Project Proposal and Approval

Template

The Project Proposal and Approval process gives you an easy way to control and approve the new project requests. Throughout the process you will be able to screen, analyze and determine the best way to implement your project, getting all the needed approvals without the need for an extensive email exchange.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Requester’s name
  2. Contact email
  3. Project name
  4. Project description
  5. What is the desirable size for this project?
    • Small
    • Medium
    • Large
    • Extra Large
  6. Estimated man hours
  7. Draft
  8. Request ID

New requests

  1. Assignee
  2. Request OK?
    • Yes
    • No
  3. If no, what’s missing?

Pending Data

  1. What has been adjusted
  2. Request OK?
    • Yes
    • No

Approvals

  1. Approved?
    • Approved
    • Approved (w/ restrictions)
    • Not approved
  2. Restrictions
  3. Justification

Technical report

  1. Estimated project size
  2. Estimated effort
  3. Schedule
  4. Estimated start date
  5. Estimated end date
  6. Estimated cost
  7. Needed resources
  8. Project profile
  9. Attachments
  10. Does the PR impacts the contract?
    • Yes
    • No

Proposal drafting

  1. Final value
  2. Value breakdown
  3. Final workforce quantity
  4. Project start date
  5. End date
  6. Comments
  7. Final proposal

Pricing Review

  1. Is the pricing approved by the global SDM?
    • Yes
    • No
  2. Comments
  3. Was the pricing revised and approved by the Project Controller?
    • Yes
    • No
  4. Comments *

Documents Review

  1. Comments
  2. Is any change needed?
    • Yes
    • No
  3. Documents
  4. Final Proposal (in PDF)

Ready for Execution!

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