sample presentation for project proposal

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Blog Business How to Write a Project Proposal (with Examples & Templates)

How to Write a Project Proposal (with Examples & Templates)

Written by: Jennifer Gaskin Dec 11, 2023

For businesses that rely on clients and partnerships to generate sales and revenue, project proposals are must-haves. A polished, professional project proposal is one of the best ways to present the capabilities your team has and put your goods and services in the best possible light.

But creating a good project proposal is more than just a timeline and a budget. Adding visual flourishes like charts, graphs and other imagery can help elevate a boring proposal to the top of the pile. Learn how you can create a successful project proposal and take a look at several project proposal templates you can fully customize using Venngage.

Click to jump ahead:

• What is a project proposal and how to use it

How to write a project proposal in 9 steps

4 project proposal examples with templates.

• What are the 6 types of project proposals?

What are the contents of a project proposal?

What is a project proposal & how to use it.

A project proposal is a formal document that outlines the details, objectives and scope of a proposed project. The purpose of a project proposal is to describe the parameters of a potential project or initiative.

Depending on the industry and type of project proposal (more on that in a moment), these documents can include things like scope of work, timelines, staffing, budget, capability statement and more.

Companies that receive project proposals from other firms or individuals use these documents to narrow down their options and make an informed decision about the best partner for them. And companies that create project proposals use them to make their pitch for the project.

Here’s an example of a project proposal to propose a new partnership:

It’s important to note that project proposals are not the same as business proposals , though there are some similarities. One of the biggest differences is that business proposals tend to be more general and expansive. Learn more about writing a great business proposal.

Writing a great project proposal can be a challenge. That’s because you need to craft the message specifically for the company or individual you’re sending the proposal to.

But don’t worry if you don’t know where to start, here’s how you write an effective project proposal:

Step 1: Review the RFP (if you have one)

If there is no formal RFP, you’ll still need to start out researching as much as you can about your potential client. That means finding out not only about the problem you’re hoping to solve but the history of the client, their industry, their competitors and more. Getting to know them better will help you understand how to portray yourself or your company in the best light.

Step 2: Create a project proposal outline

Whether you use the sections we listed above in that order, add or remove ones or shift things around, jot down a quick outline of sections to keep in mind as you work.

Step 3: Define the problem and present your solution

Kick things off by clearly nailing down the problem or need your project is tackling. Back it up with some hard evidence and data to show why this issue is a big deal. Break it down for your audience, explaining how your project is going to make their lives better.

Step 4: Highlight elements that may set your proposal apart

For example, if you know that your company will be able to complete the task more quickly than any competitors, make that the focus of your solution or scope of work section. Compare your proposed timeline with what your competitors are likely to propose to the client.

You should also make notes of any elements that you might be able to visualize through a graph, chart or other design element — visuals can help not only make your project proposal easier on the eyes, but they can make it more memorable and illustrate to the client that you are able to think creatively.

Here’s an example of how it can look in your project proposal:

Step 5: Define project deliverables and goals

A rock-solid project hinges on clarity, and that starts with laying out precisely what your project will deliver. Whether it’s reports, shiny new products, or top-notch services, make it crystal clear from the get-go.

Next, set the bar with measurable goals and objectives that scream success. Break them down so everyone’s on the same page. And because time is money, map out a timeline that’s not just a bunch of dates but a roadmap with key pit stops.

These milestones and deadlines are the heartbeat of your project, guiding you through each phase and making sure you hit the finish line with style. It’s all about setting the stage for success and making sure everyone’s got their eyes on the prize.

Step 6: State your plan or approach

Now, we’ve made it to the meat of your project proposal. In this section, walk your readers through the nitty-gritty of your project management approach.

Break down the essentials when it comes to resources—think people, equipment, and budget. And, while you’re at it, clue them in on your game plan for handling potential challenges through your risk management strategy. Additionally, consider your approach to project management, for example  agile project management  prioritizes flexibility and adaptability in order to effectively respond to changes and deliver successful outcomes.

Step 7: Outline your project schedule and budget

Crafting a successful project hinges on meticulous planning, starting with the creation of a detailed project schedule.

Break down the project into specific tasks and assign realistic timelines to each one. This step-by-step schedule, like a roadmap, not only helps in visualizing the project’s progression but also aids in resource allocation and risk management.

Simultaneously, developing a comprehensive budget is paramount. Dive deep into identifying and estimating all project costs, including personnel, materials equipment, and any potential contingencies. The budget acts as the financial backbone, ensuring that resources are allocated judiciously.

But here’s the deal – keep it real. Your schedule and budget need to be doable, considering the real-world factors at play. It’s all about laying the groundwork for success and keeping everyone in the loop from start to finish.

Step 8: Write the executive summary

The executive summary serves as the project’s sneak peek, condensing the entire proposal into a punchy snapshot. This opening act isn’t just a formality; it’s your chance to grab the reader’s attention from the get-go.

Picture it like the movie trailer – it needs to be compelling, leaving the audience eager for the full feature. In this compact summary, shine a spotlight on the critical elements of your proposal.

Outline the problem you’re tackling, showcase your ingenious solution, spell out the perks and benefits and throw in a quick glance at the budget for good measure. It’s your project’s elevator pitch, setting the stage for what’s to come and making sure your audience is hooked right from the first line.

Step 9: Proofread and edit

Before sending your proposal out into the world, give it a thorough once-over. Take the time to meticulously proofread every nook and cranny, hunting down grammar slip-ups, punctuation quirks and sneaky spelling errors.

A second perspective can catch things you might have overlooked. And let’s talk presentation – ensure your proposal isn’t just a content champ but looks the part too. Format it like a pro, making sure it’s visually appealing and easy on the eyes.

After all, a polished proposal not only communicates your ideas effectively but also leaves a lasting impression. Browse Venngage’s selection of project proposal templates to get a head start today!

Additional tips:

Avoid overly salesy language.

It can be tempting, particularly if you’re sending unsolicited project proposals, to use some of the same language in your proposal as you might in an ad, but you should keep such wording to a minimum.

Let the proposal speak for itself; if you or your firm truly are the best one for the job, it should be evident in your proposal. Being straightforward can also signal to the hiring party that you don’t want to waste their time with flowery language. It’s better to deal in facts rather than opinions for project proposals.

Establish a single point of contact

Some project proposals will include lists or even short bios of your staff members who will be involved in the project. But it’s a good idea to ensure that your project proposal makes it clear whom the client should contact to move the project forward or submit any questions. Include this person’s information at the beginning and the end of your document.

Write with one voice

While it’s common for large RFPs to be completed by many people on the team, ensure that whoever is responsible for bringing it all together has a chance to make the document feel cohesive. It should read as if one person put the entire thing together.

Now that we’ve explored some of the background and purpose of project proposals, let’s take a look at some templates you can customize using Venngage for your own project.

Construction project proposal examples

The construction industry is a complex one, and project proposals are critical for landing business and keeping projects on track. But there are many approaches a construction project proposal can take.

Taking the complicated and making it simple is a challenge, particularly in this field, but as this project proposal example shows, it can be done. By using simple, clear language and well-placed visual emphasis, this free project proposal template stands out for its simplicity.

Many hiring companies simply skim project proposals for things like budget and timeframe, and while you still need to craft an engaging proposal, it’s a good idea to put those types of elements front and center, as this construction project proposal does.

Remember that regardless of whether your firm is hired for the job at hand, every document you send to another business is a chance to establish your company’s brand identity. Use a template like the one below, update it with your logo and brand colors and fonts to keep it aligned with your messaging.

As you can see from the example below, a few color changes can make a huge difference:

To easily apply your brand colors and logos, simply have them automatically extracted from your website using Autobrand:

And apply them to your design in one click with My Brand Kit :

Design project proposal examples

You might think it would be a no-brainer for a designer to create a well-designed project proposal, but it’s common for creative people to have difficulty when it comes to analytical thinking. That’s why having a couple of great project proposals in your back pocket is perfect for a designer.

Project proposals in creative fields tend to be a bit less buttoned-up than those in other industries, so use your proposal as an opportunity to make a bold design statement. The template below, for example, uses a striking color palette and minimalist imagery on the cover to make the proposal stand out, and those touches are reinforced throughout the document.

This example, similarly, uses creative color combinations to strike a design-forward tone. But as both of these templates illustrate, the bones of the project proposal must be sound, and all the information required should still be covered.

Work project proposal examples

Not every industry requires a unique approach to project proposals, and, in fact, for most applications, a general work proposal template will suffice, provided that you do your due diligence in following any requirements set forward by the hiring party.

This template created for a consulting firm illustrates a straightforward approach to project proposals that you can easily adapt for your needs. Add or remove pages, insert charts and graphs or new icons and craft a compelling narrative.

This project proposal template is an excellent example of how companies can use established templates to create a unique proposal. Note how they’ve used the sections that apply to them and put them together in a way to appeal to their potential client.

Marketing project proposal examples

Marketers and marketing agencies are regularly asked to submit RFPs, whether for individual projects or long-term engagements, so the average marketing agency will need to have several project proposals on hand that they can modify when new requests come in.

This social media marketing project proposal template is ideal for a single campaign rather than a multi-year engagement. In that situation, it’s crucial to make sure all dates and milestones in the campaign are clearly stated.

Ideally, a marketing agency or marketer will get a chance to pitch for long-term work. In that case, this project proposal template is ideal for outlining all aspects of the project proposal, including a timeline that extends to a full year.

A critical aspect of modern marketing success is doing a great deal of research on keywords, competitors and traffic, and many marketers include such metrics in their project proposals, along the lines of this example. Note how high-impact charts and graphs are used to help the audience absorb the data and make an informed decision. There are various marketing proposal examples that you can look at to inspire your next proposal design and help catch the attention of your clients.

Visit Proposally.ai for more project proposal examples .

What are the 6 types of project proposal s?

Because every project is unique, there are many types of project proposals, but these are the most common ones:

Solicited through RFP

RFP stands for Request for Proposal (they may also be called Request for Quotation, or RFQ).

These types of project proposals typically come with the most stringent requirements and obligations. The hiring company will usually list out the elements that must be included in the RFP as well as any limitations or conditions that apply.

From the vendor’s standpoint, being asked to submit an RFP is generally a good sign because it means that your firm (or yourself, if you’re an individual) has made it through the initial round of research by the hiring party.

I nformally solicited

Informally solicited project proposals are similar to RFPs or formally solicited proposals in that they may have just as many requirements, but because they’re outside of the formal RFP process, the requirements often aren’t stated up front. That could mean the vendor needs to do more research and ask more questions of the hiring party, or it could mean there actually aren’t as many requirements.

Another benefit of submitting an informally solicited project proposal is that the absence of a formal process likely means the vendor will be up against less competition.

Unsolicited

Also called spec (speculative) proposals, unsolicited project proposals come from the vendor’s side rather than the hiring party.

These proposals are particularly difficult because the hiring party, well, may not be hiring at all. With a spec or unsolicited project proposal, the vendor believes there’s a need for their services and must not only convince the hiring party that the need exists, but that the vendor is the best one to fill that need.

Pre-proposals

Pre-proposals can be considered mini versions of RFPs. They are often sought by a hiring party that wants to avoid a lengthy proposal process — or simply doesn’t want to read a long pitch. These types of proposals are brief, usually a few pages at most, and depending on the results, the hiring party may make an offer or make a full RFP request.

Non-competing/continuation proposals

Continuation proposals are common in multi-year projects or ones in which both parties may have agreed to certain conditions governing how the project proceeds.

With a continuation proposal, the goal isn’t to pitch your services but rather to keep the client up to date on the project, inform them of any metrics they need to know or that may be part of the scope of work and get their formal approval to continue with the project.

Competing/renewal proposals

Renewal proposals are similar to continuation proposals, but instead of being created in the middle of a project, a renewal project proposal is generated once a project or contract has ended. They’re also called competing proposals because the vendor will need to make their case as to why the project or contract should be renewed .

It may be wise to approach these types of proposals as you might an unsolicited one, but the benefit to the vendor is that (if the project has been a success), they will have past results with that specific client to showcase in their new proposal.

The content of project proposals will vary depending on the industry and the type of proposal. For example, while solicited, unsolicited and pre-proposals will typically include a budget that is negotiable, a continuation proposal’s budget has likely already been set. That said, here are the typical contents of a project proposal:

• Summary : An executive summary or project background is typically the first section of a project proposal. Most vendors use this as an opportunity to thank the hiring company for the opportunity, as well as summarizing what the client is about to see through the remainder of the proposal.

This template shows a complete executive summary for a product launch, which can be longer than a typical executive brief or project background in your proposal — something to keep in mind:

• Objective : An explanation of what needs to be done or what problem can be solved if the hiring party accepts the proposal.

• Solution : An explanation of what the vendor would do to solve the problem or how they would approach completing the needed task.

• Scope of work : A detailed description of what exactly would be done, when and how much it would cost. This section may also need to include legal information, though in most cases, contracts are separate from project proposals.

Here’s an example of how you can write down the scope of work for your proposed project:

Call to action : The final section of your project proposal (assuming there are no appendices) should let the hiring party know what to do next. Include a place for them to sign the document to show their acceptance, as well as contact information in case they have further questions. To make the proposal legally binding, you can send it to your client via a free eSignature software such as Papersign  and collect their signature in a compliant manner.

• Appendix : Appendices in project proposals could include information that didn’t fit within the client’s requirements or that helps to further explain information in the main part of the document. This section is optional.

Project proposal FAQs

What is the difference between project proposals and project charters.

The difference between both is that project proposals serve to present a project’s goals and approach for approval. On the contrary, project charters officially authorize the project, defining roles, responsibilities and initial objectives.

What is the difference between project proposals and business cases?

Project proposals focus on securing approval by presenting a project idea and its feasibility. On the other hand, a business case provides a more comprehensive analysis, including financial aspects and long-term strategic impact, aiding stakeholders in making informed decisions.

What is the difference between project proposals and project plans?

Project proposals aim to gain approval by detailing the project’s purpose and scope, whereas project plans are comprehensive documents specifying tasks, timelines and resources necessary for successful project execution.

Highlight your products effectively with Venngage’s professional project proposal templates

Letting a potential customer know what you’re capable of is a critical tool in many fields, and project proposals can highlight your company in a way few other documents can.

Start with one of these templates or create your project proposal from scratch. Whether your company has just gotten an RFP or you want to land that big fish in your industry, Venngage makes it simple to create an effective project proposal without becoming overwhelmed. It’s free to get started.

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How to Write a Project Proposal (Examples & Template Included)

Table of Contents

Types of project proposals, project proposal vs. project charter, project proposal vs. business case, project proposal vs. project plan, project proposal outline, how to write a project proposal, project proposal example, project proposal tips, what is a project proposal.

A project proposal is a project management document that’s used to define the objectives and requirements of a project. It helps organizations and external project stakeholders agree on an initial project planning framework.

The main purpose of a project proposal is to get buy-in from decision-makers. That’s why a project proposal outlines your project’s core value proposition; it sells value to both internal and external project stakeholders. The intent of the proposal is to grab the attention of stakeholders and project sponsors. Then, the next step is getting them excited about the project summary.

Getting into the heads of the audience for which you’re writing the project proposal is vital: you need to think like the project’s stakeholders to deliver a proposal that meets their needs.

We’ve created a free project proposal template for Word to help structure documents, so you don’t have to remember the process each time.

Get your free

Project Proposal Template

Use this free Project Proposal Template for Word to manage your projects better.

In terms of types of project proposals, you can have one that’s formally solicited, informally solicited or a combination. There can also be renewal and supplemental proposals. Here’s a brief description of each of them.

• Solicited project proposal: This is sent as a response to a request for proposal (RFP) . Here, you’ll need to adhere to the RFP guidelines of the project owner.
• Unsolicited project proposal: You can send project proposals without having received a request for a proposal. This can happen in open bids for construction projects , where a project owner receives unsolicited project proposals from many contractors.
• Informal project proposal: This type of project proposal is created when a client asks for an informal proposal without an RFP.
• Renewal project proposal: You can use a renewal project proposal when you’re reaching out to past customers. The advantage is that you can highlight past positive results and future benefits.
• Continuation project proposal: A continuation project proposal is sent to investors and stakeholders to communicate project progress.
• Supplemental project proposal: This proposal is sent to investors to ask for additional resources during the project execution phase.

All the elements in the above project proposal outline are present in our template. This free project proposal template for Word will provide you with everything you need to write an excellent project proposal. It will help you with the executive summary, project process, deliverables, costs—even terms and conditions. Download your free template today.

A project proposal is a detailed project document that’s used to convince the project sponsor that the project being proposed is worth the time, money and effort to deliver it. This is done by showing how the project will address a business problem or opportunity. It also outlines the work that will be done and how it will be done.

A project charter can seem like the same thing as a project proposal as it also defines the project in a document. It identifies the project objectives, scope, goals, stakeholders and team. But it’s done after the project has been agreed upon by all stakeholders and the project has been accepted. The project charter authorizes the project and documents its requirements to meet stakeholders’ needs.

A business case is used to explain why the proposed project is justified. It shows that the project is worth the investment of time and money. It’s more commonly used in larger companies in the decision-making process when prioritizing one project over another.

The business case answers the questions: what is the project, why should it be taken up, who will be involved and how much will it cost? It’s therefore related to a project proposal, but the project proposal comes before the business case and is usually part of the larger proposal.

Again, the project proposal and the project plan in this case are very similar documents. It’s understandable that there would be some confusion between these two project terms. They both show how the project will be run and what the results will be. However, they’re not the same.

The project proposal is a document that aims to get a project approved and funded. It’s used to convince stakeholders of the viability of the project and their investment. The project plan, on the other hand, is made during the planning phase of the project, once it’s been approved. It’s a detailed outline of how the project will be implemented, including schedule, budget, resources and more.

There are several key operational and strategic questions to consider, including:

• Executive summary: This is the elevator pitch that outlines the project being proposed and why it makes business sense. While it also touches on the information that’ll follow in the project proposal, the executive summary should be brief and to the point.
• Project background: This is another short part of the proposal, usually only one page, which explains the problem you’ll solve or the opportunity you’re taking advantage of with the proposed project. Also, provide a short history of the business to put the company in context to the project and why it’s a good fit.
• Project vision & success criteria: State the goal of the project and how it aligns with the goals of the company. Be specific. Also, note the metrics used to measure the success of the project.
• Potential risks and mitigation strategies: There are always risks. Detail them here and what strategies you’ll employ to mitigate any negative impact as well as take advantage of any positive risk.
• Project scope & deliverables: Define the project scope, which is all the work that has to be done and how it will be done. Also, detail the various deliverables that the project will have.
• Set SMART goals: When setting goals, be SMART. That’s an acronym for specific, measurable, achievable, relevant and time-bound. All your goals would be defined by those five things.
• Project approach: Define the approach you’ll use for the contract. There are several different types of contracts used in construction , for example, such as lump sum, cost plus, time and materials, etc. This is also a good place to describe the delivery method you’ll use.
• Expected benefits: Outline the benefits that will come from the successful completion of the project.
• Project resource requirements: List the resources, such as labor, materials, equipment, etc., that you’ll need to execute the project if approved.
• Project costs & budget: Detail all the costs, including resources, that’ll be required to complete the project and set up a budget to show how those costs will be spent over the course of the project.
• Project timeline: Lay out the project timeline , which shows the project from start to finish, including the duration of each phase and the tasks within it, milestones, etc.

In addition to these elements, it’s advisable to use a cover letter, which is a one-page document that helps you introduce your project proposal and grab the attention of potential clients and stakeholders.

To make the best proposal possible, you’ll want to be thorough and hit on all the points we’ve listed above. Here’s a step-by-step guide to writing a persuasive priority proposal.

1. Write an Executive Summary

The executive summary provides a quick overview of the main elements of your project proposal, such as your project background, project objectives and project deliverables, among other things. The goal is to capture the attention of your audience and get them excited about the project you’re proposing. It’s essentially the “elevator pitch” for the project life cycle. It should be short and to the point.

The executive summary should be descriptive and paint a picture of what project success looks like for the client. Most importantly, it should motivate the project client; after all, the goal is getting them to sign on the dotted line to get the project moving!

2. Provide a Project Background

The project background is a one-page section of your project proposal that explains the problem that your project will solve. You should explain when this issue started, its current state and how your project will be the ideal solution.

• Historic data: The history section outlines previously successful projects and those that could have run more smoothly. By doing so, this section establishes precedents and how the next project can be more effective using information from previous projects.
• Solution: The solution section addresses how your project will solve the client’s problem. Accordingly, this section includes any project management techniques , skills and procedures your team will use to work efficiently.

3. Establish a Project Vision & Success Criteria

You’ll need to define your project vision. This is best done with a vision statement, which acts as the north star for your project. It’s not specific as much as it’s a way to describe the impact your company plans to make with the project.

It’s also important to set up success criteria to show that the project is in fact doing what it’s proposed to do. Three obvious project success criteria are the triple constraint of cost, scope and time. But you’ll need to set up a way to measure these metrics and respond to them if they’re not meeting your plan.

4. Identify Potential Risks and Mitigation Strategies

To reduce the impact of risk in your project, you need to identify what those risks might be and develop a plan to mitigate them . List all the risks, prioritize them, describe what you’ll do to mitigate or take advantage of them and who on the team is responsible for keeping an eye out for them and resolving them.

5. Define Your Project Scope and Project Deliverables

The project scope refers to all the work that’ll be executed. It defines the work items, work packages and deliverables that’ll be delivered during the execution phase of your project life cycle. It’s important to use a work breakdown structure (WBS) to define your tasks and subtasks and prioritize them.

6. Set SMART Goals for Your Project Proposal

The best mindset when developing goals and objectives for your project proposal is to use the SMART system :

• Specific – Make sure your goals and objectives are clear, concise and specific to the task at hand.
• Measurable – Ensure your goals and objectives are measurable so it’s obvious to see when things are on track and going well, and conversely, when things are off track and issues need to be addressed. Measurable goals make it easy to develop the milestones you’ll use to track the progress of the project and identify a reasonable date for completion and/or closure.
• Attainable – It’s important every project has a “reach” goal. Hitting this goal would mean an outstanding project that extends above and beyond expectations. However, it’s important that the project’s core goal is attainable, so morale stays high and the job gets done with time and resources to spare.
• Relevant – Make sure all of your goals are directly relevant to the project and address the scope within which you’re working.
• Time-Based – Timelines and specific dates should be at the core of all goals and objectives. This helps keep the project on track and ensures all project team members can manage the work that’s ahead of them.

7. Explain What’s Your Project Approach

Your project approach defines the project management methodology , tools and governance for your project. In simple terms, it allows project managers to explain to stakeholders how the project will be planned, executed and controlled successfully.

8. Outline The Expected Benefits of Your Project Proposal

If you want to convince internal stakeholders and external investors, you’ll need to show them the financial benefits that your project could bring to their organization. You can use cost-benefit analysis and projected financial statements to demonstrate why your project is profitable.

9. Identify Project Resource Requirements

Project resources are critical for the execution of your project. The project proposal briefly describes what resources are needed and how they’ll be used. Later, during the planning phase, you’ll need to create a resource management plan that’ll be an important element of your project plan. Project requirements are the items, materials and resources needed for the project. This section should cover both internal and external needs.

10. Estimate Project Costs and Project Budget

All the resources that you’ll need for your project have a price tag. That’s why you need to estimate those costs and create a project budget . The project budget needs to cover all your project expenses, and as a project manager, you’ll need to make sure that you adhere to the budget.

11. Define a Project Timeline

Once you’ve defined your project scope, you’ll need to estimate the duration of each task to create a project timeline. Later during the project planning phase , you’ll need to create a schedule baseline, which estimates the total length of your project. Once the project starts, you’ll compare your actual project schedule to the schedule baseline to monitor progress.

Now let’s explore some project proposal examples to get a better understanding of how a project proposal would work in the real world. For this example, let’s imagine a city that’s about to build a rapid transit system. The city government has the funds to invest but lacks the technical expertise and resources that are needed to build it, so it issues a request for proposal (RFP) document and sends it to potential builders.

Then, the construction companies that are interested in executing this rapid transit project will prepare a project proposal for the city government. Here are some of the key elements they should include.

• Project background: The construction firm will provide an explanation of the challenges that the project presents from a technical perspective, along with historical data from similar projects that have been completed successfully by the company.
• Project vision & success criteria: Write a vision statement and explain how you’ll track the triple constraint to ensure the successful delivery of the project.
• Potential risks and mitigation strategies: List all risks and how they’ll be mitigated, and be sure to prioritize them.
• Project scope & deliverables: The work that’ll be done is outlined in the scope, including all the deliverables that’ll be completed over the life cycle of the project.
• Set SMART goals: Use the SMART technique to define your project goals by whether they’re specific, measurable, achievable, relevant and time-bound.
• Project approach: Define the methodology that the project manager will employ to manage the project. Also, figure out what type of contract will be used to define the project.
• Expected benefits: Show how the project will deliver advantages to the company and define what these benefits are in a quantifiable way.
• Project resource requirements: List all the resources, such as labor, materials, equipment, etc., needed to execute the project.
• Project costs & budget: Estimate the cost of the project and lay that out in a project budget that covers everything from start to finish.
• Project timeline: Outline the project schedule, including phases, milestones and task duration on a visual timeline.

Whatever project proposal you’re working on, there are a few tips that apply as best practices for all. While above we suggested a project proposal template that would have a table of contents, meaning it would be many pages long, the best-case scenario is keeping the proposal to one or two pages max. Remember, you’re trying to win over stakeholders, not bore them.

Speaking of project stakeholders , do the research. You want to address the right ones. There’s no point in doing all the work necessary to write a great proposal only to have it directed to the wrong target audience. Whoever is going to read it, though, should be able to comprehend the proposal. Keep the language simple and direct.

When it comes to writing, get a professional. Even a business document like a project proposal, business case or executive summary will suffer if it’s poorly constructed or has typos. If you don’t want to hire a professional business writer, make sure you get someone on your project team to copy, edit and proof the document. The more eyes on it, the less likely mistakes will make it to the final edition.

