Free Project Management Proposal Template

Fully editable with custom branding and templated offering.

Free Project Management Proposal Template

Fully editable with custom branding and templated offering.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Project Management Proposal Template

Fully editable with custom branding and templated offering.

Free Project Management Proposal Template

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Project management professionals are often engaged in managing a project for different reasons. A primary need for these professionals is their ability to achieve the set goals of a project within the given constraint. The primary constraint in a project includes the scope, budget, time, and quality, while other constraints may include the optimization of resource allocation to meet certain goals.

While a project management professional must not miss out on the vital skills needed in the field, it is also important for project professionals to have persuasive proposal skills. There's no hope of winning top contracts if you have no solid project management proposal template to convince clients of your skills. 

Project Management Proposal Template
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A project manager initiates, plans, executes, controls and closes the work of a group of skilled personnel to achieve specific goals of a project. Clients need to see these skills in writing with respect to their proposed project if you must win their approval. This is where you have to craft a well thought out project management proposal template to highlight what you will be offering a client.

1. How to write a project management proposal template

A project management proposal should include just enough information that would help your sponsor make a decision. A good practice of proposal writing is to draft a compelling executive summary since that is what your client would encounter first in the document.

The quality of this section may determine if the reader continues to review the proposal or not. However, other sections of your project management proposal template are also important. See relevant information to include in your document.

1.1. Title page

This is the first page of the proposal where the title of the document appears. Besides the title, the section includes the name of your organization and the date you prepared the document. This should be followed by your email and contact address, as well as the information of the proposed client.

Start with the title of the project management proposal, then identify yourself and the project owner or company. At least, provide a field to include business name, contact address, mailing address, and phone contact of both parties in the project management proposal PDF template. 

1.2. Executive summary

Think about the executive summary of your project management proposal template as the section that captures the vision, goals, scope, and timeline of the project. This is where you paint a picture of what you’d achieve in the project if you are given the go-ahead. Include a statement of expertise, past successes, and the skills in your arsenal.

This is where you make a statement that captures the service you wish to offer. Say, [Client Company name] is the need for project management service in initiating, planning, controlling and implementation of [project name] which may include the following:

  • Task 1
  • Task 2
  • Task 3
  • And so on.

1.3. Project details and goals

If you coordinate a project, you must know the details about the task and the objective from your client's perspective. Highlight the problem and restate the goals using the words of the client.

You want to ensure the client knows what to expect and the benefits they get from the project's completion when they employ you. Put this in writing, restate the goal of the project management service you wish to render, and explain this from the perspective of the project owner.

Project Management Proposal Template Sample
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1.4. Scope and deliverables 

There’s something you are bringing to the table; this is the section of your project management proposal template to highlight them. Talk about your services, including initiating, planning, executing, monitoring plus control, and close of the project. 

What is the core problem the project owner is facing? Identify the problem, describe the scope using the words of the owner, and enumerate your solution to the problem. Talk about your scope and strategy to achieve the goal of the project. Will you need a team, materials, and resources?

If yes, this section is where to state them when writing your project management proposal PDF template. Remember that a proposal takes a persuasive form of writing.  Include words that show you are versatile and ensure the document is brief but compelling to help the proposed client decide on giving you the approval. 

1.5. Cost summary and resources

Outline the fees for each part of the project and give an estimate of the total cost. What resources are needed and which team do you plan to use to achieve the goal? What budget have you come up with, and what's your payment? Include your fees and pricing method so that the customer is assured that the fees are only for the services you’ve promised. 

1.6. Timeline and milestones

Break down the project into a manageable discrete task and set milestones if necessary. That will help you track and manage the project effectively. Project managers are skilled in scheduling and optimizing the allocation of resources to tasks or activities. What’s your schedule breakdown? Are there milestones dates, including the duration as well as the estimated project duration time.

These are some factors that influence the decision of project owners after going through your project management proposal PDF. How would you track progress, and how do you expect the project owner to measure return? Put your plan to paper, so you don't leave any aspect of your proposal to chance.

