Continuation Project Proposal Template

Run this checklist when you need to submit a continuation proposal and update the client on the progress of your project

Introduction:

Preparation Tasks:

Complete checklist details

Create the proposal document

Record the original project proposal details

Record the details of the project proposal approver

Evaluation Tasks:

Evaluate overall progress made

Evaluate current project resources

Evaluate problems encountered

Summarize changes needed

Writing Tasks:

Write the introduction

Update on progress made

Establish new predictions

Confirm new resource needed

Write the conclusion

Pre-Submission Tasks:

Check the structure

Check the aesthetics

Upload for internal approval

Approval:

Implement feedback

Approval:

Send the proposal

Sources:

Related Checklists:

Introduction:

A continuation project proposal is created and sent to update the client on the latest project status.

You need to make sure that the client is still on board with the approach, timeline, and budget you proposed in your original project proposal.

How to write a continuation project proposal
A continuation project proposal is quick and relatively simple to create. It’s basically a follow-up, to your original proposal, and can be put together easily.

Use this checklist, alongside the proposal document you plan to send to the client, to speed the process up further and make sure:

The client is fully aware of how you’re progressing with the project
The correct funds are provided for the next phase
You’re aware of any changes, before moving forwards

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Preparation Tasks:

Complete checklist details

Start this project proposal process by explaining who is completing the checklist, so that everyone in your company is aware and can contact you if they need to.

Name

Contact number

Checklist start date

Create the proposal document

Source

The first thing you need to do is create the continuation proposal document that you will be working on, alongside this checklist.

Run through the following tasks to set your document up:

1

Decide what document authoring tool you will use (eg. Word or Google docs)
2

Create a new document
3

Name it
4

Save it
5

Add the location / URL of your document in the field below

Record the original project proposal details

Next, you need to upload a copy of the original project proposal and describe the details of the project proposal, in the form fields below.

Original project proposal

Project title

Project summary

Project goals & outcomes

Project team members

Project start date

Project end date

Record the details of the project proposal approver

Then, give details about who approved the proposal in the fields below.

Who approved the proposal?

What is their job title?

When did they approve the project proposal?

Evaluation Tasks:

In this task, you need to review the project's progress so you can update {{form.Who_approved_the_proposal?_3}} accurately.

These were the projects key goals & outcomes: {{form.Project_goals_&_outcomes}}

Have you met these goals & objectives?

Evaluate overall progress made

Source

Before you start putting together your continuation proposal, you need to assess the project's progress.

Get the project team together and discuss the following items:

Summarize your discussion in the fields below, so you can use these to write up your proposal.

Did we meet key milestones/deadlines?

Key milestones/deadlines notes

Are we on track to finish the project on time?

Project progress notes

Are we within budget at this point?

Project budget notes

Evaluate current project resources

Now you have an overview of how the project is progressing, next, think about and assess the resources you are using.

Resources can be anything from team members and materials to tools and equipment.

Ask yourself the following questions:

1

Is the project team functioning well?
2

Do you need any additional team members?
3

Do you need any additional skill-sets?
4

Do you need different materials, equipment or tools?
5

Are there any other resources needed to make the project a success?

Summarize your thoughts about how the current resources are performing below. If you find you need to make changes to your existing resources, make sure you justify the reasons why.

How the current resources are performing

Evaluate problems encountered

Now you've assessed the resources you are using, now its time to look deeper at any problems you have come up against, or are anticipating running into.

Summarize the issues you have encountered so far

Summarize the impact these problems have had on the project

Identify potential problems that you anticipate might affect the project

Identify the impact these problems are likely to have, if they're not resolved

Establish your proposed solutions to these problems to reduce the impact

Summarize changes needed

Looking at the overall progress, resource issues, and problems encountered or anticipated, outline any changes that need to be made to the original project proposal in the fields below.

Summary of changes that need to be made

Identify what impact these changes might have on budget and timings in the fields below.

Affect on budget

Affect on timings

Writing Tasks:

Write the introduction

The introduction section in your proposal document should remind the proposal reviewer about the key elements of your original project proposal in a clear, concise way.

Make sure you describe the following:

1

Summary of the project
2

Goals & outcomes
3

Original budget
4

Original timings
5

Orignal methodology

Update on progress made

Using the evaluations made in tasks 8 - 11, record the progress of the project in the fields below, so you can then add this to your proposal document.

Have progress predictions been met?

Details of progress

Difficulties encountered

Difficulties anticipated

Establish new predictions

Source

Now that you've got the base progress level noted down, you need to adjust any predictions made for the outcome of your proposal to account for what you have learned so far.

You'll also need to change your budget and timeline if necessary.

Again, do so using the form fields below.

New project end date

Adjusted budget breakdown

Adjusted outcomes

New project timeline details

Confirm new resource needed

Once you've adjusted your predictions and project plan to account for any changes, you need to lay out what resources you'll need approval for.

Record this information in the felids below and add it to your proposal document.

Then {{form.Who_approved_the_proposal?_3}} can see exactly what you're asking for without having to estimate anything themselves.

Additional resources required

Additional budget required

Justification for new resource & budget

Write the conclusion

This section should summarize the progress of the project and outline any key changes needed to keep the project progressing.

Make sure you include the following:

1

Progress made
2

Any changes to the original proposal
3

Justification for these changes
4

What is likely to happen if these changes do not happen

Pre-Submission Tasks:

Check the structure

Read through your proposal and check it follows a logical structure.

While there is no official structure for a continuation project proposal, something like this will ensure the relevant information is displayed in a logical order for the proposal reviewer:

Title page
Table of contents
Introduction
Progress made
New predictions
New resource required
Conclusion

Check the aesthetics

Read through your proposal and check for the following aesthetic/formatting errors:

1

Is there a title page with all the necessary information describing this document?
2

Does the organization of the proposal enhance the content and make it easy to find/avoid types of information?
3

Are the margins consistent?
4

Is pagination accurate?
5

Did you use a consistent type-style?

Upload for internal approval

Before you send the continuation proposal to {{form.Who_approved_the_proposal?_3}}, you need to get your internal project stakeholders to review the proposal and approve or reject it.

Upload the continuation proposal into the field below so the internal stakeholders can approve it in the next task.

First draft proposal