- Stakeholders are individuals or groups who are interested in the organization’s activities and their results. There are various types of stakeholders who have unique needs concerning the company. Typical examples are customers, investors, workers, suppliers, government, and the public communities.
- Project objectives or goals are what one plans to achieve after the implementation of a project. These results can include assets and deliverables, as well as broader goals such as increasing motivation or productivity. Importantly, the goal of the project should be limited in time, achievable and measurable at the end of implementation.
- The project charter is a document describing the entire project, including its goals, methods of achieving them, and stakeholders. The charter is a crucial step in planning as it is then used throughout the lifecycle of the project.
- Project organization defines the structure of the project, including costs, required tools, deadlines, and key personnel. It provides a set of decisions and arrangements regarding the project realization process, which is then presented to stakeholders.
- Prioritization includes assessing the value of certain projects of the company, coordinating their implementation with the organization’s strategy, balancing the volume of projects, and focusing on projects which are beneficial for the business.
- Global influences are norms, expectations, and rules of functioning established by a state, company, or group of people in a specific area of ​​operation and territory. They are important to consider when planning a project to align the organization’s activities with the various rules within which it exists.
- The project execution is the final stage of project implementation, at which its results are delivered to customers. The main goal of this step is to align the result with the stated objectives of the project.
- The project network plan approach allows to define and visualize the sequence and logic of the tasks performed within the project. The approach focuses on a chronological description of project events.
Specialized applications for creating effective proposals allow work more quickly and accurately. In contrast to word processors, such programs offer fields to add the necessary details. They can also save blocks of content for quick use across different proposals. Moreover, they can be used to customize the finished document, convert it to the required format and send it to the client. Most importantly, the apps help create templates so the user does not forget crucial information to include in the proposal. These programs also automate document submission, customer feedback, and signing. Many useful software packages offer various additional tools. Three such programs are considered below; their features and advantages are described.
- Proposify is proposal software that offers several tools for organizing the project, assigning roles, synchronization with CRM, and using templates and forms for creating documents and their customization. In particular, for proposals, the program provides “automation for fast, error-free sales documents and a more productive sales team” (“Meet your Chief Closing Officer,” n. d.). Among the benefits of the application are automated forms for filling, saving templates, and electronic signatures. The most notable features are collecting statistics on customer responses, automatic reminders, and the ability to work with other documents of the organization in the same application.
- Qwilr claims as its main feature the ability to create interactive proposals, including for mobile devices. To do this, the user can choose “from video to Google Maps to Typeform, calendars, and more” (“Close more deals in less time,” n. d.). At Proposify, the program offers automation, templates, statistics, and customization. However, the main benefit is the ability to synchronize with other project management programs like Salesforce, Xero, and HubSpot.
Proposable is the most concise and simple application for creating proposals. The program offers standard forms, analytics, e-signatures, and collaboration tools. The main benefit is the ability to automatically receive payment after signing proposals (“Proposable features,” n. d.). In contrast with other described programs, Proposable does not provide extensive customization options.
References
Close more deals in less time. (n. d.). Qwilr. Web.
Meet your Chief Closing Officer. (n. d.). Proposify. Web.
Proposable features. (n. d.). Proposable. Web.