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Proposal Template

Writings Tips, Tricks and Templates

Learn how to write proposals, business documents and technical documentation. Over 300 Word Tips, Tricks and Tutorials. Download free Word templates, Visio flowcharts and proposal checklists.

 

User Guides

User Guide template - Click here to download

Policy Manual

User Guide template - Click here to download

Download our new template 4 User Guide Templates Policy Manual

Acceptance Test Plan

Case Study Template

   

Employee Handbook

White Paper Template

Download White Paper Templates

   

Release Notes Template

Grant Template

   

SLA Template

Case Study Template

   

Technical Writing

Business Writing

White Papers

Sales and Marketing Writing

New Templates

Make sure to look at the new Documentation Plan, also known as an information development plan, can help you manage writing projects, especially those that span several months and require input from different writers, editors, and reviewers. [5 Steps to Documentation Plan Success]

Also, get the latest Standard Operating Procedure templates Download our new template and the Documentation Plan template.

 

Acceptance Test Plan

21 page Word template outlines the steps required to prepare an Acceptance Test Plan, ensuring that all components of the system are tested. [Read More]

Acquisition Plan

Template addresses activities such as acquisition of hardware, software, and infrastructure services, evaluation and award criteria, defining acquisition dates, specifications, and contract management. [Read More]

Action Plan

Use this template to capture what you are going to accomplish in your business over a specified period of time. [Read More]

Business Plan

Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit and Loss Projection, Balance Sheet, Break-Even Analysis, and Exit Strategy. [Read More]

Business Case

22 page Word template includes sections on the Business Need, Current Process & Services, Expected Benefits, Change Analysis, Cost estimate, Cost/benefit Analysis, and the Project Schedule. [Read More]

Business Continuity Plan

48 page Word template will enable you to recover quickly and effectively from an unforeseen disaster or emergency. It includes checklists, forms, and guidelines that cover all functions required in Business Continuity Planning. [Read More]

Business Requirements

Business Requirements capture the current and future needs of an organization. Business Analysts use this to captures WHAT is required. Software Developers take these requirements and determine HOW these needs will be met. [Read More]

Case Study Templates

Strengthen your marketing toolkit with this Case Study Template Pack. Download 6 Word templates, a case study tutorial, Information Gathering form and a case study checklist. [Read More]

Change Management Kit

This provides the documentation required to control changes to the scope, deliverables and resources within the project. [Read More]

Concept Proposal

The Concept Proposal is the first document to be created in the Software Development Life Cycle. It identifies the need or opportunity to improve a business function by highlighting where strategic goals are not being met or performance can be improved. [Read More]

Configuration Management Plan

The Configuration Management Plan defines the implementation of configuration management of a particular software project. [Read More]

Conversion Plan

The Conversion Plan describes how to convert data from an existing system to another hardware or software environment. [Read More]

Design Document

Use this template to design an application based on the Software Requirement Specifications. [Read More]

Disaster Recovery Plan

This DR Plan includes a 32 page Word template and 7 Excel spreadsheets as well as Business Impact Analysis, Damage Assessment Report and Test Report templates. It describes the IT framework and procedures to be activated in the event of a disaster occurring. [Read More]

Documentation Plan

Use this document plan to set the guidelines for writers to follow when writing technical documentation. [Read More]

Employee Handbook Free Templates

140 topics which can be easily modified to meet your organization's needs. 100 pages of material including sections on Employment Status, Benefit Programs, Timekeeping, Payroll, Harassment, Work Conditions, Disciplinary Actions, IT Policies, and Health and Safety. [Read More]

Expression of Interest

Use this 10-page MS Word template to write an Expression of Interest. The EOI provides a starting point in the overall procurement process. [Read More]

Feasibility Study

Use this template to determine the economic potential and practicality of a project. The Feasibility Study uses techniques that help evaluate a project and/or compare it with other projects. [Read More]

Functional Requirements

This templates describes how to capture the user's business needs by capturing functional requirements and performing task analysis. [Read More]

Grant Template

Use this template to prepare your Statement of Need, Project Goals, Project Description, Budget, Evaluation, and Metrics used to evaluate applications. You also get free Cover Sheet, Cover Letter, and Budget Forms. [Read More]

Installation Plan

This plan is used when installing software, for example at a client's site. It includes the preparation, training, and conversion from existing systems. [Read More]

Invitation To Tender (ITT)

Use this 57-page template to write concise, effective, and comprehensive Invitation To Tenders. Free Expression of Interest template, Clarifications to ITT Queries and Vendor Assessment spreadsheets. [Read More]

Maintenance Plan

This plan describes how to create an maintenance plan for an IT project. It contains details of change control, configuration management, testing and issues. [Read More]

Marketing Plan

Use this template to analyze the competitive environment, develop your product, define promotion, advertising and PR, identify marketing event, and deliver a cohesive plan that become your blueprint to marketing success. [Read More]

Operations Guide

This guide provides tables, charts, and matrices for server monitoring, backups, scheduling tasks, monitoring systems, managing inventory, and performing follow-up reports on outstanding issues. [Read More]

Policy Manual

The Policy Manual contains sample policies, policy checklists, templates and spreadsheets for organizing and maintaining company policies. [Read More]

Project Plan

The Project Plan describes the organization plan, risk plan, test plan, review plan, and installation plan. [Read More]

Project Closure Kit

This helps close your project by handing over deliverables and documentation to the customer, terminating contracts and releasing resources. [Read More]

Project Execution Kit

Enables you to manage time, cost, quality, change, risks and issues during the execution of your project. [Read More]

Project Initiation Kit

Helps start a new project by documenting a business case, undertaking a feasibility study, defining the project scope, and recruiting staff. [Read More]

Quality Management Kit

Templates to assure and control the quality of deliverables. [Read More]

Proposal Forms and Checklists

25 x MS Excel spreadsheets, 25 x MS Word documents, and Project Plan providing you with the logs, forms, checklists, and templates you need to succeed as a Proposal Manager. [More Info and screenshots]

Proposal Template

Use this template writing a business proposal  or responding to an RFP. This template helps demonstrate your level of professionalism; your understanding of the client's needs; how your product and/or services match their requirements; highlights your track record, CVs, references and that you can offer a compelling proposal that stands out. [More Info and screenshots]

Release Notes Templates

Use this when preparing Release Notes for a new application or when updating existing applications. Sections on changes to release notes, New Features, Dropped Features, Fixed Issues, Hotfixes, Known Issues, Limitations & Restrictions, Caveats, and Deployment Instructions. [More Info & screenshots]

Request for Proposal Template

Use this when writing a Request For Proposal (RFP). It helps you prepare concise, effective and comprehensive RFPs that improve your procurement process. This template helps define requirements, approach to payment, and personnel requirements. It also includes sample formats that can be used by Bidders and Suppliers when responding to your RFP. MS Word x 59 pages. [More Info & screenshots]

Security Plan

This provides guidelines to establish system security and privacy requirements. It identifies the current security environment, establishes scope and outlines the activities required for security implementation. [Read More]

Service Level Agreement (SLA) Template

2 x Word templates with 26 pages of material including sections on Scope, Financials, Reporting, Terms and Conditions, Service Level Agreement, and Costs. Includes 3 Excel spreadsheets. [More Info & screenshots]

Software Development Templates

14 MS Word templates including Acceptance Test Plan, Configuration Management Plan, Design Document, Feasibility Study, Functional Requirements, Installation Plan, Maintenance Plan, Project Plan, Test Plan, and Transition Plan. Over 300 pages of Word templates [Read More]

Software Testing Templates

19 x Excel and 37 Word templates. These software testing templates provide you with the logs, forms, checklists, and templates you need to succeed as a QA Manager. Includes Acceptance Test Plan, Action Item Log, Change Control Form, Issue Log, Testing Report, Test Plan, Test Case, Test Script, Unit Test Plan, and UAT Report.  [More Info & screenshots]

Software Requirements Specification (SRS)

29-page Software Requirements Specification, Use Case, Requirements Traceability Matrix and Data Dictionary templates in MS Word. This template helps capture the scope, business objectives, functional and non-functional requirements of the proposed system. [Read More]

Standard Operating Procedures Free Templates

Standard Operating Procedures (SOPs) help government organizations, emergency response operation, and clinical research organization achieve maximum safety and operational efficiency. [Read More]

System Administration Guide

This System Administrator’s Guide will help you deploy, support, and maintain applications in your organization. [Read More]

System Design Document

This template describes how to transform the requirements and the functional design into more technical system design specifications. [Read More]

System Specifications

This template describes the requirements for a system or subsystem and the methods to be used to ensure that each requirement is met. It helps identify the specifications of an IT system and interfaces to other systems. [Read More]

Test Plan

The Test Plan describes the overall approach to development, integration, qualification, and acceptance testing. It describes plans for testing software systems; test environment to be used for the testing; identifies tests to be performed, and provides schedules for test activities. [Read More]

Training Plan

18 page MS Word template and 14 MS Word/Excel forms, checklists, questionnaires, and spreadsheets that capture the scope, requirements, evaluation, delivery method, strategy, dependencies / constraints / limitations, schedule, resources, materials, and training security. [Read More]

Transition Plan

The purpose of this plan is to outline the tasks and activities required to efficiently move a product from one environment to another. [Read More]

Verification and Validation Plan

The Verification and Validation Plan is used to confirm (i.e. verify and validate) that the software product meets the user requirements. [Read More]

Use Case

Includes 12-page Use Case template, 29-page tutorial, Requirements Traceability Matrix, Data Dictionary and 9 Visio templates. [Read More]

User Guides

4 x User Guide templates. Use these templates to speed up your tech writing process, sharpen your presentations and impress your clients. [Read More]

White Papers

5 x Microsoft Word templates includes the major sections required in a standard White Paper: Executive Summary; Business Challenge; Solution Description; Benefits; Technical Specifications; Target Market; Case Studies; Summary. Also includes tutorials on how to write a white paper. [Read More]

Video Tutorials

Our free tutorial videos includes tips and tricks for MS Word, Vista, Windows, Photoshop, Acrobat, Snagit, Camtasia, MadCap Flare, RoboHelp and other titles. [ More Tutorials]

Video Tutorial Introduction to Visio Video Tutorial Add Attachments in Acrobat
Video Tutorial Create Drop Caps in Word Video Tutorial Create Collections in Acrobat
Video Tutorial Create Autolists Video Tutorial Reduce Acrobat File Size

Free Articles for your website

You can print, publish, distribute, and post articles on Klariti.com providing you include the byline with each article. [Get Over 75 Free Article Reprints.



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Project Planning Templates

T e m p l a t e   S h o p

Acceptance Test Plan

Acquisition Plan

Action Plan

Bill of Materials Template

Business Case

Business Continuity Plan

Business Plan

Business Process Design

Business Requirements

Case Study Templates

Change Management Plan

Communication Plan

Concept Proposal

Configuration Management Plan

Conversion Plan

Cost Benefit Analysis

Database Design Document

Deployment Plan

Design Document

Disaster Recovery

Documentation Plan

Employee Handbook

Expression of Interest

Feasibility Study

Functional Requirements

Grant Template

Installation Plan

Interface Control Document

Invitation To Tender

Maintenance Plan

Marketing Plan

Operations Guide

Policy Manual

Project Management

Project Plan

Proposal Template

Proposal Forms and Checklists

Request For Proposal

Release Notes

Risk Management Plan

Service Level Agreement - SLA

Statement of Work

Software Development

Software Testing Templates

Software Requirements Specification

SOPs / Procedure

System Admin Guide

System Boundary Document

System Design

System Specifications

Security Plan

Test Plan

Training Plan

Transition Plan

User Guide Template

Use Case Templates

White Paper Templates

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