Birgit Kuester August 30, 2021 Proposal
Write conversationally. Brief but complete should be your goal. Even if your subject is highly technical, imagine that the person to whom you are writing is sitting across the table from you as you write and you are speaking directly to him or her. We are all a little more careful-more formal-when we write than when we speak, but it serves no good purpose to use flowery language and unnecessarily obscure or pretentious terminology. If there is any doubt whatsoever in your mind that a word or phrase might be misunderstood or foreign to your audience, define it. Those persons who are already familiar with the term will not be offended. Write in complete sentences as much as possible, even when listing numbered or bulleted points.
Show and tell. Resist, even to the point of seeming obstreperous, all requests to "just mail it to us." Anything short of a face-to-face meeting will inevitably detract from your proposal. After all, your proposal is meant to sell more than your services; it also sells you.
Unless every proposal that goes out of your office is carefully read before it leaves, there is the danger that gremlins will find their way into your document. Boilerplate that contains spaces for different insertions to be filled in as each new proposal is written is particularly accident prone. Failure to change just one ABC Widget Company before submitting a proposal to the XYZ Widget Company can destroy your entire presentation. Not only is it an embarrassing mark of carelessness, but it also may reveal far more about your business than you care to have known.
If you choose to use a flip chart, PowerPoint, overhead or slide projector, VCR, computer screen, or some other demonstration aid, practice ahead of time so that your presentation proceeds smoothly. And, of course, check your equipment before the meeting to see that it is functioning properly. In the event you run into trouble with your display tools, do not take more than a minute or so trying to make corrections or you will lose your audience. Instead, be prepared to proceed without audio/visual assistance.