...Request for Proposal Template A carefully crafted "Request for Proposal" (RFP) is the key to getting the best quality services you require for your project. This tool provides you with guidance and a template for preparing a good RFP. Instructions: 1. The Request for Proposal (RFP) is your "official" statement to vendors about the services you require. Vendors typically try to respond, point by point, to your RFP when they make their proposals. Therefore, the RFP "leads" vendors by focusing their attention on certain issues. In addition, it shapes their first impressions of your training development group and the project to be completed. Most importantly, the RFP is the foundation upon which the vendor's relationship with you is built. 2. For these reasons, the RFP must be carefully crafted and reviewed before distributing it to vendors. 3. This template below provides some suggestions for the contents of an RFP. REQUEST FOR PROPOSAL TEMPLATE A TYPICAL RFP The typical RFP includes the following sections: I. The General Training Goals This section includes the general business goals which are met by the new product or process on which the training will be based. In addition, it describes the key components of the new product or process (how it works) and compares these to existing products or processes with which vendors may be familiar. II. The Target Audiences This includes brief summaries of the jobs of the people who are to be...
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...CIS 592 Special topics Quantitative Methods & Project Management Green Computing Project Initiation and Research Management Group Assignment 1 As a Project Manager, you are given the opportunity to submit a Project Proposal to senior management (the instructor in this case) for consideration during the project selection process. Your responsibility is to prepare a project proposal, which should be at least 5 pages in length, but no more than 8 printed pages in total, double space and a font of 12 points. All supporting documentation (resumes, financial analysis, budget details, schedules/milestones, etc) should NOT count toward the number of pages required for the proposal. Generally speaking, your proposal should include a section for each of the following: 1. Natures of your project – what will this project accomplish? This can be presented as a project charter based on your research of green computing and projects that have been done or are being done by large organizations such as IBM, Dell, HP and Google. Refer to www.greener-computing.com and similar sites or library research to identify potential projects for the green computing portfolio. Use the project.charter.doc template for the project charter. 2. Prepare a weighted decision matrix using the template provided to evaluate and select a potential project from the green computing portfolio. You may reference the wtd_decision_matrix.xls provided by the instructor. 3. Prepare the financial section...
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...THE RESEARCH PROPOSAL TEMPLATE This document has been set up to assist students in preparing the text for their research proposal. It is NOT intended as a document to guide you through your research proposal development, but to assist you in setting out the proposal, in terms of text layout, section headings and sub-sections. The Research Proposal is a complete description of the intended research, developed under the supervision of the assigned supervisor. Through the full proposal, the student needs to demonstrate convincingly that the study will make a contribution to a public health issue or problem. The full research proposal must be between 5 and 10 pages and should present the following: ▪ Title ▪ Brief Introduction ▪ Background and statement of the problem (this in the light of a thorough literature review) ▪ Research question or hypothesis, aim and objectives ▪ Study design (type of study) ▪ Study population and sampling ▪ Data collection methods and instruments ▪ Data analysis methods – if applicable statistical planning must be fully addressed, or the candidate should provide evidence that statistics are not required. ▪ Mechanisms to assure the quality of the study – e.g. control of bias, safe storage of data ▪ Study period - Timetable for completion of the project ▪ Participants in the study – all people involved in the study, and the role they play, should be identified.* ▪ Ethical considerations ▪ Resources required for the study...
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...The Role of Concept Paper in Project Management 1.0 Introduction A concept note is a summary of a proposal containing a brief description of the idea of the project and the objectives to be pursued. In some financing programs, funding agencies require a concept note before the submission of a full proposal, in order to decide whether the proposed project is in line with the priorities of the program and to eliminate proposals that are not likely to be funded. Concept notes are also submitted to donors without a formal call for proposals, who prefer to understand a project through a brief summary rather than a full-fledged proposal document. This factsheet contains a set of guidelines on how to write a concept note, offering also a template to help you drafting an eye catching document to ensure the success of your project. Many private foundations have always required a concept paper be submitted for review prior to the submission of a full proposal. In recent years government and state agencies have begun to encourage the use of concept papers as a way for applicants to obtain informal feedback on their ideas and projects prior to preparing a proposal. Some of these agencies now require a concept paper be submitted as part of the formal submission process. The purpose of a concept paper, from the funding agency’s point of view, is to help applicants develop more competitive proposals and to save time by eliminating proposals that are not likely to be funded. The applicant’s...
