[Proposal name]
One-pager · [Your name], [team] · [Month DD, YYYY]
How to use this template
Write the ask first, in one sentence: what you want approved and what it will achieve. A reader who stops after the grey panel should still know what you want.
Make every section support the ask, and keep the whole thing to one page. If it runs over, cut background, not numbers.
Use one number where you can: what the problem costs today, what the proposal costs, the result you expect.
In the cost table, say what the people stop doing meanwhile. In scope and out of scope stop anyone assuming more.
Send it a day before the meeting, so the meeting is for the decision. Delete this box and the example first.
The ask:
Decision needed: from [name], by [date]
Cost:
See an example
The ask: Approve a six-week pilot of self-serve returns in the help center, to cut return-related support tickets by a third before the holiday peak.
Decision needed: From Dana Ruiz, VP Operations, by September 12
Cost: Two engineers and a designer for six weeks, and $3,500 for the shipping-label service
The problem
Who it affects, what it costs, and how you know.
The proposal
In scope:
Out of scope:
Alternative considered:
Why now
Cost and timeline
Item | Estimate | Notes |
People | ||
Money | ||
Time |
How we'll know it worked
Measure:
Today:
Target, and by when:
Risks
Risk | How we'll reduce it or spot it early |
If approved
Owner:
First step:
We'll report back:
Questions to [name] at [email or channel].