Tuesday, 23 April 2019

Managing Project Proposals A Practical Guide



All project or client proposals start with two things; requirement overview and the cost. The entire journey forward is defined by how these two aspects are handled by the client and the service provider. 

First contacts with a prospect are very important for your business as you are about to spend lot of time over preliminary emails, calls and in-person meetings. So, it is advisable that you pick your clients or projects wisely.

Once you have had a basic understanding of the requirements the project entails, use your prior customer management and project management experience run a mental map of:


  • what the execution would look like
  • what the final deliverable would look like
  • will it be as profitable a venture it appear to be
  •  is this a right fit for you

Assessment – Set the right context!

You may not have all the answers upfront and to help solve the conundrum build yourself a quick assessment questionnaire. Something that helps you understand if the opportunity at hand is really worth it. 

Ask your prospect

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