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...U.S.-Israel Science & Technology Foundation Tips on How to Write a Proposal In addition to the title page and budget forms, the USISTF only provides a general outline of the items to include in a proposal. Here are some tips to help you prepare a better proposal. Before you begin preparation of your proposal, carefully read the “Request for Proposals” (RFP) and “Frequently Asked Questions” (FAQs) to clearly understand the issues to be addressed and the information you are required to submit. All proposals must include certain basic information. These basics include: Why are you doing this project? What will you be doing? How will you be doing it? Who will be doing it? Where will it be done? How long will it take? How much will it cost? The following generic proposal template is provided for guidance only. The USISTF does not require a specific format. Follow this format in organizing your thoughts for preparing your proposal. Executive Summary: Some people consider this the most important part of the proposal because it is the reviewer’s first impression. Even though it appears first, write it last because it is a summary of the proposal. The executive summary is a concise description of the project covering objectives, need, methodology, and dissemination plans. It should identify the expected outcomes of the project. An executive summary should be less than 750 words and fit on one page. Need: Well-documented description of the problem to be addressed and why it is important...
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...benchmarking, which was used in creating and submitting contract proposals. During the 1990’s, most companies such as Apple, Nike, McDonalds etc. were substantially dependent on the marketing departments that emphasized on face to face meetings with the customers, and employees pushing their sales numbers to increase revenue and business profits, which is similar to Acorn Industries’ approach of utilizing their marketing division to submit their proposals in order to obtain the government contracts (History: 1990s 2003). As the company was venturing into government contracts pertaining to the weapon systems and other diverse fields, it realized the significance of program management and brought in an individual with extensive knowledge and experience in the field of program management, which proved beneficial while changing the organization philosophy; and restructuring the organization and its various divisions. In order to remain competitive, profitable and maximize the return on investment, Acorn Industries continued the commercial product line which acted as a fail-safe in case of unfruitful government contracts. For example, both Microsoft and Apple have product lines such as phones, music players and other electronics, but continue to gain most of the revenue from their primary product: computers. Introduction of the Project Management Office (PMO) allowed program managers to interact with other project managers, functional managers, production engineers and marketing/contracts...
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...companies. Use of these marks is not intended to imply endorsement, sponsorship, or affiliation. Edited in accordance with University of Phoenix® editorial standards and practices. Course Description This course covers the fundamentals and best practices of using written communication in business and in the information technologies. Topics include strategies, techniques for producing emails, memos, reports, proposals, project specifications, and user manuals, as well as other technical documents. Course Topics & Objectives Week One: The Technical Writing Process • Identify how writing methods are used in the corporate environment. • Discuss collaboration in the modern enterprise. • Identify collaborative technologies. Week Two: Technical Writing in the Corporate Environment • Identify intellectual property issues in the corporate environment. • Discuss the role that audience plays in technical writing. • Design a memo with appropriate formatting for the corporate environment. Week Three: Writing Reports and Proposals • Implement effective document design in technical...
