paragraphs, consider using the point , evidence , and analysis pattern:

• The point is the central idea of the paragraph, usually given in a topic sentence stated in your own words at or toward beginning of the paragraph.
• With the evidence you provide, you develop the paragraph and support the point given in the topic sentence. Include details, examples, quotations, paraphrases, and summaries from sources. In your sentences and paragraphs, synthesize the evidence you give by showing the connections between sources. See Position Argument: Practicing the Art of Rhetoric and Argumentative Research: Enhancing the Art of Rhetoric with Evidence for more information on quoting, summarizing, paraphrasing, and synthesizing.
• The analysis comes at the end of the paragraph. In your own words, draw a conclusion about the evidence you have provided and relate it to the topic sentence.

The paragraphs that follow show the point-evidence-analysis pattern in practice.

Body Paragraphs: Problem

Follow the introduction with a discussion of the problem. Using paragraph structure, define the problem and discuss it, drawing on evidence from your sources. This paragraph (or paragraphs) should answer these questions: What is the problem? Why is this a problem? The following example, from the proposal on women working in IT, answers the first question:

student sample text The information technology (IT) field is continuously expanding, with many more positions available than workers to fill them. In fact, the pool of IT professionals was so small that in 2001, Congress raised the visa limit in an effort to fill the gap with employees from overseas (Varma, 2002). And yet the number of women represented in the occupation is decreasing. From 1990 to 2020, the percentage of women in IT declined from 31 percent to 25 percent, even though women make up 47 percent of all employed adults in the United States. According to White (2021), only 19 percent of women pursue a computer science major in college, compared to 27 percent in 1997. Of those women who graduated with a computer science degree, 38 percent are working in the field compared to 56 percent of men, a statistic that indicates women are not staying in the field. Although gender diversity supposedly is valued in the workplace, the underrepresentation of women in IT is clearly a problem. end student sample text

The writer then goes on to answer the second question: Why is this a problem? The writer discusses stereotypes, lack of encouragement and role models, workplace culture, pay, and prospects for advancement (not shown here).

Body Paragraphs: Solutions

After presenting and explaining the problem, use specific information from the sources you consulted to present the solution or solutions you have discovered through your research. If you are proposing more than one solution, present them one at a time, using headings as appropriate.

The solutions section will likely be the longest part of your proposal. Below are two paragraphs from the proposal about women working in IT. Note how the first paragraph introduces the solutions and how the second paragraph uses evidence to develop the first proposed solution. Also note the informative boldface headings.

student sample text The following suggestions are ways to encourage women to enter IT and build their careers, with the eventual goal of achieving gender balance in the field. The solutions discussed include encouraging interest in computer technology among girls in middle school and high school, actively recruiting college-age women to study IT, and within the field, mentoring women and expanding workplace flexibility to improve retention. end student sample text

student sample text The National Center for Women & Information Technology (NCWIT) is an organization that encourages girls in middle school and high school to explore their interest in IT. One program, the NCWIT’s Aspirations in Computing, supports women in high school by showing them that they can succeed in technology and introducing them to other students with similar interests. The same program matches middle-school girls with female high-school and college students and awards scholarships for computing and programming competitions. In addition, internships and IT courses in middle school and high school provide opportunities to learn what a career in IT entails, with or without a degree in IT. Opportunities like these give girls and women support and a sense of belonging. end student sample text

The paragraphs that follow (not shown here) continue the discussion of the possible solutions.

Body Paragraphs: Objections

Depending on the problem and solution, consider the objections readers may raise, and explain why your proposal is necessary and worthwhile. For example, the proposal on women in IT does not discuss objections because few people would object to the writer’s proposal. Shawn Krukowski, however, in his proposal on climate change, includes a section on objections to taking action. He focuses the discussion on people who deny that climate change is a problem. Would you do the same? Consider whether this section of Shawn’s proposal might have been stronger had he addressed objections to the solutions he proposed—mitigation and adaptation—instead of objections to the problem.

student sample text Despite scientific evidence, some people and groups deny that climate change is real or, if they admit it exists, insist it is not a valid concern. Those who think climate change is not a problem point to Earth’s millennia-long history of changing climate as evidence that life has always persisted. Most of the change, however, predates human civilization, which has benefited from thousands of years of stable climate. The rapid change since the Industrial Revolution is unprecedented in human history. end student sample text

student sample text Those who deny climate change or its dangers seek primarily to relax or remove pollution standards and regulations in order to protect, or maximize profit from, their industries. To date, their lobbying has been successful. For example, the world’s fossil-fuel industry received $5.3 trillion in 2015 alone, while the U.S. wind-energy industry received $12.3 billion in subsidies between 2000 and 2020 (Green America, 2020). end student sample text

Conclusion and Recommendation

The conclusion and recommendation section of your proposal is the part in which you interpret your findings and make a recommendation or give a call to action. At this point, focus on the solution that will best solve the problem, suggesting or summarizing specific actions.

Below is the recommendation section from the proposal about women in IT. In the full conclusion (not shown here), the writer summarizes the main points of the proposal. In the recommendation paragraph that follows, the writer calls for specific actions:

student sample text Many researchers have studied why few women choose IT as a career and why some decide to leave the field. Although the numbers cannot be improved immediately, the following changes in school and the workplace could recruit and retain more women in IT: end student sample text

• Include technology education courses and formal IT programs in middle- and high-school curricula to give girls and young women opportunities to develop an interest at an early age.
• Develop internship and mentor programs in high schools and colleges to combat stereotyping and encourage women to enter the field.
• Develop and encourage workplace mentor programs, flexible work options, and open communication for professional growth and retention.

student sample text With time and effort, these actions may result in more women seeing themselves in long-term IT careers. end student sample text

References or Works Cited Page

Including any data you gathered through primary research, such as a survey you created and administered, interviews you conducted, or observational notes you took, you must cite the sources you consulted. These sources appear in the text of your proposal and in a bibliography at the end. The paragraphs in the previous section, including Shawn Krukowski’s proposal, use APA documentation style. For more on documenting sources, see Index and Guide to Documentation , MLA Documentation and Format , and APA Documentation and Format .

Abstract or Executive Summary

An abstract (or executive summary) summarizes your proposal. The purpose is to present information briefly and economically so that readers can decide whether they want to read further. Include your main points, but not the evidence.

Although an abstract or executive summary comes first in a proposal, it is advisable to write it after you have completed your proposal and are certain of your main points. The example below is the abstract from the proposal about women in IT.

student sample text The purpose of this proposal is to raise awareness of the small number of women working in the information technology (IT) field, to examine the factors that contribute to discouraging women from entering IT, and to propose ways to draw women into the field and retain them. Although the IT field is growing, the number of women employed within it remains low. Women may be reluctant to pursue a career in IT because of stereotypes, few role models, and lack of encouragement. Women who have already established a career in IT report leaving the field for these reasons, as well as family responsibilities and lack of advancement. There are several potential ways to raise the number of women in IT. Encouraging interest in computer technology among girls in middle school and high school, recruiting college-age women to study IT, mentoring young professional women, and improving workplace flexibility will, over time, break down stereotypes and increase the number of women in the IT field. end student sample text

Peer Review: Getting Feedback from Readers

With a complete draft in hand, you may engage in peer review with your classmates, giving feedback to each other about the strengths and weaknesses of your drafts. For peer review within a class, your instructor may provide a list of questions or a form for you to complete as you work together.

Conferencing in Writing Groups

Other people can provide feedback on your writing beside your classmates. If you have an on-campus writing center, it is well worth your time to make an online or in-person appointment with a tutor at any point in your writing process. You will get valuable comments and improve your ability to review your own writing.

Another way to get fresh eyes on your writing is to ask a friend or family member to read your draft. To get useful feedback, provide a list of questions or a form such as the one shown in Table 6.6 for them to complete as they read.

