SayPro Proposal Review Template

Proposal Review Template
A template for reviewing the proposal and ensuring that all sections meet the client’s requirements and SayPro’s quality standards

Proposal Review Details

Field	Details
Proposal Title	[Insert Proposal Title]
Proposal Reference Code	[Insert Code]
Client/Organization Name	[Insert Client Name]
Proposal Submission Deadline	[Insert Date]
SayPro Project Lead	[Name]
Proposal Drafting Team	[List Team Members]
Reviewer Name	[Your Name]
Review Date	[Insert Date]
Review Status	☐ Pending ☐ In Progress ☐ Completed

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1. General Compliance Check

Ensure that the proposal aligns with client requirements and SayPro’s internal standards.

Review Criteria	Yes/No	Comments/Required Changes
Does the proposal address all client requirements?	☐ Yes ☐ No	[Specify missing elements]
Is the proposal structured according to SayPro’s format?	☐ Yes ☐ No	[Describe inconsistencies]
Are all required sections included and complete?	☐ Yes ☐ No	[List missing sections]
Is the proposal free from grammatical and spelling errors?	☐ Yes ☐ No	[List errors found]
Are all required supporting documents attached?	☐ Yes ☐ No	[Specify missing documents]

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2. Executive Summary Review

The executive summary should be concise, clear, and compelling.

Review Criteria	Yes/No	Comments/Required Changes
Does the executive summary clearly state the project objectives?	☐ Yes ☐ No	[Feedback]
Does it highlight SayPro’s unique value proposition?	☐ Yes ☐ No	[Feedback]
Is the summary concise and engaging?	☐ Yes ☐ No	[Suggestions]

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3. Project Scope & Deliverables Review

Review Criteria	Yes/No	Comments/Required Changes
Is the project scope clearly defined and aligned with the client’s needs?	☐ Yes ☐ No	[Feedback]
Are all deliverables listed and well-detailed?	☐ Yes ☐ No	[Suggestions]
Are exclusions and limitations clearly mentioned?	☐ Yes ☐ No	[Feedback]

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4. Methodology & Approach Review

Review Criteria	Yes/No	Comments/Required Changes
Is the methodology clearly explained and appropriate?	☐ Yes ☐ No	[Feedback]
Are the project phases and milestones well-defined?	☐ Yes ☐ No	[Suggestions]
Are risk management and quality assurance measures included?	☐ Yes ☐ No	[Feedback]

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5. Budget & Pricing Review

Review Criteria	Yes/No	Comments/Required Changes
Is the cost breakdown clear and transparent?	☐ Yes ☐ No	[Feedback]
Does the pricing align with market rates and SayPro’s standard rates?	☐ Yes ☐ No	[Suggestions]
Are payment terms and conditions clearly defined?	☐ Yes ☐ No	[Feedback]
Are additional costs or optional services listed?	☐ Yes ☐ No	[Suggestions]

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6. Team & Resources Review

Review Criteria	Yes/No	Comments/Required Changes
Are the team members and roles clearly outlined?	☐ Yes ☐ No	[Feedback]
Are external vendors or consultants properly identified?	☐ Yes ☐ No	[Suggestions]
Are required resources (e.g., technology, physical space) specified?	☐ Yes ☐ No	[Feedback]

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7. Compliance & Legal Considerations Review

Review Criteria	Yes/No	Comments/Required Changes
Does the proposal adhere to regulatory requirements?	☐ Yes ☐ No	[Feedback]
Are intellectual property and confidentiality clauses included?	☐ Yes ☐ No	[Suggestions]
Are risk factors properly addressed and mitigated?	☐ Yes ☐ No	[Feedback]

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8. Proposal Presentation & Formatting Review

Review Criteria	Yes/No	Comments/Required Changes
Is the proposal well-structured and easy to read?	☐ Yes ☐ No	[Feedback]
Are visuals (charts, graphs, images) appropriately used?	☐ Yes ☐ No	[Suggestions]
Is the formatting (fonts, headings, spacing) consistent?	☐ Yes ☐ No	[Feedback]

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9. Final Evaluation & Approval

Review Status	Action Required	Responsible Person	Due Date
Overall Proposal Quality	☐ Approved ☐ Requires Revisions	[Name]	[Date]
Corrections & Improvements	☐ Grammar & Spelling ☐ Content Enhancement ☐ Formatting Fixes	[Name]	[Date]
Final Approval for Submission	☐ Approved ☐ Requires Further Review	[Approving Authority]	[Date]

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Reviewer’s Final Comments:

[Provide overall feedback on the proposal, including strengths and areas for improvement.]

Approval Section:

Approval Authority	Signature	Date
[Name]	[Signature]	[Insert Date]