| name | draft-proposal |
| description | Convert a brief into a structured proposal — phases, deliverables, effort, timeline, price. Use when estimator is asked to produce a quote. |
Draft proposal
A specific, signable proposal in 30 minutes instead of vague back-and-forth.
Inputs
- The brief (verbal or written)
- Client org slug (existing
wiki/orgs/ entry preferred)
- Constraints (timeline, budget, must-haves)
Steps
- Read or extract the brief; surface anything unclear before estimating
- Decompose into 3-7 phases with named deliverables
- Estimate effort per phase (give a range, not a point)
- Apply rate from
wiki/business/rates.md (or ask if not set)
- Add an assumptions list — what's IN, what's OUT
- Add a timeline (assume 1 working week of effort = 1 calendar week unless told otherwise)
- Draft the proposal markdown
Proposal shape
# Proposal: <project name>
## Summary
[2-3 sentences of what this is]
## Scope
### Phase 1: <name>
- Deliverable: <specific output>
- Effort: <low>-<mid> days
- Approach: <one sentence>
### Phase 2: ...
## Out of scope
- [explicit list]
## Assumptions
- [explicit list]
## Timeline
[Phase 1 -> Phase 2 -> Final delivery; calendar dates]
## Investment
- Phase 1: $X-Y
- Phase 2: $X-Y
- Total: $X-Y
## Acceptance
[How we agree done]
Anti-patterns
- "We can do that" without scoping it
- Padding hours instead of being honest about uncertainty
- Skipping the out-of-scope list (it's the most important part)
