Project Management Templates

Project Management Templates

Class 4: September 1, 2010

1. Proposal Template 2. Statement of Work (SOW) Template

3. Project Updates Template

Proposal Template

Ray-Min Shoulderware 5201 Penn Avenue Pittsburgh, PA [email protected] [PROPOSAL TEMPLATE]

Client Name Project Prepared for: Client Contact, Title Prepared by: Minette Vaccariello, Designer Sept 1, 2010 Proposal number: RM-01

9/1/2010 1


Objective What does the client want us to accomplish for them?

Goals What are the expected results of the project

Solution The Ray-Min team recommends the following steps for achieving these goals…..

General work step one

The Ray-Min team will

General work step two

The project team will:

• item

• item

• etc

Work Step 3 Lorem ipsum.

9/1/2010 2


Deliverables This is an explanation of what we expect to hand over to the client, both as the project

happens and at the end of the project.

Project Management The project team will present it’s findings at regular update meetings, as well as making any

notes, sketches and photos available on our project [name] website.

Note - Great Project Collaboration Tools: Backpack, Wiggio, Blackboard

9/1/2010 3


Project Budget Project Estimate This table serves as an estimate of the hours required to complete the various sections of the

project. The project is billed at an actual rate of [X] per hour for design and research services

and [x] for project management. Bright Innovation bills every two weeks for any balance

accumulated during that period and our terms are net 30 days from date of invoice.

Ray-Min will bill 30% of the project estimate upon receiving a signed contract.

Description Hours Rate Totals Work Item One 1 35 135 Work Item Two 2 35 70 Work Item Three 3 35 105 Project Management 0.5 40 20

Total 230

9/1/2010 4


Project Schedule

Date Task

Date 1 Milestone 1

Date 2 Milestone 2

Date 3 Milestone 3

9/1/2010 5


9/1/2010 6

Contact Information

Ray‐Min Shoulderware

5555 Penn Avenue

Pittsburgh, PA 15219

Tel 412-325-6705

Fax 412-325-6706

[email protected]

www.raymin.com

Expiration This proposal is submitted for your review and expires 60 days from the date of the proposal.

Statement of Work (SOW) Template

Ray-Min Shoulderware 555 Penn Avenue Pittsburgh PA 15219 [email protected] [SOW TEMPLATE]

Statement of Work: Client Project Prepared for: Client Name. Prepared by: Designer Name September 1, 2010 OBJECTIVE

What does the client want us to accomplish for them? Update from proposal if change

GOALS What are the expected results for the project. What will the team deliver PROJECT – TITLE The team has outlined the identification and design process for the [Name] Project: Identification Technological Goals The team and client have identified 4 technological challenge areas and will develop 5 designs to accomplish each of these technical challenges. Design Development

• The team will develop 7 concepts that will address the technological needs of the trial. THe team and the client will review these design directions and select 5 for revision.

• The team will revise 5 designs, suitable for the application, which will be used for indentified technologies.

Design Revision

• The team will work with the client through 2 minor design revisions of the 5 designs. Final Delivery

• 5 finalized designs will be prepared for hand‐off to test with the technology partners.


• The team will use the following software to prepare the designs [name]. The file formats that will be deliver will be [tbd]

The team will work with the technology partner if any files need to be tweaked for the dye sublimation or electroluminescence technology. Cost Estimates Rates are calculated at $xx.00 per hour. This estimate excludes any project related expenses and/or supplies that might be used. Any further revisions outside of the 2 outlined above will be billed additionally at the hourly rate. Design Services for the client: May ‐ June 2010 Month/Hours/Week May June

Identification & Review Design Development Revisions Final Delivery

5 10

‐ 20 5

‐ ‐ 12 ‐

‐ ‐ 12

‐ ‐ ‐ 10

CLIENT TOTAL PER WEEK

15 25 12 12 10

TOTAL ESTIMATED CONSULTING $xx

Project Management

The project team will manage team project resources to insure that project goals are being met and will provide weekly progress reports to the team technical lead in both written form and with regular in‐person status meetings.

These can be conducted at either site, beginning with a project kick‐off meeting to establish communication and project scope.

The team will provide a project technical lead that will make themselves available for client for meetings and project questions. If that person is unavailable, the project manager will be available at any time the technical lead is not.

The team will also include individuals with marketing expertise who will attend meetings and participate in presentations as necessary or requested by the client.

Any issues related to the engagement, personnel, billing or project scope may also be referred to the project manager or the company's Office Manager.


The project manager will insure that the project team is appropriately meeting all assigned deadlines and will work to resolve any difficulties that arise, as well as working with the client technical lead to insure that all efforts are appropriately coordinated.

Intellectual Property

Intellectual property generated within the scope of this project will be the property of the client.

Payment Terms

Actual product billing will be on a time and materials basis.

Conclusion

We present this project proposal as a roadmap in driving proposed product concepts closer to market readiness, as well as to assist in the identification of potential partners and customers.

We look forward to the opportunity to work with the client, and help them develop this exciting market space.

Accepted by:

_______________________ _______________________

DESIGNER NAME CLIENT NAME ________________________ _______________________ TITLE TITLE _________________________ _______________________ COMPANY COMPANY

_______________________ _______________________

Date Date

Project Updates Template

COMPANY CONTACT [PROJECT UPDATES TEMPLATE]

Project Updates Project Name: _______________________ Project Code: _______________________ Client: _______________________ Project Manager: _______________________ Date: _______________________

Hours Tracking Total to date/Budget ______

Notes

Logged last week ______ Estimated this week ______

Calendar

Project Calendar

Past Week

Upcoming

Education

Project Management Templates