Basic Presentation Templates

Introduction Templates Client-centered Templates (Summary Section) (Needs Assessment Section) Project-centered Templates (Goals and Objectives Section) (Methodology Section) (Evaluation Section) (Budget Section) (Project Summary Section) Your Company-centered Templates (Qualifications Section) Appendix Templates Presentation Templates Miscellaneous Templates Miscellaneous Checklists and Spreadsheets

Initiatives Company Rebranding Corporate Event Planner Services Proposal Dealership Projects Event Party Planner Services Proposal Photography Services Proposal Property Management Service Publications Real Estate Investment Funding Proposal Real Estate Property Sales Proposal Real Estate Remodeling Proposal Retail Locations Sales Strategy Implementations SSI Sports Student Entrepreneur Netwok Studio One Build Project Business Case Template.doc Sponsorship_Proposal.doc CD-ROM development contracts Checklists logs Computer systems hardware contracts Contractor employee contracts Contract acceptance signoff Contract exhibits schedules Contract modification Debt credit contracts General work order contracts Graphics printing contracts Human resources templates Intellectual property contracts

Internal company plan templates Misc templates Ownership transfer contracts Photography contracts Pre project contracts Reseller agreements Specialty project contracts Web site development contracts Advertising marketing contracts Business Design Contests

Introduction Templates Inquiry Letter A plain text request to send a proposal to your prospect. Cover Letter A plain text, more informal introduction to your prospect. Cover Letter (Business Plan) A cover letter specifically for business plan proposals. Cover Sheet A plain text cover page for grant funding proposals. Profile An information sheet designed for government grants. Title Page A simple cover page, usually you will use this page. Table of Contents List of all the templates included. Non-Disclosures Notifies the parties to keep the proposal confidential. Client-centered Templates (Summary Section) Executive Summary The most important page, always use this page. Client Summary - An alternate, less formal version of the executive summary. Abstract An alternate version of the executive summary for government grants. Cost Summary If adding costing to your proposal add this page. Estimate An estimate template, similar to the Cost Summary. SWOT Analysis Strength, Weakness, Opportunity and Threat summary. Process Summary Summarize the proposal process. (Needs Assessment Section) Needs Assessment Summary assessment of the needs not yet being fulfilled. Strengths Describe prospects business strengths as they exist now. Weaknesses Describe weaknesses in prospects business to be addressed. Opportunities Describe the opportunities available to the client. Threats Describe the threats facing the prospect. Competitive Analysis Describe differences between the competition and prospect. Location Analysis Analysis of the physical and virtual location for the business. Industry Trends Describe trends in clients industry. Client Background Describe your understanding of clients background. Client Operations Describe your understanding of clients operations. Market and Audience Describe your clients target market. Clients Served Describe your prospects actual client base. Project-centered Templates (Goals and Objectives Section) Goals and Objectives Summary of the proposed goals and objectives.

Statement of Work Summary of tasks to be completed.

Expected Results Describe the expected end results of the project. Benefits Describe the benefits of the project to the client. Features Describe the features of the project and tie them to the benefits. Samples Include some sample mockups of what the project may look like. Project Deliverables Describe the final project deliverables to client. Milestones Outline a list of milestones to be achieved. Operational Impact Describe the expected impact on the business. Significance Describe how significant the project is. (Methodology Section) Outline Outline of a books contents for book publishing proposals. Background Describe the background of the project being proposed. Project Methods Describe the methods by which the project will be developed. Activities Describe the activities that will take place during the project. Design Describe the design of the project. Planning Describe the details involved in planning the project. Sales Plan Describe your companys sales plan. Merchandising Describe your product and service merchandising plan. Disaster Recovery Plan Describe a disaster recovery plan for a project. Approach Describe the methodology used for the project development. Technical Approach Describe technical details for the project development. Innovativeness Describe how the project will be developed in new ways. Project Plan Describe the project in general how it will be developed. System Plan Describe the details of how the system is designed and works together. Architecture Describe foundations or architecture of the project. Production Schedule Describe the production schedule/milestones. Implementation Plan Describe the implementation plan for the project. Project Management Describe the management style and team. Data Management Describe the data for the project will be managed. Marketing Plan Describe the marketing plan for promoting the project. Promotion Describe how the project will be promoted. Site Planning Describe the planning of a physical location. Environmental Describe any environmental concerns or details. Public Relations Describe the PR related activities of the project. Community Describe how the community is involved in the project. Coordination Describe how different entities involved will coordinate with each other. Responsibilities Describe the responsibilities of each entity involved in the project. Documentation Include any documentation required to be included in the proposal. Testing Plan If you have a testing plan for the project add it here. System Integration Describe the system integration issues here. Installation Schedule If there is a complex installation for the project, add it here. Time Line List relevant dates and events that will occur during the project. Schedule of Events List of events that will occur during the project. Training Plan Describe the training plan for the final project. Maintenance Plan If the project includes ongoing maintenance, add it here. Maintenance Schedule If the project includes ongoing maintenance add this schedule. Security Plan If the project requires security of any type, add it here. Safety Plan If the project requires planning for safety of any kind, add it here. Authority Describe the entities who have authority over this project. Regulations If the project requires meeting any regulations, add it here. Certificates If the project requires any certifications list them here. Permits and Licenses If the project requires any permits or licenses list them here. Assumptions Describe the assumptions the proposal is based on. Storyboard Diagrams - Insert a project diagram here if needed. Legal Considerations Describe any legal issues that may need to be addressed. Legal Documents List any legal documents that are applicable to the proposal. Risk Analysis Describe risks involved in the project. Contingencies Describe any contingencies that impact the proposal. Contingency Planning Describe alternate contingency plans.

 Projections Describe any future projections related to the proposal. Project Constraints Describe any constraints that place limits on the project. Customer Support Add customer support available to prospect for the project. (Evaluation Section) Evaluation Describe how the final outcome of the project will be evaluated. Specifications Outline the project specifications. System Requirements State technical system requirements for the project. Performance Requirements State specific performance requirements for the project. Requirements Restate the clients requirements for the project. Documentation Requirements Describe any documentation requirements. Interface Requirements Describe any interface design requirements. Acceptance Criteria Describe criteria to be met for final project acceptance. Measures of Success Describe what would be considered for success of the project. Dissemination Describe how results of the project will be shared with others. (Budget Section) Funding Request Statement of how much funding is being requested. Future Funding Statement of how much future funding may be needed. Budget Information Describe the budget information with more narrative text. Budget Provide detailed description of the company budget. Project Budget Provide detailed description of the project budget. Monthly Budget Provide detailed description of the monthly budget. Annual Budget Provide detailed description of the annual budget. Price List Provide a price list of products and services. Wholesale Price List Provide a wholesale price list of products and services. Retail Price List Provide a retail price list of products and services. Cost Effectiveness Show how the project will be cost effective. Total Cost of Ownership Provide analysis of all costs beyond the scope of the project. Cost/Benefit Analysis Provide an analysis of the costs vs. the benefits. Return on Investment Show the expected ROI of the project. Supplied Material Describe the material the client will supply for the project. Resources Describe resources required for the project. Materials Describe materials required for the project. Equipment Describe equipment required for the project. Hardware and Software Describe computer hardware/software required. Work Order #1 A work order agreement for small projects. Work Order #2 A work order agreement for small projects requiring a deposit. Hourly Services Contract A short contract for providing hourly services. Invoice A standard invoice template. Payment Schedule Describe the payment schedule for the project. Contract and Terms Insert custom contract and terms. Memorandum of Understanding A general agreement form. Financing Provide financing details if you are financing the sale. (Project Summary Section) Recommendations What you are recommending you do for your prospect. Project Summary Restate and summarize the project. Your Company-centered Templates (Qualifications Section) Mission Statement Describe your company mission statement, values and purpose. Credentials Describe your credentials and experience. Capabilities Describe your capabilities and experience. Qualifications Describe your qualifications and unique selling proposition. Quality Control If you have a quality control system describe it here. Case Study If you can show case studies to make your point, add this page. Company History Add your company history to highlight your business. Services Provided Describe the services provided to the client to meet the goals. Consulting Describe the consulting services provided to the client to meet the goals. Products Describe your products to be used which are relevant to this project. Product Visuals Show product shots, graphics or themes.