Revising Your Proposal

A strong college paper is rarely written in a single draft, so build in time to revise your work. Take time with the comments you receive from your readers, and read your own work with a critical eye.

Responding to Reviewers’ Feedback

When you receive feedback from readers—whether from your instructor, your classmates, a writing tutor, or someone else—read each comment carefully to understand what the reader is communicating. Do your best not to become defensive, and be open to suggestions for improvement. Remind yourself that your readers are trying to help. As someone who hasn’t thought about your proposal as much as you have, a new reader can often see strengths and weaknesses that you cannot. Analyze each response, and decide whether acting on a suggestion will make your writing better. Remember that you remain the author, and you make the final call on your writing.

As you read, keep track of the comments your readers make. Pay special attention to strengths and weaknesses that more than one reader identifies. Use that information to improve later assignments as well as your proposal.

Revising on Your Own

The following revising strategies can help you read your draft critically and carefully:

• Read your draft aloud. Read the entire text from the beginning slowly and carefully, marking spots that need revision. Reading in this way allows you to see areas that need clarification, explanation, or development that you may have missed when you wrote the first draft. You can also have someone read your draft aloud to you.
• Make a paragraph outline. The most common unit of thought in writing is the paragraph, a group of sentences set off from other groups because they focus on a single idea. Writing a paragraph outline creates a map of your whole paper that can help you determine whether the organization is effective or needs changing. Number each paragraph and write a phrase describing its topic or focus. Check that each paragraph has a topic sentence that states the main idea of the paragraph.
• Test your evidence. Check whether each piece of evidence is factual and supports the main idea of the paragraph. Check that each piece of evidence is introduced, woven into your sentences, and cited.
• Listen for your voice. In most college papers, your language should sound like a real person. If your instructor requires a formal style for the assignment, the language should be objective and in third-person point of view .
• Let go if you need to. View change as good. Learn to let go of words, sentences, paragraphs, and maybe even your entire first draft. Sometimes the best way to revise is to start fresh. The knowledge you have built in writing a first draft will serve you well if you need to start over.
• Create a new file for each revision. Each time you revise a draft, save the new version with a new file name so that you don’t lose your previous work. That way, you can return to an earlier version of your draft if you are not happy with the revision.
• Edit and proofread. When you are satisfied with the overall shape of your paper, reread it once again to check for sentence-level errors in grammar, punctuation, spelling, and source citations.

Taking It Public: Publishing or Presenting Your Proposal

Publishing is a final step in the writing process. You may want to consider publishing your full proposal in your campus newspaper (or rewriting it as a letter to the editor) if your topic is related to your school. Or you may want to present it to an organization or committee on campus that can help you make your solution a reality. If your topic is related to the community in which you live, consider submitting your proposal to the local newspaper or presenting it at a city council meeting. (Note that if you decide to present your proposal orally, you’ll need to figure out in advance the procedure for speaking or getting on a meeting agenda.) If your topic is more general and involves substantial research, consider submitting your proposal to one of these journals that publish undergraduate research work in all fields:

• American Journal of Undergraduate Research
• Midwest Journal of Undergraduate Research
• PURSUE Undergraduate Research Journal

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Sandeep Kashyap

How to write a perfect project proposal in 2024?

Introduction

The primary purpose of writing a project proposal is to secure funding, gain approval, or secure resources from the most important stakeholders of a project. 

For that, you need to explain the following in simple terms in a project proposal:

• What do you want to do and what are your goals for the project? 
• How are you going to achieve your goals? 
• How are stakeholders going to benefit from the project?
• What do you want from stakeholders?
• How are you going to use the money and resources granted by stakeholders? 

In this post, we will learn about all these about writing a perfect project proposal in 2024. We will look at different types of project proposals, a project proposal template, and a real-world example of a project proposal.  

What is a project proposal? 

A project proposal is a project management document that outlines a project’s objectives, timeline, budget, goals, and requirements. 

It is primarily written for stakeholders to secure funding, gain approval, and secure resources. However, other types of project proposals are also sent to win projects from clients.   

A project manager should have a good understanding of the project and its key stakeholders for writing an effective project proposal. It is because a manager needs to get into the heads of the project’s stakeholders to understand what they expect from a project and write an effective project proposal accordingly to ensure buy-in for the project.

Benefits of writing a strong project proposal

Writing a strong project proposal offers a surprising number of benefits beyond simply securing funding or approval. Here are five key benefits of writing an effective project proposal:

• Clearly defines the project to increase the chances of success  
• Makes it easy for stakeholders to mutually understand the project 
• Ensures everyone involved is on the same page about goals, roles, and expectations
• Helps identify potential roadblocks early for proactive planning of solutions  
• It can attract funding, and talent, and even serve as a marketing tool

Difference between a project proposal, a project charter, and a project plan

It is important to note that a project proposal is different from a project charter and project plan. Let’s understand the difference between these terms.     

Project proposal vs. project charter 

A project charter is a formal document that outlines the project’s goals, objectives , and resource requirements for a shared understanding of the team. It can’t be created until the project proposal is approved. Whereas a project proposal is written during the initiation phase.

Project proposal vs. project plan  

A project plan is a detailed guide that provides step-by-step instructions for executing, monitoring, and managing the approved project. It is created during the planning stage after the project charter and project scope is defined. Whereas, a project proposal is a persuasive tool for securing project approval and resources.

Read more: Project management plan – everything you need to know about

Project proposal types 

Project proposals are of six different types. Each has a different goal. A manager may have to write a project proposal for external and internal stakeholders to run a project successfully. Therefore, it is important to know about the different types of project proposals.

1. Solicited project proposal 

A solicited project proposal is sent in response to a request for proposal (RFP). RFP is a document sent by a company to vendors to seek out resources required for a project. It includes the details of the scope of the work and the payment company pays for the resources. 

RFP is sent to many vendors. Thus, while writing a solicited project proposal, you need to keep in mind that you may be competing against other vendors to secure a project. Thus, you need to keep your tone persuasive.

2. Unsolicited project proposal 

This type of proposal is sent without having received a request for a proposal (RFP). A company has not sent a request for proposal to vendors but you know that the company is seeking resources from third-party vendors. You may or may not be competing against the other vendors in this type of proposal.

3. Informal project proposal

It is a type of project proposal that is created when a client makes an informal request for a project proposal from vendors. It means there is no formal RFP. Thus, the rules for writing a project proposal are less concrete. You can follow any format that can secure you a project.   

4. Renewal project proposal

A project manager writes this type of proposal to existing clients to extend their services to the client. In this type of proposal, you focus on highlighting past achievements to secure a renewal for the future.

5. Continuation project proposal 

The purpose of the continuation project proposal is to inform the client that the project is beginning and communicate the progress. You are not persuading the client with this type of proposal.   

6. Supplemental project proposal

As the name suggests, this type of proposal is sent to the stakeholders who are already involved in a project to secure additional resources. The purpose is to convince the client to invest additional resources during the project execution phase.

How to write a winning project proposal?

You need to include certain elements in the project proposal to make sure it is good. Have a look at the steps to learn how to format a project proposal. 

A. Pre-writing stage

The pre-writing stage is crucial for creating a compelling and successful project proposal. Here’s a breakdown of the key steps involved:

1. Understanding the audience 

The first step is to identify decision-makers and understand the mindset of the audience for which you are writing a proposal. Thoroughly research the client’s needs, goals, and expectations. This includes understanding their industry, current challenges, and past projects. 

Determine who will be reviewing and approving the proposal. This will help you adjust the tone, level of detail, and overall focus to cater to their expertise and interests. Tailor your proposal to directly address their specific concerns and priorities.

2. Project requirements gathering 

To create an effective project proposal that has a higher chance of getting accepted, gather the project requirements. Usually, it is mentioned in the Request for Proposal (RFP) where specific requirements, evaluation criteria, submission deadlines, and any other instructions are provided. 

