Project Mechanics

Proposal Checklist

Project Proposal Checklist

During the proposal process, arrangements must be made for the following items (as needed):

   
             
             
             
  Client        
    Company        
    Division Group        
    Contact Name        
    Contact title        
    Contact fax/phone number        
             
             
  Project        
    Description        
    Project Type (e.g., planning, design, installation, support, study/review, etc.)  
    Start Date        
    List of Deliverables (include a definition of content/format or samples)  
    Responsibility for each deliverable      
    Skills required        
    Timeframe for each phase of project      
    Contingency factor used        
             
             
  Technology        
             
  Production        
             
    Hardware        
    Database        
    Screen tool        
    Reporting Tools        
    Operating System        
    Network         
    Assumptions about access and existing system interfaces  
    Other Tools        
             
  Development        
             
    Hardware        
    Software        
    Development software        
    Desktop software        
             
  Proposed Staffing        
             
    Project Manager        
    Q/A Manager        
    Team composition: Internal Resources only, joint project team, etc.  
    Team members: Internal Resources, client, other contractors  
    Client staff:  Assumptions on level of proficiency, and consequences  
    Staff Contingency Plan
             
  Key Responsibilities        
             
    Client        
    User personnel        
    MIS personnel        
    LAN Administrator        
    Project team        
    Programming supervision      
             
             
             
             
  Fees & Expenses        
    Estimated work days        
    Fee estimate        
    Average billing rate (or applicable rate schedule)  
    Fee arrangement (time & materials, fixed fee, T&M with cap, etc.)  
    Expenses (air fare, per diem rate, rents, cars, etc.)  
    List of expenses expected        
    Office space (space, furniture)        
    Equipment (hardware, software)      
             
             
  Invoicing        
    How often        
    To whom sent        
    Payment terms        
             
             
  Scope        
    Assumptions        
    Requirements        
    Known deliverables        
    Scope Change process defined      
             
             
  Training        
    Tools        
    Business        
    Who, what, when, where, who pays?      
             
             
  Other        
    Resumes for proposed personnel      
    Similar Project Success Stories      
    Deliverable Sign-off procedures      
    Other project control procedures      
             
             

Mark Hazleton | Monday, February 21, 2005 12:00 AM

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