Additional Services Add additional services which may be useful now or later. Additional Products Add additional products which may be useful now or later. Logistics Describe the logistical details related to the project. Listings Specifically meant for real estate, show the property listings. Comparison Chart Add a chart comparing products, services, competitors, etc. Future Developments Show your commitment to growth. Research and Development Show your companys r&d commitment. Testimonials If you have testimonials from clients, add this page. References If you have good references from clients, add this page. Awards and Achievements If you have received substantial recognition show it here. Portfolio Add your portfolio page showing only your best work. Accreditations Describe your accreditations achieved. Certifications Describer your certifications achieved. Geographic Information Describe physical location details. Facilities Add information about your companys facilities available for the project. Company Operations Describe your companys operations. Process Management Describe how complex processes are managed. Administration Describe your companys administration related to the proposal. Programs and Activities Describe your organizations programs and activities. Strategic Position Describe your companys strategic position in the marketplace. Acquisitions Describe your companys acquisitions. Financial Statement Describe your details of your companys financials in tables. Financial Information Summarize your companys financial information. Balance Sheet Show your companys financial balance sheet for multiple years. Current Year Balance Sheet Show your companys current financial balance sheet. Income Projection Outline your companys projected income. Breakeven Analysis Show your product sales breakeven analysis. Profit and Loss Statement Show your companys profit and loss statement. Current Year P&L Statement Show your companys current profit and loss statement. Cash Flow Analysis Show your companys cash flow analysis. Cash Flow Analysis (3 Year) Show your companys cash flow analysis for 3 years. Startup Capital Show your business startup capital, used when funding a new business. Sources of Funds Show all actual and projected sources of funding for your project. Uses of Funds Show all the uses for the funds you are requesting. Sustainability Show how the business or project will be self-sustaining. Repayment Plan For business plan funding, show your loan repayment plan. Collateral and Guarantees For business plan funding, show your loan collateral. Disclosures If there are disclosures required, show them here. Exit Strategy Describe your companys exit strategy for exiting the business.

Distribution Describe your companys distribution network.

Our Clients Show a list of your companys clients. Constituency Describe the constituency affected by your proposed project. Assets Show your companys major assets. Capital Assets Show your companys major capital assets. Partnerships List your key partnerships with other companys. Sponsors List your key sponsors, used mainly for grants. Investors List your key investors. Advisors List your key advisors. Advisory Board List your advisory board members. Board of Trustees List your board of trustee members. Personnel Describe the personnel assigned to this project. Key Positions Describe key positions for personnel in the project. Customer Service Describe your companys customer service. Subcontracts List any subcontracts you have with others for use on this project. Contractors Describe the contractors you have access to for the project. Legal Eligibility Describe how you are eligible to bid on a government grant. Authorization An authorization to start work form. Tax Status State your companys tax status for grant proposals. Legal Structure State your companys legal structure. Ownership Describe ownership details of the company or project. Litigation Describe any current or pending litigation your company is in. Insurance Add information about any required insurance your company carries. Officers and Board Add details about your officers and board of directors. Board of Directors Describe your board of directors. Executive Bio Add a bio section for your company executives. Resume Add your personal resume or a multi-page team resume. Authors Bio Add a biography of the author for book publishing proposals. Policies Describe any of your policies that are related to this project. By-laws Add your articles of incorporation and by-laws if required. Organizational Structure Show your companys or teams org chart. Appendix Templates Compliance Matrix Add a matrix to identify compliance of clients requirements. RFP Cross Reference If responding to an RFP use this to cross reference them. Standards Compliance List all industry standards your company adheres to. Flow Chart If you have a flow chart to show, add this page. Schematics If your products or services require detailed schematics, include here. Definitions If your proposal requires detailed definitions, include here. List of Acronyms If you use a lot of acronyms, list them here. List of Illustrations If you use a lot of tables and illustrations, add this page.