2. Project management proposal writing tips

The following tips will help you craft a solid project management proposal template.

  • Keep it simple with just enough information to help the proposed client make a decision.
  • Make a hypothesis, provide an estimate and don't just 
  • Include extra information in the appendix
  • Set realistic milestones

Custom your project management proposal template. Ensure you tailor it to meet the requirement of the proposed client. Initiating and executing of projects is almost an everyday affair with companies and even individuals. Usually, project owners tend to employ project professionals to manage their projects, considering the constraints involved. A project is unique, time-bound and requires cost estimation, scheduling, control, and execution with cost and time constraint. If you are a project manager, it’s good you possess top-notch project skills, but you must be able to get everyone thinking about the same goal.

One of the ways to do that is to create a robust project management proposal. Creating and sending a detailed project management proposal PDF to companies who outsource projects shows you are a professional with the potential to deliver what you've outlined in the document.

Project Management Proposal Template Example
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3. What to avoid when writing a project management proposal PDF

Take note of the following pitfalls when writing your project management proposal. A Project Management Institute Global congress paper lists these four as fundamental to the rejection of proposals:

  1. Poorly defined proposal
  2. Proposal not aligned with the client's goal
  3. Proposal with no defined benefits
  4. Poor or ineffective communication

4. How to create project management proposal examples

If you own a PMO consulting firm or work as an independent project manager, you’ve probably written a lot of proposals. And we understand that crafting each proposal from scratch demands a lot of attention and is sometimes labor-intensive. So, Bonsai has taken it up to provide you pre-designed project management proposal examples to make your work easier. These templates are available for download, and they are easy to edit into that proposal you’ve always admired.

As for newbies, creating a convincing proposal presents you with more business opportunities as a project manager, but how do you ensure all relevant information is included in the bill? Well, our project management proposal examples will help you stay organized with all the necessary details to include in your proposals.

Project Management Proposal Template Sample PDF
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Besides, we'd show you the details that must be missing when writing your project management proposal in the last section of this article. 

4.1. Why use a project management proposal 

It is a common business practice for companies to seek cost-effective and more efficient ways to get things done. One of the methods businesses employ to achieve that is by outsourcing some of their jobs to companies or independent consultants who provide professional service in their area of need. To do this, companies often send out a request for a proposal (RFPs) to organizations.

Sequel to that, they expect a detailed response in the form of a document highlighting the details of work and deliverables promised and strategy to achieve their goal. Hence, the reason you should see different project management proposal examples and learn how to customize to meet specific needs. That is a proven method to stand out and stay ahead of the competition to guarantee top jobs in your niche.

A project management proposal will benefit you in the following ways:

  1. Create an excellent impression to hook up a prospective client
  2. It makes you appear professional 
  3. Proposal are great documents for tracking work
  4. They are suitable for record-keeping
  5. It makes it easy to see if you’ve left out a deliverable when drafting the document
  6. Help you stay organized with clients you’ve worked with in your career. 
Project Management Proposal Template Example PDF
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4.2. Understanding the sections of a project management proposal

Typical project management proposal examples contain vital information about the project in views such as scope, objectives, goal, and timeline. See the details about these sections below.

4.2.1. Cover page 

Your cover page is the first thing your client would probably see, therefore, make it striking and visually appealing. The design and content of the page can make the reader generate a keen interest in what you have to offer.

4.2.2. Pain points

Next, project management proposal examples should make the clients reading it nod their heads in agreement to the issues they are facing. Here, the document should paint a picture of what the problem the client's company is facing and how you can come in to solve it. Most times, clients get more interested when a proposal uses their language or explains their pain point from their perspective. 

4.2.3. Deliverables/strategy 

Your project management proposal must highlight your deliverables and the approach you've planned to adopt in achieving the goals of your client. Project owners often want to see how the project will benefit their business or organization when you complete it. 

