Pre-project
Work is identified, scoped at a high level, and estimated in order to win the work. This phase establishes initial assumptions, constraints, and risks, and the agreement that we can deliver the project for the available budget, with the understanding that real scoping and prioritisation will happen once the project starts.
- Phase owner: Account Manager (if existing client) or New Work Team (new client)
- Informed: Projects Coordinator
- Primary Client contact: Account Manager (if existing client) or New Work Team (new client)
Typical activities
- Tender responses, proposals, pitches
- High-level estimates and timelines
- Initial assumptions and constraints
- Early conversations with clients and stakeholders
Deliverables
| Deliverable | Owner | Shared With | Format | When |
|---|---|---|---|---|
| Proposal / Statement of Work | New Work Team / AM | Client + Projects Coordinator | Google Doc or PDF | At phase close |
Templates
| Template | Owner | Audience |
|---|---|---|
| Project proposal starter kit | New Work Team / AM | Internal |
| Lightweight project proposal | New Work Team / AM | Both |
| Support project proposal | New Work Team / AM | Both |
| Proposal estimation sheet | New Work Team / AM | Internal |
| AC Presentation Deck A | New Work Team / AM | Client |
| AC Presentation Deck B (GCloud) | New Work Team / AM | Client |
Tools and platforms
- Google Docs / Slides — brief, proposals and presentations
- Google Docs — initial budget estimation
- Email / video call — client and stakeholder conversations
- Support system (if existing client) - early discussions on requirements
- CRM - [all comms with clients pre-win]
Checkpoint
-
Project objective is clear ↳ Required output: Proposal or SoW drafted, reviewed, and accepted by client
-
Budget and timeline are plausible ↳ Required output: High-level estimate documented
-
Key risks are visible ↳ Required output: Risk notes included in proposal/SoW
-
Project Coordinator + Project Manager are named ↳ Required output: Owner confirmed in writing
If any of these is uncertain, we resolve them before committing further resource.
Last updated: