- $27
Proposal Template Bundle
- Download
- 9 files
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For sales outside of the United States, you'll be redirected to payment processor Lemon Squeezy to complete your purchase.
Why use templates?
Save time, effort & money
Customizing templates requires less time and effort than building them from scratch.
With different layouts and the option to download them as Excel or Google Sheets files, this collection of 15 templates can streamline your proposal planning, so you can spend more time designing your project and writing your proposal.
The bundle also saves you money. If purchased separately, the templates would cost more than $75.
Templates can be used in Excel or Google Sheets
15 Templates, 4 Files, 2 Formats
Designed to streamline common proposal management and development tasks, these fully customizable templates collect and manage key information. Depending on the proposal requirements, several spreadsheets may be submitted as-is in the appendices.
7 Templates
Proposal Development Templates
Proposal development task list
Compliance matrix (solicitation summary)
Proposal milestones
Proposal team list roles & responsibilities
An issue tracker
Style sheet
Abbreviation list tracker
3 Templates
Workplan & Staffing Templates
Work plan
Staffing plan
Example (customizable) project work breakdown structure
2 Templates & 1 Example
Proposal Calendar Templates
A 12-month proposal calendar
An example calendar for reference
A list-format calendar
3 Templates
Literature Review Templates
An instruction section to guide the background research
A spreadsheet to collect and summarize the literature
A spreadsheet to identify and track relevant internal files
Video Files
Overview of Templates
Your purchase also includes brief videos that review each of the templates, covering:
Their layout and the rationale for collecting certain information.
How to use and modify the templates.
Files
- 186 Bytes
- 186 Bytes
- 186 Bytes
- 186 Bytes
- 18.1 KB
- 70.7 KB
- 17.9 KB
- 10.5 KB
Video walk-through of each template
To help you integrate the templates into your workflow, your purchase includes four short videos that introduce the templates and how to use them.
- 186 Bytes
Purchase now
Proposal Template Bundle
Included: 15 templates (organized in 4 spreadsheets)
This bundle consists of 4 spreadsheets and 15 templates to help you organize and prepare your next proposal, including templates to summarize the opportunity, develop the proposal calendar, and prepare the work breakdown structure and staffing plan.
Located Outside of the United States?
Located outside of the United States? For tax reasons, you will need to purchase the bundle through another vendor (Lemon Squeezy). After purchase, you will receive a link to access the files on Podia.
About Us
Peak Proposals
Peak Proposals has the goal of helping grant writers and staff at nonprofit organizations build their skills in the areas of identifying potential funders, managing the proposal process, and writing competitive proposals. We have over 20 years of experience working in proposal development and management at universities, international NGOs, and community nonprofits, submitting successful proposals to government agencies and multilaterals including the U.S. Department of Agriculture, U.S. Agency for International Development, the U.S. Department of State, the U.S. Centers for Disease Control and Prevention, the National Institutes of Heath, the National Science Foundation, the U.S. Department of Labor, the Global Fund, the International Fund for Agricultural Development, the World Bank, and the World Health Organization and major foundations including the Ford Foundation, the MacArthur Foundation, the Hewlett Foundation, and the Packard Foundation.
Through our website and affiliated social media accounts, we provide:
Resources to discover funding opportunities;
Tips and tools to help manage the proposal process;
Professional development information for grant writers; and
Courses and eBooks in the areas of prospect research, grant writing, and proposal management.
Frequently asked questions
Please read the Q&A below for more information about the templates.
What templates are included?
You will receive 15 templates grouped thematically across four spreadsheets. The proposal development file includes the following templates: (1) a proposal development task list, (2) a compliance matrix (solicitation summary), (3) a template for summarizing proposal milestones, (4) a proposal team list, (5) an issue tracker, (6) a style sheet reference, and (7) an abbreviation list. The proposal calendar file includes (1) a 12-month proposal calendar, (2) an example calendar for reference, and (3) a list-format calendar. The literature review file includes (1) a template to provide instructions for the research, (2) a template for organizing the literature review, and (3) a template for collecting internal sources. The final work plan and staffing file includes three templates for materials that may be needed for the proposal, such as (1) the work plan, (2) the staffing plan, and (3) the project work breakdown structure.
Is a proposal template included?
We have not included a proposal template because proposal formats vary considerably. You can learn how to create a proposal template in our free course, Proposal Templates 101.
How do I access the files?
After purchase, you will receive a link to create an account or sign in to your existing account. After signing in, you will see the template bundle on your dashboard (click to open, and you'll see the files on the next page).
If you are outside of the United States, you'll need to purchase the templates through another payment provider (Lemon Squeezy). After purchase, you'll receive an email from Podia with instructions for accessing the files.
What is the file type?
The templates are offered as both Excel and Google Sheets files.
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