Benchmark Results If you have technical data for benchmarks, add this page. Reference Material If you reference other resources in the proposal, add them here. Related Documents If you reference other documents in the proposal, add them here. Financial Statements If the proposal requires your financial statements add this page. Credit History If the proposal requires your credit history add this page. Outstanding Debts If the proposal requires your outstanding debts add this page. Disclaimers If adding product/service disclaimers to the proposal, add this page. Warranty If adding a warranty statement to the proposal, add this page. Provisions Compliance Describe how required provisions are complied with. Board Resolution Government grants might need your project related resolutions. Contact Letter Government grants might need a statement of contact with an agency. Letter of Transmittal Similar to a cover letter, sometimes used in government grants. Support Letter Used if you have a letter of support from a third party. Commitment Letter Used if you have a letter of commitment from a third party. Commitment Letters If you have commitments from other companies list them here. Collaboration Letters If you have collaborated with third parties list them here. List of Supporters List others who are supporting this project. Letters of Reference List your letters of reference. Agreements and Contracts List related contracts with other companies. Report Add a report to the proposal (audit report, annual report, etc.) Studies List any independent studies related to the project. Feasibility Study List any independent feasibility studies related to the project. Interviews List any interviews related to the studies. Bonding Documents List any bonding documents required by the project. Committees List the committees active in your company. Federal Forms List any federal forms required by the project. Memberships List any memberships your company is active in. Tab A blank tab divider page for printed and bound proposals. Worksheet A blank placeholder page for government agency supplied worksheets. Supplied Form A blank placeholder page for government agency supplied forms. Appendix A Generic blank appendix. Appendix B Generic blank appendix. Appendix C Generic blank appendix. Appendix D Generic blank appendix. Appendix E Generic blank appendix. Appendix F Generic blank appendix. Appendix G Generic blank appendix. Appendix H Generic blank appendix. Appendix I Generic blank appendix.

 Appendix J Generic blank appendix. Presentation Templates Envelope A standard legal size envelope template with matching graphics. Letterhead A standard size letterhead with matching graphics. Fax Cover Sheet A fax cover sheet with matching graphics. Miscellaneous Templates Blank Templates Stock templates for creating additional custom templates. Follow-up Letter Stock template for requesting a post proposal interview. Follow-up Status Request Letter For requesting the status of a submitted proposal. Miscellaneous Checklists and Spreadsheets Bid / No-Bid Checklist To help you decide if you should bid on a project or not. Grant Proposal Development Checklist For government grant proposals. Proposal Development Checklist For general business proposals. Post-Proposal Analysis Checklist Things to review and learn after submitting. Proposal Status Spreadsheet For tracking the status of your submitted proposals. Task Assignment Progress Report For tracking where proposal related tasks are at.

CD-ROM development contracts Checklists logs Computer systems hardware contracts Contractor employee contracts Contract acceptance signoff Contract exhibits schedules Contract modification Debt credit contracts General work order contracts Graphics printing contracts Human resources templates Intellectual property contracts Internal company plan templates Misc templates Ownership transfer contracts Photography contracts Pre project contracts Reseller agreements Specialty project contracts Web site development contracts Advertising marketing contracts

advertising_marketing_contracts AdvertisingPromotionAgreement.doc AgencyAgreement.doc EmailMarketingAgencyCreativeAgreement.doc EmailMarketingIndividualDesignerCreativeAgreement.doc Email_Marketing_Campaign_Agreement.doc

 PPC_SEOServicesContract.doc cdrom_development_contracts CD-ROM_Australia.doc CD-ROM_Canada.doc CD-ROM_Quebec.doc CD-ROM_UK.doc CD-ROM_US.doc ReplicationAgreement.doc ReplicationQuote.doc checklists_logs PermissionForPhotosLog.xls PermissionForWrittenLog.xls computer_systems_hardware_contracts ComputerConsultingContract.doc ComputerNetwork.doc ComputerSupportContract.doc DataBackupContract.doc contractor_employee_contracts Contractor_Resignation_Agreement.doc EmployeeCopyright.doc Employee_Resignation_Agreement.doc EmploymentAgreement.doc Resignation_Agreement_NonCompete.doc Subcontractor.doc SubcontractorAgreement2.doc contract_acceptance_signoff MilestoneAcceptanceSignoff.doc ProjectAcceptancePartialSignoff.doc ProjectAcceptanceSignoff.doc ProjectAcceptanceSignoff2.doc ProjectAcceptanceSimpleSignoff.doc contract_exhibits_schedules ExhibitA_PaymentTerms.doc ExhibitB_Specifications.doc ExhibitB_WeddingPhotographySpecifications.doc ExhibitC_Materials.doc ExhibitD_Addresses.doc ExhibitE_AdditionalSvcs.doc ExhibitF_ProjectChange.doc ExhibitG_BusinessRequirements.doc Milestones.doc ScheduleA_PaymentTerms.doc ScheduleB_Specifications.doc ScheduleC_Materials.doc ScheduleD_Addresses.doc ScheduleE_AdditionalSvcs.doc ScheduleF_ProjectChange.doc SoftwareRequirements.doc

