A Simple Proposal / Plan Template

If you send proposals to customers or create work plans, you need to write them quickly, in a standard format with one place to keep all the details. This video is a summary version of a longer online class that introduces a simple template to achieve this. In this YouTube video, I’ll describe the first few sections of the template: - Benefits, goals, and problems being addressed - Customers and stakeholders - Out-of-scope items - In-scope items - Assumptions In the longer class (which includes the template in Word and Excel) I cover the remaining sections: - Timeline - Incremental delivery - Handling risky items and opportunities - Resource leveling and resource capacity checks - When to make key decisions - Getting paid upfront - Revision History FULL CLASS LINK https://www.improvingyoursmallbusiness.com/online-classes/ MICROSOFT FORMULA HELP https://support.microsoft.com/en-us/office/use-a-formula-in-a-word-table-cbd0596e-ea8a-485e-a35d-b2cb2c4f3e27