Proposal Pack Proposal Pack Documents

Introduction Chapters:

Use these templates to introduce yourself.

Client-centered Chapters:
(Summary Section)

Use these templates to summarize the more detailed information to follow.

Client-centered Chapters:
(Needs Assessment Section)

Use these templates to show your understanding of the needs to be addressed.

Project-centered Chapters:
(Goals and Objectives Section)

Use these templates to outline the ultimate goals and objectives.

Project-centered Chapters:
(Methodology Section) Plans

Use these templates to outline any specific plans.

Project-centered Chapters:
(Methodology Section) Actions

Use these templates to show actions to be taken to accomplish the goals.

Project-centered Chapters:
(Methodology Section) Information

Use these templates to outline general information.

Project-centered Chapters:
(Methodology Section) Negatives

Use these templates to discuss problem areas or negative issues.

Project-centered Chapters:
(Methodology Section) Things

Use these templates to show any tangible things needed.

Project-centered Chapters:
(Methodology Section) Concepts

Use these templates to discuss any conceptual ideas.

Project-centered Chapters:
(Methodology Section) Specialities

Use these templates if they relate to your speciality situation.

Project-centered Chapters:
(Evaluation Section)

Use these templates to show how evaluation of the final results will be done.

Project-centered Chapters:
(Financial Section) Current

Use these templates to show current financial information.

Project-centered Chapters:
(Financial Section) Future

Use these templates to show future financial information.

Project-centered Chapters:
(Financial Section) Offerings

Use these templates to show what you are selling or offering.

Project-centered Chapters:
(Financial Section) Obligations

Use these templates to show financial or contractual obligations.

Project-centered Chapters:
(Project Summary Section)

Use these templates to summarize the proposal, offer recommendations and request action.

Your Company-centered Chapters:
(Qualifications Section) Capabilities

Use these templates to show your capabilities.

Your Company-centered Chapters:
(Qualifications Section) Offerings

Use these templates to show what you sell or what you do.

Your Company-centered Chapters:
(Qualifications Section) References

Use these templates to show what others say about you.

Your Company-centered Chapters:
(Qualifications Section) Relationships

Use these templates to show your relations to other individuals or companies.

Your Company-centered Chapters:
(Qualifications Section) Information

Use these templates to show general information about you or your company.

Your Company-centered Chapters:
(Qualifications Section) Beliefs

Use these templates to show the ideals you believe in.

Appendix Chapters:

Use these templates for general appendix type information.

Presentation:

Use these templates when packaging up your documents for delivery.

Miscellaneous:

Use these templates for miscellaneous uses as needed.

Checklist Worksheets:

Use these templates for managing your proposal development.

Financial Spreadsheets:

Use these spreadsheet templates to help with calcuations.

Letters:

Use these templates for various letters as needed.