Project Proposal and Scope Template

A persuasive, scope-tight creative proposal – deliverables, process, revision rounds, assumptions, three pricing options, usage rights, AI statement and a signed acceptance.

Editable Word document
9
10pages
Guidance notes included
aml consultancy solutions

Creative & agencies

Project Proposal and Scope Template

About this document

What it’s for

A proposal that wins the work and protects you once you have won it. It explains your understanding and approach, then pins down exactly what is included, how many revision rounds there are, what you are assuming, what each pricing option costs and which terms apply, ending with an acceptance the client signs.

When to use it

  • Responding to a brief or enquiry from a new or existing client
  • Designers, photographers, videographers, illustrators, writers and agencies
  • Before issuing an agency Statement of Work or a commission agreement

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • 1. Introduction
  • 2. Our understanding of the brief
  • 3. Our approach
  • 4. Deliverables
  • 5. What is not included
  • 6. Revision rounds
  • 7. Assumptions
  • 8. Timetable
  • Optional extras
  • Estimated third-party costs
  • Payment schedule
  • 10. Usage rights and ownership
  • 11. Our use of AI tools
  • 12. Relevant work and testimonials
  • 13. Terms
  • Before you send – proposal checklist

How to complete it

  • Tailor sections 1 to 3 to the client – reuse the rest
  • Be specific in the deliverables table and assumptions
  • Offer two or three priced options with clear differences
  • Attach or link your terms and get the acceptance signed

Key points to check

  • Make clear which terms apply and that they apply on acceptance
  • State a validity period for prices
  • Say whether usage rights are a licence or an assignment

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Creative & agencies

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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