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Scope & Quote

6/8/2015

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Introduction
"Give a person a fish and they will need another fish tomorrow. Teach them to fish and they will never go hungry again."

Many IT project staff, freelancers, consultants contractors will be asked at some stage in their career to prepare a quote for a project or a piece of work. 


This can be done badly or it can be done well.

The quote tool discussed here is a tool that provides knowledge workers, freelancers, sales reps, contractors, project managers a simple cost effective way to price and track project proposals.

The tool solves the problem of being able to quickly estimate the price for a project or task. 

The tool has been developed by the team at zelp which has a strong IP in this field from using the business logic and process to scope and price thousands of technology projects.

This guide explains some of the concepts that help make a successful quote and win new business.


The Problem

Freelancers, knowledge workers, sales and pre sales consultants need to quickly price a piece of work, but have no simple tools.

You need to track your quotes and challenge yourself to keep winning new business.


Product vision


A tool for knowledge workers to quick and accurately price the true cost of delivery of their projects.

The Solution

A straightforward and easy to use tool that prices projects based on 

  • Tasks or work packages
  • Resource costs
  • Allocation per task or work package
  • Profit margin

The tool aligns with standard bottom up best practice project management pricing methodology. For example PRINCE2, PMBOK


New and innovative

The product is unique in that it brings structured project methodology in pricing work packages to a simple and easy to use tool for broad use by all knowledge workers.

Users

  • Freelancers
  • Project managers
  • Knowledge workers
  • Consultants
  • Delivery managers
  • PMO
  • Project Assistants
  • Sales and pre-sales consultants

Features
  • An excel-based costing, pricing, forecasting tool.
  • Stand-alone tool that can be used entirely offline.
  • Once populated with your standard rates can be re used again again, reducing the lead to cash time-line.
  • Simple 6 step process for creating total project cost and sell.
  • Colour coded inputs to guide you through the process.
  • Enter up to 12 work packages (Design, Build, test, Deploy etc).
  • Resource matrix to enter cost rates for resources.
  • Specify standard working day.
  • Enter effort against defined work packages.
  • Add in extra products (for example hardware or 3rd party software)
  • Resource analysis.
  • Cost flow analysis.
  • Internal view (specify sell margin, round up).
  • External or customer view that you can copy into a quote or a statement of work.

More Information

Download the quote tool here

http://www.helpgetitdone.com/store/p11/Project_quote_tool.html
Download the SOW template here
http://www.helpgetitdone.com/store/p7/Statement_of_Work_%28SOW%29_Template.html
Good luck
Thanks for reading.
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