Several years ago I created a post about the Best Practices Guide to Digital Marketing. The outline was what I often used when I first met with a company and wanted to provide them with some insight into what I could do for them.
While a lot had changed in the world of marketing since then I’ve recently been working on merging what I want to do and track with marketing but written in a more project management style. The result is a new outline for my proposals, pitches, and a format you’re welcome to use as well.
In the below, I’ve taken what you could use for a Project Management Contract and coupled it with elements of my previous Digital Marketing Plan.
Streamlining Your Request for Digital Marketing Proposal with a Project Management Contract
In the below, I’ve taken what you could use for a Project Management Contract and coupled it with elements of my previous Digital Marketing Plan:
- Functional Purpose of Project
- Quick overview of what the goal(s) of this project entails.
- What does success look like?
- How is success measured?
- Project Requirements
- Identify the specific asks.
- Why are you being hired?
- What are you being hired to do?
- How will you do what you are being hired to do?
- Project Assumptions / Discovery Required
- List requests that are unclear or would require some level of analysis to be completed before a solution could be proposed.
- Out of Scope / Undefined Requirements
- What are some of the things you may not be able to do?
- What won’t you be able to do because of circumstances?
- Processes
- How will you work with the client(s)
- Permissions
- What platforms do you need access to?
- What access level do you need?
- Workflow
- How will requests be handled?
- What is the approval process?
- Availability
- When are you available to work?
- When should the client expect you to be available to them?
- Timelines
- What is the order of the project tasks?
- What should take priority over others?
- How long should this take?
- When does the client need this completed?
- Estimates
- Be clear on the estimates and costs: Discovery, Analysis, Development, Production, QA/UAT, Updates, Project Management and Communications Time, etc.
- Third-Party Requirements
- Will you need to purchase third-party goods or services? This could include stock art, photography, writing, development, etc.
- Contact Information
- Be sure to include your contact information along with the preferred method of contact.
- Payment Options
- List out your payment options and any fees associated with these methods.
- Contract
- Your contract will be unique to your request; however, there are always the following legal areas you will need to have provided.
- Overview
- Agreement
- Payments and Duration
- Authorization
- Non-Infringement
- Policies
- Client Changes
- Disclaimer of Warranties
- Severability
- Intellectual Property
- Timeline
- Cancellation
- Dispute Resolution
- Other Provisions
- Client Services Proposed (Detailed)
- Agreement Signature
- Your contract will be unique to your request; however, there are always the following legal areas you will need to have provided.