While you want to keep the proposal short and sweet, it helps to sweeten the pot by adding customer testimonials to the attachments. Nothing sells a project plan better than a customer base looking for your product or service.

ProjectManager & Project Proposals

ProjectManager allows you to plan proposals within our software. You can update tasks for the project proposal to signify where things stand and what’s left to be done. The columns allow you to organize your proposal by section, creating a work breakdown structure (WBS) of sorts.

When building a project proposal, it’s vital to remember your target audience. Your audience includes those who are excited about the project, and see completion as a gain for their organization. Conversely, others in your audience will see the project as a pain and something to which they aren’t looking forward. To keep both parties satisfied, it’s essential to keep language factual and concise.

Our online kanban boards help you think through that language and collaborate on it effectively with other team members, if necessary. Each card shows the percentage completed so everyone in the project management team is aware of the work done and what’s left to be done.

As you can see from the kanban board above, work has begun on tasks such as product documentation and design. Tasks regarding stakeholder feedback, ideation, market research and more have been completed, and there’s a good start on the engineering drawings, 3D rendering, supply chain sourcing and translation services.

A PDF is then attached to the card, and everyone added to the task receives an email notifying them of the change. This same process can be used throughout the life-cycle of the project to keep the team updated, collaborating, and producing a first-class project proposal. In addition to kanban boards, you can also use other project management tools such as Gantt charts , project dashboards, task lists and project calendars to plan, schedule and track your projects.

Project proposals are just the first step in the project planning process. Once your project is approved, you’ll have to solidify the plan, allocate and manage resources, monitor the project, and finally hand in your deliverables. This process requires a flexible, dynamic and robust project management software package. ProjectManager is online project management software that helps all your team members collaborate and manage this process in real-time. Try our award-winning software with this free 30-day trial .

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Free templates for project proposals for powerpoint and google slides.

Make your Project Proposal stand out with these free templates. Perfect for your next pitch, data analysis and ideas.

Download them to use with PowerPoint or edit them in Google Slides and start creating!

Formal B&W free PowerPoint Template and Google Slides Theme Ever feel like you just need a clean slate to get your ideas down?  This simple black and white presentation template is perfect for those times.  With its classic look, it won’t distract from your content,  allowing you to focus on structuring your thoughts […]

Simple and Formal Black & White free presentation template.

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Flat design Marketing Analysis template, free for PPT and Google Slides.

Geometric shapes and vibrant colors. The perfect backdrop for your ideas. Packed with geometric shapes and a vibrant color palette, this theme is guaranteed to grab attention and leave a lasting impression. Compatible with both PowerPoint and Google Slides, it allows you to tailor the design to your specific needs. […]

Geometric colorful shapes free marketing presentation template.

Make a lasting impression on your audience with this free and professional PowerPoint template and Google Slides theme. This template has a clean and modern design and features a peach color accent that you can modify easily to match your brand colors or preferences. Whether you’re preparing for a captivating […]

Formal peach free ppt template and Google Slides theme.

Nail your next business pitch without the design fuss! Grab attention with this sleek, minimalist theme for PowerPoint and Google Slides. Let your content shine with clean layouts and minimal distractions. With this free template you can focus on the message: Highlight key points, data, and visuals without overwhelming your audience. A […]

Pitch with Confidence: Free minimalist theme for a powerful business presentation.

Simple and Professional free PowerPoint Template and Google Slides Theme This simple and professional template is the definition of minimalism. If what you are looking for is simplicity and just a touch of color, this is the perfect presentation template whether if you are a PowerPoint user or a Google […]

Simple & Professional free powerpoint and google slides template.

Yellow OS interface free multipurpose PowerPoint Template and Google Slides Theme + Certificate + Agenda slide. Are you looking for your next professional development presentation template? Look no further! This theme is perfect if you are looking for a simple template where you can just add your content and be […]

Multipurpose Yellow OS interface free presentation template.

Simple interface with file folders free PowerPoint Template and Google Slides Theme This free PowerPoint template and Google Slides theme features an OS interface with file folders with beautiful colors. It includes a simple certificate layout and an agenda slide for teachers. You can use this template for a techie […]

Simple interface with file folders free slides presentation template.

My Portfolio free PowerPoint Template and Google Slides Theme A simple and elegant template to present your portfolio or business idea in a chic way. It has many placeholders for images to showcase your products and its design features simple lines and a few stars. Download it today and conquer […]

My Portfolio, free Google Slides and PowerPoint template.

Minimal abstract free PowerPoint Template and Google Slides Theme This minimal theme is perfect to talk about fashion, interior design or even literature. Its minimalistic design will help get your presentation up and ready in no time. If you wish to change its colors to fit your needs, you can […]

Minimal brown free presentation template.

Free fun and cool Google Slides and PowerPoint template. Do you want to spice up your presentation with some retro vibes? Then check out this Google Slides and PowerPoint template that has a 90’s look and feel. This template features a bold design with pink, purple and neon yellow colors […]

Fandral, retro vibes with popping colors slides.

Free template with a retro interface look for Google Slides and PowerPoint. This template has a retro style with a grid background, featuring a colorful interface with geometric shapes. The pink, blue and yellow tones create a vibrant and dynamic look that will catch your audience’s attention. Whether you want […]

Simple retro interface free ppt and slides template.

Free template for Google Slides and PowerPoint. Cody is a free template designed for presentations about coding. You can use it for “Code Week”, a “Women who code” conference, or other topics if you like its layouts. As usual, I’ve used theme colors, so if you want its accents to […]

Anyone can code! Free presentation template.

Free template for Google Slides and PowerPoint. Thena features fresh colors and geometric shapes. It can be used for a number of different topics, such as a presentation about modern art or a geometry lesson. I’ve used theme colors, so if you wish to change its accents, follow this tutorial. […]

Thena, fun template with geometric shapes.

Simple with blue accents. Free template for Google Slides and PowerPoint. A simple yet effective template, that’s Howard. It works very well for a presentation about coding or programming, or even marketing. This deck includes a free certificate template that matches its style. I’ve used theme colors, so if you […]

Howard, free professional slides.

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Professional Project Proposal PowerPoint Presentation

Number of slides: 10

Before the million-dollar contract, there is the project proposal. Project managers, consultants, and agencies know how powerful a convincing proposal can be. It is an essential tool to get new clients, sponsors, and even more funds, if needed. Use the Project Implementation Slide, Project Data Chart, and the Project Key Ideas Slide to create a persuasive project proposal presentation and show decision makers how your project can be beneficial to the company.

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Free Professional Project Proposal PowerPoint Presentation

Project life cycle slide.

One of the most important things you need to talk about from the first encounter is your work style. This is essential to avoid misunderstandings in the future. Use the project life cycle slide to showcase what people should expect from you in every project phase. Actually, there are four clear phases in a project life cycle: initiation, planning, implementation, and closure. However, you can customize the cycle to match the way you work. 

Project Data Chart

You can’t build a convincing project proposal without numbers. And this is where charts come in. You will find a Project Column Chart to back up your proposal with data. For example, display positive results of similar projects you led in the past so your potential clients can see how effective your work is. Another take is to make calculations and show estimated results for the proposed project. 

Project Key Ideas Slide

This is the section where you highlight key ideas that you want attendees to take from your project proposal session. Usually you want people to remember the problem your project would resolve, how it would do it, and the final results. In short, the before and after of your idea execution. Use the Project Key Ideas Slide to close your presentation.

Executive Summary

The Project Key Ideas Slide -which consists of a numbered list from one to five- also works perfectly as an executive summary at the beginning of your Professional Project Proposal Presentation.

Problem statement

We give you a creative slide to showcase the problem as a quote. How would the final customer or user phrase the problem? Use this slide wisely.

A project proposal is not a contract

It is important to note that while project proposals can get approval, it is not a formal contract. And you should treat both as separate documents.

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Project Proposal PowerPoint Template

The Project Proposal PowerPoint Template is a professional presentation designed to explain your project to an executive audience. It is created following Project Proposals best practices structures. Ideal for corporate planning activities where initiatives need to be presented ; the Project Proposal PowerPoint Template outlines a structure ready to persuade your audience.

This project status PowerPoint template includes several useful layouts for project proposal presentations. For example:

• Project proposal cover slide
• Table of Contents slide
• Definition of the problem slide
• A data table to present the Problem and Needs
• Slides to present the Solution
• Goals & Benefits slides
• Project deliverables table
• Project Management slide
• Table to present the Project Budget
• An editable project timeline for the proposal
• Conclusions slide
• Thank you slide

With this 100% editable work plan template , project managers and planners can create compelling project proposal presentations in PowerPoint, as a PDF or even using Google Slides to present their proposals to clients and stakeholders.

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Free PowerPoint Project Proposal Templates

By Kate Eby | July 6, 2023

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An effective project proposal communicates a project’s objectives, strategies, timeline, and benefits. Use these PowerPoint project proposal templates to organize and convey this information, outline your plans, and inform stakeholders and sponsors.

Included on this page, you’ll find a one-page project proposal template , an IT project proposal template with an IT-specific cost breakdown , a software project proposal template , and more.

Project Proposal Template for PowerPoint

Download the Project Proposal Template for PowerPoint

Use this template's table of contents to outline your project proposal presentation. The template includes slides where you can elaborate on the problem, its context, and your proposed solution. A dedicated slide for listing project goals and benefits allows for a detailed spoken explanation during your presentation. A slide for listing deliverables lets you detail project outcomes and their success metrics. This template also features typical budget and timeline slides, where you can provide vital information for sponsors, project teams, and other stakeholders, but also includes editable tables for conveying complex budget and schedule information simply. A requirements slide allows you to outline required resources such as personnel, software, and equipment. Use this template to explain your project, persuade sponsors, and address their questions.

Detail your project’s executive summary, goals, deliverables, resources, and more with this collection of free project proposal templates . Outline key project information with a downloadable template from this collection of free project overview templates .

One-Page Project Proposal Template for PowerPoint

Download the Sample One-Page Project Proposal Template for PowerPoint Download the Blank One-Page Project Proposal Template for PowerPoint

Use this template to clearly and succinctly present standard project proposal information, such as the executive summary, project background, and objectives, but without the hassle of arranging slides. This one-page project proposal template provides a complete picture of your proposal at a glance. Communicate your proposal's budget estimate with a simple chart, then outline your project phases with their corresponding tasks and start and end dates. Use this template to list any potential risks alongside your mitigation strategies. The sample version of this template serves as a useful guide for creating and presenting your own one-page project proposal.

To present more detailed project timeline data to your sponsors, team, and stakeholders, check out this collection of free PowerPoint project timeline templates .

IT Project Proposal Template for PowerPoint

Download the IT Project Proposal Template for PowerPoint

Though this template includes standard project proposal content, such as goals, deliverables, budget, and timeline, it also features slides for including information that is unique to IT projects. Use this template to briefly list the project sponsor, owner, funding sponsor, facilitator, and other vital stakeholders, along with their specific roles. In the Scope of Work section, highlight how your project affects IT functions, processes, consolidation, and other systems. The project budget slide features estimates for IT-specific costs, such as technical staffing, training, hardware, and software investments. Use the timeline to communicate project task milestones and deadlines. 

Check out this collection of free project summary templates to highlight and share project details with sponsors and stakeholders.

Software Project Proposal Template for PowerPoint

Download the Software Project Proposal Template for PowerPoint

This project proposal template includes dedicated slides for software development aspects such as hardware compatibility, deployment, testing, and documentation. It allows you to inform your project sponsor, team, and stakeholders about potential software project obstacles, as well as industry, market, and budgetary risks. Use the timeline slide to create a succinct project overview, listing milestones and their corresponding deadlines. In the template’s budget section, present any required investments and their associated costs and structure. Additionally, this template provides space to highlight any training and support your software project might require.

Document project objectives, deliverables, workflows, and more with this collection of free project scope templates for various project types.

Examples of a PowerPoint Project Proposal

Many companies do not release project proposals to the public due to their sensitive or proprietary nature. However, other types of documents — such as project plans and business strategy outlines — resemble project proposals in structure and content. 

For example, this project plan from the New York State Department of Transportation details a plan for a major infrastructure project involving the replacement of several bridges, with strong attention to safety, environmental considerations, and minimizing impact on traffic and communities. Notice how the presentation contains an organized structure, a clear statement of goals and project scope, and helpful images.

Review alternative documents like this one to gain insights into the planning process, understand the rationale behind project decisions, and develop effective project proposals of your own.

Deliver on Your Project Proposal with Real-Time Work Management in Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Discover a better way to streamline workflows and eliminate silos for good.

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10 Project Proposal Presentation Templates for PowerPoint & Google Slides

A project proposal presentation is usually your first formal interaction with a partner or potential customer, a persuasive proposal presentation helps your company or team stand out from other competitors.

In this post, we’ve gathered the best project proposal templates (free and premium) that you can use to create a winning project proposal for your new project.

More presentation templates:

• 12 Free Research Proposal PowerPoint Templates for Scientific Project, Thesis Defence
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• 10+ Minimalist PowerPoint Templates Free Download
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Table of Contents

Premium project proposal presentation templates, free project proposal presentation templates.

If you have a budget, paid slide templates are a great option for you. Here are some first-class project proposal presentation templates for PowerPoint & Google Slides:

1. Project Proposal Google Slides Template

455+ unique slides, based on real project structure.

