13 Types of Project Proposals That Get Approved (and How to Write Them)

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Project proposals are how you can get management to act on your ideas. They’re the bottom-up version of a project request form.

Writing a project proposal isn’t rocket science, but it is a lot harder if you don’t have something like a template to give you a head start.

Using a template for your proposals gives you a document which you can reference throughout the entire project. It’s a great example of effective business process management – the proposal acts as a banner that your whole team can rally around to ensure you’re all working towards the same goal.

So, in this Process Street post, I’ll go through how to create a project proposal, that gets approved, by going through the following topics:

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How Process Street Facilitates Teaming and Retains Company Knowledge

How Process Street Facilitates Teaming and Retains Company Knowledge

“It is largely determined by the mindset and practices of teamwork, not by the design and structures of effective teams. Teaming is teamwork on the fly.” – Professor Amy Edmondson, Teaming: How Organizations Learn, Innovate, and Compete in the Knowledge Economy

When I started this post for Process Street, it suddenly occurred to me exactly how much of my time is spent on the concept of “teams” – writing about them, talking about them, thinking about them, participating in them.

Teams have taken over my life. It was only a matter of time before I ran into “teaming.”

Teaming was coined and developed by Professor Amy Edmondson, who also has the rather distinguished achievement of founding the MIT Leadership Center.

Obviously, she’s a very qualified person who knows what she’s talking about, but when has that ever stopped my skepticism before? 🙃

I’m kidding. Teaming is an idea purpose-built for the contemporary tech-centric, remote office, pivot on a dime work environment. This post will explain what it is, how it’s been used, and how Process Street makes it easy for anyone to adopt.

Let’s team up!
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Can Today’s COO Still Benefit from Hammer and Champy’s Reengineering the Corporation?

Can Today's COO Still Benefit from Hammer and Champy's Reengineering the Corporation?

I view most management gurus with the same wariness and suspicion the average person might approach a traveling medicine show peddling sparkling water as a miracle cure. Or, in this case, basic common sense as innovative management techniques.

Recently, I picked up Reengineering the Corporation by Dr. Michael Hammer and James Champy, both highly lauded as leading practitioners of their own concept. Based on their personal bios and their book, both are imminently pleased with themselves about this.

Fair enough. If I’d built an entire career on a single concept, I’d be pretty pleased with myself, too.

But is their idea still relevant nearly 30 years later?

I wanted to find out, so I asked many experts many, many questions (shoutouts to the ones who didn’t file restraining orders! You’re the best 💖) and read far too many long-winded reports.

These are the things I’m willing to do for you. That’s how much I care.

And because I care, I’ve taken all that super relevant knowledge, filtered it through my usual scampishness, and now offer you an overview of the book, the concept, and what it means for your favorite COO.

Let’s go break some stuff.
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Project Onboarding Hacks for a Successful Project Launch

Project Onboarding Hacks for a Successful Project LaunchThis is a guest post by Elizabeth Harrin, who runs the GirlsGuideToPM blog. She’s an author and mentor who loves demystifying project management, cats, and growing vegetables.

Your boss hands you a new project to run and mentions that some people are already lined up to help get it done. Great, you think. So, you call the first one on the list, but they don’t really know anything about the project, beyond the fact they’ve been ‘volunteered’ by their team leader.

This is where you switch into onboarding mode.

As a project manager, one of the first things to do is get the project team together. You need to build a team that has a common goal and that knows how the work is going to get done. That doesn’t happen overnight but you can certainly influence the speed (and willingness) of people to get involved with your project if you introduce them to the work in a structured way.

In this article, I’ll share my top tips for onboarding new people to a project team. I’ll also draw on the experience of other practicing project managers who have shared their stories so you can quickly get your projects off the ground with a team that knows what to do. To jump to a specific section click the link below.

Alternatively, just keep scrolling. 🚀
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Master Project Management with the Critical Path Method

Master Project Management with the Critical Path Method

Project management requires a wide spectrum of skills, organizational abilities, and attention to detail to make sure everything moves forward according to plan. A good project manager is able to keep all the plates spinning in sync while making it appear effortless at the same time.

However, the more plates you have spinning at once, the harder this is to accomplish. Critical path method (CPM) is one of the tools project managers can use to create a comprehensive plan and organize complex projects with many moving parts.

In this Process Street post, I’ll take you through the CPM process step-by-step, and then show you how our templates and checklists can take some of the stress out of your project management.

Read on, or feel free to skip ahead:

Let’s jump in!
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5 Essential Lessons I Learned From GitLab’s Marketing Playbook

5 Essential Lessons I Learned From GitLab's Marketing Playbook

Writers are inherently nosy curious. Here at Process Street, we’re no different. So when I was given the opportunity to check out GitLab’s marketing playbook, I jumped at it.

GitLab itself is an interesting company. Completely remote and open source, GitLab’s evolution comes not only from its own development teams, but also contributions from a community of over 3,000 contributors and two million users. Plus it promotes total transparency; all of GitLab’s documentation is freely accessible on their website.

Like I said, interesting place.

There are enough similarities between our two companies, that their approach is particularly valuable in terms of what procedures we might steal learn from to improve our own processes.

And we love improving processes.

In this article, I’ll list the five most important lessons I learned from GitLab’s marketing playbook:

So, let’s get started.
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5 Critical System Failures of the Coronavirus Pandemic

5 Critical System Failures of the Coronavirus Pandemic

At 5 AM on August 29, 2005, the largest drainage canal in New Orleans, the 17th Street Canal, was breached by torrents of water, an hour before Hurricane Katrina struck the city.

Levees and floodwalls fell in 50 different locations, flooding 80% of the city – under 15 feet of water in some parts.

No doubt the system failed. But which system?

The Bush administration claimed the break couldn’t have been foreseen. Scientists claimed they’d given warnings about that exact situation for nearly ten years previous. The US Army Corps of Engineers blamed the city; the city blamed the engineers.

It could be said – and many have – that in this case, it wasn’t the levee system that failed that day, but the human system certainly did. Later, experts determined that budget cuts, outdated engineering, and inadequate process infrastructures are what led to the disaster.

But that was 2005, and something of that magnitude couldn’t blindside us again.

Right…?

System Failure: COVID-19
(Source)

At Process Street, we’ve been paying very close attention to the different responses to the COVID-19 outbreak. This post is going to look at seven of the most notable system failures that occurred during the pandemic, why they happened, and how they could have been prevented.

Let’s get started.
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How to Beat the Bus Factor (and Be Prepared for Anything)

bus factorWhat would happen if you were hit by a bus while walking to work?

Well, other than the morbidly obvious, and the time and money spent hiring and onboarding their replacement…

This is the line of thinking behind the infamous “bus factor” – the minimum number of people who, if out of action, would cause your operations to collapse.

46% of UK businesses would be forced to cease trading immediately if a key person died or was unable to continue working through illness or injury” – Online Money Advisor, Key Man Insurance: A Definitive Guide to Key Person Insurance

It might not be ideal, but it’s a harsh reality that every team has to face; whether temporarily or permanently, your colleagues aren’t always able to make it into work.

We, here at Process Street, have had more than our share of project delays (and even failures) due to a low bus factor, which is why this post has been written. Today, you’ll learn how to identify risky projects by using the bus factor, and how to mitigate those issues as quickly (and cheaply) as possible.

We’ll be covering:

Let’s get started.
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Write a Successful Project Charter With Our Project Charter Template

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70% of projects fail, and the cost of this failure is a staggering $50-75 million.

Project breakdown can be mitigated via a project charter, and in this article, we at Process Street will show you how.

By following our Project Charter Template, you will target project failure from the root. Our template will guide you through the recognized process needed for successful project completion.

Click here to access our Project Charter Template!

From this article, you will learn what a project charter is and why you need one. The key elements that make a successful project charter and how you can implement these elements using our free Project Charter Template.

Click on the relevant subheader below to jump to the section of choice. Alternatively, scroll down to read all we have to say regarding project charters.

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Prevent Project Failure with this Free Statement of Work Template (SoW)

SoW

I once lost $45,000.

What makes it worse (or perhaps better?!) is that it wasn’t my money.

It was my previous employer’s.

I was managing a website build for a big client and was under huge pressure to meet a tight deadline. So, as many do, I decided to start the project before the Statement of Work (SoW) was signed by the client.

This was a big, expensive, mistake to make.

It cost an additional $45,000 to re-work parts of the build that the client had verbally approved, but hadn’t legally signed off.

Ouch.

(Despite what you might think, this isn’t the reason I don’t work there anymore!)

According to research, 37% of projects fail due to a lack of defined and approved project goals and objectives, which come with a Statement of Work (SoW). This causes around 80% of organizations to spend at least half their time on expensive rework.

Not using a Statement of Work – SOW during the project initiation is a major cause of project failure” – 4PM, Statement of Work – SOW

But what is a Statement of Work (SoW) and how do you create one?

All will be revealed in this Process Street post, as we go through:

If you’re in a hurry, grab this free Statement of Work Process Template now, and catch up with the rest of the post when you can:

Click here to access the Statement of Work (SoW) Process Template!

Otherwise, keep reading and we’ll go through this template, in a little more detail, later.

Let’s get into it!

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