Hello. My name is Yuliya Monastyrska. I'm one of the co founders at Get Virtual. So, this video will walk you through the most important part of the project, the proposal. The project proposal is the single most important document when working with the client. The project proposal encompasses the entirety of a project. It outlines the roles and responsibilities of the team as well as the business owner. It provides a timeline of milestones and it outlines the budget, if there is one. You won't be charging the clients that you work with through Get Virtual, so you don't have to worry about the budget at the moment. But it's a very important part to keep in mind for your potential future contract work. Most importantly, the project proposal is a living document. It's not just filled out at the beginning of the project and then forgotten. It allows room for shifts and changes during the projects, all of which have to be recorded. The most important thing to keep in mind is that you should never do anything without first recording it in the project proposal. The project proposal is made up of seven sections. The first section is the problem or need. This section provides a brief description of the problem that the client needs help with. For example, the client might want to expand their business online to sell more products and reach more people. The client's problem or need is collected during the intake interview and the diagnostic interview, if there was one. So the second section is goals and objectives. This section provides the answer to the question upon completion of the project, what will exist and what the purpose will be. This is the section that provides the answer to the client's need or problem. So for example, it could say something like, upon completion of the project, the client will be given a version of a website with an e-commerce page and will be trained on how to edit the website so that they will be able to sell the products online, thus reaching more customers with sales. The client will also have a Facebook business page and an Instagram business account which they will manage with the tool later to market their products and interact with customers, thus reaching more customers with marketing. So as you see, this section provides concrete solutions to the customer's needs which was e-commerce To reach more customers with sales and social media pages to reach more customers with marketing. Make sure that you are not agreeing to do their entire website for them. You are here to create a basic version of a website for them and then train them on how to use WIX so that they can have a solid base to use as a stepping stone to continue editing and improving their website. So then, the third section is the plan. This section provides an answer to the question, how will the project get done and by whom? The answer outlines who will tackle which part of the solution to the client's needs. And don't forget that the client is part of your team. They should have their own responsibilities. As an example, I will use Nada Milkovic as the client and myself as the project manager. This section could say something like, Nada Milkovich is responsible for opening a WIX account and giving Yuliya Monastryska administrative capabilities to the back end access of the website. Nada is responsible for gathering all content that will go on the website such as images and text copy, and sending the content to Yuliya upon the specified date. Yuliya is responsible for creating a WIX website. Yuliya Monastryska will not publish anything to the website without Nada's direct approval. Nada is also responsible for opening a Facebook and Instagram business account as well as a Later account. Yuliya is responsible for providing useful information and training on how to use social media for business marketing. So by the end of this section, the solutions provided in the goals and objectives section should all be outlined with specific people assigned to the specific responsibilities. So then the fourth section is the timeline this is the most important part of the project proposal. It breaks down and allocates all of the tasks as well as setting deadlines for those tasks. It also sets the launch date for the project. So for example by insert date, not a Malkovich will open a Wix account and will give Julia Minister Ska administrative capabilities, the next deadline would be Yulia. Minister sca will send not in Malkovich useful links and information on how to open facebook business page and instagram business account and connect the two as well as how to open a later account and add the facebook and instagram accounts to it. The next milestone is not a milk ceviche will send Julian Minister Ska content. So images and text copy for the homepage of the website. Next not a milk ceviche will open facebook business page and instagram business account and will connect them. She will also open a later account and connect her facebook and instagram accounts to it. The next milestone would be not a Malkovich sending you liam. Minister sca content again, images and text copy for the e commerce page. By next date, Julia has a draft ready for the WIX website. Nada and Yulia meet to discuss potential edits and changes. The next milestone is Julia sending Nada useful information on how to create posts for facebook and for instagram. And by the next date Nada will have created three posts for facebook and instagram and Yulia sends not a useful links and information on how to schedule out those posts using the tool later. By the next date, Julia has the final version of the WIX website ready. Nada and Julia meet to discuss final edits by the next day Julia. Minister sca has finished the final edits and provides training for Nada on how to edit the website so that not a can completely take over and by the next date the project is launched. So note that the deadlines are pretty specific with information on which person is tackling which specific task and by which date, during the meeting with your client, when you're going over the project proposal, make sure that all of the dates are set and meetings are scheduled for the rest of the project. Often something will come out of the blue and a deadline will have to be postponed or a meeting will be missed. That's not a problem at all. However, you have to schedule a new meeting with the whole team and the client to reassess and potentially edit the rest of the dates so that the rest of the deadlines can be followed as is written on the proposal. Another thing that will often happen is that the client will ask for something extra to be done after the project proposal has already been agreed upon. This is called scope creep, scope creep happens when the scope of the project slowly increases. Whenever the client asks for something to be done that is not directly written on the proposal, you have the choice to tell them that you're not able to do it because it's not what you initially agreed to. It's crucial that you do this so that the project does not accidentally last for months without an end in sight. The 5th section is resource needs This section provides the answer to the question what money, equipment, facilities etcetera will be necessary to successfully complete the project. For example, the answer might be a week's business account, facebook and instagram accounts and a later account. The 6th section is cost and payment terms. This section provides an answer to the question. How much is the project going to cost when doing paid work? This section will include how long you think each part of the project is going to take, multiplied by your hourly rate. This is why the timeline section is so important. If the project takes longer than expected then it will cost more and the client will not be happy and might refuse to pay extra. That's why you need to continuously update the timeline and communicate with the client. How many hours have been worked and how many hours are left in the budget. This section also includes other aspects that need to be paid for. For example, a yearly subscription for a Wix website site. The seventh section is partnership expectations. This section highlights how the partnership will work here. You can set expectations for communication work, project scope etcetera. For example, this section can say something like Julia. Minister Ska and not a Malkovich will keep a clear line of communication and answer emails within 24 hours during business days. If a deadline has to be missed by either party, the other person will be notified via email immediately and a meeting will be scheduled to edit the timeline. This section is a space to set standards and expectations for your professional relationship and that concludes the video on how to write a project proposal and put together a project timeline. This was a lot of information, but it's crucial that you understand everything as the project proposal document is the driving factor of your work with a client. Thank you for listening. Yeah.
