Now that you have described the problems and challenges your client faces, the next step is to outline your proposed solution. Sit down and think this through. What steps are you going to take to get the client to the positive outcome we described in our Project Understanding?
Write down each task you will complete. There should be several. Also, describe the deliverable for each task. A deliverable is what you will give the client after technical approach and work plan template task is complete. For example, the first task might be a kick-off meeting with the client. This might be a one hour meeting so the client can get to know the team. Each solution is different, so nobody can write this scope for you. Next, you will go through the scope of technical approach and work plan template provided by the client, technical approach and work plan template.
For each task, describe how you will do the task and why you will do it that way. There is a lot you might not know. Are they already using a CRM?
What do they want to accomplish using this CRM? What is their budget? Do they prefer to host this system internally? Will it be a survey? Will it be a face to face meeting or phone call? Then describe the advantages of gathering information this way. If the client has not provided deliverables, you will have to define the deliverable for each task. Outdoor living area plans might also include your recommended CRM and reasoning for this selection.
What tasks you will do A description of your experience or why you are so great. For example, if you design websites, your general philosophy might be that websites should be: Easy for the average person to update Built on an established open source CMS so they can be redesigned easier later. Optimized to show up on the first page of Google for at least one key term Optimized to load the first byte within a second Next, you will go through the scope of work provided by the client.
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