Project Proposal Template

Fully editable with custom branding and templated offering.

Project Proposal Template

Fully editable with custom branding and templated offering.

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

Project Proposal Template

Fully editable with custom branding and templated offering.

Project Proposal Template

Fully editable with custom branding and templated offering.

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

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business owners

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
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. WORK AND PAYMENT.

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.

2.DUTIES AND RESPONSIBILITIES.

- 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. REPRESENTATIONS.

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.

4. TERM AND TERMINATION

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).

3. INDEPENDENT CONTRACTOR.

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. CONFIDENTIAL INFORMATION.

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.

7. LIMITATION OF LIABILITY.

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

8. INDEMNITY.

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. GENERAL.

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.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

Each project needs a good plan - and if you want to increase your project approval rate, then you need to start using a project proposal template.

This article will serve as your guide if you don't know what a project proposal template is or what the project scope should entail.

What Is a Project Proposal?

To put it simply, a project proposal is a project management tool that outlines the core value of a project so that you can sell your idea to the stakeholder.

A project proposal document will establish what exactly you are planning to achieve with your project, proving that it is worth it.

Why Do I Need a Project Proposal Template?

Writing a great project proposal might be a rather challenging task, especially when you do not know what this type of document should include.

A project management proposal template will feature all the information in order, making matters much easier for you.

There are plenty of places where you can obtain a free project proposal template, one of which is the Bonsai freelancer tool suite.

This will allow you to save time, as you can send it to your client's business email immediately after writing down the information.

Types of Project Proposals

If you are looking for a project proposal example, here are the options that you may choose from:

Internal/External Proposal

Internal or external proposals are meant to get the buy-in from internal or external stakeholders. It is a simple project proposal template, one that is often used in most buy-ins.

Solicited/Unsolicited Proposal

Solicited and unsolicited proposals are often created as a result of an official request. They can also be written ad-hoc, in cases when the request was not solicited.

Continuation Proposal

If the project proposal outline has already been approved and there has been an update, then a continuation proposal may be sent to inform the stakeholder of said update.

Renewal Project Proposal

Some projects may need to be performed several times regularly. If that is the case, then a renewal proposal may be used to restart that project.

Supplemental Project Proposal

Sometimes, plans may change mid-way and may require additional resources. If this is the case, then supplemental project proposals may be issued to the client.

Key Components of Project Proposal Templates

Project managers need to respect the key components of a good project proposal. Here is what the project proposal format should include:

Problem Statement

One of the first project phases should be the problem statement. Here, you should display an understanding of the project and allow the clients to see how they would benefit from working with you.

Vision

Your plan should also include the perspective of the stakeholder.

Take a look at why it may matter to them and describe how the project plan may benefit their business. You need to make sure that you write a persuasive project proposal.

Goals and Objectives

All proposals should include SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) goals.

Make sure your client understands how your plan can contribute to their business effectively.

Methods

As a project manager, your project template should also state the methods by which you plan to achieve your goals.

Offer your clients a timeline and convince them that you are more than capable to keep true to your promises.

Resources

Each client has a certain budget, so you need to be aware of that. Be transparent about the resources, and the financial means required to implement your project.

How to Write an Effective Project Proposal

Whether you are writing the proposal from scratch or are using a simple project proposal template, there are certain steps that you will have to follow:

Add an Executive Summary

The executive summary is likely the most important aspect of your project. It is meant to capture the attention of the reader and outline directly what problem you plan to solve with this project.

Write a Project Background

Here, you should add even more detail about the aspects of the project.

For instance, if you are writing on an engineering design proposal template, then you should outline how this project will benefit the goals of the business. www.hellobonsai.com/a/engineering-design-proposal-examplewww.hellobonsai.com/a/engineering-design-proposal-examplewww.hellobonsai.com/a/engineering-design-proposal-example

If the problem has a long history, then the project proposal should offer a description of the longstanding issue.