If there is no RFP, schedule meetings or interviews with key stakeholders to gain a deeper understanding of the project requirements. This allows you to ask clarifying questions, gather feedback, and ensure your proposal aligns perfectly with their expectations. 

3. Team brainstorming

Writing a project proposal is teamwork. Involve your team in brainstorming sessions to make a strong proposal. When a team is involved, it diversifies perspectives and expertise, leading to a more comprehensive and well-rounded proposal. Discuss the project goals, potential solutions, and resource needs with your team. Refine the proposal concept based on the collective knowledge and ensure everyone is aligned on the final approach.

B. Writing the proposal

1. start with writing an executive summary .

An executive summary is a concise overview of what a project is all about. It talks about the most important details or information of the project. 

It primarily talks about the problem a project will solve, the solution a project will provide, and the benefits stakeholders will get from investing in this project. 

It is important to keep in mind to explain these items briefly as you are going to explain the problem and solution in detail later in your proposal.     

The purpose of writing an executive summary is to pique the interest of the stakeholders in a project. It is like the elevator pitch of an entrepreneur whose purpose is to attract the stakeholders for further discussion.

2. Explain the problem in the project background

The project background is a one-page section that focuses on highlighting the opportunity by talking about the project problems you are going to solve. It talks about the problem and its history such as statistics, references, and start date. 

It discusses what has been done so far to solve the problem by others or earlier projects. What is the current state of the problem, and how your project will focus on solving it? 

This section indicates the opportunity and the next section of vision explains how you are going to seize the opportunity.       

3. Project vision and solution

Project vision is the section where you present the solution to the problem. Vision statement defines your vision for the project, the solution you are going to work on, and how it will solve the problems. 

This section tells what goals and objectives you are going to achieve from the project. Thus, it also acts as a north star or success criterion for your project. 

Now, stakeholders know what a project is all about; the problems, the solution, and the objectives. And they are interested to know how you will achieve the proposed objectives of a project. 

The next sections of a project proposal talk about the project approach, scope, deliverables, milestones, budget, resources, and timeline.  

Read more: Project objectives: learn how to write them for business growth

4. Project scope and deliverables

This section describes all the work items you need to work on a project. It involves breaking a large project into small tasks so that stakeholders can easily understand the project scope.

 It also includes describing key milestones and project deliverables during the execution phase of your project life cycle. 

The purpose is to provide stakeholders with enough information to make decisions about funding and resources.    

5. Project timeline

Project stakeholders have a clear idea about the scope of the project. But the very next question that comes to stakeholders’ minds is how much time a project will take to complete. 

You need to propose an estimated timeline for the project describing when the key deliverables and milestones will be delivered and achieved.

6. Project methodology

With every project, the risks of cost, scope, time, and quality are associated. Thus, you need an effective project management approach to manage these risks.

In this section, you explain to stakeholders about the project approach you are going to use for project management . It includes defining project management methodology, tools, and governance for your project.

79% of teams worldwide use digital collaboration tools . The choice of your project management tool is going to influence how the project will be planned, executed, and managed and its potential risks are identified and mitigated successfully. 

ProofHub is an all-in-one project management and team collaboration software that provides you with a centralized platform to collaborate with a team on a project proposal. 

ProofHub strengthens your project proposal’s “Implementation Plan” by providing a platform to meticulously define tasks, assign roles, and track progress . Its work plan section allows for a detailed breakdown of the project with clear task dependencies and time estimates, visualized through a Gantt chart .

Team members can be assigned to specific tasks, ensuring accountability, while resource allocation demonstrates a well-planned approach. 

Real-time progress updates, collaborative discussions within tasks, and reporting capabilities showcase transparency and proactive management.

By incorporating ProofHub, your proposal presents a clear picture of efficient execution, giving the reader confidence in your ability to deliver the project successfully.

Learn more about ProofHub’s collaboration capabilities !

7. Project resource requirements

Project resource requirements talk about the resources you need to complete your project which includes materials, human resources, and technology. It is a key section that is crucial for the success of the project because every project needs resources to convert a plan into action.          

This section of the project proposal briefly describes the project resources you need for the project and how you are going to utilize these resources. 

It does not explain the nitty gritty details of resource allocation. But, it gives a fair idea of why you need specific resources for your project and how these will be utilized. 

Read more: 2024 guide to project resource management: processes, challenges & tools

8. Estimate project costs and budget

Project resources come at a price. Thus, in this section, you will define the project costs and create a project budget. It is the responsibility of a project manager to write this section in such a way that it covers all the project expenses. 

At the same time, it also provides the opportunity for stakeholders to jump in and help you mitigate unexpected costs.  

It also includes estimating project costs everything from the cost of project technology to team salaries and materials.

9. Closing statement 

At this point of a project proposal, stakeholders have complete information about the project: scope, cost, time, objectives, and impact. You just have to briefly summarize the problem your project addresses and remind stakeholders about the benefits they will get from this project. 

You can use cost-benefit analysis to demonstrate why your project is profitable. Thus, in this section, you wrap up your project proposal with a persuasive and confident conclusion to convince stakeholders to close the deal. 

I hope these steps help you write a winning project proposal. Now, let’s have a look at some practical tips from experts to write a winning proposal.

Additional tips to write a perfect project proposal

Here are the five practical project proposal tips for writing a proposal:

• Clarity and conciseness: Do not use jargon or make your proposal overly complex. Keep it simple so that project sponsors can understand it easily.    
• Strong value proposition: You want your project proposal to be accepted. Give strong emphasis on the benefits of your project and how it addresses the existing problems.
• Compelling visuals: Make your proposal compelling so that project sponsors read it. If it is not persuasive and visually interesting, project sponsors may not read it.  
• Proofreading and editing: Do not make silly grammatical mistakes and fact check and proofread your proposal. Wherever required provide statistics to back your claims.  
• Use collaboration tools: A project proposal involves explaining about project scope, cost, time, and resources. Use a project management tool like ProofHub to create a plan and collaborate with a team to create an effective project proposal.

Project proposal examples 

A project proposal in project management is primarily sent to the stakeholders to secure funding, gain approvals, and request resources from stakeholders.        

Here is a real-world example to get an idea of how to write a proposal for a project:

Project Proposal: Implementation of a CRM System to manage company customers, prospects, and leads 

1. Executive 

The Customer Success Manager at XYZ Corporation is proposing the implementation of a new Customer Relationship Management (CRM) system. 

Currently, the company is using a legacy system that makes it difficult to manage data and ensure the alignment between the sales and marketing teams. It results in poor customer service to the customer and missed opportunities. 

The new CRM system streamlines the company’s customer interactions, improves data management, and enhances overall customer satisfaction. 

This results in enhanced customer relationships, improved operational efficiency, and increased business growth.  

2. Background 

• Lack of centralized data management system
• Lack of alignment between marketing and sales departments
• Not able to provide exceptional customer experience due to operational inefficiencies

3. Vision 

• Implementing CRM to improve customer data management by centralizing all customer information into a single database
• Enhance communication and collaboration among sales, marketing, and customer service teams
• Increase customer satisfaction and retention through personalized and timely interaction

4. Project scope

• Researching and selecting a suitable CRM solution based on the specific needs and requirements of XYZ Corporation.
• Customizing the CRM system to align with the company’s business processes and workflows.
• Migrating existing customer data from legacy systems into the new CRM platform.
• Phase 1: Research and Selection (1 week)
• Phase 2: Customization and Configuration (2 weeks)
• Phase 3: Data Migration (1 week)
• Phase 4: Training and Adoption (2 weeks)
• Phase 5: Go-Live and Deployment (2 weeks)

5. Project management approach  

Hybrid project management : Waterfall during the planning of each phase of the project and Agile during the implementation of the CRM.

