01
Confirm source material is identified and treated as authoritative.
Proposal governance checklist
Proposal Governance Checklist
Proposal governance is the discipline of keeping source boundaries, scope, pricing, legal review, caveats, and client handoff checks visible before a proposal is sent.
Source and facts
Keep source boundaries visible
A governance checklist should make it clear which claims come from source material, which inputs are missing, and which statements need owner review.
02
Flag assumptions, caveats, missing inputs, and client-specific facts for review.
03
Use Plan Preview as an advisory planning checkpoint before drafting; source material remains authoritative.
Commercial review
Separate scope, pricing, and terms
Commercial governance helps prevent scope, deliverables, pricing, and legal boundaries from blending into polished language before they have been reviewed.
01
Review scope, exclusions, dependencies, pricing, and commercial terms before sending.
02
Route legal, security, compliance, and data-processing topics to the right reviewers.
03
Check client handoff, send timing, recipient context, and caveats before delivery.
Visible governance checklist
| Dimension | Checklist area | Review focus |
|---|---|---|
| Source material | Identify authoritative inputs. | Check facts, caveats, and missing inputs before drafting. |
| Scope and assumptions | List deliverables and exclusions. | Review dependencies, limits, and owner decisions. |
| Commercials | Show price and terms. | Keep pricing, timeline, and terms open until reviewed. |
| Handoff | Prepare for sending. | Review recipients, caveats, and final ownership. |
Boundaries
Checklist boundaries
- The checklist does not approve a proposal.
- The checklist does not prove facts.
- The checklist does not verify compliance.
- The checklist does not make pricing final.
- The checklist does not replace human review.
FAQ
Questions before you start
- Proposal governance is the review discipline around source facts, scope, pricing, legal and security topics, caveats, and handoff decisions before a proposal is sent.
- No. It gives review checkpoints, but approval and accountability stay with the proposal owner and relevant reviewers.
