Project Management
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Proposal Assembly Checklist


With a lot riding on your proposals, you need to make sure that you include everything you need to include and not accidentally omit vital information. Use this checklist to make sure you get everything into the document that needs to be there.

Proposal Checklist

PREMIUM checklist

You and your project group are putting together a proposal--literally. This checklist (broken down into administrative, technical and financial sections) helps you keep track of what you need to include.

Proposal Coordination Checklist

PREMIUM checklist

Putting together a proposal requires a great deal of coordination. This handy checklist will help you keep everything straight.

Proposal Estimation and Planning Template

PREMIUM deliverable
by Sanjiv Dhupkar

There are many available techniques for estimation; however, during the RFP/proposal stage, estimation becomes a challenge due to the high level of scope and information, short durations, urgent submissions, etc. One has to rely on a work breakdown methodology and past experience to derive the schedule, effort and resource requirements. This sample template will help you log a variety of planning activities.

Proposal Risk Checklist


If you're working on a proposal, you need to understand the risks involved. You certainly don't want to bite off more than you can chew. This checklist will keep you on track.

Proposed Project Profile


This document will walk you through the steps of preparing a proposed project profile (PPP).

Proposed Project Solution Form


You know that your proposed project solution is the right one for your client. Now, how exactly do you convince the client of that? This form will help you state your case.

Prototype Review Form


You've prototyped your application's user interface. Now check to see where it is okay and where it needs improvement.


PREMIUM project plan
by Luc K. Richard

This plan will help you if you are using Rapid Prototyping as a software development process. This method is gaining a lot of popularity among software companies; a Web-based application is used as an example.


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