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...Procurement Management RFP Template: Template notes: ------------------------------------------------- The formats of RFP's used by companies and government agencies are seldom the same. The organization of the technical, management, and commercial information included in RFP's varies. There are six commonly used sections of information that procurement groups include in RFP's. We will use these six sections as a template for your RFP’s. ------------------------------------------------- 1. Instructions to Bidders 2. Description of Work 3. Proposal 4. Specifications and Drawings 5. Special Conditions ------------------------------------------------- 6. General Conditions and Contract Agreement The Instructions to Bidders provide sufficient information to bidders to allow them to prepare a responsive bid proposal. Most of this information is not required in the final contract for the work. The information in the Description of Work, Proposal, Specifications and Drawings, Special Conditions, and the General Conditions and Contract Agreement sections is included in the final contract for the work. The remainder of this template discusses each of these sections included in RFP's. Please feel free to type “N/A” under sections that are not applicable to your project and to add sub-sections as desired. Also, you will want to delete the description information (in blue) after you have added your data under each section of the template. How to make sure you are...
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....................................................................... 3 1.2. Audience ............................................................................................................ 3 1.3. Project Background .......................................................................................... 3 2. CHANGE MANAGEMENT ........................................................................................ 4 2.1. Overview ............................................................................................................. 4 2.2. Objectives .......................................................................................................... 4 2.3. Approach ............................................................................................................ 4 2.4. Methodology ...................................................................................................... 5 3. MOSP CHANGE ENABLEMENT WORKSHOP ....................................................... 6 3.1. Overview ............................................................................................................. 6 3.2. 3-Phase Process ................................................................................................ 7 3.3. Phase 1: Preparing For Change ....................................................................... 8 3.4. Phase 2: Managing Change .............................................................................. 9 3.5. Phase...
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...1. SYNOPSIS John Compton, The president of the company, at the executive staff meeting explained that we are no longer competitive in the marketplace because they have no project management methodology. Most of the Requests for Proposal (RFP) need the companies identify their project management methodology which they will use on the contract. They have just a few templates they use based upon the PMBOK®Guide. The executive staff did not like to develop a methodology and made some excuses for him not to develop a methodology because they are afraid to lose their power and authority once the methodology is up and running. Last year, a consultant was brought to describe the benefits of project management and the value of an enterprise project management methodology (EPM). The consultant explained that the time needed to develop and implement an EPM system can be shortened if the company has a project management office (PMO) in place to take the lead role. In that session, the executive staff became reluctant to visibly support project management since they understood executive gets control of the PMO may become more powerful than other executives. A PMO was formed reporting to the chief information officer. The PMO was comprised of a handful of experienced project managers that could hopefully take the lead in the development of a methodology. The PMO concluded that there were five steps that had to be done initially. After the five steps were done, the executive committee would...
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...applications. PROFESSIONAL EXPERIENCE S.P. RICHARDS, (Subsidiary of Genuine Parts) Atlanta 4/2013- Present Technical Analyst (Consulting) Assist with the PeopleSoft financial software upgrade. The company is upgrading its Canadian subsidiary from PeopleSoft 7.5 to 8.8 then to 9.1. Create new queries in PeopleSoft 8.8 similar to queries in the 7.5 version. Create job aids and train users on the processes and procedures of the new version. Update user security matrix. Create report templates. Coordinate user acceptance testing. Assist with identifying and running reports and queries to be migrated to new version of PeopleSoft. ARTHRITIS FOUNDATION, Atlanta 4/2006- 3/2013 Senior Accounting Analyst Analyze and offer recommendations on the feasibility of accounting information system proposals. Analyze the financial feasibility and impact of proposed budget items on operating programs, and provide support in preparing expenditure requests. Prepare highly confidential and technical financial reports and forecasts on cash receipts and disbursements, organization income, operating and capital plans and expenditures, manpower budgets, bequests, grants, and the consolidated financial position. Coordinate the maintenance of the Organization’s detailed financial controls and process...