6. Project resource and budget  

The estimated budget for the CRM implementation project is $50,000, including software licensing fees, customization costs, training expenses, and implementation services.

7. Project risks and mitigation

• Potential resistance from employees toward adopting new technology 
• Integration challenges with existing systems and applications: 

Mitigation:

• Addressed through providing training sessions for employees to ensure hassle-free adoption of the CRM system.
• Managed through careful planning and coordination with IT vendors and stakeholders.

8. Conclusion

The implementation of a CRM system for XYZ Corporation enhances customer relationships, improves operational efficiency, and drives business growth. We seek approval from the executive management team to proceed with the implementation of the CRM system as outlined in this proposal.

Project management proposal template

Trying to manage a project without project management is like trying to play a football game without a game plan. – Karen Tate

A project management proposal template provides the framework and detailed proposal outlining to create a project proposal. It outlines the sections you need to include in a project proposal and the instructions in each section. By following the instructions in the template, you know how to make a project proposal, customized to your business needs.

Here is the project management proposal template: 

1. Executive Summary 

In this section, you will summarize the complete project proposal and add the most important details of the project. 

Outline the following details in brief in the executive summary:

• Project background and vision
• Project goals and deliverables
• Project budget, timeframe, resource, and success criteria      

2. Project Background 

In this section, you will talk about the problem a project is going to solve or the business opportunity a project intends to grab. Explain it in-depth because it forms the basis of the project.

Here is what you need to include:

• Project history and stats of similar projects  
• The basis upon which the project is created

3. Project vision   

This section includes the project vision statement. You explain the solution to the project problem and define the goals of the project. 

Here is what you need to do:

• Write a project vision
• Present a solution       
• Write the SMART goals you want to achieve

4. Project plan

It includes multiple sections as below:

4.1 Project scope and deliverables  

Project scope defines all the work you need to do to complete the project.

Project deliverable is something that is of the end-user or customer value.

4.2 Project timeline 

Every project has a start and an end date. Similarly, there is a timeframe for each task and deliverable.

4.3 Project approach 

Every project follows an approach to project management and uses project management tools. For example, construction projects follow the Waterfall methodology whereas software development projects follow the Agile methodology.

4.4 Project risks

A project risk is something that can impact the cost, time, and scope of the project.

List here all the project risks, likelihood, impact, mitigation plan, and risk owners in a table.

4.5 Project resource requirements

Project sponsors need to know about the details of the resources required to approve the budget for the Project Proposal. 

Define the project resource requirements here in the table: 

• Technology requirements 
• Human resources requirements
• Material requirements    

4.6 Project estimated cost and return on investment  

A project sponsor wants to know the project costs and return on investments.

4.7 Project ownership and communication plan   

This section includes the details of the key stakeholders of the project. 

• Project sponsor: who owns the project 
• Project customer: who the project is being delivered to
• Manager: who is responsible for managing the project and informing the status to stakeholders  

5. Call to action 

In this section, provide your contact details for the client to get in touch with any questions or allow the project sponsor to authorize the project if they are happy with the project proposal.

It is important to keep in mind the above-mentioned are the standard sections that are included in most project proposals. If you want to add some other elements to your project proposal, you can add the sections as per your needs to format a project proposal.

Create a winning project proposal with the right tool

A good project proposal convinces stakeholders why the project should be carried out. It should clearly describe project problems, project objectives, benefits for stakeholders, your requirements from stakeholders, and how you will utilize the secured resources. You need to have a good understanding of the project and project sponsors and stakeholders before writing a project proposal.   

To create an effective project proposal, you need cross-collaboration between departments to gather key details and project management software to plan a project.    

That’s where a feature-rich project management software, ProofHub, comes into play. It helps you with team collaboration and project planning for the project proposal. You can create a project plan using a Gantt chart , create tasks using task management software , and collaborate with the team using chat and a centralized file-sharing system .

Organize, manage, and collaborate seamlessly with ProofHub – All-in-one solution for projects, tasks, and teams

Related articles

• How to manage projects with a tool like ProofHub
• 10 Common project management challenges (and How to solve them)
• Project objectives: learn how to write them for business growth
• The 11 best project management software for your team

How long should a project proposal be?

A project proposal should not be too long. Ideally, a project proposal should take 1-2 pages but it also depends on the complexity of the project and the format you choose.

What section of a proposal presents a list of project costs?

Project costs are briefly covered in the Project Cost section. However, it depends on the template you choose. The detailed breakdown of the project costs is attached with the project proposal in the reference document.

What section of a proposal identifies the key issues and discusses the project goals?

Project background and project vision are the sections that talk about the key issues and project goals. However, it is explained in brief in the executive summary also.

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Introduction

How to write a guideline: a proposal for a manuscript template that supports the creation of trustworthy guidelines.

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Robby Nieuwlaat , Wojtek Wiercioch , Jan L. Brozek , Nancy Santesso , Robert Kunkle , Pablo Alonso-Coello , David R. Anderson , Shannon M. Bates , Philipp Dahm , Alfonso Iorio , Wendy Lim , Gary H. Lyman , Saskia Middeldorp , Paul Monagle , Reem A. Mustafa , Ignacio Neumann , Thomas L. Ortel , Bram Rochwerg , Sara K. Vesely , Daniel M. Witt , Adam Cuker , Holger J. Schünemann; How to write a guideline: a proposal for a manuscript template that supports the creation of trustworthy guidelines. Blood Adv 2021; 5 (22): 4721–4726. doi: https://doi.org/10.1182/bloodadvances.2020003577

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The proposed guideline manuscript template is the first detailed template for transparent and complete reporting of guidelines.

Consistent application of the template may simplify preparing an evidence-based guideline manuscript and facilitate its use.

Visual Abstract

Trustworthy health guidelines should provide recommendations, document the development process, and highlight implementation information. Our objective was to develop a guideline manuscript template to help authors write a complete and useful report. The McMaster Grading of Recommendations Assessment, Development and Evaluation Centre collaborated with the American Society of Hematology (ASH) to develop guidelines for the management of venous thromboembolism. A template for reporting the guidelines was developed based on prior approaches and refined using input from other key stakeholders. The proposed guideline manuscript template includes: (1) title for guideline identification, (2) abstract, including a summary of key recommendations, (3) overview of all recommendations (executive summary), and (4) the main text, providing sufficient detail about the entire process, including objectives, background, and methodological decisions from panel selection and conflict-of-interest management to criteria for updating, as well as supporting information, such as links to online (interactive) tables. The template further allows for tailoring to the specific topic, using examples. Initial experience with the ASH guideline manuscript template was positive, and challenges included drafting descriptions of recommendations involving multiple management pathways, tailoring the template for a specific guideline, and choosing key recommendations to highlight. Feedback from a larger group of guideline authors and users will be needed to evaluate its usefulness and refine. The proposed guideline manuscript template is the first detailed template for transparent and complete reporting of guidelines. Consistent application of the template may simplify the preparation of an evidence-based guideline manuscript and facilitate its use.