If you are looking for an all-encompassing business proposal Google Slides template, this template is right for you. As a premium template, it meets all your needs:

• 450+ slides
• 3 aspect ratio: 16:9 | 4:3 | A4 Print
• 4000+ Vector Icons Pack (Ai & Pptx)
• Free update

Get Project Proposal Google Slides Template

2. Web Design Proposal Google Slides Template

For web design projects

If you work for a design agency or as a freelancer, this web design proposal template can help you win clients and present your project proposal in a professional way. It features 30+ unique slides and includes all necessary topics for a design project.

Get Web Design Proposal

3. Project Proposal PowerPoint Template

200+ animated slides, support for multiple applications

This modern project proposal template gives you more than 200 editable presentation slides and each slide is in 4:3 and 16:9 ratios. It’s designed for business project proposals. This slide template is made in many formats: PowerPoint PPTX, Keynote KEY, Google Slides, InDesign INDD + IDML.

Get Project Proposal PowerPoint Template

4. Minimal Project Proposal PowerPoint Template

240 slides, lots of infographics

Want more infographics for your project proposal presentation? This template is another option. It comes with 240 unique slides and features lots of project proposal infographics such as executive summary, the scope of work, project timeline, project closure terms, project phases, project budget, revenue & costing forecast, milestones, Gantt chart, dependency, and more.

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5. Project Proposal PowerPoint Presentation Template

The Project Proposal is a multipurpose premium PowerPoint template. It has a modern and bold design. Here are the highlights of the Project Proposal template:

• 60 Unique Slides Designed Especially for Project Proposal
• 4 Color Schemes: Blue, Green, Red, Yellow
• 16:9 Widescreen Layouts
• Based on MasterSlide
• Drag and drop image / placeholder ready

Get Project Proposal PowerPoint Presentation Template

6. Company Project Proposal Powerpoint Presentation

350 unique slides, two color theme

This template comes with 350 unique slides with modern layouts. With the help of this professional template, you will get your project proposal into action at your next presentation. This template can also be used for business proposals, pitch decks, etc.

Get Company Project Proposal Powerpoint Presentation

7. Construction Project Proposal Presentation

For construction project

This template is perfect for construction businesses to pitch their project proposals. This template includes 40+ unique slides and 30+ construction vectors.

Get Construction Project Proposal Presentation

8. Clean Project Proposal PowerPoint Template

120+ unique slides works on both Apple and Windows

This presentation template is made for creating a professional and persuasive project proposal presentation. With 120+ slides and infographics, you can explain your project clearly and impresses the reader.

Get Clean Project Proposal PowerPoint Template

9. Project Proposal Powerpoint Presentation

The Project Proposal PowerPoint Presentation offers a comprehensive solution to businesses in need of a polished and expert project proposal template for their presentations.

The template is ready to use right out of the box, with a well-organized structure and beautiful design.

Project Proposal Powerpoint Presentation Features:

• 80 Unique Slides, 16:9 Widescreen Layouts, Based on MasterSlide
• Predefined project proposal sample
• Free fonts & icons used

Get Project Proposal PowerPoint Presentation

10. Project Proposal PowerPoint Presentation Template

This PowerPoint template for project proposals is based on the actual framework and structure used in real-life proposals. It is a comprehensive and thorough tool for presenting your project proposal.

• 302 unique slides
• 16:9 aspect ratio
• 5 premade theme colors

11. WeDevPro – Web Design & Development Proposal

WeDevPro is a contemporary and polished Powerpoint template that’s specifically designed for web developers and agencies. This template aims to simplify your proposal process by providing customizable sections and readymade slides. By using this template, you can create visually appealing proposals that can help you impress potential clients and win projects. So, get your hands on WeDevPro today and elevate your business to the next level!

• 55 Unique Slides
• 500+ SVG Icon
• 36 Illustration

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1. Free Corporate Project Proposal Presentation

A business project proposal slide template, features 10 unique slides in green color.

Get Corporate Project Proposal Presentation

2. Elegant Project Proposal Presentation Free Download

This free ppt template is made for sales teams to create a great project proposal and develop new business. It comes with 21 animated slides with gold color and dark background.

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3. Free Creative Project Proposal PowerPoint Template

This multipurpose project proposal template has a modern, clean, and simple design. It has 22 pre-made slides for projects such as project details, needs and problems, and customer analysis. It’s suitable for any business project you can think of.

Get Creative Project Proposal PowerPoint Template

4. Free Project Proposal PowerPoint Presentation Template

A minimal project proposal presentation template that features 85 unique slides, the template is also ideal for business overview presentations.

Free Download

5. Free Project Proposal Google Slides Template

A modern project proposal PPT template with a blue color scheme, has 50+ slides.

6. Free Project Proposal Presentation Template for Google Slides

This is a free project proposal Google Slides theme that features a collection of premium quality slide layouts. There are 39 different slides included in this template. The template covers:

• Executive Summary
• Project Details
• Needs & Problems
• Solutions and Solutions Advantages
• Project Goals
• Scope of Work
• Project Timeline
• Development Schedule
• Project Budget
• Project Benefits
• Risks & Issues
• Risk Assessment
• Project Closure Terms
• Market Analysis, Customer Analysis, SWOT ANALYSIS
• Key Personel

We hope this article helped you find the best project proposal presentation templates. You may also want to check out our  free Google Slides templates . 

If you like this, you can forward it to someone who’d like it.  You can also find us on  Twitter .

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Project Management

How to write a project proposal (examples & templates).

Senior Content Marketing Manager

July 13, 2023

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Have you ever left a doctor’s appointment feeling uncertain about the treatment plan? It stinks—no one likes being left in limbo when it comes to things that matter to them. 

Clients feel the same type of frustration when they receive unclear project details from agencies. Reassure your customers with a strong project proposal—a statement that clarifies what your agency will do to help the client meet their goals. 

This proposal is basically a “diagnosis” and a “treatment plan.” It shows the client you understand their situation and outlines what project deliverables your agency will create to help the customer meet their objective. 

Boost clients’ confidence in your projects with this guide. It’s packed with proposal writing best practices, project proposal examples, and more to help you strengthen your pitches.

What is a Project Proposal?

Types of project proposals, step 1: research your prospective client’s product and industry, step 2: brainstorm with your internal team, step 3: define deliverables and determine the required resources, step 4: write the project proposal, step 5: add design elements to the project proposal, step 6: present it to your prospective client, step 7: follow up with the prospective client.

A project proposal is a document that outlines what deliverables your agency will create and the objectives you plan to meet through the work. It should describe your diagnostic and prescriptive approach to getting them where they want to be.

Project Proposal Example Outline

A good project proposal should include the Who, What, Where, When, and How of the solution you provide. Specifically, your project proposal needs to include:

• Table of Contents : An index of what’s to come in the project proposal and page numbers
• Executive Summary : A statement that describes the project background and gives a brief overview of what’s to come in the proposal
• Goals : The long-term outcome the client wants to achieve
• Problem Statement : A summary of the obstacles standing in the way of the client’s goals
• Value Statement : A summary statement of how your agency’s services and expertise will solve the problem statement and benefit the client
• Strategy : The high-level proposed solution for how you will reach the client’s goals
• Project Scope : The services that will be included in your agency’s project approach
• Project Deliverables : Individual tasks within the services you provide that contribute to the project objective(s)
• Measures of Success : Metrics that will be used to measure project success (KPIs)
• Timelines : A roadmap of when the client can expect project deliverables and key milestones along the way
• Case Studies : Success stories and testimonials from clients you’ve worked with on similar projects
• Budget : The monetary resources required to complete the project proposal . Include more than one package with a range of pricing to fit different project budgets and goals).
• Project Summary : A concrete takeaway that summarizes the key details of the project proposal.
• Next Steps : Don’t forget your call to action! Tell the client how to get started working with you.!

Not sure how to tie all of this together? Don’t worry; we’ll cover that later!

There are a few different situations where you would submit a project proposal to a client:

• Solicited project proposal : A prospective client approaches you with a Request For Proposal (RFP) , and you submit a proposal in response.
• Unsolicited project proposal : You identify a prospect in your CRM that fits your ideal customer profile (ICP) and submit an unsolicited project proposal to start a contracting conversation without the prospect reaching out first. 
• Informal project proposal : A more conversational approach to a proposal or one that wasn’t specifically requested.
• Renewal project proposal : An existing client is up for renewal. You send this proposal as a prerequisite to resigning so you can reevaluate your current relationship and set new goals.
• Continuation project proposal : Remind or convince current clients to continue the project or provide details about any outstanding or new tasks that might be needed to complete the project.
• Supplemental project proposal : You identify the need to expand an existing project’s scope of work and redefine the client relationship.

Related: Business Proposal Templates

The benefits of writing proposals for projects 

A well-written project proposal is a powerful tool for showing clients why hiring your agency is their best chance for success. 

Specifically, project proposals have a few key benefits:

• Credibility: Provides you a platform to establish your expertise with the prospect
• Differentiation: Give the prospect something concrete to take to internal stakeholders to compare and contrast your services with others competing for the project and get buy-in from their decision-makers.
• Alignment: Aligns internal and external teams on what the goals and vision are for the project proposal from the very beginning.

How to Write a Project Proposal in 7 Steps

A project proposal can either be a big selling point or a missed opportunity; the difference comes down to your process for developing one. Before you begin writing a project proposal, centralize your team communication . Then you can establish a clear planning process so nothing falls through the cracks.

Bonus: Project Planning Tools

Your prospective client doesn’t want an impersonal project proposal. They want a statement that shows you understand their history, branding, industry, and customers.  Show the client you get them and what matters to them by conducting research for your project proposal.

While conducting your research, consider the following:

• What are your customer’s objectives that are driving this project? 
• What gaps in industry knowledge does your agency have that you need to explore during market research ? 
• How long will you have to conduct your research?
• What form of data collection will you use? 
• Will you conduct a competitor audit, client surveys, or an organizational gap analysis?
• Once you collect the data, how will you analyze it? 
• Are there limitations to your research that need to be considered during your planning?
• Do any themes rise to the top as you conduct your research?  
• What resources did you use in developing your research?
• Are the sources credible?
• Are the sources diverse enough to accurately represent the industry?

Don’t forget to document all of your findings in ClickUp’s User Research Plan Template so you can easily reference your analysis in the following steps of your project proposal!

Armed with your research, rally the troops! It’s time to collaborate with your internal team on how you can solve the client’s needs before you put it on paper. 

Brainstorm together using the mind mapping methodology— a visual diagram of ideas connected by a central concept.  It’s an easy way for your teams to brain-dump ideas and talk through each of their unique perspectives on the project – ultimately coming up with the best ideas. 

For example, developing concepts for a marketing campaign requires inputs from multiple teams in your agency. Using ClickUp’s Mind Map will help subject matter experts from across the agency weigh in on the best approach while keeping the client’s goal as the central concept. 

Corral all that genius in one room with ClickUp’s template for project mapping ! With this resource, you can easily brainstorm and organize ideas visually to identify connections between them quickly.

Once your team has identified the best approach to the project, it’s time to outline the specifics of the solution in a project plan . This includes identifying phases of the project, defining deliverables, and filling in the details of each task. 

Using a project management tool, work with your team to assign the timeline, project budget , and task owners for each deliverable to determine the project’s overall scope. Here are a few ClickUp  project management tools that will help you communicate each of these details:

• Custom Fields: ClickUp’s custom fields enable you to assign unique values to tasks like budgets, task owners, due dates, and so much more.
• Gantt Chart: It’s easy to define timelines when you look at tasks in ClickUp’s Gantt chart view , where you can define dependencies between tasks and layout project deliverables in sequential order.
• Checklists: Sometimes, you just need a simple to-do list to make sure you’ve assigned each piece of the project; that’s where checklists are super handy! Easily tag in task owners, set due dates, and notify the project team of completion with a single click.

Now that you have all the project’s internal details, it’s time to organize them into a concise, personalized proposal statement. Collaborating on all of the ideas in a project proposal whiteboard makes it easy to define your proposal as you go.

Once you have outlined the key concepts on ClickUp’s Whiteboard , it’s time to tag in your copywriting team to round out those ideas and write a cohesive proposal Doc. The copywriting team should reference the Whiteboard, project map, and research document as they write to make sure it’s as personalized to the client as possible.

The copy needs to be definitive, concise, and measurable as possible. Once the copywriters are done, give your internal project team a chance to review and surface any revisions needed before sending the project proposal on to the next step.

Make sure you clearly define the project budget as well. The last thing a client wants is to see various costs from initial conversations.

Now for the fun part! Tag your creative team to translate that project background document into a beautifully designed project proposal (a.k.a. make it pretty!). If you don’t have an internal design team, there are several drag-and-drop design templates from services like Pitch and Canva . 

Consider standardizing your proposal in a template regardless of whether you have an internal design team or are using one of these services. Your team can simply adapt ClickUp’s Project Proposal Whiteboard Template for each new client to maintain brand consistency and save time.

You did it!

The day has finally come—you get to wow your client with your genius. Whether you meet in person or via zoom, send a meeting agenda and a copy of your project proposal via email to your client prior to the proposal presentation.