Lay Out the Business Proposal Solution

Now that you have described the problem, it is time to present the client with your solution. Why would your idea be a better alternative than other solutions?

What would it take for your project proposals to reach fruition? Explain the solution in as much detail as you can.

Describe the Project Proposal Deliverables

Describe how you plan on obtaining the success of your project proposal. The success criteria should include what the project deliverables are, as well as the realistic objectives of your project and how you plan to reach them.

You might want to use a project management tool such as Bonsai to fine-tune your project proposal templates.

List Resources for the Proposed Project

Your client has to know exactly what resources you will use for the success of the project.

Include a financial breakdown of the resources on all of your project proposals and add enough details to assure your client there won't be any unexpected costs along the road.

Project Proposal Tips to Consider

To gain approval from your clients, you have to make sure that you put in as much effort as possible.

By using a free proposal template, you can cut the bulk of the effort, but you do have to customize it a little bit so that it fits your needs. Here are a couple of tips for you to consider:

Know Who You Write a Project Proposal For

Each project management proposal has to be tailored for a specific client. For instance, if your proposal is for a construction company or an IT one, the details in the document need to meet their specific needs.

Even if you get free templates from platforms such as Bonsai, you must do some work and customize them so that they fit the requirements of your clients.

Include a Deadline

When you start a project, you expect to see results soon. No one likes waiting for a project to be dragged on for longer than necessary.

For this reason, your potential client should know exactly when they will start seeing results, and when they will reach their final stage.

Outline a Project Budget

A clear budget will help you in more than one way. First, it will help your prospective client come to a conclusion.

Next, it will make sure that your project completion goes down without a hitch. You can use the proposal template to stay on track with your expenses.

Keep the Project Details Simple

While you should have details in the document, they should be kept as simple as possible. No one likes reading proposals that are dragging on for too long.

For the most part, a one-page proposal template should be enough.

Add an Appendix

If you have any extra information for your prospective client, then you should put it down in the appendix.

For instance, if you cannot go into detail in a certain project charter, you can easily put it aside in the appendix for the client to see.

Offer an Estimated Outcome

When you are writing a project management proposal, you should not just ramble about what your plan is - but instead, talk about what you expect the outcome to be.

Make a hypothesis, offer an estimated outcome - and make sure that it is a positive one.

Use a Project Proposal Example

When you are a beginner, it might be difficult to create a project plan by yourself - even if you have a proposal template.

If you want to create a winning proposal, then you might want to look up some examples.

For example, if you work in the construction domain, then you should search for a construction proposal template that has already been filled out.

Prepare for Questioning

You may have written down as many details as possible, but that does not mean that you addressed every issue - or that your client will be completely content with them.

This is why you must be prepared to defend your project idea. And to create a good defense, you need to have a frontline of potential answers. So, you should prepare that as well.

Be Aware of Risks and Potential Issues

While you do not want to concern your client from the very beginning, you need to be aware of the risks and issues and present them as well.

Think about how they may occur, and how you can address them if they do. Make sure that your client knows about them, and that you are prepared to take the problem by the horns.

The Bottom Line

Writing a great project proposal will make the difference between a rejected project and an approved one.

You may have the best idea ever - but if your client is not convinced, you may not be able to put your plan into action. This is why you need to keep an eye on the details and make sure you cover all grounds.

Frequently Asked Questions
Questions about this template.

What are the 6 parts of a project proposal?

The 6 parts of a proposal for a project are: abstract, statement of need, strategy for outcomes, evaluation, dissemination, and budget or costs.

How do I write a project proposal for free?

Try Bonsai's free project proposal templates to easily customize and send to potential clients. Explain the main issue the customer is trying to solve, introduce yourself in the cover letter, why they should hire you, provide examples of your relevant experience, and break down the expected cost of the project.

What is project proposal and example?

the first document used to describe a project, internal or external. The proposal has parts with titles, start and finish dates, aims and objectives, specifications, and a description of the suggested solution. Try Bonsai's free template to use as an example or reference when you are building one.