The development of evidence-based guidelines involves a structured process of content prioritization, evidence synthesis, making informed judgments, writing reports for end users, and disseminating the guidelines. This can be time consuming, but tools to standardize and facilitate each step of the process are increasingly available. 1   Despite this, there is still important variation in guideline reporting that can be confusing for end users. 2   Although checklists for adequately reporting guidelines are available, providing practical writing tools has the potential to enhance completeness and transparency for guideline authors, as well as understanding by end users. 1,3,4  

Practical guidance for guideline development is available through the checklist created by the Guidelines International Network (GIN) and McMaster University 4   and implemented in GRADEpro software ( www.gradepro.org ). Item 15 of this checklist addresses “Reporting and peer review” and provides pointers for guideline formatting, authorship, and peer review. In addition, tools like the AGREE II instrument describe in detail items that need to be reported to be able to adequately assess and use a guideline. 3   Since publication of the GIN-McMaster checklist, other sources for guidance on guideline reporting have been issued. Among them, the RIGHT (Reporting Items for practice Guidelines in HealThcare) Working Group provided a tool containing essential items, and the CheckUp panel provided a checklist for reporting updates of guidelines partly based on AGREE II. 1,5   Although checklists can enhance standardization and quality of reporting, they still require guideline authors to translate individual components into an actual narrative manuscript that meets the requirements for publication in peer-reviewed journals. Also, when preparing a manuscript for publication in a peer-reviewed journal, there is a need to observe space constraints, adopt a writing style, and meet reader expectations that are not covered in existing guidance. Therefore, practical guidance for what a guideline should contain is lacking. A guideline manuscript template, grounded in an optimal development and reporting checklist, can make the task of guideline authors more efficient, ensure high-quality standardized guideline reports, and optimize transparency and understanding by end users. At present, no such practical template exists for guideline authors.

The McMaster GRADE Center collaborated with the American Society of Hematology (ASH) to develop 10 guidelines on various topics related to the prevention, diagnosis, and treatment of venous thromboembolism (VTE). The aim of this article is to describe the development of the guideline manuscript template for the ASH guidelines project, which may function as a practical tool for guideline developers beyond ASH.

The checklist created by the GIN and McMaster GRADE Center provides guidance toward developing trustworthy guidelines at each step of the process and forms the backbone for guidance in the GRADE Handbook. 4,6   The GRADE approach includes items that relate to aspects of question formulation, evidence assessment, and formulating recommendations and are integrated in the GIN-McMaster checklist. 4   GRADEpro software ( https://gradepro.org/ ) was designed to facilitate and standardize the development process as much as possible, and this software is continually improved. Deliverables generated using this software include GRADE evidence profiles, evidence-to-decision (EtD) tables, and guideline implementation and dissemination tools. There is also a section intended to help facilitate writing the guideline manuscript, which currently provides recommended document section headings only.

Ten ASH VTE guideline panels addressed topics that included 20 to 30 recommendations per guideline. The guideline panel chairs and vice-chairs proposed to adopt a manuscript template for summarizing panel recommendations for dissemination in peer-reviewed journals. The approach for developing this template was determined by ASH in collaboration with a methodology working group composed of McMaster GRADE group members and guideline panelists.

The first ASH guideline template was drafted by H.J.S. and J.B. based on unpublished guideline templates used for various organizations, including the World Allergy Organization (WAO), World Health Organization, government guideline groups, and the existing template sections in GRADEpro. 7–17   The draft was then iteratively refined using input from the ASH VTE Guidelines Methodology Working Group, ASH staff, scientific journal editors, patients, and guideline panel chairs and vice-chairs. Further comments from the ASH Guideline Oversight Subcommittee and ASH staff were incorporated, after which the draft was discussed with guideline panel chairs and vice-chairs. Repeated edits were incorporated as needed based on discussion between the ASH VTE Guidelines Methodology Working Group and those involved in guideline development.

The guideline manuscript template was considered final once all relevant parties provided feedback and the ASH VTE Guidelines Methodology Working Group considered it ready for use. Important changes relevant for all guidelines were allowed after guideline panel chairs and vice chairs started using the template.

Development of the manuscript template took 7 months, from May to November of 2016. The final template was available at the end of November of 2016, well before guideline chairs started writing the guideline manuscripts. The template was used to report 15 already published and 2 upcoming ASH guidelines. 18-32   Guideline manuscript authors tailored parts to their guideline’s specific requirements, for example the treatment of pediatric VTE and also sickle cell disease guidelines simplified or combined sections on Benefits and Harms and Burden when very limited evidence was available. Substantial changes to the template would have been allowed but were not requested after it was brought into use.

Manuscript template

The Title clearly identifies the manuscript as a guideline and includes the year of publication. Author Information meets journal-specific criteria.

The Abstract focuses on the guideline’s objective, target audience, general development methods, number of recommendations, and selected key recommendations.

The Summary of Recommendations functions as an executive summary, which includes an introduction for the topic at hand, interpretation of strong and conditional recommendations, and all guideline recommendations, including important justifications.

The Main Text provides the guideline’s specific objectives, description of the health problem, methodology regarding panel composition and coordination, guideline funding and conflict-of-interest management, formulation of questions, evidence review, including assessment of the certainty, recommendation development, document review process, and guidance for using the guidelines. For each recommendation, the summary of evidence, benefits, harms, other EtD judgements, and main conclusion and research needs are reported; online supplements and direct links to evidence profiles (EPs) and EtDs can be used for more complete or different presentations of evidence and judgments. Further, guideline recommendations are compared with what other guidelines have recommended to clarify potential differences. Limitations of the guideline-development process are reported, and a plan for guideline adaptation and updating is provided, as well as advice for future research.

Meeting checklist requirements

The proposed manuscript template meets all criteria for reporting, as specified in the GIN-McMaster, RIGHT, and AGREE II checklists, as well as the Institute of Medicine standards. 1,3,4,33   Table 1 summarizes where each checklist domain has been covered in the manuscript template.

Guideline manuscript template conformation to reporting checklists

Supplement 1; —, not addressed.

Important features

Throughout the template, placeholders are provided to tailor the manuscript to the relevant guideline topic while maintaining standardized reporting. These include key aspects, such as Summary of Findings tables, standard wording of recommendations, and EtD frameworks that are accessible through links in the Database of GRADE EtDs and Guidelines (guidelines.gradepro.org) and help others to decide whether to adopt, adapt, or develop recommendations de novo using the “adolopment” framework. 34   This framework is especially helpful for guideline development organizations with limited resources and who may decide to focus on contextualizing existing recommendations rather than going through a full development process. These links also provide access to relevant online supplemental materials. Further, the template includes examples of how to summarize key considerations that led to the recommendation and allows for comparison of the recommendations with other guidelines on the same topic. A section for future research needs for each specific recommendation highlights evidence gaps identified by guideline panels.

Guideline author experience

ASH guideline panel chairs and vice-chairs generally found the template very helpful. Because they were given the opportunity to provide input during the template-creation process, few major issues came up when they started to use the template. Some reported challenges included focusing on key drivers for recommendations and avoiding repetition and redundancies, clear wording for recommendations comparing multiple management pathways, deciding how to tailor their specific guideline, and deciding which key recommendations and considerations to focus on in the Abstract. A reported advantage was that the template’s standardized layout facilitated multiple authors to work on the same guideline manuscript. Finally, guidance for including advice on future research for each specific recommendation was much appreciated by ASH guideline panels, because this helps to further develop the evidence base and check whether progress has been made in subsequent guideline iterations.

We have reported the approach used to develop a guideline manuscript template for widespread use, based on the GIN-McMaster checklist, input from a multidisciplinary team of guideline developers and users, and extensive previous experience in guideline development and reporting. This practical tool will assist guideline authors by facilitating and standardizing manuscripts while enhancing transparency and will help guideline users by providing a consistent format and wording. The headers of the different sections of the template manuscript are integrated into GRADEpro software, which provides the backbone for a detailed manuscript and makes GRADEpro a complete tool for every step of the guideline development process. By making these tools freely available, we aim to accelerate standardized guideline reporting. The template has been used for 15 published ASH guidelines involving >200 authors, 18-32   and it will be used for additional ASH guidelines, as well as other ongoing guidelines under development by the McMaster GRADE Centre. For specific examples of guidelines that used the template, please visit the Web site “ASH Clinical Practice Guidelines on Venous Thromboembolism” ( https://www.hematology.org/education/clinicians/guidelines-and-quality-care/clinical-practice-guidelines/venous-thromboembolism-guidelines ).