Providing the proposed project and meeting cadence beforehand will give the client time to consider the proposal, form any questions, and potentially add notes to the meeting agenda. 

CLICKUP PRO TIP Make this step quick, easy, and consistent across teams by developing a standardized email template in ClickUp .

During the meeting, keep detailed meeting notes and assign follow-up tasks immediately so nothing falls through the cracks post-meeting. Easily take notes and assign action items in real-time with the ClickUp Meeting Minutes Template to create the best project proposal.

Make sure to keep your proposal presentation to the point and as brief as possible. You don’t want to bore your audience before they get to the end.

At the end of the presentation, reiterate the next steps you’ve outlined in the proposal and note how much lead time your team will need if the client chooses to sign on. After presenting the project proposal, answer as many questions as possible, and follow up via email with any answers you don’t immediately have.

We’ve all been there. One minute an agency is promising you the world, and the next, they’re ghosting you for the next best client. Don’t let prospects slip through the cracks.

Keep track of every stage of your project proposals so you know who is responsible for reaching out to the prospect, and when your team last contacted them. 

Tracking the client lifecycle in real-time is easy in ClickUp with custom fields. You can define the stages of your project proposals through custom fields, assigning roles, setting due dates for routine follow-ups, and tagging team members. You can also send client emails and comments right from the task window, giving you a clear audit trail of each customer communication.

Related Project Proposal Resources:

• Project Proposal Templates
• Professional Services Template
• Creative Project Plan Template
• Creative Agency Proposal Planning Template
• Consulting Project Plan Template
• Grant Proposal Template
• Consulting Templates
• RFQ Templates

Use ClickUp for Your Next Project Proposal

At the core of successful project proposals, there’s a team that collaborates effectively. And that’s exactly what ClickUp enables your agency to do.

We bring all of your tools, documents, teams, dashboards, budgets, and workflows into one project management software. This is all in an effort to put an end to context-switching and siloed workflows from working within multiple tools.

What’s better?

We have over 1,000 app integrations and a full library of free templates built by project management experts that make workflow building easy. You no longer have to spend your precious time creating every process and procedure from the ground up.

It’s already here, just waiting for you in ClickUp. Get started today— completely for free —and see why so many agencies are switching to ClickUp.

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• Presentations

25+ Best Free & Premium PowerPoint Templates for a Business Proposal Presentation 2024

Central - Free Multipurpose Business PPT

• 41 total slides
• resizable graphics
• data charts and infographics included

Free Business PowerPoint Template

• 263 unique slides
• theme color option
• based on master slides
• uses free font

STRATEGY - Free PPT Template

• 5 color themes
• vector icons
• clean and minimal design

Innovation Free PowerPoint

• 60+ unique slides
• media placeholders
• provides free support

Using a premium template is always the best ideal. Professionally designed templates can help if you're not confident in your design skills or don't have the time to start from scratch.

Here are some of the best premium business proposal PPT templates from Envato Elements:

Travel Proposal PowerPoint Template

This business proposal PowerPoint template is designed for travel. It comes with themed slides so you can go into detail about the itinerary, pricing, and more. Just add your content and it's ready to use!

Business PowerPoint Presentation

With proposal presentation examples like this, you can share data about your team and project. Every slide has modern and minimal design with drag-and-drop placeholders. It also offers free support.

Business PowerPoint Project Template

This multipurpose project presentation template has a modern, clean design. It's a great starting point to make a proposal in PowerPoint. It includes 30 slides, along with free fonts and vector graphics. 

Purple Lime White PPT Template

This brightly colored business proposal presentation features:

• 400+ authentic icons
• image galleries
• infographics
• data charts
• drag-and-drop placeholders

Proposal PowerPoint Template

This PowerPoint proposal template set keeps things simple. It includes five standard and five widescreen PowerPoint files. There are 30 slides and five different color schemes to choose from.

Business Proposal PPT Template

This proposal presentation template includes:

• an editable world map
• 6 pre-made color themes

Minimalist PowerPoint Presentation

This PowerPoint proposal template has plenty to offer. It includes 90 unique proposal slide options. The design is minimal, modern, and makes for a great PPT for 2024. It's easy to change the colors.

Business Proposal Template PPT

The Proposal presentation template includes over 35 editable slide masters. Customize it with your own photos and copy. It includes vector graphics that are easy to edit and keep your visuals looking great.

Project Proposal - PowerPoint Template

You'll find more than 25 slides in this PowerPoint project template for 2024. This download features easy color scheme customization for your presentation. Enjoy the free fonts used and image placeholders.

THE LINE Animated Business PPT

This project presentation template comes with a massive variety of over 50 proposal slide options. You'll be able to create a nice PPT with data, tables, and more. All the elements are vector shape.

Kaxoba PPT Business Proposal

Introduce your team and goals with this proposal presentation template:

• tasteful and aesthetic colors
• free web fonts
• a 16:9 widescreen ratio

Business Proposal Presentation

If you love a modern and colorful PowerPoint project template, check this out. Its layouts have plenty of white space and nice colors. You also get handcrafted graphics and image placeholders.

Website & App Portfolio PPT Presentation

Work with one of the best proposal presentation examples featuring:

• 200+ SVG icons
• editable data charts
• easy-to-edit elements

Aktivt - Pitch Deck Presentation

Add a splash of color to presentation. These 30 slides let you drag and drop your media in the placeholders and device mockups. Place your data in the product slides, charts, and graphs. You'll have a beautiful proposal!

Cuttage PPT Business Proposal

Put your projects in good hands with this proposal presentation template. Its 32 slides allow you to change the color schemes, add charts, graphs, and so much more. You can use this in almost any industry.

Proposal - Business PowerPoint

This template is the perfect way to talk about your project. You can add zoom effects and cool transitions with the 32 slides. In a few clicks, transform this template into one of the best proposal presentation examples.

Pitch Deck Presentation Template

This template PPT set includes a dark purple color palette with some hints and gradients of color. It's got more than 30 proposal slide options. That's plenty to showcase your business project proposal.

Seconday - Business Proposal PPT

The Seconday business proposal PowerPoint template offers more than 30 different slides in three color schemes to match your company's branding. Also, choose between light and dark business slides. 

Engineering Proposal PowerPoint

As the name suggests, this template is ideal for an engineering proposal. Enjoy:

• 30+ creative slides
• full HD graphics
• animations and transitions
• a print-ready layout
• included icons

Business Proposal PowerPoint

Here's a high resolution proposal template with a a cool, modern design that'll make your presentation stand out. It's easy to add your own images to the built-in placeholders and device mockups.

MOUTLEY - Brand Proposal PPT

This project proposal template has everything you need to create a stunning business presentation. Edit the graphs and charts, and add your own data with a couple of clicks. It includes many color schemes.

Seoul Business Proposal Presentation

This proposal slideshow has a modern design to present stunning business projects. It includes 20+ unique slides so you can easily match your presentation to your company's branding.

Take a look at this PowerPoint proposal template with a modern and cool design. Enjoy 30 slides with drag-and-drop media placeholders. Quickly customize your slides with your own branding!

Oliver Proposal PowerPoint Template

With the Oliver project presentation template, you'll get:

• 34 modern slides
• a dedicated project proposal slide
• a help file

Dasya PPT Business Presentation

This is another minimalist business proposal PowerPoint template. The set includes 37 slides. All the graphics in here are easy to edit and feature drag-and-drop customization based on master slides.

Proposale - Project PPT Template

Proposale is a proposal slideshow that offers these cool features:

• drag-and-drope image placeholder
• esizable and editable graphics

Slowlykind - Corporate Business PPT

Slowlykin is a project presentation template with a theme that blends images and text together well. You get 36 cool slides with editable graphics to put together the ideal proposal slideshow. And it uses free fonts!

Business PPT Presentation

With this PowerPoint project template, you can edit slides quickly and easily. You get 40 slides and elements to spice up your layouts. In just a few clicks, you'll have a proposal you'll be happy to present.

Templates are a good way to save time on creating business proposals while benefiting from great design. Get a beautifully-designed and full-featured PowerPoint proposal template on Envato Elements.

Download as many business proposal and pitch deck templates , as well as all the premium assets you want for one low monthly fee.

Don't miss out on these top proposal presentation examples. There are plenty of business proposal PowerPoint template options to choose from. Grab yours and start creating today!

Editorial Note: This article has been completely rewritten to make it more usable for the reader.

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• 6 steps for writing a persuasive projec ...

6 steps for writing a persuasive project proposal

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives, and goals. Your project proposal should summarize your project details and sell your idea so stakeholders buy in to the initiative. In this guide, we’ll teach you how to write a project proposal so you can win approval and succeed at work.

All projects have creation stories, but they don’t start with someone declaring, “Let there be resources!” To move forward with a project, teams must submit a proposal to decision-makers within their organization or to external stakeholders. 

What is a project proposal?

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives , and goals. Your project proposal should summarize your project details and sell your idea so stakeholders feel inclined to get involved in the initiative.

The goal of your project proposal is to:

Secure external funding

Allocate company resources to your project

Gain stakeholder buy-in

Build momentum and excitement

Project proposals vs. project charters vs. business cases

Project proposals and project charters serve different purposes in the project creation process, and it’s important to understand the difference between the two. While a project proposal takes place in the initiation phase of the project, the project charter takes place in the planning phase. 

As mentioned above, a project proposal is a persuasive document meant to convince stakeholders why the project should be carried out. A project charter is a reference document that defines project objectives, and it can’t be created until the project proposal is approved.

People also confuse the business case with the project proposal, but the business case also comes after the proposal. Once the project is approved through a proposal, a business case may be used to secure additional funding for the project.

Types of project proposals

There are six types of proposals you may encounter as a project manager, and understanding the different formats can be useful as you write yours. Each type has a different goal.

Solicited: You’ll send solicited proposals in response to a Request for Proposal (RFP). An RFP announces a project in detail and asks for bids from qualified teams. Because you’re competing against other companies for this type of proposal, you must do thorough research and write persuasively.

Unsolicited: You’ll send unsolicited proposals without an RFP, meaning no one asked for your proposal. In this case, you won’t be up against other companies or teams, but you’ll still need to be persuasive because you have no knowledge of whether the stakeholder you’re pitching to needs you.

Informal: You may have a client send you an informal request for a project proposal, in which case you can respond with your project pitch. Because this isn’t an official RFP, the rules are less concrete.

Renewal: You’ll send renewals to existing clients in hopes that they’ll extend their services with your organization. In this type of project proposal, the goal is to emphasize past results your team has produced for the client and persuade them you can produce future results.

Continuation: You’ll send continuations as a reminder to a stakeholder letting them know the project is beginning. In this project proposal, you’ll simply provide information about the project instead of persuading the stakeholder.

Supplemental: Similar to a continuation proposal, you’ll send a supplemental proposal to a stakeholder already involved in your project. In this type of proposal, you’re letting the stakeholder know the project is beginning, while also asking for additional resources. You should persuade the stakeholder to contribute more to the project in this proposal.

The tone of voice and content of your project proposal will differ based on the type of proposal you’re sending. When you know your project goals, you can write your proposal accordingly.

How to write a project proposal

These step-by-step instructions apply to most project proposals, regardless of type. You’ll need to customize your proposal for the intended audience, but this project proposal outline can serve as a reference to ensure you’re including the key components in your document. 

1. Write an executive summary

The executive summary serves as the introduction to your project proposal. Similar to a report abstract or an essay introduction, this section should summarize what’s coming and persuade the stakeholder to continue reading. Depending on the complexity of your project, your executive summary may be one paragraph or a few paragraphs. 

Your executive summary should include:

The problem your project plans to solve

The solution your project provides for that problem

The impact your project will have 

You should only address these items briefly in your executive summary because you’ll discuss these topics in more detail later in your proposal. 

2. Explain the project background

In this section, you’ll go into the background of the project. Use references and statistics to convince your reader that the problem you’re addressing is worthwhile.

Some questions to include are:

What is the problem your project addresses?

What is already known about this problem?

Who has addressed this problem before/what research is there?

Why is past research insufficient at addressing this problem?

You can also use this section to explain how the problem you hope to solve directly relates to your organization. 

3. Present a solution

You just presented a problem in the project background section, so the next logical step in proposal writing is to present a solution. This section is your opportunity to outline your project approach in greater detail. 

Some items to include are:

Your vision statement for the project

Your project schedule , including important milestones

Project team roles and responsibilities  

A risk register showing how you’ll mitigate risk

The project deliverables

Reporting tools you’ll use throughout the project

You may not have all these items in your proposal format, but you can decide what to include based on the project scope . This section will likely be the longest and most detailed section of your proposal, as you’ll discuss everything involved in achieving your proposed solution. 

4. Define project deliverables and goals

Defining your project deliverables is a crucial step in writing your project proposal. Stakeholders want to know what you’re going to produce at the end of your project, whether that’s a product, a program, an upgrade in technology, or something else. As the stakeholder reads through your vision, this will be the section where they say, “Aha, this is what they’ll use my resources for.”

When defining your deliverables, you should include:

The end product or final objective of your project 

A project timeline for when deliverables will be ready

SMART goals that align with the deliverables you’re producing

While it’s important to show the problem and solution to your project, it’s often easier for stakeholders to visualize the project when you can define the deliverables.

