Use this template to track proposal management tasks, including your daily task list (recurring tasks), your to-do list (running task list), and outstanding questions. Also included in this template is a proposal calendar that you can use to track milestones and due dates. If you work as part of a team, you can share the proposal management page—or just the calendar—with your colleagues. Beneath the calendar, we've also added a section where you can save agenda items and meeting notes.
Keep track of your recurring daily tasks, such as the ones below
Add your outstanding action items below
Proposals require gathering information from different resources, including colleagues, funders, and partners. To keep track of your questions and pending responses, note them below, adding their status and who you need to ask or where you need to go to find the answer. Do you need a response by a specific date? Add the deadline to the calendar below.
Add items for your next team discussion
Keep track of what's been discussed by typing your notes below or uploading a copy of your notes from each team meeting. To make it easier to find specific meeting notes, note the meeting date in the heading (or in the file name if it is an uploaded file).
<aside> 💡 Is there a key point or decision you don't want to lose sight of? Use the callout feature to call attention to it! Simply type "/" and scroll down the list of options under Basic Blocks for the callout option.
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