The manuscript template was designed for reporting a full guideline with transparent description of all considerations and judgments for the entire process. Although not used by ASH to date, small informative recommendation units can be published for specific topics, without waiting for a full manuscript to be ready, to speed up the implementation of up-to-date guidance and development of tools in practice and facilitate referencing specific recommendations. Specific sections of the manuscript template could still be used for such small informative recommendation unit publications. 35,36   Although the template was developed with the intent to be comprehensive, some guideline authors may decide to include additional information to facilitate the use of recommendations in practice.

In our experience, using this template produced long, but detailed, documents, which may be a concern given the typical word limit of journals. However, we preferred to have a comprehensive document that explicitly reported the key aspects that influenced recommendations. Online-only journals may be more flexible with regard to the word limit; if that is not an option, placing sections online only may be a good compromise. In this regard, it may be a good idea to have discussions with editors in advance about the best way to publish the guideline using this template.

Another concern may be the repetitiveness of the information presented for each recommendation. However, practitioners not may typically read an entire guideline in one go. More likely, specific recommendations are used to resolve specific clinical questions. This makes each recommendation a stand-alone product that should include all of the necessary information. However, the minor downside of this is that for those who actually read the whole manuscript, including authors and journal editors, it may seem repetitive. Another challenge in this regard is the publication of updated recommendations in a living guideline process. More recent experience from our group suggests that initial publication of all details, possibly with a separate methodology publication, can allow us to focus on the most essential information regarding changes while referring to previous publications for methodology and findings that did not change.

We acknowledge that there are several limitations to the development process of the guideline manuscript template. First, the template is primarily based on the GIN-McMaster checklist; other guideline developers may use a different approach, although this is a minor limitation because this checklist is the most complete tool that is used worldwide to develop guidelines, and it conforms to most criteria of guideline reporting checklists, such as RIGHT and AGREE II. Second, we aimed to use an iterative process with input from a multidisciplinary group of guideline developers and users, primarily involved in the development of ASH guidelines. Other guideline developers may have different preferences, and other health disciplines may have different needs for clear and complete reporting. Third, we primarily report our experience with using the template for multiple guidelines with 1 organization (ASH), but as the template is used more often and by other organizations we aim to improve it further. Fourth, formal feedback from final users of the guideline or readers of the journal has not yet been systematically collected. Fifth, the impact on widespread use of a similar template on plagiarism software commonly adopted by several journals at the review stage needs to be assessed, and simple linguistic variation of the common part may be suggested when using the template. We acknowledge that the document needs further iterative refinement, and while keeping the overall format a suite of alternative options may be developed (eg, to allow for standardized wording when very limited evidence was available).

In conclusion, the guideline manuscript template that we developed is a free to use detailed tool for standardized, complete, and transparent reporting of the guideline-development process and recommendations. Consistent application of the template, which is encouraged, may facilitate writing of guideline manuscripts and enhance end-users’ ability to understand, select, and implement recommendations.

Contribution: R.N., W.W., and H.J.S. designed the reported manuscript template, analyzed the manuscript template for agreement with reporting requirements, and wrote this article; J.L.B., N.S., and R.K. designed the manuscript template and critically reviewed this article; P.D., I.N., P.A.-C., A.I., S.K.V., B.R., R.A.M., D.R.A., T.L.O., D.M.W., G.H.L., S.M., P.M., S.M.B., W.L., and A.C. helped to refine the manuscript template, provided user experience data, and critically reviewed this article.

Conflict-of-interest disclosure: R.K. is employed by ASH, which funded and disseminated the guidelines discussed in this article. The remaining authors declare no competing financial interests.

Correspondence: Robby Nieuwlaat, Department of Health Research Methods, Evidence and Impact, McMaster University, HSC-2C, 1280 Main St West, Hamilton, ON L8N 3Z5, Canada; e-mail: [email protected] .

Author notes

Data sharing requests should be sent to Robby Nieuwlaat (e-mail: [email protected] ).

The full-text version of this article contains a data supplement.

Supplemental data

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How to Write an Executive Summary

The executive summary serves as a concise overview of a more extensive report, business plan or proposal. It covers the main essence of the document, offering key insights, objectives, and recommendations. Crafting a compelling executive summary requires clarity and precision as the writer needs to distil complex information to highlight the most pertinent points of the report. 

The executive summary provides decision-makers with the key takeaways from the document. It can help provide a first impression of the purpose and objectives of a project or research report and help the target audience save time when digesting the report. 

Why is an executive summary important?

The executive summary lets readers understand what they will learn from the document. It offers a concise way to share your main points without losing the reader's attention. Sometimes, decision-makers use the executive summary to decide whether to invest further attention in a project or outcome.

A summary can also provide all of the vital information your stakeholders need without them having to read the entire report. This is critical because in today's fast-paced business environment, leaders often need more time. The brief nature of the executive summary helps to inform decision-making and create engagement with the whole document.

What are the benefits of including an executive summary in a business proposal?

In summary, the benefits for readers include reduced time, clarity, actionable insights and recommendations.

How should an executive summary be structured?

An executive summary will vary in length depending on the problem, but an effective report typically comprises several key components, including:

• The Introduction: Good executive summaries start by introducing your project. Include a brief, engaging overview of the document's purpose and scope to capture the reader's attention.
• Problem or opportunity: Clearly state the issues or opportunities being addressed.
• Main points: Summarise the main findings, solutions, or recommendations presented in the document and highlight the key point in the sequence.  
• Key Metrics: Highlight the most significant data, learnings or outcomes to justify the findings. 
• Conclusion: Offer a concise summary of the key points and actionable insights.  

What are the key components of an executive summary?  

Identify the need or problem to solve.

Identify the need or problem the report or project aims to solve. Outline the scope of the issues the report or project addresses, how important they are to the organisation, and their current impact.

Outline solutions and recommendations

Give an overview of the possible solutions to the issue and the key recommendations from the report for the project. Give a description of the solution and an overview of what would be involved in the implementation and how feasible it is. You can provide more detailed information in the actual report itself and refer to the location of the detail. 

Summarise the benefits and impacts of the recommendations

Give an overview of the solution's potential value and benefits, such as improved ROI, speed, or increased sustainability .

Give a short summary of the recommendations, implications and resources needed. Direct the reader to parts of the report that expand on the summary. 

Best practices for writing a compelling executive summary

• Complete your overall business plan or project plan first:   It’s essential to complete the plan before the summary to establish your main points and recommendations.
• Target Audience:  ensure you have an understanding of the target audience for the summary and their requirements. 
• Ensure you accurately describe the problem, the solution and the benefits:  All executives must define the original problem to help readers quickly understand the issue, the solution you are proposing and the benefits of that solution.
• Check your executive summary length:  As a general rule, it should be about 10% of the length of the entire document.
• Be concise:  The summary is intended to save time for busy executives, so make sure each point is as short and transparent as possible.
• Include supporting research:  Support the claims you make in your summary with data or research. You can cite these sources of research as footnotes in the summary to refer to later in the document. 
• Create the story:  Rather than just a list of data and facts, you need to create the whole story clearly and concisely with a compelling introduction and background to your company or business and the problem you are solving.
• Maintain Consistency: Ensure tone, style, and formatting consistency throughout the summary.
• Proof and edit: Remember to proofread and edit before sharing with stakeholders.

What common mistakes should be avoided?

• Making it too long or too short:  it’s common to make these too long or too short. Ensure you accurately describe the problem you aim to resolve, the solution, and the benefits.
• Forgetting key information:  Ensure that you have referenced supporting data and include the feasibility of the solution and benefits.
• Lack of clarity:  Make sure your summary is clear and concise, and don’t use flowery language or jargon.

If you need to send your report to the board of directors or stakeholders, you can use Docusign to ensure they have received it. You can also create a template to send a report. Find out more about creating an executive summary template .

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How to Use AI Tools to Write Grant Proposals?