5. List what resources you need

Now that you’ve outlined your problem, approach, solution, and deliverables, you can go into detail about what resources you need to accomplish your initiative.

In this section, you’ll include:

Project budget : The project budget involves everything from the supplies you’ll need to create a product to ad pricing and team salaries. You should include any budget items you need to deliver the project here.

Breakdown of costs: This section should include research on why you need specific resources for your project; that way, stakeholders can understand what their buy-in is being used for. This breakdown can also help you mitigate unexpected costs.

Resource allocation plan : You should include an overview of your resource allocation plan outlining where you plan to use the specific resources you need. For example, if you determine you need $50,000 to complete the project, do you plan to allocate this money to salaries, technology, materials, etc.

Hopefully, by this point in the proposal, you’ve convinced the stakeholders to get on board with your proposed project, which is why saving the required resources for the end of the document is a smart strategic move.

6. State your conclusion

Finally, wrap up your project proposal with a persuasive and confident conclusion. Like the executive summary, the conclusion should briefly summarize the problem your project addresses and your solution for solving that problem. You can emphasize the impact of your project in the conclusion but keep this section relevant, just like you would in a traditional essay. 

Tips for writing an effective project proposal

Following the steps listed above will ensure your project proposal has all the right elements. But if you want to impress your readers and win their approval, your writing must shine. In addition to the above, a project proposal includes:

Know your audience

As you write your proposal, keep your audience (i.e. the stakeholders) in mind at all times. Remember that the goal of the proposal is to win your audience over, not just to present your project details. For example, if you’re creating a new editing tool for a children’s publishing house, can you determine whether your stakeholders are parents and appeal to their emotional side when persuading them to buy in to your product?

Be persuasive

Persuasion is important in a project proposal because you’re hoping your audience will read your proposal and do something for you in return. If your reader isn’t intrigued by your project, they won’t feel inclined to help you. If you describe your editing tool but don’t mention the many features it will offer, how it will benefit clients, and its positive impact in the industry, your audience will wonder, “Why should I care about this project?” 

Keep it simple

While you should go into detail on your problem, approach, and solution, you shouldn’t make your project proposal overly complex. This means you can discuss the project plan for your proposed editing tool without discussing what codes the engineers will use to make each feature work. 

Do your research

A successful project proposal includes thorough research. Be prepared to back up your problem—and solution—with reputable sources, case studies, statistics, or charts so you don’t leave your audience with questions. When writing your proposal, put yourself in the reader’s shoes and ask:

Why is this a problem?

How is this a solution to the problem?

Has anyone addressed this problem before?

What are the project costs?

If you can answer these questions, then you’ve likely done enough research to support your proposed initiative.

Use project management tools to strengthen your project proposal

Good project proposals require team collaboration . With the right management tools, your team can communicate, share information, and work together on one shared document. 

When you store all your project information in one place, it’s easy to access that data when you need it. Project proposals stem from well-organized and properly planned projects, which is why project management software is a key resource to effectively write a project proposal. Ready to get started? Try Asana .

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8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

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If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

2. Have a clear agenda.

Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting).

The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

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Project Proposal Powerpoint Presentation Slides

Need project proposal PowerPoint presentation slides? Here we bring forth our readymade project proposal PPT templates to impress your clients. Our customizable service proposal template slides are the core from which a successful business originates. These project lifecycle PowerPoint templates help you successfully pitch program that will be profitable to your team and business as a whole. Our program proposal PPT designs cover all the innovative slides such as design process, target audience, marketing approach, social media approach, search marketing and program phases. Furthermore, our content-ready business plan PowerPoint illustrations have been designed by our knowledgeable designers and with vast research. Our project presentation ppt visuals outline project goals, objective & deliverables. These iterative and incremental program development presentation illustrations can be utilized for procurement, bidding, presales, marketing plan, SWOT analysis, business environment analysis, program research, and many more. Download our stunning research proposal PPT show to galvanize your audience!. Grins begin to appear on faces with our Project Proposal Powerpoint Presentation Slides. They ensure frowns disappear.

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Instantly downloadable slides. 100% editable templates. These templates consist of 35 slides. Consistent background presentation layout. High-resolution template. Compatible PPT layout. Easily convertible to PDF and JPG formats. These slides can be used by employees, team members, business professionals, promoters, etc.The stages in this process are Project Proposal, Project Plan, Project Approach.

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Content of this Powerpoint Presentation

Slide 1 : This slide introduces Project Proposal with relevant imagery. Slide 2 : This slide presents a Proposal Outline displaying- What we heard from you, Target Audience, Design Process, Site Map, Marketing Approach, Project Phases & Timeline, Project Cost, About Us, Where we Typically Partner with Clients, Our Team, Case Study, Our Clientele, Client Feedback. Slide 3 : This slide showcases What We Heard From You with- Project Context Project Objectives as crucial factors to display. Slide 4 : This slide presents Target Audience divided into- Middle age, Group, Planned Single Adventure Couple short team as Travelers of 3 DEMOGRAHIC ARCHETYPES. Slide 5 : This slide showcases Design Process displaying- Wireframes, UI/ UX, Mockups, Design, Front end coding, Back end coding, QA & Testing, Hand over. Slide 6 : This slide presents a Site Map. The following site map is proposed. The site map may change during the development of the website. Home Page, Article Pages, A Web-blog (Blog), A Contact Us page. Slide 7 : This slide showcases the Marketing Approach showing- Online Booking Including special & Offers, Landing Page optimization Program, Web site, New Content Units, Can to Action, SEM & other online advertising, Mobile Apps & content, Social media marketing, SEM & Linking strategy, E & ndash; Mail program, Campaign conversion masteries, Offline advertising, PR & Promotions, Visitation & Bookings, (Influenced by campaign), Analytics & Research, Increasing brand awareness, Connecting with potential consumers, Developing a trust relationship with consumers through social engagement, Extending commercial relationships with Travel Agents through this micro-site, Building awareness of the values you offer to travelers. Slide 8 : This slide is named Mobile Apps for relative information to be put. Slide 9 : This slide shows Social Media Approach displaying- Seeding & feeding activities, KOL & blogger outreach & management, Social media advertising, Structured content development, Paid media planning & management. Slide 10 : This slide presents Search Marketing aspects to be displayed. Slide 11 : This slide displays Project Phases & Timeline to be marked and presented. Slide 12 : This is Project Phases & Timeline Continued… slide. Present your timeline here. Slide 13 : This is a Project Phases & Timeline slide in tabular form. Slide 14 : This is an About Us slide. State company/team, service specifications here. Slide 15 : This slide shows Where We Typically Partner With Clients displaying Service Offering. Slide 16 : This is Our team slide with name, designation and text boxes to state information. Slide 17 : This is a Case Study slide showing- Client Objective, Our Approach, Timeline. Slide 18 : This is Our Clientele slide showing creative imagery to present relative information. Slide 19 : This slide showcases A Proven Record of Success displaying Name, Designation and related information. Slide 20 : This is a Company Logo slide to show relative information. Slide 21 : This slide is titled Coffee Time Break to halt and move further. You may change the slide content as desired. Slide 22 : This slide is titled Our Charts and Graphs. You may change the slide content as desired. Slide 23 : This is a Line Chart slide to show product/entity comparison, specifications etc. Slide 24 : This is a Column Chart slide to show product/entity comparison, specifications etc. Slide 25 : This is an Area Chart slide to show product/entity comparison, specifications etc. Slide 26 : This is a Radar Chart slide to show product/entity comparison, specifications etc. Slide 27 : This slide is titled Additional Slides to move forward. You can change the slide content as per need. Slide 28 : This is an About Our Company slide. State team/company specifications here. Slide 29 : This slide showcases Our team with name, designation and image boxes to fill information for. Slide 30 : This is a Financial score slide. State financial aspects, information etc. here. Slide 31 : This is Our Goal slide. State your goals here. Slide 32 : This is a Dashboard slide to state metrics, kpis etc. Slide 33 : This is a Mind map image slide to show information, specifications etc. Slide 34 : This is a Bulb With Idea image slide to show ideas, innovative information etc. Slide 35 : This is a Thank You slide with Address# street number, city, state, Contact Number, Email Address.

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How to Create a Successful Project Presentation

Written by: Unenabasi Ekeruke

You’ve spent time working on a project that could be a potential game-changer for your company or client. Now you’re buzzing to present it to your team, investors and other key stakeholders.

Creating and delivering project presentations can be nerve-racking and you probably have one question running through your mind.

How do you get the decision-makers to understand your project or secure their buy-in?

Considering that some companies have had about 12% of failed projects in the past year, you want to create presentations that are not only convincing but memorable.

With the right project presentation deck, you can win and keep your audience’s attention long enough to explain project details and why it’s sure to succeed.

Not sure how to create successful project presentations? We’ve got you covered.

This article will show you how to set project goals and create winning presentations that take your project to the next level.

Here’s a short selection of 8 easy-to-edit project presentation templates you can edit, share and download with Visme. View more templates below:

Let's get to it.

1 Set Goals for Your Project

Before you dive into the main details of your project presentation, you want to answer these questions:

• What is your project set out to achieve?
• Why is it important for you and your team to achieve your set goals?
• How do you plan to communicate your goals to your audience?

If you have to make long guesses before answering these questions, you’ve got a lot of work to do.  

Here’s what you should know. Beautiful or well-articulated project presentations aren’t a substitute for project planning. Without clear goals, your project is already set up to fail. And your investors might think, “why bother listening?” 

Many project managers tend to rush through the goal-setting phase, but we don't recommend this. That’s because you could be setting yourself up for failure.  

Once you clearly define your project goals, you can get stakeholders to buy into them. 

Now the question is, how do you set goals for your project and achieve them? One way to do that is by using the SMART goal setting method. 

Setting SMART Project Goals

SMART is an acronym that stands for S pecific, M easurable, A chievable, R elevant and T ime-Bound.  

SMART goals are a staple for planning and executing successful projects. It takes a deeper look into the finer details your audience care about, such as:

• Project plan and schedule,
• Project timelines,
• Milestones, 
• Potential roadblocks and more

For example, let's say your project aims to improve customer experience on web and mobile devices. Notice this example describes the end goal. But it doesn’t specify how you’ll work to enhance customer experience. 

Here’s how using SMART goals provides direction for your planned project. 

When setting your goals, be clear and specific about what you want to achieve in the end. 

A specific goal could be: “We want to build a responsive website and mobile app for our company to improve customer experience. This project will require inputs from our product design, software and marketing department”.

Measurable  

During your presentation, you'd have to answer questions like:

• What metrics will you use to determine if you meet the goal? 
• How will you know you’re on the right track? 

Having metrics in place will help you evaluate your project. Plus, you’d be able to monitor progress and optimize your project to achieve better results.

It doesn’t matter if you’re planning a short-term or long-term project. Ensure you set metrics and milestones that count towards your goal.

From our earlier example, a measurable goal could be to have: 

• Over 100,000 mobile app downloads on Google Playstore and Apple App Store. 
• A 20% bounce rate on your website and a 15% conversion rate on mobile and web. 

Attainable  

One of the most critical questions you want to ask during goal-setting is, “Can we achieve our set goal?” Do we have the resources to accomplish the goal within the available time frame? 

If the answer is no, then you’d have to consider what it would take to achieve those goals. This may require adjusting your goals or the resources needed to achieve your goal. 

Although it’s okay to be ambitious, you should also be realistic.  For example, getting 200,000 app downloads in one week could be overly ambitious if you’ve just launched your app. However, if you set out to achieve that goal in three months, that could make your project practicable. 

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Your project goals need to align with your broader business goals. Are your goals relevant to the growth and success of the company?  Are they worth allocating resources for?

For instance, if your company is B2B and doesn’t plan to expand to the B2C market, launching an e-commerce website would be an irrelevant goal. 

Time-Bound  

Regardless of your project type and size, you should set time frames. Setting target dates for deliverables creates a sense of urgency and motivates you to hit your goals. 

From our example above, a time-bound goal could be “We aim to achieve 100,000 mobile app downloads and a 15% conversion rate by the end of the fiscal year. Our company will launch the mobile app by Q3 with a robust marketing campaign that will run through the end of next fiscal year.”

Setting SMART goals doesn’t have to be a challenging task. Use the template below to set project goals that position your business for success. 

Communicate Project Goals to Your Team Members 

After you've set your goals, your team will play a key role in helping you achieve them. So you ensure they understand these things: 

• Why the project goals are in place
• What it's supposed to deliver for your business and customers
• How their role, team and department contributes to the success of the project

Unless you’re clear on this, the project can derail and move in all sorts of unwanted directions. 

Rather than slam the goals you’ve set on your team, make it a collaborative effort.  Spend time talking to your team and stakeholders about the project goals. 

Don't limit your communication to people within your department. You can reach out to people in other departments like sales, operations, finance, etc., to see how well your goals align with theirs. 

To give your team a better understanding, you can communicate your project goals in a variety of ways, including:  

• Visuals (videos, images, charts, infographics, etc.)
• Verbal presentation
• Documentations

By doing that, you’re sure to get their valuable feedback, buy-in and commitment to the project. Plus, getting your team on board with your project plan will up your chances of successful execution.