 SpecificationsDefinitions.doc contract_modification ChangeRequest.doc ContractChange.doc Milestone_Waiver_Agreement.doc debt_credit_contracts ACH_Charge_Authorization_Form.doc ChargebackReversal1.doc ChargebackReversal2.doc CreditApplication.doc CreditCardAuthorize.doc DebtCompromise.doc EquityInvestmentAgreement.doc general_work_order_contracts GeneralContractorWorkOrder.doc General_Services_Agreement.doc HourlyServicesContract.doc ProjectContract_ShortForm.doc RepairEstimateQuote.doc Retainer_Agreement.doc RightOfFirstRefusal.doc RightOfFirstRefusalWithNDA.doc WorkOrder.doc WorkOrder2.doc WorksForHireAgreement.doc graphics_printing_contracts GraphicDesign.doc OrderFormSignagePrinting.doc PrintQuote.doc human_resources_templates ApplicationForEmployment.doc CompanyEquipmentCheckoutForm.doc Company_Vacation_Policy.doc Company_Vacation_Sick_Leave_Policy.doc Domestic_Partnership_Termination.doc DrugAndAlcoholConsentForm.doc EmployeeGrievanceReport.doc EmployeeInjuryReport.doc EmployeePromotionAuthorizationForm.doc Employee_Absence_Report.doc Employee_Demotion_Authorization_Form.doc Employee_Job_Description.doc Employee_Layoff_Notice.doc Employee_Layoff_Notice_Severance.doc Employee_Leave_Request.doc Employee_Peformance_Evaluation.doc Employee_Termination_Notice.doc EmploymentNonDisclosure.doc

 Employment_Offer_Letter.doc Employment_Suspension_Notice.doc HumanResourcesAddendumTemplate.doc Human_Resources_Policy.doc Internet_Usage_Asset_Policy.doc NoticeOfSalaryIncrease.doc PDAUsagePolicy.doc Sexual_Harassment_Policy.doc Statement_of_Domestic_Partnership.doc WirelessNetworkUsagePolicy.doc intellectual_property_contracts AffidavitOfCopyright.doc AffidavitOfCopyrightAndRelease.doc AffidavitOfCopyrightAndReleaseWNonOrigs.doc CopywritingAgreement.doc LinkPermission.doc QuotePermissionFormal.doc ReprintRightsAgreement.doc SyndicationAgreement.doc TestimonialQuotePermission.doc UsageAgreement.doc internal_company_plan_templates DisasterRecoveryPlan.doc SoftwareDisasterRecoveryPlan.doc misc_templates AccountSetup.doc Billable_Services_Reference_Sheet.doc ExpenseReport.xls Invoice.doc StatementOfWork.doc ownership_transfer_contracts AssignDomainName.doc CopyrightTransferShortForm.doc ProjectTransfer.doc Sale_Of_Used_Equipment_Terms.doc WritersCopyrightTransfer.doc photography_contracts AssignmentPhotography.doc AuthStockPhotographyEULA.doc Client_Model_Agency_Photo_Release.doc ModelRelease.doc PhotoCreditWaiver.doc PhotographyAgreement.doc PhotoReprintRightsAgreement.doc PocketPhotoRelease.doc PrintEULA.doc PropertyRelease.doc RFStockPhotographyEULA.doc

 RMStockPhotographyEULA.doc SelfServicePrintEULA.doc Wedding_Photography_Agreement.doc pre_project_contracts AuthorizationToStartWork.doc NonDisclosure_Long.doc NonDisclosure_Short.doc PreContractAgreement.doc reseller_agreements HostingReseller.doc HostingReseller2.doc ResellerAgreement.doc SEOResellerServicesContract.doc specialty_project_contracts HelpDeskAgreement.doc SEOServicesContract.doc TranslationServicesContract.doc VideoMMediaProduction.doc web_site_development_contracts MaintenanceAgreement.doc ProjectContract_Short_AUS_UK.doc ProjectContract_Short_Canada.doc WebDesignContract_Australia.doc WebDesignContract_Canada.doc WebDesignContract_Canada2.doc WebDesignContract_Quebec.doc WebDesignContract_Quebec2.doc WebDesignContract_UKLaw.doc WebDesignContract_USA.doc WebDesignContract_USA2.doc