What this template is for

At senior level, a proposal usually needs to do more than describe a project. It needs to show that the issue has been properly examined, that alternatives have been considered, that the implications are understood, and that the recommendation is both credible and well governed.

This template is designed for that level of scrutiny. It gives the writer a professional structure for presenting a strong case while helping decision-makers see the logic, risks, assumptions and governance behind the recommendation.

How to use it effectively

Before drafting

• Be clear about the strategic importance of the proposal and the decision that needs to be made.
• Understand the governance context, including who is responsible for review, challenge and approval.
• Gather enough evidence to support the case properly, including financial, operational or stakeholder implications where relevant.
• Think carefully about whether alternative options should be presented rather than assuming there is only one route forward.

As you write

• Keep the core recommendation visible throughout the document rather than burying it in detail.
• Use evidence and reasoned judgement, not only aspiration or enthusiasm.
• Be proportionate but candid about risk, cost, dependencies and delivery capability.
• Make sure benefits, governance and implementation arrangements are realistic and capable of being monitored.

What to do next

• Review the proposal with the sponsor or governance lead before formal submission.
• Check that any financial figures, risk statements and dependencies have been appropriately verified.
• Submit the paper in line with the organisation’s board, committee or executive approval process.
• Once approved, use the proposal to anchor delivery, reporting and accountability.