To guide and deliver on the development of [key outcomes for the project] for [Company name]—in so doing, to help [reach very important objectives and company goals].
About this document
All information provided should be treated as guidance; as an outline of what an engagement together will look like, not a play-by-play. Dates are only indicative.
I believe in being laser-focused on outcomes and flexible on the tactics to get us there. So while some details are listed below, best to read them as possible courses/modules for us to select from across the project.
Contents
Proposed By
Your name
In Discussion With
Whoever you spoke with
Timeline: **21-26 Days from Kickoff
(The budget for the project will not change based on timeline, so long as deliverables meet the satisfaction of all key stakeholders.)
Budget: $X,XXX
(An option to extend the project scope will be made available pending project progression. If requested, this will include the delivery of X, Y, Z, and the additional budget will be +$X,XXX.)
<aside> ▪️ Very appealing project outcome #1
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<aside> ▪️ Something the client mentioned they would want #2
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<aside> ▪️ Expensive problem solved #3
</aside>
<aside> ▪️ Why are we doing this again? #4
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<aside> ☝
Note: These project overviews represent the same linked database. If exporting and sharing as a PDF, be sure to delete the timeline view, and use the table only. If you are sharing the proposal as a public Notion link, feel free to keep one, the other, or both! 🎉
</aside>
While I generally work flexibly, we can lay out some basic, informal structures to help guide the project engagement. Here are a few passing notes that might help: