Objetivo Anual Embajadores

Next, you need to record the current progress of the project to let whoever's approving it make an informed decision about whether to renew their support. Do so using the form fields below.

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.

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

Take your new predictions and the time interval your project is following for review (eg, every quarter) and carve out precisely what resources you'll need for that period. Then your manager (or whoever is approving the continuation project proposal) can see exactly what you're asking for without having to estimate anything themselves.

You're almost done - next you have to record the details of the person who will be approving / rejecting your proposal. This is entirely for record's sake, but it's good to have recorded proof of who approved the proposal should this come into question later.

Record their details using the form fields below.

Now you need to get your manager to review the proposal and approve or reject it. Do this by assigning them to this task, as they can read a summary of the entire proposal below, then use the form fields after that to record their opinion.

All of the information entered in the project proposal will be presented for review by automatically pushing it through from previous tasks using Process Street's variables feature.

Original project proposal details

Original project proposal

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Approved by {{form.Original_project_proposal_approved_by_(name_and_job_title)}} and started on {{form.Original_project_start_date}}.

Original summary

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Progress and difficulties

Progress made

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Difficulties encountered

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Adjusted timeline and budget

New project timeline

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Adjusted budget breakdown

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Adjusted outcomes

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Next resource batch details

Resource batch details

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End of next period (until the next resource batch)

{{form.Date_of_next_continuation_project_proposal_proposal}}