For Internal Use Only
Complete all sections before submitting for approval. Incomplete proposals will be returned without review.
PROPOSAL DETAILS
Date Submitted | |
Proposal Number | |
Submitted By | |
Position / Title | |
Department / Area | |
Restaurant / Branch | |
Project Title |
PROJECT CATEGORY (tick one)
☐ Seating & Capacity ☐ Kitchen ☐ Bar ☐ Technology ☐ Guest Experience ☐ Cost Reduction ☐ Staff Improvement ☐ Delivery & Takeaway ☐ Compliance & Safety ☐ Sustainability ☐ Marketing & Revenue ☐ Other: __________________
PRIORITY LEVEL (tick one)
☐ Urgent — Safety or Compliance Risk ☐ High — Significant Revenue or Cost Impact ☐ Medium — Operational Improvement ☐ Low — Enhancement or Nice-to-Have
SECTION 1 — PROJECT DESCRIPTION
Describe what is being proposed, what will change, what will be added or removed, and how it will function once complete.
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SECTION 2 — CURRENT SITUATION
Describe existing conditions. Include relevant data, observations, or complaints that support the need for this project.
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SECTION 3 — BUSINESS REASON
Why is this project necessary? Tick all that apply.
☐ Increase revenue ☐ Reduce labor costs ☐ Improve guest experience ☐ Improve operational efficiency ☐ Increase seating capacity ☐ Improve safety or compliance ☐ Modernize facilities ☐ Reduce waste or utilities ☐ Increase employee satisfaction ☐ Meet regulatory requirements ☐ Respond to competitor changes ☐ Other: __________________
Additional explanation:
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SECTION 4 — EXPECTED BENEFITS
List all anticipated benefits. Quantify wherever possible.
Benefit Category | Specific Benefit | Estimated Value / Impact |
Revenue | ||
Cost Saving | ||
Operational | ||
Guest Experience | ||
Staff / HR | ||
Compliance / Safety | ||
Environmental | ||
Other |
SECTION 5 — PROJECTED BUDGET
State all costs. Always specify currency.
Expense Item | Supplier / Vendor | Estimated Cost | Currency |
Equipment purchases | |||
Construction/renovation | |||
Contractor/labor fees | |||
Installation fees | |||
Licensing or permit fees | |||
Software/subscription fees | |||
Furniture or fixtures | |||
Staff training costs | |||
Marketing/launch costs | |||
Contingency (10–15% recommended) | |||
TOTAL ESTIMATED COST |
Minimum two supplier quotes recommended for any significant expense. Attach quotes to this form.
SECTION 6 — REVENUE IMPACT ESTIMATE
Complete if this project is expected to generate additional revenue or savings.
Metric | Monthly Estimate | Annual Estimate | Assumptions Used |
Additional revenue | |||
Additional covers served | |||
Additional drinks/items sold | |||
Additional events hosted | |||
Cost savings | |||
Other |
SECTION 7 — RETURN ON INVESTMENT (ROI)
Total Project Cost | |
Expected Monthly Net Benefit / Saving | |
Estimated Payback Period | months |
Estimated Annual Return After Payback | |
Break-Even Date |
ROI calculation method and assumptions used:
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SECTION 8 — OPERATIONAL DISRUPTION ASSESSMENT
Disruption Type | Yes / No | Details and Mitigation Plan |
Construction noise | ||
Temporary closure required | ||
Reduced seating during the project | ||
Staff retraining required | ||
Equipment downtime | ||
Supply or delivery disruption | ||
Guest inconvenience | ||
Health and safety risks during works | ||
Other |
Mitigation summary:
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Preferred implementation period (e.g., closed days, off-peak hours, low season):
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SECTION 9 — PROJECT TIMELINE
Phase | Description | Estimated Start | Estimated End |
1. Planning | Finalizing scope, sourcing quotes | ||
2. Approval | Management/owner review | ||
3. Permits & Compliance | Applications, inspections, sign-off | ||
4. Ordering & Procurement | Placing orders, confirming suppliers | ||
5. Installation / Construction | Physical works or installation | ||
6. Staff Training | Training on new equipment or systems | ||
7. Testing & Commissioning | Testing before full operation | ||
8. Launch / Go-Live | Project fully operational |
Total Estimated Duration: ________________ weeks/months
SECTION 10 — RISKS AND CHALLENGES
Risk | Likelihood (Low / Med / High) | Impact (Low / Med / High) | Mitigation Strategy |
Budget overrun | |||
Supplier or delivery delays | |||
Contractor issues | |||
Permit or regulatory delays | |||
Reduced customer traffic during works | |||
Staff resistance or low adoption | |||
Technology failure or incompatibility | |||
Seasonal timing issues | |||
Currency or import cost fluctuations | |||
Other |
SECTION 11 — ALTERNATIVES CONSIDERED
Alternative Option | Reason Not Recommended |
Repair existing equipment | |
Purchase used or reconditioned equipment | |
Delay to next budget cycle | |
Outsource rather than install in-house. | |
Implement a smaller-scale solution. | |
Do nothing / maintain status qu.o | |
Another alternative considered |
SECTION 12 — COMPLIANCE AND REGULATORY REQUIREMENTS
Requirement | Applicable (Yes / No) | Current Status | Responsible Party |
Building or renovation permit | |||
Health and safety inspection | |||
Fire safety compliance | |||
Liquor or licensing authority approval | |||
Electrical or plumbing certification | |||
Environmental or waste disposal compliance | |||
Accessibility/disability compliance | |||
Local council or zoning approval | |||
Data protection compliance | |||
Other |
SECTION 13 — SUPPORTING DOCUMENTS
Tick all documents attached to this proposal.
☐ Supplier quotes (minimum 2 recommended) ☐ Product specifications or brochures ☐ Floor plans or layout drawings ☐ Photos of current situation ☐ References or case studies ☐ Vendor contracts or agreements ☐ Financial projections or spreadsheets ☐ Permit applications or regulatory correspondence ☐ Staff feedback or customer complaint records ☐ Other: ________________________________________
SECTION 14 — PROPOSER DECLARATION
I confirm that the information provided in this proposal is accurate to the best of my knowledge. I understand that approval is subject to management review and budget availability.
Name | |
Signature | |
Date |
SECTION 15 — MANAGEMENT APPROVAL
Reviewer | Name | Signature | Decision | Date | Comments |
Direct Manager | ☐ Approved ☐ Declined ☐ Pending | ||||
Department Head | ☐ Approved ☐ Declined ☐ Pending | ||||
Operations Manager | ☐ Approved ☐ Declined ☐ Pending | ||||
Owner / Director | ☐ Approved ☐ Declined ☐ Pending | ||||
Finance / Accountant | ☐ Approved ☐ Declined ☐ Pending |
Final Decision:
☐ Approved
☐ Declined
☐ Approved with Modifications
☐ Deferred to Next Budget Cycle
Conditions or modifications required:
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Approved Budget Amount: __________________
Currency: __________________
