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Project Proposal PPT Template: Problem, Plan, Budget, Ask

A project proposal deck asks decision makers for a yes: the problem and what it costs, the proposed solution and its scope, the plan with milestones, the team and budget, the risks, and the decision you ask for on the last slide.

Get these right

  1. 1Open with the cost of doing nothing, in money or time.
  2. 2A scope slide with 'in' and 'out' columns heads off most objections.
  3. 3Milestones need dates and owners; a plan without them is a wish.
  4. 4The last slide names the decision and the date you need it by.

Structure

The deck opens with these slides, in this order.

  1. 1Project proposalTitle
  2. 2The problemBullets
  3. 3What we proposeBullets
  4. 4ScopeTwo columns
  5. 5Plan and milestonesBullets
  6. 6Team and budgetBullets
  7. 7RisksBullets
  8. 8The decision we ask forClosing

A complete example · 12 slides

Designed by the AI from this brief, exactly as the workbench would design yours:

A proposal to the operations committee for a login self-help page: login problems are 22% of support tickets (about 2,700 a quarter at roughly 6 minutes each); the page covers password reset, locked accounts and two-factor issues, not billing; milestones: content October 20, build November 5, 10% pilot November 15, full launch December 1; team of a writer, a front-end developer and the support lead; budget 40,000 yuan; risks: content falling behind product changes, a pilot too small to measure; decision asked: approve the budget and the December launch.
Login Self-Help Page
A proposal to the Operations Committee · Decision requested: budget and December 1 launch
Speaker notes · Thank you for the time today. This is a proposal for a login self-help page that lets users fix the most common login problems without opening a ticket. I will cover the problem and its cost, what we propose, the scope, the plan, the team and budget, the risks, and the decision we are asking you to make.
The problem
Login issues are our largest avoidable ticket category
2 / 12
Speaker notes · Let me start with why this matters. Login problems are routine, repetitive and almost entirely self-serviceable, yet today every one of them lands on the support desk.
Login problems consume a fifth of support capacity
  • •Login issues make up 22% of all support tickets
  • •About 2,700 login tickets arrive every quarter
  • •Each ticket takes roughly 6 minutes of agent time
  • •That is about 270 agent hours per quarter on routine fixes
  • •Users wait for an agent to do what they could do themselves
3 / 12
Speaker notes · Login issues are 22 percent of our support tickets, about 2,700 a quarter. At roughly six minutes each, that is around 270 agent hours every quarter spent on password resets, locked accounts and two-factor problems. These are the simplest tickets we handle, and the ones users most resent waiting for.
Login tickets are 22% of all support tickets
Login tickets · 22%All other tickets · 78%
  • •Roughly 2,700 login tickets per quarter at 6 minutes each
  • •Every ticket deflected to self-help frees agent time for harder cases
4 / 12
Speaker notes · This chart shows the share of tickets that are login related: 22 percent against 78 percent for everything else. The point is not just volume but the type of work. These are the tickets with the clearest, most repeatable answers, which makes them the best candidates for self-service.
The proposal
A focused self-help page for the three most common login problems
5 / 12
Speaker notes · Now the proposal itself. The idea is deliberately narrow: one page, three problems, done well.
A self-help page that resolves login problems without a ticket
  • •One page linked from the login screen and support entry points
  • •Step-by-step fixes for password reset, locked accounts and two-factor issues
  • •Written and maintained by support, built by front-end
  • •Piloted with 10% of users before full launch
  • •Success measured by the drop in login ticket volume
6 / 12
Speaker notes · We propose a single self-help page reachable from the login screen and the support entry points. It walks users through the three most common problems: password reset, locked accounts and two-factor issues. Support owns the content, front-end builds it, and we pilot it with ten percent of users before launching to everyone. The measure of success is a visible fall in login tickets.
Scope is limited to login, not billing
In scope
  • •Password reset
  • •Locked accounts
  • •Two-factor authentication issues
  • •Links from login and support entry points
Out of scope
  • •Billing questions and payment problems
  • •Account creation and onboarding
  • •Changes to the login system itself
  • •Other support categories
7 / 12
Speaker notes · To keep this deliverable by December, scope is tight. In scope are password reset, locked accounts and two-factor issues, plus the links that get users to the page. Out of scope are billing, account creation, any change to the login system itself, and all other support categories. Those can follow once the page proves its value.
Four milestones from content to full launch in six weeks
  • •October 20: content for all three topics complete and reviewed
  • •November 5: page built and linked from the login screen
  • •November 15: pilot live for 10% of users
  • •December 1: full launch to all users
  • •After launch: compare login ticket volume against the 2,700 baseline
8 / 12
Speaker notes · The plan has four milestones. Content is complete on October 20, the page is built by November 5, a ten percent pilot starts November 15, and full launch is December 1. After launch we compare login ticket volume against the 2,700 per quarter baseline to confirm the effect.
A three-person team and a 40,000 yuan budget
  • •Writer: drafts and maintains the self-help content
  • •Front-end developer: builds the page and entry-point links
  • •Support lead: owns accuracy, pilot review and ticket measurement
  • •Total budget: 40,000 yuan
  • •Budget breakdown by role and item: [figure needed]
9 / 12
Speaker notes · The team is small: a writer for the content, a front-end developer for the page, and the support lead who owns accuracy, reviews the pilot and tracks ticket numbers. The total budget is 40,000 yuan. A line-by-line breakdown is still to be confirmed and will be provided before the budget is drawn down.
Risks and decision
What could go wrong, and what we need from you
10 / 12
Speaker notes · Two risks are worth naming openly, and then I will state exactly what we are asking the committee to decide.
Two risks, each with a mitigation
  • •Risk: content falls behind product changes to the login flow
  • •Mitigation: support lead reviews content after every login-related release
  • •Risk: a 10% pilot is too small to measure a ticket drop
  • •Mitigation: extend pilot size or duration if the signal is unclear
  • •Both risks are reviewed at the November 15 pilot checkpoint
11 / 12
Speaker notes · The first risk is that content drifts out of date as the login flow changes; the mitigation is a standing review by the support lead after every login-related release. The second is that a ten percent pilot is too small to show a clear drop in tickets; if the signal is unclear we extend the pilot's size or duration before full launch. Both are checked at the pilot milestone on November 15.
The decision we ask for
Approve the 40,000 yuan budget and the December 1 launch
12 / 12
Speaker notes · We are asking the committee for two things: approval of the 40,000 yuan budget, and approval of the December 1 full launch following the pilot. With that decision today, content work starts immediately to hit the October 20 milestone. I am happy to take questions.

Names, figures and dates in the example are made up for illustration; pictures were generated.

How it works

  1. 1Open the template: a deck with this structure and the brief appears.
  2. 2Add one line about your case, or attach your notes, spreadsheets or recordings as sources, and press First draft.
  3. 3Edit any slide yourself, or ask the AI to tighten it, chart its figures, add a picture or reorder the deck; download .pptx when it is ready.

Questions

Does the .pptx open in PowerPoint, Keynote and WPS?
Yes. Text, bullets, pictures and speaker notes are ordinary PowerPoint objects, and charts are native charts you can edit there.
Can I use the example as it is?
The example shows the shape; its names and figures are made up. Open the template and give the AI your own facts, and it designs yours in the same shape.
Is it free?
Writing is billed by the tokens used, usually a few credits per deck; a generated picture is 4 credits; the template, the editor and the download cost nothing.