What this template is for

Not every proposal needs to be lengthy or heavily formal. Smaller projects still need a clear explanation of what is being proposed, why it matters, what success looks like, and what support or approval is needed.

This template helps the writer set that out clearly without overcomplicating it. The aim is to make the idea easy to understand, easy to assess and easier to approve.

How to use it effectively

Before you start writing

• Be clear about the problem, opportunity or improvement the project is responding to.
• Think about who needs to read the proposal and what they will want to know before saying yes.
• Keep the proposal proportionate. It should be clear and complete, but not padded out unnecessarily.
• Where possible, gather basic facts or evidence so the proposal rests on something more than opinion alone.

As you complete the template

• Write in plain, direct language and avoid jargon where possible.
• Keep objectives specific so the reader can see what the project is trying to achieve.
• Make the scope clear, including what is and is not included.
• Set out any actions, support, time or budget required realistically.

What to do next

• Review the proposal for clarity, logic and completeness before sharing it.
• Sense-check whether the level of information is right for the size of the project.
• Submit it through the appropriate line manager, project lead or approval route.
• Once approved, use the proposal as the basis for delivery planning and progress tracking.