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Design Proposal Templates (10)

A design proposal is a service offer made by a consultant to assist a client with their plans, drawings, as well as other functions or aesthetics of a project. It is usually charged hourly ($/hr) with an estimated number (#) of hours the designer thinks it will take to complete. If agreed upon, then the client should sign the proposal or convert it to a design contract, with a retainer payment credited to the hours estimated to be completed.

What Should Be Included (16 Items)

  1. Design Proposal Title Page
  2. Executive Summary
  3. Design Project Description
  4. Design Objectives
  5. Client Methodology
  6. Design Project Scope
  7. Timeline And Scheduling
  8. Design Project Deliverables
  9. Design Project Budget
  10. Design Team Expertise
  11. Client Obligations And Role
  12. Design Project Terms
  13. References And Portfolio
  14. Conclusion
  15. Appendices
  16. Signature Acknowledgment

1. Design Proposal Title Page

Compose a proposal title page that displays items such as the designer or design agency’s name and contact material. Additionally, give the proposal an appropriate title, then present this with the proposal date and author.

  • Title, Your Company Name/Logo, Client’s Name/Logo

  • Project Overview, Your Contact Information

  • Client’s Contact Information, Visual Elements

  • Table Of Contents, Additional Information

  • Confidentiality Statement, Date

2. Executive Summary

Open the proposal with a professional but enthusiastic greeting, then continue to summarize its main points section by section. Showcase all material related to the potential client’s project because this area must entice the client to read.

  • Project Title, Client’s Information, Project Objectives

  • Project Timeline, Budget, Client Responsibilities

  • Scope Of Work, Creative Approach

  • Approval Process, Design Concepts, Design Specifications

  • Communication, Legal Documentation,  Appendices

3. Design Project Description

Discuss the design project’s objectives as well as the client’s current status. Spell out how the project will improve the client’s situation after completion in detail.

  • Project Title, Project Background, Project Objectives

  • Scope Of Work, Creative Approach, Design Specifications

  • Design Concepts, Revisions, Project Timeline

  • Budget, Client Responsibilities, Approval Process

  • Communication, Legal Considerations

4. Design Objectives

Now, spell out the designer’s project goals and address topics such as how challenges will be handled. At the same time, keep the client invested by putting this section’s content in a positive light.

  • Project Title, Project Background, Client Goals

  • Specific Objectives (SMART), Prioritization

  • User Considerations, Timeline, Goals

  • Functional Goals, User Experience (UX) Goals

  • Measurement, Evaluation, Brand Identity Ailignment

5. Design Methodology

Engage in a discussion about the design team’s philosophy as well as its approach to the project. Especially discuss the tools that will be used (i.e., software, modeling tools) and the process for presenting prototypes and mock-ups.

  • Project Discovery, Needs Assessment, Creative Concept

  • Development, Design Prototyping, Review

  • Feedback, Design Refinement, Quality Assurance

  • Testing, Client Collaboration, Project Timeline

  • Delivery, Deployment, Post-Project Support

6. Design Project Scope

Lay out all activities, tasks, communication, and sourcing required for the project while highlighting the design client’s responsibilities. In fact, give a step-by-step guide to how the project will progress.

  • Project Title, Project Objectives, Scope Statement

  • Inclusions, Exclusions, Project Scale, Design Concepts

  • Design Variations, Content, Assets, Constraints/Challenges

  • Timeline, Technical Considerations, Quality Assurance

  • Client Responsibilities, Ownership And Rights

7. Timeline And Scheduling

Deliver a detailed timeline for the design project together with its schedules. Also, assure the client of the contingency measures to keep the timeline integrity intact.

  • Project Benchmarks, Task Descriptions, Start/End Dates

  • Duration, Dependencies, Client Deliverables

  • Feedback Time, Final Delivery Date

  • Payment Milestones, Client Review Points

  • Buffer Time, Communication, Revisions

8. Design Project Deliverables

Describe every design product, material, and service as it will be received together with its intended client receipt date. For example, a 3D rendering of the project, documentation or contracts, and samples are all considered deliverables.

  • Design Concepts, Revisions, Files

  • Branding Materials, Documentation

  • Delivery Schedule, Quantities, Presentations

  • Client Review, Feedback, Approval

  • Exclusion, Owership Rights, Final Design

9. Design Project Budget

Present the entire budget for the design project, itemizing all materials, services, and other relevant costs (i.e., taxes, third-party fees). Also, estimate the total amount billed to the client for the design project.

  • Project Cost, Payment Structure, Payment Methods

  • Cost Breakdown, Additional Costs, Client Responsibilities

  • Late Payment Penalties, Currency

  • Refund Policy, Terms And Conditions

  • Client Confirmation, Signature Line

10. Design Team Expertise

Report the name and credentials of every design team member for the purpose of familiarizing the client. Also, display case studies and portfolios of each team member as a demonstration of the team’s track record.

  • Team Roster, Roles, Member Profiles

  • Industry Reputation, Continued Education

  • Qualifications, Technical Proficiencies/Specialties

  • Third Parties, Subcontractors, Vendors, Partners

  • Past Experience, Collaborations

11. Client Obligations And Role

Inform the design client of their responsibilities, such as allowing the designers access to information and the site. Similarly, ensure the client knows their obligation to communicate and remain consistent with the project objectives.

  • Commitment, Communication, Availability

  • Firm/Prompt Decision Making, Feedback

  • Access To Site/Information, Meetings, Confidentiality

  • Adherence To Schedule, Cooperation

  • Appropriate Notice For Changes

12. Design Project Terms

Provide a complete collection of the agreements as well as the notices required to continue with the project. In fact, consider ensuring the receipt of these legal documents a top priority.

  • Proposal Acknowledgement, Scope, Deliverables

  • Payment Terms, Additional Costs, Cancellation Policy

  • Intellectual Property Rights, Licensing, Usage Rights

  • Revisions, Approvals, Timeline, Delays, Quality Assurance

  • Dispute Resolution, Liability, Governing Law,  Signatures

13. References And Portfolio

Deliver an impressive presentation of the designer or design agency’s references to emphasize the company’s expertise. Additionally, discuss the industry recognition earned by the design team since this section must carry an impressive impact.

  • Portfolio Samples, Project Descriptions

  • Testimonials, Client References, Case Studies

  • Awards, Publications, Recognitions

  • Visual Presentations, Prototypes, Media

  • Recognitions, Project Diversity

14. Conclusion

Review the above proposal, then highlight its attractive features to the client. Also, invite the client to initiate contact and move on to the next step.

  • Summary, Benefits, Alignment

  • Client-Centered Approach, Enthusiasm

  • Invitation To Proceed, Contact Information

  • Intellectual Property Rights, Client Responsibilities

  • Gratitude, Signature

15. Appendices

Attach all documents and media for the above sections because this proposal must be a complete package. Therefore, gather all such remaining material in this section.

  • Portfolio Samples, Project Descriptions

  • Budget Spreadsheets, Samples

  • Images, 3D Renderings, Models

  • Agreements, Legal Paperwork

  • Schedules, Gannt Chart, Timelines

16. Signature Acknowledgement

Sign this proposal on behalf of the design agency since this will add weight to the proposal and assure the client that it is valid for the time mentioned in the timeline. Similarly, the client should accept the design proposal by signature, so a signature area should be left available for them.

  • Signature Line

  • Printed Name

  • Title/Position

  • Signature Date

  • Client Signature Block