Skip to content

Cart

Your cart is empty

Article: How to Write a Project Proposal: Tips + Tricks

How to Write a Project Proposal: Tips + Tricks

How to Write a Project Proposal: Tips + Tricks

A strong project proposal shows clients and decision-makers that you understand what’s required and know how to deliver. It’s more than just pricing. It sets expectations, communicates professionalism and helps you win work before it goes to someone else.

At CBM, we design editable project proposal templates for construction, trade and service businesses that want to present themselves clearly and confidently. This guide covers what to include and how to structure your proposal to improve your chances of being selected.


What is a Project Proposal?

A project proposal is a short document that outlines what work will be done, how it will be delivered and what outcomes are expected. It helps clients understand your approach before committing to a quote or contract.

Use it to:

  • Respond to tender opportunities

  • Pitch for work with commercial clients or developers

  • Explain the scope of work in clear terms

  • Back up your quote with more context

The NSW Government’s project proposal template is a good reference for understanding formal requirements.


What to Include in a Construction Project Proposal

Our CBM Project Proposal Template is structured for clarity, credibility and conversion. Here’s what to include:

Cover Page

Project name, your business details, logo, contact information and date.

Executive Summary

A short overview of what’s being proposed and why you’re submitting the document. This should be brief but confident.

Project Objectives

List the outcomes your client is expecting. This shows you’ve understood the brief.

Scope of Work

Break down the specific tasks and responsibilities you’ll take on. Use bullet points to keep it skimmable.

Method or Approach

Explain how you’ll deliver the work. Keep it simple but show that you have a plan.

Timeline

Include start dates, finish dates and major milestones. Use a table or visual format if possible.

Inclusions and Exclusions

Clarify what is and isn’t included. This avoids disputes and shows professionalism.

Optional: Budget Summary

You can add a summary here or reference a separate quote. Just make sure there’s no ambiguity around pricing.


Writing and Layout Tips

Be Clear, Not Clever

Avoid buzzwords. Use plain language so the proposal is easy to understand and feels actionable.

Keep Your Layout Professional

Use spacing, icons, headers and visual hierarchy. Our templates are pre-designed to help you achieve this without hiring a designer.

Align with Your Brand

Your proposal should look like your capability statement and quotes. Consistency builds trust and reinforces your identity.


Formats You Can Edit and Send

CBM project proposal templates are available in:

  • ✅ Canva

  • ✅ PowerPoint

  • ✅ Google Slides

  • ✅ Adobe InDesign

  • ✅ Figma

You can export to PDF and attach it to emails, submit it with tenders or use it as part of a pitch pack.


Mistakes to Avoid

  • Being too vague in your scope

  • Leaving out a timeline or assumptions

  • Skipping brand elements like logos or fonts

  • Writing paragraphs when a table or bullet list would work better

The easier your proposal is to read and approve, the more likely it is to move forward.


Why Project Proposals Work in Construction

In construction and trade, many competitors are quoting without clarity. A project proposal lets you step forward as the business that’s organised, prepared and professional.

It’s not just about price. It’s about giving clients a clear path to work with you.


Ready to Build Yours?

Our CBM Project Proposal Template helps you get your ideas across clearly and gives your business an advantage from the start.

You’ll get:

  • ✅ A structured, editable layout made for construction

  • ✅ Files in Canva, PowerPoint, Google Slides, Adobe InDesign and Figma

  • ✅ Space for scope, method, timeline, terms and more

  • ✅ A clean design that aligns with your other CBM documents

👉 Download your project proposal template and make your next proposal easier to approve.


Want Help Writing It?

Our Brand Voice Assistant GPT can help you write in a consistent tone across your documents.

👉 Use the Brand Voice Assistant GPT

No cost. No form. Just tools to help you move faster.