Project Handover Checklist
A professional project proposal that sets out the background, scope, approach, timeline and investment — giving clients the confidence to say yes.
About this resource
This template helps you turn a brief into a persuasive, well-structured proposal. It demonstrates you understand the client's situation, defines exactly what's included and excluded, and justifies your fee by explaining your approach — reducing the risk of scope creep later.
Written with clear prompts throughout, it's easy to tailor to each opportunity.
What's included
- Project overview with background and objectives
- Scope of work, including what is and isn't included
- Your approach and process
- Timeline and client dependencies
- Investment, payment terms and revisions
- Cancellation and next-steps sections
How to use it
Complete each section from your brief and discovery notes, being explicit about inclusions and exclusions to prevent scope creep. Set out your approach clearly, as this is often what justifies your fee.
Send the finished proposal with a validity date, and use the accepted version as the basis for your contract or statement of work.
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