Project Proposal Writing: How To Write A Winning Project Proposal

[Music Intro]>>Hi. I’m Devon Dean, content director here
at Today I’m going to teach you how to help sell your project using
a project proposal. A key thing to remember is that people buy from people. Don’t expect
the project proposal document that you put together to be taken up by the decision makers
in an organization in isolation of any communication you’ve had with them and award funding and
resources and mindshare to that project. It’s important to remember this because you can
write the best project proposal document but without that people interaction you have a
slim to no chance of getting your project funded. While you’re preparing the project proposal
document it’s really important for you, your project sponsors and the champions of
your project to go out there and actively lobby the decision makers of your organization
about your project. Use those lobbying sessions and those one on one meetings to actually
refine and hone your understanding of what the problems are in your organization and
the benefits that your project can actually realize, that strike a chord with those decision
makers. In developing your project proposal document I highly recommend in tandem going
out there and actively seeking the feedback of those decision makers so that feedback
help you refine and forge the sales pitch you put together in your proposal document. Your decision makers are going to make the
decision whether to thrill or kill that project within the first five minutes of picking up
your project proposal document so it’s really, really critical that you make a big impact
right at the start of that project proposal document. The way you do that is in stating
that problem statement. You really need to paint a bleak picture of your organization
that shows or depicts the problems that you’re having in the organization which could be
overcome had your project been in production when those problems occurred. Highlight some
specific examples of where opportunities were missed or where risk or costs were incurred
that your project could have prevented or could have gained access to in terms of opportunities
if your project had delivered by the time of that event. Efficiency gains or general skills uplift
are not the messages you want to communicate in terms of looking for those problem benefits.
By saying that Sally works 50 hours a week and your project is going to solve that problem
is really not going to strike a chord for those decision makers. Look for those specific
examples of where your company missed an opportunity or incurred costs because your project wasn’t
in place. Put those in your problem statement. Now the vision statement is a section that
needs to tie your project to the company’s long range strategy and vision and long range
goals. Without tying your project in to your organizational strategy and vision you run
the risk of having your project being looked upon as a rogue project: it’s out there
in the distance, it really doesn’t fit with what we’re doing so you run a risk of not
having your project being funded because of that reason. You need to tie your project
into your company’s organizational strategies and vision. Benefits further expand upon the vision that
your project will have, that you paint the picture of that vision. You’re going into
a bit more specific details on what are the things your project will deliver, what new
capabilities or what costs you’re going to avoid by having the project deliverables
in place. Be very specific about the benefits and make sure they’re things that are measurable. The deliverables section further goes into
another level of decomposition about what your project is going to deliver. It talks
about the artefacts which your projects will deliver and how those will be delivered in
terms of what the users can expect. A deliverable might be, for example, for a call center project
you’re delivering new computer telephony integration. That would be a deliverable when
that call center has that equipment. Success criteria are very important to outline
in that project proposal. You need to be able to have smart success criteria which mean
it’s specific, measurable, achievable, realistic and time bound. These success criteria, once
they’re met, give the project owners, the decision makers and the stakeholders 100%
confidence that your project has achieved success. It’s important that you list out
those criteria which everyone is looking at your project to deliver. The next section is talking about how your
project is going to achieve the deliverables and success criteria and benefits. In here
is where your deadlines are listed, where the project plan comes together and what the
approach to delivery might be for your project. Are you going to use external vendors? Are
you going to use internal staff? Are you going to use an agile approach to delivering that
project or are you going to use a more traditional waterfall method to enable your project to
deliver on its deliverables? Lastly, of course, the cost and the budget.
Here’s where you pull it together and you show the funding plan for that project and
how it’s going to achieve its deadlines against those deliverables and for the dollar
value. Now if you find in the first section that
you’re getting into quite a lot of detail that runs past, let’s say, two pages I think
it’s really important to take the time and consolidate all the high points from these
into an executive summary for that document. Put the high level problem, visions and benefits
in that exec summary. As I mentioned before, decision makers will take about five minutes
looking at your proposal to make sure that it’s something they’re going to fund or
decide that they’re not going to fund it in this year. Ensuring those messages are
concise is really critical and by putting these elements into executive summary if you
find them going long is a really important way for you to quickly communicate those ideas. It’s important to remember the flow of the
document in the proposal. You need it to flow like a fiction book. You need to tell a story
and paint a picture and leave no stone unturned for your decision makers to ponder. Everything
needs to flow from the start of the problem down to the cost and benefits in terms of
the key themes of your project need to be expounded upon, need to be mentioned at the
start and then further drilled down upon throughout the rest of your project proposal. If you
have items that you’re introducing in your deliverables, for example, that don’t fit
in with solving the problems you’ve identified up here or fit in with the benefits that you’re
going to realize your decision makers will look at that and it will cause them to think
a little bit more about your proposal in terms of does this proposal really communicate in
a tight way the objectives that it’s going to achieve for the organization. It needs
to flow. All the items here need to mesh with one another and not introduce any new topics
or any new items as you go along in the project document. Your project proposal is one key way for you
to communicate your project’s vision and benefits to the organization but a project
proposal in itself is not going to sell your project and get it funded and resourced. Only
you can do that. Only your champions and your sponsor can do that. Like I said in the start,
the proposal will help you sell your project and get it funded and resourced but really
you need to be there actively lobbying for that project and getting it off the ground. For more project management tips and tricks
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