2 Lay Out Your Project Plan  

Once you’ve set your goals, the next big step is to outline how you'll achieve them. An excellent place to start is by organizing your project into an actionable plan and steps for execution. 

You might wonder why this step is important for creating a successful project presentation. 

Whether you’re planning a small or big project, writing a detailed plan, structure and layout puts everything into perspective. It eliminates vagueness and helps your audience grasp the project roadmap without missing the points.

Your project plan should contain the technical and non-technical project details. Therefore, you want to give yourself an edge by using a project presentation template that clearly explains all the activities and steps. 

Not only that, your presentation structure should be simple and easy to follow.

Depending on the project type, your plan could include key details such as:

• The goals and objectives you've outlined earlier
• Your project scope, methodology and framework
• Project milestones, deliverable and acceptance criteria
• Project schedule and timelines 
• Resources and budget estimates, etc. 

There's no hard and fast rule for laying out your project plan. However, if you want to create a memorable plan that will keep your audience engaged, you could break it down into three parts, including:

Introduction

• Conclusion and key takeaways

Your introduction should provide a brief overview of what you’re going to talk about and why it’s relevant to your audience. You could start by writing down the project name and the executive summary. 

Think of your executive summary as an abridged version of the project plan. 

If your audience read only your executive summary, would they have all the information they need about your project? If the answer is yes, your executive summary has served its purpose. 

The length of your executive summary will depend on what you intend to cover in your project plan.  However, we recommend keeping your executive summary one or two pages long.

You can include key information such as:

• Objectives of the project
• Key points of the project plan 
• Results, conclusions and project recommendations

Keep in mind that not everyone will have the time to dive into the details of your project plan.  

Having a snapshot of your project brings clarity to key stakeholders and collaborators. It also enables people who aren't actively involved in the project to understand it at a glance. 

Ready to create your own presentation in minutes?

• Add your own text, images and more
• Customize colors, fonts and everything else
• Choose from hundreds of slide designs and templates
• Add interactive buttons and animations

The body of your project plan is where you have the full project details and everything relevant to its success.

Here you can break your project into deliverables, tasks, milestones and schedules (start and end dates). 

Ensure you precisely define the resources you need to complete the project, including finances, team, time, technology, physical resources and more.

This is the part where you sum up your project plan with key takeaways. Your conclusion should include what you expect from your audience, including key action points and next steps.

Writing your intro, body and conclusion may sound like a lot of information. But instead of writing multiple pages of text, incorporating visuals can make your project presentations more effective.

By using images, videos, infographics and charts , you can capture all the vital information and help your audience understand your message better. 

Visme presentation templates are effective for visualizing different sections of your project plan. They are professionally designed and easy for anyone to craft high-quality project plans that keep their team on track. 

Use the project plan templates below to kickstart your project planning process.

3 Outline the Problem and Solution

You've just spent time crafting your project action plan. Now it’s time to communicate your project plan and goals with your audience.  

Project presentations are a lot like sales pitches. Whether you’re presenting your project plan to clients or creating a pitch deck for investors, your job is to keep your audience hooked right from the start till the end.

One of the most potent ways of grabbing your audience's attention is by highlighting their pain points. 

It’s not enough to have beautiful slides that showcase your amazing product features and project activities. 

Make sure you set up your project presentation to:

• Outline your audience pain points
• Emphasize how your project, product or service works to address their pain points
• Explain how they’ll benefit from using your product or investing in your project

In a nutshell, your audience should have a clear insight into how your project makes their life better. When they’re clear on this, they’ll most likely listen to the solutions you bring to the table and take the desired action.

Don’t make sweeping assumptions about your audience. 

If you’re looking to get them on board, dedicate a slide to discuss their problems and solutions. Make them understand how your project benefits them.

Not sure what your audience's pain points are? Go ahead and do these things:

• Run a persona survey or interview existing customers. This will help you build a data-driven user persona that you can use for all types of business and marketing decisions.
• Talk to your customer support and success team. They have close relationships with your customers, so they know their challenges and what they want. If they don’t know these things, do them a favor and create a customer success program . 
• Interact with your community, ask for feedback and involvement. The more you engage with your consumers, the more you understand their challenges, work toward solving and get them invested in your brand.
• Keeping an eye on relevant social media trends,  Twitter hashtags, Facebook trends 
• Join relevant online forums like Quora, Reddit, Stack Exchange, etc. 

RELATED: How to Write an Effective Presentation Outline

4 Keep Your Presentation Slides Short

When creating project presentations, prioritize quality over quantity. Be sure to keep your slides short and simple. When you do this, your audience will be glad you value their time. 

Remember, this isn’t the time to slam your audience with lengthy and irrelevant jargon. Instead, keep your slides on topics and hit the main points without the boring and unnecessary details.

Here’s why you need to keep your presentation brief:

• Concise presentation slides are not only powerful, but they are also memorable.
• Studies have shown that during project or business presentations, attention levels drop sharply after 30 minutes . By creating lengthy presentations, you risk losing your audience's attention halfway. 
• Nobody wants to sit and watch you flip tons of slides for hours. With shorter slides, you can capture your audience's attention and get them to focus on the message.
• Most people might have limited time or have short attention spans. So they’d want to quickly digest information and move on to the next best thing. 

How do you keep your project presentations short? 

• If your slide doesn’t add value to your presentation, it shouldn’t earn a spot on your deck.
• Supercharge your slide deck with captivating visuals that capture more information 
• Adopt proven methods for preparing your slide

For example, the 10/20/30 rule by Guy Kawasaki is one of the most popular methods used by experts. The rule recommends using ten slides for 20 minutes presentations (about two minutes per slide). It also specifies using a font size of at least 30 for text.

This will enable your audience to digest the messages on your screen while you’re talking. 

Keep in mind that this isn’t an iron-clad rule for presentation. There are other rules such as Pecha Kucha method , Takahashi method, Lessig method, etc. You can adapt any of these rules to suit your project presentation needs.

5 Use Less Text and More Visuals 

Another great way to keep your slides brief yet interesting is using less text and more visuals. 

Remember, your slide should aid your verbal presentation and not replace it. So you want to avoid crowding too much information on one slide. 

Cluttering your presentation with too much text could: 

• Overwhelm your audiences and bore them
• Shift your audience's attention to the text, making your presentation less effective.

Instead, use one slide to present each idea. Marketing guru Seth Godin recommends no more than six words per slide .

People retain more information when it’s presented in bite-size chunks and visuals. This applies to B2B, B2C audiences, project managers and corporate executives.

About 59% of business executives say they’d rather watch a video about a topic than read about it. Hence the need to supercharge your project presentation with compelling visuals that capture and bring your audience’s attention right where you want it. 

Steve Jobs’ MacWorld Keynote presentation in 2007 is an excellent example of how to enhance your presentation with compelling visuals. 

During the presentation, Steve Jobs used live and interactive visuals to show how the iPhone 1 works. 

Read on to learn more tips on creating engaging presentations that will wow your audience. 

With Visme's presentation maker , you can make stunning project presentations with a rich blend of text and compelling visuals. Hook your audience and inspire action with stellar project presentation templates like the one below. 

6 Use Quality Visuals, Diagrams and Presentation Aids

Visuals are important for making successful project presentations. Beyond grabbing the audience’s attention and keeping them engaged, viewers recall 95% of a message when presented in visual form. But when shared via text, they retain only about 10%. 

There are many types of visual aids you can use in your presentations, including:

• Graphs and charts
• Heat and choropleth maps
• Scatter plots 
• Screenshots and more

Using images and videos will up your chances of getting audience engagements and positive responses to your call-to-action (CTA).  

Gantt charts , whiteboard drawings and mind maps are ideal for visualizing early-stage project designs. You can use charts, diagrams, maps and trees to present the project architecture for technology-related projects. 

If you’re working on product development projects, consider adding sketches, flowcharts , models and prototypes to your slide. 

Pie charts are excellent for showing percentages. Vertical bar charts indicate changes over time, while horizontal bar charts help you compare quantities. 

Infographics are perfect for visualizing data and explaining complex information like market trends.

Here’s the interesting part. Visme has the tools you need for every job. The software allows you to add different visuals, infographics, charts and graphs to your deck and customize them to suit your needs. 

You can change design, text and background colors, add or remove legends, animate charts, etc. 

You can also use maps to represent geographic information. Or, use progress bars, thermometers, radials and widgets to visualize stats and figures as shown in the template below.

When adding visuals to your slide, don’t go overboard. Stick to a minimum of two images per slide. In addition, make sure your visuals are relevant to your project presentation.

While designing your presentation slides , always stick to high-quality visuals.  Blurry or low-resolution images or videos can be a major turn-off for viewers. 

With high-quality visuals, your presentations will be crisp and clear, even on large screens. 

The slide below is an excellent example of how to power your presentations with compelling visuals.

7 Pay Attention to Design 

Want to create impressive presentations that pop? If the answer is yes, you need to pay attention to your design details. Your design can make or break your project presentation. 

Whether you are an experienced designer or a novice, design tools like Visme give you an edge. You can create compelling presentation designs for your business in a few minutes.

The beautiful thing is that you don’t have to break the bank to make stunning project presentations. You'll find beautiful ready-made templates and millions of stunning royalty-free images for your slides. 

Here are tips you should consider while designing your slides.

Use the Right Color Combination 

If you want to make your presentations appealing, use color moderately. 

We get it; everyone loves color. But using too many colors can make your presentations look chaotic and unpleasant.

Your color choice can influence how your audience grasps and responds to your presentation. A general rule of thumb is to pick colors that evoke positive emotions in your audience. 

For example, warm colors like yellow, orange and red convey feelings of excitement and positivity. On the other hand, cool colors (blue, green and violet) reflect an aura of calmness. 

When combining colors, aim for a balanced color scheme. For example, if your slide or image background is dark, your text and design elements should have bright colors. This contrast will make your project presentation legible and visually appealing.

You can learn about color psychology and how to use it in your next presentation design by watching the video below. 

Use Clear and Consistent Typography 

Optimizing your typography can make a difference in how people perceive your message. So you want to make sure your slide looks organized, professional and sends the right message. 

Here’s how you can make this happen:

• Use fonts that embody the spirit of your brand
• Keep your text styles consistent throughout your presentation. We recommend you stick to a maximum of three fonts.
• Avoid fancy fonts and tiny text that strain the reader's eyes. Rather use fonts like Arial, Time News Roman, Calibri and other legible fonts suited for small and large screens. 
• Use a font size of at least 30 for the body text and 36 for titles.

In addition, remember to present your text using the color scheme we mentioned earlier. This will keep your text visible over your background. 

Take a look at this slide from one of our presentation templates. Notice how the design, fonts and color combination blends in to make the visuals pop. 

8 Start With a Presentation Template

Whether you’re a newbie or pro, creating project presentations that pack a punch can be time-consuming.

Let’s say you’ve got a deadline looming. You’d have to deal with writing your project outline, preparing your slide notes, designing your slides, sourcing and incorporating visuals and more. 

Handling these things from scratch could slow you down or make your presentations untidy. 

Using presentation templates could save you from all the stress. They help you make professional-looking project presentations fast and easy.

Since the slides are pre-designed, you’ll find a place to insert every possible piece of content you need. Be it a progress bar, chart, graph, table, video or image, the design is right there. 

All you need to do is type your content, input data or insert the image. And boom, your presentation is ready to go. 

In addition, using presentation templates offers brand consistency in terms of font, style, layout, colors and overall design. You can customize and share templates with your project team to keep your presentations uniform. 

The title and main body slide, image and chart layout and fonts are set in the template. Therefore formatting your slide becomes a breeze—no more messy or cluttered project presentations. 

Visme has a wide selection of templates designed to make your presentations shine. You’ll find millions of pixel-perfect graphics, icons, design elements and professionally designed templates for any purpose, industry and project type. 

Regardless of your skill level, you can customize your templates like the one below. Just add your content and your project presentations will be ready in a few minutes. 

9 Present Your Project Like a Pro

If you follow all the tips we shared above, you’ve probably got the perfect project presentation on paper.  Great stuff, but your job isn’t done yet. 

Your delivery is the final piece of the puzzle, and you’ve got to make it count. 

Here’s the thing. Your presentation could flop if the delivery isn’t convincing. Hence the need to plan your delivery and drive your message across with passion and enthusiasm. 

Here's how to deliver project presentations that leave an impact.

Practice Makes Perfect 

Did you know that Steve Jobs used to spend two days prepping for presentations? Yes, you read that right. 

Practice is one of the key steps to nailing your delivery. 

You can practice by reading out loud in your quiet space. While you’re at it, make audio and video recordings and watch them repeatedly.

Ask your friends and colleagues to serve as a test audience and give feedback on your presentation.

This run-through will help ensure your presentation captures the main points within the allotted time. It will also help you maintain the correct body posture during your project presentation. 

Make time to check if the equipment is working and get familiar with the settings and operations. This is especially important if you plan to use video or audio in your slides.

Start With a Strong Opening 

Your audiences could have short attention spans, so make those first moments count. With solid openings, you can hook your audience and set the mood for a successful presentation. 