• May 17, 2024 Updated

Crafting a winning grant proposal can be an intimidating task. Juggling research , outlining , and persuasive writing while meeting deadlines can leave even the most seasoned grant writer feeling overwhelmed. Here’s the good news: you don’t have to do it alone.

I have gathered some of the best AI writing tools to help you brainstorm ideas, structure your proposal, and even fine-tune your writing, making the entire process smoother and less stressful so that you can easily learn how to use AI tools to write grant proposals.

Beginning your first grant proposal? Keep reading to find out how to get started!

How to Use AI Tools to Write Grant Proposals – Step-by-Step Guide

While crafting a winning proposal still requires your expertise and storytelling prowess, AI assistants can become valuable companions in your grant writing journey . Here’s a step-by-step guide using ChatGPT for grant writing:

1. Start With a Specific Prompt:

2. improve your proposal with additional information:, 3. achieve your word limit:, 4. factcheck to maintain human oversight for optimal results.

The more specific you are, the better the results you will get.

Instead of just typing in “ write a grant proposal ,” you could type in “ create a detailed grant proposal to raise funds for the underprivileged community in Mexico in order for them to access Housing Development .”

You can then ask chat GPT to update the proposal with additional information like timeline , budget , stakeholders , and key performance indicators .

Chat GPT can also help you do research for your proposal . For example, you could ask it for information on the current homeless situation in San Diego or for examples of successful housing development projects

Grant proposals often have strict word or character count limitations. AI tools can be instrumental in helping you condense your message efficiently. Utilize AI to summarize boilerplate language while preserving its core meaning.

I have drafted the following boilerplate language (paste your boilerplate text here). Please rewrite it to be concise and clear, ensuring it stays within a character limit of [desired character count]. Maintain the core message and avoid compromising clarity or professionalism.

While AI offers significant benefits , it should not replace human expertise and judgment . AI-generated content can have limitations and may require fact-checking and editing . Always maintain a critical eye on the AI output.

Ensuring accuracy , authenticity , and a compelling voice that resonates with the target audience. To achieve this, it’s crucial to humanize AI-generated text , ensuring it meets high standards of quality and engagement .

What Types of AI Tools Are Used for Grant Writing?

AI grant-writing generators have emerged as exceptionally helpful tools to streamline this process. Here are some of the best AI proposal writing tools I tried out while learning how to use AI tools to write grant proposals:

What are Grant Proposals?

Grant proposals are formal documents written to request funding for a specific project or program. They are typically submitted to organizations like government agencies , corporations , or foundations that offer grants to support initiatives aligned with their interests.

What Are the Benefits of Using AI in Grant Writing?

As a grant writer, I’m always looking for ways to streamline the process and improve my proposals . That’s why I’m excited about the benefits AI for grant writing brings to the table. Here are the benefits of how to use AI tools to write grant proposals:

• Free Up Your Time: Let AI handle repetitive formatting, editing, and even draft sections, giving you more time to strategize.
• Boost Success Rates: Analyze past grants and suggest improvements to craft winning proposals tailored to funders.
• Sharpen Your Grammar: Ensure your proposal is polished and error-free with AI’s keen eye for detail.
• Write to Impress: Get help crafting compelling language that grabs attention and convinces funders of your project’s value.

What are Some Advanced Tips for Writing Grant Proposals Using AI?

I won a competitive grant for my clinical research project, and let me tell you, Artificial Intelligence was a game-changer . Here are some advanced tips , based on my experience and learnings, while learning how to use AI tools to write grant proposals:

•  Check the Funding Agency’s Guidelines:
• Not all funding agencies allow the use of AI for proposals. It’s crucial to read the fine print to ensure AI-generated content is acceptable.
• Consider Data Privacy Limitations:
• If you provide the AI with any confidential information about your project or organization, be mindful of data privacy limitations. Make sure the AI tool you’re using has strong data security practices.
• Don’t Use AI to Write Your Entire Grant:
• AI is a great tool to assist, but it shouldn’t replace your expertise and voice . Grant proposals need a human touch to showcase your passion and understanding of the problem you’re addressing.
• Craft Custom Prompts for Specific Feedback:
• Don’t just ask the AI for generic help. Give it specific prompts to get the most out of it. For example, ask it to suggest ways to strengthen your methodology or craft a compelling introduction for a particular section.
• Fact-Check Everything:
• AI-generated content isn’t guaranteed to be accurate. Double-check all facts , figures, and citations before submitting your proposal. It’s essential to fact-check AI-generated content to ensure accuracy and reliability.
• Use AI for Inspiration in Figures:
• AI can be helpful in creating visuals like charts or graphs to represent data in your proposal. However, ensure the data itself is accurate and the visuals are clear and easy to understand.
• Don’t Forget Human Interaction:
• While AI can be a valuable tool, human interaction remains vital . Talk to potential funders, collaborators, and experts in your field.
• Play and Experiment:
• Don’t be afraid to experiment with the AI tool. Try different prompts , see what works best for you, and have fun exploring its capabilities!

What are the Challenges in Writing Grant Proposals Using AI?

• Limited Contextual Understanding: AI can analyze data, but it might struggle to grasp the unique context of your proposal. Grant writing involves storytelling and aligning your project with the funder’s mission, something AI might miss.
• Lack of Human Touch: Building rapport with reviewers is crucial. AI can’t replicate the emotional connection and passion a skilled writer brings, potentially weakening your proposal’s impact.
• Ethical Concerns: Transparency is key. If you use AI, disclose it to the funder. Unclear authorship raises ethical red flags and could hurt your application.

What Are the Future Trends of AI in Grant Writing?

AI is revolutionizing grant writing , and its potential is only growing . Here’s what the future holds for you if you learn how to use AI tools to write grant proposals:

• Streamlining Tedious Tasks: AI will become even better at handling repetitive aspects like prospect research and note-taking, freeing up grant writers for more strategic work.
• Enhanced Research and Editing: Expect AI to excel at summarizing research materials and offering suggestions for improved clarity, grammar, and structure.
• For instance , if you’re working on a proposal that needs to be submitted in both English and Spanish , you can use AI writing tools for multilingual content creation to ensure accurate and culturally appropriate content in both languages.
• Focus on Nuance: However, human expertise will remain vital, especially for understanding the specific needs and values of your organization and tailoring proposals accordingly.

Get More Inspiration: Explore these How-to Guides Too:

For additional inspiration and practical advice, explore our how-to guides below:

• How to Write Scientific Papers with the Help of AI Writing Tools
• How to Use AI Tools to Write Reflective Essays
• How to Use AI Tools for Writing Captivating Book Reviews

Will AI replace grant proposal writers?

AI is unlikely to fully replace grant proposal writers due to the need for human insight , creativity , and a nuanced understanding of funding priorities.

Should you use AI for writing grant proposals?

AI can be a helpful tool for drafting and organizing, but human oversight is crucial to ensure accuracy and alignment with specific grant requirements.

What is the difference between a proposal and a grant proposal?

A proposal is a general term for any document suggesting a plan or idea , while a grant proposal specifically seeks funding from an organization or institution.

Are there free AI tools available for grant writing?

Yes , several free AI tools are available for grant writing, offering basic drafting and organizational features to assist in the proposal process.

Can AI tools assist in writing the budget section of a grant proposal?

Grant writing can be a troublesome task, but with the right tools, it becomes significantly more manageable. This guide has shown you how to use AI tools to write grant proposals, making the process smoother and less stressful . By leveraging AI for brainstorming , drafting , editing , and research , you can streamline your workflow and enhance the quality of your proposals.

AI becomes your partner, letting you focus on the big picture and craft a proposal that wows funders. Want to learn more about AI terms? Check out our AI glossary .

Digital marketing enthusiast by day, nature wanderer by dusk. Dave Andre blends two decades of AI and SaaS expertise into impactful strategies for SMEs. His weekends? Lost in books on tech trends and rejuvenating on scenic trails.

