Project Specifics and Quote4:06 with Pasan Premaratne
In this video we are going to cover the most important part of the project proposal - the project specifics and phases. We will understand how to format this information succinctly and effectively so that the client easily understands what you are proposing.
[Pasan Premaratne] At its basic level, a project proposal should consist of the following sections—the proposed solution, 0:00 the specifics of the project, the different phases of the project, and the quote. 0:06 Let's go over each one. 0:11 In the proposed solution show that you have taken all the client's goals into account to come up with your proposed solution. 0:13 In this section talk about general high-level solutions and basic functionality. 0:20 We'll get into the specifics in the next section. 0:25 Going back to our list of questions, this section will contain points highlighted in the answers to the following questions. 0:28 Why do you want this website? Define your goals. What business problems with the project solve? 0:35 And what high-level features do you want implemented? 0:41 The project specifics section talks about the scope of work. 0:46 Everything that you discuss with the client in the feature section of our questionnaire goes here. 0:49 List out all the specifics of the solution that you will be creating. 0:54 If there are any parts of the project that may seem confusing to the client, 0:58 this is a good place to describe it—functionality, new piece of technology, whatever it is. 1:02 The client will appreciate you taking the time to explain what they're spending their money on. 1:08 If you will be creating any custom graphics, media, or any assets, this is a great place to detail the process as well. 1:13 The next section, project phases, includes a lot of detailed information that's crucial to running the project successfully. 1:21 Set expectations early by breaking down your project into stages. 1:28 List out the timeline of the process and the milestones you will be hitting along the way. 1:33 The information you provide should answer the following questions. 1:38 What is expected at the various stages and when? What specifically are you working on and what is the delivery date? 1:42 What are the responsibilities of each party involved at each stage in the process? 1:50 Are there any dependencies? If you need certain assets from the client before you can start your work, when do you need them by? 1:55 Take a 12-week project. For the first 3 weeks you ask questions and outline the plan for the rest of the project in clear terms. 2:01 Each week has milestones that you will hit for the client and deliverables that you hand over 2:09 in return for that portion of the payment. 2:14 So for example on week 1 you're working on the proposal and the contract as deliverables, and you get a signature. 2:16 Week 2 you indicate that you will be working on site architecture and have a set of deliverables for that week as well. 2:24 These deliverables won't be handed over until you have received payment for that phase of the project. 2:31 Moving forward you indicate any other phases that the project will go through, the milestones, deliverables, 2:37 and payments involved. 2:42 It is very important to highlight dependencies in this timeline. 2:44 If the client needs to provide certain assets for you to move forward with your work, they need to be aware of the deadline to do so. 2:48 This document then gives the client a detailed overview of the project and what to expect from the working relationship. 2:54 Some clients are unaware of the fact that they can hold up the project and the earlier on you can make them aware of their role, 3:01 the easier the project will be. 3:07 Our last section is the quote. If you prepare the project specifics section carefully, then it should be fairly simple to prepare the quote. 3:09 Depending on how detailed you want to be and the pricing structure you implement, you can itemize the tasks and list the cost for each. 3:17 It's easier to understand this by taking a look at a sample quote. 3:25 Here we have the project specifics broken down into distinct tasks, each associated with a cost. 3:29 How you arrive at this cost is based on your pricing method, but you should show how you arrived at that number. 3:36 If you're charging on an hourly basis, indicate your rate and the estimated time per task to get a cost per task. 3:42 That completes our project proposal. 3:49 This is an essential document that will help you secure the project, so get comfortable with putting one together. 3:51 Start your project proposal templates today so that the next time you're trying to convince a client to give you the job, 3:57 you can have the proposal ready as soon as possible. 4:02
You need to sign up for Treehouse in order to download course files.Sign up