In this lesson, I’m going to share 6 proposal best practices you should not ignore if you want to craft more ACCURATE estimates and proposals. (15 minutes) – UPDATED JAN 2021
https://vimeo.com/501421415
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UPDATED February 2022
Pre-Proposal Questionnaire (PDF)
Pre-Proposal Questionnaire (Word)
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Project Planning with AI – Module 3 Lessons list
Project Planning with AI – Module 2 Lessons list
Project Planning with AI – Module 1 Lessons list
April 2023 Workshop
Activity 3 – Create Functional/Technical Requirements
1-3.1 Conduct Project Definition Meeting with Client
1-3.2 Identify and Plan Plugins
1-3.3 Define Functional Requirements
1-3.4 Define Other Technical Requirements
1-3.5 Create Draft of Functional/Technical Requirements
1-3.6 Review Functional/Technical Requirements with Client
1-3.7 Finalize Functional/Technical Requirements per Client Input
1-3.8 Secure Client Acceptance for Functional/Technical Requirements
1-3.9 Update Project Plan and Notebook
Activity 4 – Specify Styling and Branding
1-4.1 Specify Branding and Style Elements
1-4.2 Review Branding and Style with Client
1-4.3 Update Branding and Style per Client Feedback
1-4.4 Secure Client Acceptance on Branding and Style
1-3.8 Update Project Plan and Notebook
May 2023 Workshop
Activity 5 – Create Final Statement of Work (SOW)
1-5.1 Re-Estimate the Project
1-5.2 Create Draft of SOW
1-5.3 Conduct Draft SOW Walkthrough with Client
1-5.4 Finalize SOW per Client Input
1-5.5 Secure Clients “Go or No-Go” Decision
1-5.6 Secure Client Acceptance of SOW
1-5.7 Update Project Plan and Notebook
ACTIVITY 1-1: DESIGN AND VALIDATE LAYOUTS
1-1.1 Secure Formal Client Acceptance of Site Map
1-1.2 Select and Define WordPress Theme
Template: Theme Definition (new)
1-1.3 Agree on Acceptance Criteria for Wireframes
Template: Sample Acceptance Criteria for Wireframes (new)
1-1.4 Create Wireframes
1-1.5 Review Wireframes with Client
1-1.6 Update Wireframes from Client Feedback
1-1.7 Secure Client Acceptance
Template: Deliverable Acceptance Form
1-1.8 Update Project Plan and Notebook
ACTIVITY 2: REFINE CONTENT AND BEGIN COLLECTION
1-2.1 Update ROM Based on Activity 1-1
Template: Rough Order of Magnitude Spreadsheet Calculator
1-2.2 Assign Project Plan Content Activities
1-2.3 Re-Estimate Time and Costs
1-2.4 Set up Client Reminders
Template: Sample reminder emails (new)
1-2.5 Prepare Content Collection Mechanism/Repository
1-2.6 Request Site Wide Content
1-2.7 Request Individual Page and Post Content
1-2.8 Request Product Content
1-2.9 Request Gallery and/or Portfolio Content
Template: Content Request Emails (new)
1-2.10 Hire 3rd Party (if applicable)
1-2.11 Provide Instructions for Submitting Content
1-2.12 Manage Content Collection Activities
1-2.13 Update Project Plan and Notebook
1-2.14 Re-Estimate Project (if applicable)
February 21 – Phase 0 – Proposal Creation
March 21 – Phase 1 – Project Definition Part 1
April 18 – Phase 1 – Project Definition Part 2
May 16 – Phase 1 – Project Definition Part 3
June 20 – Phase 2 – Design and Preparation
July 18 – Phase 3 – Development and Testing
August 15 – Phase 4 – Deployment and Training
Sept 19 – Managing Project Closeout
October 17 – Establishing Recurring Revenue
November 21 – Goal Setting for 2024
Dec 19 – The Year in Review – Best Practices for 2024