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7 ClientPoint Alternatives for Your Business Proposals

Writing an engaging business proposal goes beyond being creative. You must use technology in your favor so that you can make the most out of what you have in mind.

From the introductory hook to the rest of the proposal, many tools can help you achieve an unbeatable result that will get you more clients without much effort.

ClientPoint is a popular proposal management solution that sales/marketing teams can use. It offers plenty of features that allow people to create customized proposals and get real-time updates on viewing activity and other useful factors.

Even though ClientPoint is already a great proposal writing software for people, it may not be useful for everyone. Some people have unique needs when it comes to features, pricing, or support, especially those working as freelancers. 

Thankfully, there are plenty of ClientPoint alternatives you can consider today. By picking the right proposal software, you’ll be one step closer to success.

Here’s a list of the top seven ClientPoint alternatives for 2024!

Why Consider Alternatives to ClientPoint?

ClientPoint covers most needs when it comes to proposal writing software. Unfortunately, not all people have the same goals when it comes to their business. Some of those specific needs may not be available with this software.

It’s always useful to look for different alternatives so that you cover as many of your goals as possible. If you want to write a great business proposal , there’s a world of tools available out there that will help you with that.

Here are a couple of benefits you get from looking at ClientPoint alternatives:

• More Features: Some people may feel like ClientPoint isn’t enough, and that’s where another software may shine. Other alternatives to ClientPoint may have those niche tools that will make your life much easier.
• Suitable Pricing Models: ClientPoint has a free plan, which is already excellent for freelancers or those on a budget. Of course, if you want more features, you must go for the Enterprise Essentials plan, which is considerably expensive. Browsing other options may allow you to find something more suitable for your budget.

What Should Be the Criteria for Choosing the Perfect ClientPoint Alternative?

You should choose your ClientPoint alternative based on different factors, including:

• Customer support
• Integrations
• Functionality
• Ease of use

Remember, every business has unique needs, so pick the option that feels more appropriate.

Discover the Top ClientPoint Alternatives for 2024

You’re ready to discover the best ClientPoint alternatives! We chose the most reliable ones based on all the factors mentioned in the previous section.

If you’re ready to transform the way you manage your business proposals, keep reading!

1. Prospero

Prospero is our top pick for business proposal software. Its goal is to help businesses create professional proposals without extra effort.

Thanks to its useful suite of tools, you can easily create amazing proposals, make your clients happy, and achieve better results. Including Prospero in your marketing plan is an excellent option even as a freelancer.

Key Features

What makes Prospero unique is its wide selection of customizable proposal templates. Not only will you write an excellent proposal thanks to its tools, but you’ll also create something tailored to the industry you’re focusing on.

Check out Prospero’s template library , and discover all the options available.

Furthermore, Prospero has several integrations that can improve the proposal writing experience. Some of these integrations include:

You get control over your proposals thanks to Prospero’s tracking tools. It’s easier than ever to determine whether your client opened your proposal, how long they looked at it, and if it got signed.

Clients can easily type, upload, or append their esignature too, making the process simpler for both parties.

Reviews and Ratings

Prospero has been praised for its ease of use, features, and templates. You don’t need extensive experience with proposal writing; Prospero already has everything lined up for you.

Many people have given Prospero positive reviews, including a 4.9/5 rating in Capterra.

Pricing Options

You can try Prospero for free for 14 days. If you like the software, you can start your subscription for $10/mo for one member. You’ll get custom pricing depending on how many members are on your team.

2. PandaDoc

PandaDoc focuses on creating unique proposals, although it also gives you tools to manage, track, and sign them. This platform is known for being user-friendly, affordable, and effective.

Something we like about PandaDoc is that it doesn’t only focus on proposals. It also offers many tools that help with:

• eSignatures

In other words, you get plenty of features that simplify your business management experience. Also, you can use these tools whether you’re a freelancer, a small team, or an enterprise.

PandaDoc is another highly-rated platform online, with users praising it because of its user interface, intuitiveness, and reliability.

The software has gotten a 4.5/4.7-star rating on popular sites like G2 and TechRadar.

You get three pricing plans with PandaDoc:

• Essentials : $35/mo.
• Business : $65/mo.
• Enterprise : You must talk to the company for a quote.

Also, you can request a demo to try PandaDoc before committing to the subscription.

3. Better Proposals

Better Proposals advertises itself as a modern tool to create, manage, and track your proposals. Besides offering proposal writing tools, you also have access to a few extra perks that make the experience even better.

You get six main features with Better Proposals:

• Document editor
• Branding tools
• Document management
• Team management
• Onboarding tools
• Digital signatures

In other words, you’ll have everything necessary to make the most out of your proposals and create the right version for your clients.

Better Proposals has a 4.8-star rating in Capterra, one of the most reputable review sites online. Most of its users like its useful templates and ease of use.

You get three pricing plans:

• Starter: $19 per user per month.
• Premium: $29 per user per month.
• Enterprise: $49 per user per month.

4. Proposify

Proposify offers a great set of features that allow you to streamline your sales document process and create useful proposals in record time.

The most impressive features of Proposify are separated into three categories:

• Content & Brand Management : Content library, design editor, roles/permissions, and CRM.
• Powerful Insights : Metrics, pipeline, notifications, snapshots.
• Client Experience : eSignatures, interactive pricing, client preview, different languages.

The Proposify platform has an average of 4.5 stars across different review websites, including G2, Capterra, and GetApp.

Proposify has two plans. The “Team Plan” costs $49 per user per month, and it has a free trial. There’s a “Business Plan” that’s suitable for bigger teams. However, you’ll have to contact the company to get a price.

5. GetAccept

GetAccept offers quite a few features besides proposal writing. Whether you’re looking for sales engagement, sales content management, or a notification system for your projects, this platform has them.

Some of the best features offered by GetAccept include:

• Tracking and analytics
• Proposal writing
• Customer success
• CPQ capabilities
• Mutual action plans

The scores for GetAccept range from 4.3 to 4.6 across websites like Gartner, G2, and Capterra. Most users mention its intuitiveness, customer service, and ease of use.

GetAccept offers different pricing plans depending on whether you want eSign, Deal Room, Contract Room, or the “Full Suite.”

eSign costs $25 per user per month, whereas the full suite starts at $79 per user per month. You also get a free trial for the latter.

6.  Responsive

Responsive (formerly RFPIO), focuses on creating smarter and faster responses that allow people to win more clients and start better projects.

This AI-driven RFP software offers different features to help businesses, including:

• Content management
• Administration
• Proposal management
• Sales teams
• Security questionnaires

You also have access to unique integrations that will make the experience seamless.

Responsive averages a 4.5-star rating across different platforms like G2, Capterra, Glassdoor, and more. Most users praise its tracking features and customer support.

We couldn’t find updated information on Responsive’s pricing, so you’ll have to contact the company for more details. You can, however, request a demo if you want to try the platform out beforehand.

Don’t let its name fool you; this proposal management software has an impressive set of features that will help you with your experience.

Qwirl has many features that address the following departments:

• Recruitment
• Sales operations
• Sales leaders 

As for the features themselves, you can expect:

• Content administrators
• Product overview

Like other services on this list, Qwirl has an average of 4.5 stars across several platforms like Software Advice, Capterra, G2, and more. Its positive reviews mention its customer service and tools.

Qwirl has two pricing plans and a 14-day trial for both of them. The “Business Plan” costs $35 per user per month, whereas the “Enterprise Plan” costs $59.

Creating a business proposal is much easier when you have the right tools at hand. When you pick something with different proposal templates, great customer support, and useful integrations, you can make your business more efficient and get more clients.

If you want the ultimate solution for business proposal writing, consider Prospero and its suite of features for all kinds of workers and companies.

Sign up for Prospero today, and enjoy a 14-day trial where you can try out all of its unique features.

ABOUT THE AUTHOR

Prospero Team

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