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...Standard Operating Procedure Personal Finance Project Team Author/s: | Lucille Olivier | Document Ref: | SOP | Creation Date: | 13 September 2011 | Version: | 1.0 | Last Updated: | 13 September 2011 | Table of Contents 1. Introduction 1.1 Introduction 1.2 Purpose 1.3 Project Framework 1.4 Project definition, prioritisation and approval 1.5 Project Process 2. Initiation Phase – The Needs Analysis Process 2.1 Initiating a Project 2.2 Stakeholder Analysis 2.3 Kick Off Meeting 2.4 Functional Specification 2.5 Initiation Phase Overview 3. Validation and Feasibility Phase 3.1 Technical Specification 3.2 Costing 3.3 Reporting Analysis 3.4 Pre Project Plan 3.5 Communication Plan 3.6 Risk Register 4. The Approval Phase * The business case * Motivational Documents 5. The Prioritisation Phase 5.1 The priority matrix 5.2 Resource Scheduling 5.3 The Prioritisation Phase Overview 6. The Execution Phase 6.1 Training plan 6.2 Operations plan 6.3 Communication plan 6.4 The Execution Phase Overview 7. Monitoring and Controlling Phase 7.1 The Monitoring and Controlling Phase Overview 8. The Closure Phase 8.1 Administrative Closure 8.2 Preparing project closeout and lessons learnt 8.3 Recognize and celebrate outstanding project work 8.4 The Closure Phase Overview Introduction * 1.1 Introduction A Standard Operating...
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...|Course Project Overview | | The course project for PM598 consists of three parts, which provide familiarization to processes associated with Contract and Procurement Management. • Part 1 (PP1) of the course project focuses on the first section of the RFP and entails selecting one of the three RFP procurement cases listed under the PP1 section and using the PP1&2 - Course Project RFP Template document in the Doc Sharing area to develop information to support section one of the RFP. • Part 1 (PP2) of the course project entails completing the remaining sections of the RFP by developing a comprehensive document that could be submitted to a vendor. • Part 3 (PP3) of the course project entails selecting one of the three case studies from the PP3 - Course Project Case Study document in the Doc Sharing area and answering questions that demonstrate an understanding of the Garrett text. The deliverable for PP3 is a seven-page document that addresses each of the questions specified for the case study selected. This three-part project provides an overview of the processes and material that is used to develop a RFP as well as address relevant questions that could result from Contract and Procurement management. The points assigned to each part of the course project...
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...| |Research Proposal Template | Memo To: From: CC: Date: 9/22/2013 Re: Research proposal assignment Authorization and Background For my project, I am going to talk about which graduate school to attend. I am junior now and I plan to graduate this summer. When I was in high school, I hated studying. However, now I think studying is interesting. In addition, my mom wants me to get a higher academic diploma. Therefore, preparing to find a good and satisfying graduate school is a very important thing for me. I think this class gives me a good chance to think about this topic carefully, so I choose this topic. Identify the Audience At first, my primary reader is my professor because you will grade my assignment. Secondly, my classmates are my primary readers because I need them to give me some advice to improve my assignment. Finally, I think my assignment is suitable for people who are planning to attend to graduate schools because they can know which factors may be considered. Therefore, they are also my primary readers. Define the Problem Which graduate school is best for me? Clarify the Purpose Finding a good graduate school is very important for me. Attending a best graduate school for me is useful for my future. Maybe I will find a good job...
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...Case Study: New Business Venture This case was borrowed from Kathy Schwalbe, Project Management 4th edition Part 1: Initiating Background Scenario: You and several of your friends have been working for corporations for over five years, but several of you have a desire to start your own business. You have decided that you are ready to pursue your idea of starting a music academy for children ages 3-16. You all enjoy creating music, and you saw the advantages that some children had from participating in special music programs beyond those available in schools. In particular, you see the need for music training in your area for children interested in voice, guitar, keyboard, and percussion so they can perform in their own bands. This New Business Venture Project would primarily involve you and three of your friends, who were all part of your high school band: 1. You are an excellent bass player, and you were the one who organized your band in high school and got the few paid gigs that you had. You can also play keyboard. You continue to play both instruments occasionally, but your full-time job and new spouse take up a lot of your time. Your current full-time job is working as a business analyst for a large retail store. Although your job is going well, you realize that you would be happier working in your own business and with something involving music. Your strengths are your creativity, organization, and analytical skills. Your spouse is employed full-time and supports...
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