1.

Project Objective
Project objective is what you plan to achieve by the end of your project.
This might include deliverables and assets, or more intangible objectives like
increasing productivity or motivation. Your project objective should be attainable,
time-bound, specific goals you can measure at the end of your project.

Project objective is a critical element of project management—without it,

you don’t have a succinct way to communicate your goals before and during the
project, nor do you have a measurable way to evaluate your success after the
project ends.

Example:
 Add five new ways for customers to find the feedback form in-product
within the next two months.
 Increase our company Net Promoter Score (NPS) to 62 by the end of the
quarter.
 Increase click through rate (CTR) engagement on email by 10% by the
end of Q3.
 Obtain 20,000 RSVPs to our virtual event before the closing date for
signups (June 23rd).
 Reduce monthly admin cost by 1% before the end of the year.
 Avery MarCom, Inc.  Amy M. Avery, M.A.Ed.
Freelance Healthcare Writers & Marketing Communications Consultants
919-639-0248 Amy@AveryWrites.com 2015 Wheeler Dr., Angier, NC 27501  well-researched  accurate  on-time 
within budget 

date
Client: Hometown Healthcare Phone: Comment [AMA1]:This detail serves
Project: Website copywriting E-mail: a couple of purposes, but one is to put a
specific (read, “accountable”) person in
Thoracic Group site DRAFT/SAMPLE PROPOSAL the role of being my liaison.
Address:
Dear Name:
Thank you for requesting this project proposal for:
Website copywriting and editing for (Topic) Services Websites: approx. 20-30+ pages (TBD)
Primary Audiences: prospective patients, referring physicians
Secondary audiences: patients’ family members, general consumers
Main Proposal: Work to be performed
• Start-up Meetings and Coordination of initial drafts: to determine tone, style, goals, and processes. Requiring more hours, if desired:
coordination of meetings with IT team, internal staff and others for on-going analysis and streamlining of processes  Site map development:
to identify main pages and sub-pages, to ensure inclusion of major topics and streamline the process  Writing /editing: includes any
interviews, research, writing and two rounds of editing.
• Hyperlinks: to internal WebPages, external websites, ADAM, etc., as appropriate, and confirmation of working links before go-live, if
requested.
• Website review/proofreading prior to going live.
• Other: All mileage, postage, U.S. long distance phone charges, supplies and related customary expenses are included within the estimate.
Other optional components:
• Project Management: Coordination of internal (staff, physicians) input and review of copy, documentation of progress, handing off copy to
hospital team for posting, and related
• Photo/Graphics: Review hospital’s existing graphics library and recommend artwork, graphics and photos for pages, grouped in sets of 3-4
similar pages
Client will supply any available background information relevant to the topic(s), SEO words, internal interview subjects and contact information
(phone, office manager and e-mail, when possible), and style guides, if available. Client will also confirm accuracy and relevance of final copy.
Should the scope of the work change dramatically due either to the client’s reducing the project scope or increasing it to adapt to goals or
challenges not yet identified, the client or I may request a revised proposal/estimate that better reflects such changes. Should the project be killed
(cancelled) before completion, client will pay the writer for work done to date, at an hourly rate of $???. Any travel time is billed at day- or half-
day rate. Rush jobs requiring a seven-business-day or less turnaround time will incur an additional charge of 10%. Net payment is due within 30
days. This document is void if not signed by both parties within 30 days.
Project (See more detailed descriptions above): Fee*
A. Start-up meetings and creation of initial webpage drafts for review $x to y (Range of fees)
B. Development of site map Set fee
C. Copywriting of new pages, 200-300 words each Per page
D. Editing, revising current pages Per page
E. Patient testimonials Set fee per
F. Optional: project management $???/hour
G. Optional: graphic/art/photo review $???/page set
*Fees are adjusted downward for project components that require less time than anticipated
Thank you for the opportunity to assist you with this project. I can begin work immediately upon receipt of a signed copy (scanned or printed)
and 50% payment. I look forward to working with you.

__________________________________________ ____________________________________
name, title date Amy M. Avery, M.A.Ed., Freelance Writer date
Comment [AMA2]: Clients don’t always ask for this much involvement from a writer, of course. But I offer it broken out as a menu. It’s a way make myself more valuable to
them—whether they engage me for this or no
Name: Suzy Sample

Contact Street Address

Information:
City, State, Zip
Phone Number
Email Address

Grant Title: Development of an Enrichment Cluster Program for Springfield

Elementary

Other Examples might include:

• Improving Springfield Elementary through the Schoolwide
Enrichment Model (SEM)
• Developing Teachers’ Capacity to Effectively Utilize the
Renzulli Learning System
• Responding to the Needs of Advanced Readers through the
Schoolwide
Enrichment Model – Reading Framework

Amount Calculate the total cost of your project as documented in the grant
Requested: budget
(Item 3c)

Proposed Start July 13, 2014

Date:
Duration: 2013/2014 Academic Year

1) Executive Summary
Include a one‐page summary of your proposal, highlighting the purpose, goals, and
expected impact of the initiative.

2) Background of the Project

Provide background information for the project, including why this project is
important within the context of your school or district, research that supports the
effectiveness of the initiative, and why this
) Detailed Description of the Initiative a) Project Theory

Goal of the Project Project Activity Expected Outcome or

 Impact
Goal #1: Increase grade a) One representative All teachers within
K‐5 teachers’ from each grade‐level Springfield Elementary
understanding of team will attend School will understand
Enrichment Clusters. Confratute to what Enrichment Clusters
participate in are, how they are
Enrichment implemented, and their
Cluster training.
purpose within the school.
b) Grade level
representatives will
share their learning
with their grade‐level
team members during
schoolbased
professional
development time.

Goal #2: Provide weekly Implement two 8‐week a) All students

enrichment opportunities cycles of Enrichment contribute to student‐
to all Springfield Clusters during the driven products or
Elementary students. 2013/2014 academic year. services in areas of
interest.
b) Students build
friendships and
community with
learners of similar
interests.

Goal #3: Build capacity for a) Collect evaluation Springfield Elementary

ongoing implementation of information at the end School incorporates
Enrichment Clusters of each Enrichment enriched learning
beyond the Cluster cycle to inform experiences that respond
2013/2014 academic year. future program to the interests and
planning. talents of the Springfield
b) Identify and community for years to
catalogue community come.
resources that
contribute to the
richness of Type I, II,
and III
enrichment
experiences within the
Enrichment
Clusters.
 b) Implementation Timeline
Go July Au Sept. Oc No Dec. Ja Fe March Apr Ma Jun
al g. t. v. n. b. il y e
#1 1a: 1b) Provide PD and ongoing support to grade‐level
Confratu teams
te
#2 EC EC Cycle #1 EC Cycle #2
Plannin
g
#3 3a: 3a:
Evalua Evaluati
ti on on
3b) Community resource identification
and cataloguing

c) Budget

Budget Item Sub‐Total Total Cost

One‐week 1,330.00 X 6 7,980.00
registration, room, Teachers (group
and board for rate)
Confratute
Transportation In‐kind 0.00
to/from Confratute
Books and Materials: 36.00 ea.
216.00
• Enrichment
Clusters
Guidebook 500.00 X 2 cycles 1,000.00
• Supplies for
Enrichment
Clusters

Total Budget: $9,196.70

4) Team
Names, titles, and relevant experiences of key project team members.

5) Other Sources of Funding

Acknowledge any other funding sources that will be utilized to support this project.

6) Attachments
• Confratute Brochure http://www.gifted.uconn.edu/confratute
• Research to Support the Schoolwide Enrichment Model
http://www.gifted.uconn.edu/sem/semresearch.html
• List of keynote speakers http://www.gifted.uconn.edu/confratute
3. Examples of resources used on a project
People (human resources)
• Employee
• freelancers
Capital (cost resources)
Technology
• software application
• accounting information system
Material goods (material resources)
▪ Software licenses
▪ Hardware like technical infrastructure such as cabling or switches for the IT
equipment
▪ Equipment or machinery (which you might hire for the life of the project or buy)
▪ Property (again, it might be something you hire for the project such as a temporary
cabin on a building site)

▪
Comment [AMA3]: I waive a deposit
for current clients. I always require it for rush jobs for new clients.(If they’re in a rush, they can figure out how to get the cash to me in advance—and they do.)