One-Page Proposal for Beginners: Lead With the Conclusion So Your Boss Decides in 3 Minutes

Business & Strategy

One-Page Proposal for Beginners: Lead With the Conclusion So Your Boss Decides in 3 Minutes

Beginners who freeze when told to fit it on one page use this beginner template to learn the one-page proposal. A single A4 page covers four parts - conclusion, background and problem, proposal, and impact, cost, and schedule - so your boss can read it and decide in three minutes. The whiteboard holds the four-part skeleton, three ways to phrase your conclusion, a guide to how much fits on the page, the three questions you'll be asked (why now, how much, who) with room to answer, five steps for the writing order, and a pre-send check. The task board runs five columns from gathering material to submitted, opening with four parent tasks - gather material, write it on one page, prepare for questions, and submit for a decision - each split into three subtasks, 16 in all, none started. State the conclusion first, then back it with background, proposal, cost, and schedule, and it stays short. Good for a first internal proposal or shrinking a long document to one page.

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proposal document one-page proposal document writing internal proposal lead with the conclusion
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1. The One-Page Skeleton (These Four ... 2. How to Phrase It (A): The Ask 3. How to Phrase It (B): Options 4. How to Phrase It (C): Report + Dec... 5. How Much Fits on the Page (Don't O... 6. Expected Question 1: Why Now 7. Expected Question 2: How Much 8. Expected Question 3: Who 9. The Writing Order (Fill It In This... 10. Pre-Send Check (Can You Read It i... One-Page Proposal... How to use: (1) W... The conclusion an... The proposal and ... The problem and w... The impact and wh... The conclusion (write it first)e.g. I'd like to move new-hire training online, so please approve it. Background and problem (3 lines max)e.g. Training runs as a 3-day in-person session each time. The venue and travel eat up 8 hours a month, and only 70% of people attend. Proposal (what and how)e.g. Switch 4 of the 6 sessions to recorded video, and keep only the 2 hands-on sessions in person. Impact, cost, and schedulee.g. Impact = cuts travel by 64 hours a year / Cost = $1,300 setup + $130 a month / Schedule = starts in April, results checked in June Form: I'd like to ___, so please approve it. e.g. I'd like to move training online, so please approve it. Use this when there's exactly one thing you need done. Always name what you need decided (approval, budget, or people). Form: there's option A and option B; I recommend A. e.g. There's outsourcing or doing it in-house; I recommend in-house since it's cheaper. Use this when you want to leave room for a choice. Name the one option you recommend (don't just list them). Form: ___ is happening. Please decide on ___. e.g. Applications are at 60% of last year. Please decide whether to change how we recruit. Use this when you need them to know the facts first. End with exactly one point you need them to decide. How much texte.g. Keep the body to around 200-300 words, 20 lines max, so it fits on one A4 page without shrinking the font. What to cut firstCut in this order: preamble, then fine detail steps, then background detail. Keep the conclusion, numbers, and schedule until the very end. How to answer: state in one line what happens if you delay. e.g. It needs to be decided by February to be ready for new hires in April. Back it up with a number showing the cost of waiting. How to answer: state the total and the breakdown in dollars. e.g. $2,080 in year one ($1,300 setup plus $130 a month for 6 months). Have one cheaper fallback ready, e.g. a single trial run for $200. How to answer: name who owns it and how their workload will shift. e.g. One person from HR will free up 4 hours a month from in-person training prep. If no new hire is needed, add one line explaining why. Step 1Write the conclusion in one lineState what you need decided first. Don't give the reasons yet. Step 2Add background and problem in 3 linesKeep only facts the reader doesn't already know. Cut anything they already know. Step 3Write the proposalSay what and how in 1-2 lines. Skip the detailed steps. Step 4Write impact, cost, and scheduleGive impact as a number, cost in dollars, and schedule down to the month. Step 5Prepare answers to expected questionsBe ready to answer why now, how much, and who out loud. Can you read it aloud in 3 minutes?If it runs long, cut the preamble and detailed steps first. Keep the conclusion and numbers until the end. Is the conclusion on line one?e.g. If line one starts with "here's an update," rewrite it. Are there real numbers?If impact, cost, or schedule still says "a lot" or "as soon as possible," go find the actual number.
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Task board contents

Gathering material 16 items

Gather material
Write on one page
Prep for questions
Submit for decision
State the ask
Collect the facts
Check cost and dates
One-line conclusion
3 lines of context
Impact, cost, timing
Answer "why now"
Answer "how much"
Answer "who does it"
Test the 3-min read
Boss reads it
Log the decision

Drafting 0 items

Revising 0 items

Manager review 0 items

Submitted 0 items

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