Purpose

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

Project Summary

Timeline: **Your expected dates for start and completion

(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.)

Key Project Outcomes

<aside> ▪️ Very appealing project outcome #1

</aside>

<aside> ▪️ Something the client mentioned they would want #2

</aside>

<aside> ▪️ Expensive problem solved #3

</aside>

<aside> ▪️ Why are we doing this again? #4

</aside>

Delivery

Key Deliverables

Overview

<aside> ☝ Note: 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>

Project Overview

How We'll Work Together

General

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:

• Sessions with a 'Call Needed' should be scheduled 24 hours in advance where possible;
• If there is a team channel or project management software (Slack, Teams, etc.) you're using that will be relevant for me to join during the project duration, feel free to add me;
• Honest and early feedback is always appreciated. I like to share working documents for feedback early, so you should have plenty of opportunity; and
• Weekends: I like to keep them free for personal work—but I like to see things moving, also. I will keep a line open and be reachable, but will typically respond on Monday morning unless urgent.

NDA

I am happy to sign an NDA before beginning our first session.

Rights to work

All rights to any services, plans, ideas and inputs will automatically be owned by [the client] I do, however, reserve the right to showcase any relevant results or outcomes of our work together for personal promotional purposes in future.

Payments

Payments can be made via [bank transfer, cheque, Bitcoin, Upwork Escrow System, etc...]. If any additional details, feel free to add them below like this:

• 50% of the stated budget can be paid and cleared upfront as a Kick-Off Milestone.
• The remaining 50% is then only to be paid on successful delivery of all agreed items.

Next Steps

Some final words about the challenge ahead, the opportunity of the moment and why you're looking forward to it all.

Kind Regards, Your Name