Steve Jobs’ 2005 Stanford commencement speech at Stanford is an excellent example of having a solid opening. With over 4 million views on YouTube, it’s one of the most memorable and watched speeches in history.

Notice how he hooks the audience with powerful anecdotes about his life, beginning from dropping out of college. And then, he goes on to share the lessons he learned in his early days at Apple, losing his job in 1985 and reflections on death. 

Here’s how to make an excellent opening speech that grabs the audience’s attention and convinces them you’re worth listening to:

• Ask a question
• Tell a compelling story
• Share mind-blowing facts and statistics
• Show captivating video and visuals that spark curiosity 
• Open your presentation with humor 

Be sure to tailor your opening hook to your audience. To make this effective, it’d help to know about your audiences, including their likes, dislikes, cultural and ethical dispositions, etc.

If you want to learn more about making captivating presentation openings and more, read our guide on starting a presentation .

While presenting your project, focus on your audience’s needs. By doing this, you’ll build an emotional connection and drive action. 

However, don’t go overboard. Be genuine and focus on getting the points across to them. This way, you’ll gain their trust and build excitement about your project. 

Keep in mind that everything may not go as planned. It’s best to have backup materials and be flexible enough to make necessary adjustments. Preparing for unexpected events will give you more control over them.

End Your Presentation on a High Note

After you've delivered a fantastic presentation, make sure you wrap it up in a memorable way. Doing this will leave a lasting impression and nudge your audiences to take action. 

One way to end your project presentation is to use a powerful call to action. 

You can also tell memorable stories, summarize the main points and highlight compelling figures about the project. 

For example you can mention some really intriguing figures like: 

• Expected growth rate, return on investment and profit margin
• Potential company valuation in the next five to ten years. 
• Projected earnings and market position etc. 

The goal is to hype your audiences and stimulate them to take action.  

You can check out our other article to learn more about ending your presentation on a great note. 

Get To Work: Create Powerful Project Presentations With Visme

Creating a successful project presentation starts with setting your goals and having a clear plan to achieve them. It also requires crafting compelling content, paying attention to design and excellent delivery.  

If you’re going to close those deals, you need a solid pitch deck to explain your project details and why it will succeed. We recommend using an intuitive project presentation software like Visme . 

Visme is the perfect design tool for creating stunning and engaging project presentations .  With Visme, you’ll have access to a wide range of features and tools to help bring your project ideas to life.  

The tool has hundreds of presentation templates, design elements, font styles, built-in stock images and videos, data visualization tools and more to make your project presentation a hit.  You can download your design in different formats and share it across multiple social media channels. 

Now you have all the tips and tools for nailing your next project presentations. Go ahead and make it memorable with Visme's project presentation software.

Create beautiful presentations faster with Visme.

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

Proposal Outlining: A Guide for Getting Started

Have you ever felt the sting of presenting a project proposal only to watch it fall flat? Despite pouring your heart and soul into it, all you get back are crickets and cleared throats. The reality is that crafting a proposal that captivates and convinces isn't a matter of effort alone—it's about strategy. And that strategy starts with a well-structured outline.

In this article, we'll unlock the secrets of an effective proposal outline and explore the elements that make a proposal not just good but remarkable. This first step will help you to align your ideas with your client's needs.

Key takeaways

• A good proposal outline can help you organize your ideas and the key points you need to make to persuade your prospect.
• Each part of the proposal outline should serve a specific purpose
• You might want to share your proposal outline with a peer or even your prospect to ensure it covers all of the critical information your proposal will need

What is a proposal outline?

A proposal outline is a framework that organizes your ideas and pitches into a coherent structure, ensuring every crucial element of your proposal is considered and clearly presented. It’s the backbone of your proposal, guiding you from the introduction to the conclusion, ensuring a logical flow and that no key points are missed.

A well-crafted proposal outline consists of several parts, each serving a specific purpose:

• Introduction : Sets the stage, introduces the problem or need, and captures interest.
• Problem Statement : Clearly defines the issue that your proposal aims to solve.
• Solution Overview : Outlines your proposed solution and its benefits.
• Deliverables and Timelines : Specifies what will be delivered and when .
• Cost Estimate : Provides a clear and detailed breakdown of costs associated with the proposal.
• Conclusion : Summarizes the proposal, reinforcing the value and feasibility of your solution.

By using a proposal outline, you ensure your proposal is not only complete but also tailored to directly address the needs and concerns of your clients. There is also a good selection of proposal software (and even proposal templates ) to help you futher speed up and scale the process here. In fact, we might know a few people ourselves…

Importance of outlining

Why spend extra time on a proposal outline? Well, outlining isn't just about organizing your thoughts—it's about setting a strategic foundation for your proposal. Here’s why it’s absolutely crucial:

• Enhances clarity and focus : An outline keeps your proposal focused on the client’s needs and your solution. It prevents you from veering off-topic and ensures every part of the proposal pushes toward the end goal—securing approval.
• Saves time in the long run : It might seem like extra work at the start, but having a clear outline actually speeds up the writing process. You know exactly what to write about in each section, cutting down on revisions and rewrites.
• Improves persuasiveness : A structured proposal is a persuasive proposal. With all points logically flowing from one to the next, your argument builds momentum- and with it, a compelling case to your client.
• Facilitates collaboration : When working in a team, an outline acts as a shared plan. Everyone knows their part, reducing overlap and ensuring all necessary points are covered.
• Makes a professional impression : A well-organized proposal reflects professionalism and attention to detail. It shows potential clients that you are thorough and capable, boosting their confidence in your abilities.

In short, an outline isn’t just a planning tool—it’s a critical element that elevates the quality and effectiveness of your proposal. By taking the time to outline, you're paving the way for a smoother, more impactful presentation that aligns perfectly with your client's expectations.

Key elements of a detailed project proposal outline

Crafting a project proposal is like telling a story where you're the hero who can solve the client's problem. To tell this story effectively, you need several key elements, communicating your understanding, plan, and commitment to the project's success. These elements are:

• Introduction

Kick off your proposal by grabbing attention. Introduce the problem and hint at the solution, making sure to connect emotionally (and logically) with your potential client.

• Problem statement

Dive deep into the problem. Demonstrate your understanding of the client's needs and challenges. Show empathy and expertise, making it clear why this issue needs resolution.

• Solution overview

This is where you shine. Outline your proposed solution and the unique benefits it offers. Be clear and concise , using simple terms that convey value and feasibility.

• Objectives and goals

Define what success looks like. Detail the objectives your solution aims to achieve, aligning them closely with the client’s requirements.

• Methodology and approach

Explain how you plan to achieve the outlined objectives. This section should reassure the client of your method's effectiveness and your team's capability.

• Deliverables

Specify what you will deliver, including tangible products, reports, and results. This sets clear expectations and helps avoid scope creep.

Map out the project timeline. Include key milestones and deadlines to demonstrate your project management skills and realistic approach.

• Cost estimate

Provide a detailed breakdown of the project cost. Transparency here builds trust and helps the client understand the value they are getting.

Wrap up with a strong conclusion that reiterates the benefits of your proposal. Encourage the client to take action, and make it easy for them to say Yes.

By including these elements, your proposal will not only be comprehensive but also tailored to clearly communicate how you are the best choice for the project.

How to create the perfect proposal outline (then fill it in)

Creating the perfect proposal outline is like preparing a recipe that’s tailored to taste—it needs the right ingredients, a pinch of creativity, and a good understanding of who's going to enjoy it! Here’s a simple, effective way to put it all together:

Step 1: Understand the client’s needs

Begin by thoroughly researching your client’s industry, challenges, and specific needs. The more you know, the better you can tailor your proposal to speak directly to them. Dive into their company reports, read relevant industry news, and analyze their competitors. This groundwork enables you to address their unique pain points with precision.

Step 2: Define the project scope

Clearly define what the proposal will cover and- importantly- what it won’t. Setting these boundaries early prevents misunderstandings and keeps your proposal laser-focused.

Step 3: Gather your data

Collect all the necessary information, data, and resources that will support your solution. This could include case studies, testimonials, or relevant statistics that reinforce your points. Solid data not only backs up your claims but also builds credibility, showing that your solution is grounded in proven results and sound research.

Step 4: Draft the structure

Using the key elements outlined above, start drafting your proposal. Arrange the sections in a logical order that tells a compelling story, from problem to solution. Each section should naturally lead into the next, creating a seamless narrative that keeps the reader engaged and makes your argument compelling.

Step 5: Write the details

Fill in each section with detailed information. Ensure your writing is clear, persuasive, and directly addresses how you will solve the client’s problem. Use active language, avoid jargon, and be specific about the benefits of your solution. Remember, the goal here is to make it easy for the client to understand and see the value in your proposal.

Step 6: Review and refine

Step back and review your proposal as a whole. Does it flow logically? Is it persuasive? Ask a colleague to proofread it for clarity and coherence. A fresh set of eyes can catch errors you might have missed and provide valuable feedback to improve the overall quality of the proposal.

Step 7: Customize your presentation

Tailor the final document to the client’s preferences. Consider their company culture and the decision-maker’s personal style when finalizing the format and tone. Customization shows you’ve taken the time to understand their business and care about their unique context, making your proposal stand out from more generic submissions.

Step 8: Include a Call To Action

End with a clear, compelling call to action. What do you want the client to do next? Make it easy for them to take the next step, whether it’s scheduling a meeting, signing a contract, or simply getting in touch. A strong CTA helps to turn interest into action, guiding the client towards a positive decision.

By following these steps, you’ll create a proposal outline that not only meets the client’s needs but also highlights your capabilities and understanding of their challenges.

6 Top tips for outlining proposals

Here are some top tips to ensure your proposal outlines set you up for success:

Tip 1: Start with a strong hook

Capture your reader's attention from the outset. Use a compelling fact, question, or statement that speaks directly to the reader's interests or pain points.

Tip 2: Keep the client central

Always tailor your proposal outline with the client in mind. Every section should reflect an understanding of their needs, goals, and preferences.

Tip 3: Use clear, concise language

Avoid jargon and complex language. Your proposal should be easy to understand, making the client feel confident about what you’re offering. Simple language helps to ensure your message is clear.

Tip 4: Visualize the flow

Before writing detailed content, visualize how each section flows into the next. A logical, intuitive flow keeps the reader engaged and makes your arguments more persuasive.

Tip 5: Highlight key benefits

While detailing the features of your solution is important, focusing on the benefits for the client can be even more persuasive. Make it clear how your proposal will solve their problems or improve their situation.

Tip 6: Be realistic and honest

Set realistic expectations about what you can deliver and when. Honesty builds trust and reduces the chance of client dissatisfaction down the line.

By implementing these tips, your outlines will lay the foundations for a proposal that is hard to resist.

SaaS Proposal Template

Propel your business forward with our SaaS Proposal Template – present a persuasive case for adopting your solution to prospects.

Final thoughts

We've delved into the nitty-gritty of creating a persuasive proposal outline, focusing on clarity , structure , and a client-centered approach. Your proposal's true power lies in how effectively it addresses your client's needs and highlights your unique solution.

But why stop there? With Qwilr's innovative tools and templates , you can transform your outlines into visually stunning, interactive documents that captivate and convince. If you’re ready to gain a competitive edge and make your proposals irresistible, check out what Qwilr can do for you.

About the author

Marissa Taffer | Founder & President of M. Taffer Consulting

Marissa Taffer is the Founder & President of M. Taffer Consulting. She brings over 15 years of sales and marketing experience across various industries to a broad range of clients.

Frequently asked questions

What's the ideal length for a proposal.

The length of your proposal should be determined by the complexity of the project and the client’s requirements. Generally, aim for clarity and concision.

How much detail should I include about costs?

Provide a detailed breakdown of costs, including all relevant expenses. Transparency here is crucial—clients appreciate knowing exactly what they are paying for and why.

Can I reuse parts of an old proposal for a new client?

While you can reuse generic sections like your company overview, always tailor the proposal to each client’s specific needs and circumstances to show that you’ve crafted a solution just for them. Proposal automation software can help speed up the more generic aspects.

What if the client asks for changes to the proposal?

Be open to feedback and willing to make adjustments. This flexibility can often strengthen the client relationship and lead to a more successful partnership.

How often should I follow up after submitting a proposal?

Follow up within a week of submission to show your enthusiasm and commitment. If you haven’t received a response, a gentle reminder every few weeks can keep your proposal top of mind.

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Research Project Proposal

It seems that you like this template, research project proposal presentation, premium google slides theme, powerpoint template, and canva presentation template.

Before embarking yourself on a new project, especially if it’s about research, you need to set out a proposal to explain its viability. Here at Slidesgo we’re offering this theme that you can actually use for any kind of project, regardless of the topic.

We’ve designed this template very carefully so that it can work in any context. For example, our flat illustrations, while visually appealing, show generic business situations, so versatility is on your side. The white backgrounds contain various gray objects on top of them as decorative elements, such as windows or filing cabinets. Our customizable layouts are useful for displaying things like project goals, results, timelines and mockups. The graphic resources and the typography focus on the green and dark blue colors, which are always synonyms for security and growth. Ready to edit this versatile business template?

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• Contains easy-to-edit graphics and maps
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Uses illustrated concepts from Storyset : editable color, different backgrounds, animated illustrations
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free and premium resources used

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