4.2.4. Successes and best fit

In this section, you’d want to let prospective clients know your unique qualities and capabilities that prove you can handle the project with dexterity. Give details about your deliverables and past project successes. 

4.2.5. Compensation

Explain your pricing model and the fees for your service. You may want to adopt an interactive pricing table to ensure your prospective clients understand the pricing since it influences their decision to give you the go-ahead or not. Some PM experts make use of project management apps and time trackers to enhance effective billing.

4.2.6. Acceptance/terms & conditions

This is the section where you state your terms and conditions, including payment options and windows. Include a field for signature in case of acceptance and seek the opinion of legal experts to help out with terms of work.

5. How to create your project management proposal sample PDF

Sometimes, you need more than your ability to initiate, control, monitor, and successfully close a project to succeed as a project manager. Obviously, besides all you know about project management, there are essential administrative tasks that would influence your success in the business. Your ability to craft compelling proposals is a skill you must not joke with if you plan to win top projects in your niche. Writing a winning proposal from scratch seems arduous and often time-consuming.

Generally, being your administrative boss is one of the biggest challenges of independent consultants and project managers. Luckily, crafting a proposal is now fast and seamless with Bonsai's templates and solutions. You can browse through several well-thought-out templates and download a project management proposal sample PDF if you so wish.

Creating and sending your project management proposal should not get in your way of planning new projects and concentrating on other core activities of your work. In a few clicks, you can get a ready project management proposal sample PDF, which you may edit to fit what you desire. Besides, you may use the tools on the platform to build your custom template and send it to the client directly from the interface.

This way, you can create a professional project management proposal ready in no time to be sent to your client. Once sent, the client can receive and view the document with a single click while you receive a notification to that regard. If you are unsure of the details of a professional project management proposal sample PDF, the next section of this article will clarify that for you. 

Project Management Proposal Template PDF
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5.1. Understanding a project management proposal sample

Follow these simple steps to build a persuasive project management proposal.

5.1.1. Cover page

Plan to have a striking cover maybe with great project management graphics and give the document a caption that tells it is a project management proposal.

5.1.2. Identification of parties

Identify yourself as the project manager with your business name, mailing address, phone number, website, and contact address. Besides, identify the recipient of the proposal with appropriate information. 

5.1.3. Executive summary

The section gives a general overview of your project proposal. Make it simple such that a client would understand what you are proposing only by scanning this section of your proposal. 

5.1.4. Core problem & details of work

Your project management proposal sample PDF should address the problem you are trying to solve. Identify the pain point and describe the scope of the job. It is advisable to speak with the proposed client before drawing up a proposal to see from the client's perspective and know the right language to employ in relating information in this section. 

Project Management Proposal Template Google Docs
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5.1.5. Deliverable/strategic goals

Now, you should both understand the set goals of your client regarding a project as well as the problems. So, your deliverables and proposal language must align with the client's objective. Your project management proposal sample PDF may paint a picture of the benefit derived when given the opportunity to manage the project. Besides, a clear and detailed deliverable would help the client measure your performance in the project. 

5.1.6. Budget & compensation

What budget do you have to work with? What is your payment? Make a list of the services you wish to render and include the fees for each. Ensure you make things clear here; the clearer you are, the better it is for you.

5.1.7. Project schedule & resources

When are you expected to start the project if employed? Have you broken down the project into manageable bits and set milestones for them? Make it known when crafting your project management proposal sample PDF template. In addition, make a list of resources needed and define whose responsibility to provide them.

Frequently Asked Questions
Questions about this template.

What are the 6 types of project proposal?

The six different types of project proposals are: formally solicited, informally solicited, unsolicited, continuation, renewal, supplemental.

What is the format of a proposal?

The general format for a proposal is: a general description of the issue, the proposed fix, it's associated expenses, and advantages. Issue: The key definition of the issue, including its subject, aim, primary defense, context, and significance.

What makes a good project proposal?

Clearly define your goals, vision, deliverables, ownership, and timeframe for project completion. These are the elements to a great proposal.