Heike Moeller July 18, 2021 Proposal
As you organize your thoughts, make notes of what you need to include and then sort them into the order in which you intend to address each one during the presentation meeting with your client or supervisor. It is best to sort like with like. That is, do not mix company and departmental backgrounds or personal biographies, credentials, and references with your plan of action. Place such support and historical material-evidence of your capabilities-after the plan that you are suggesting.
Some proposal writers know their field forward, backward, and sideways but are unable to express themselves well in print. If that is your situation, ask for help in writing your proposal. It is always better to collaborate with a competent writer than to risk losing the assignment.
Similarly, if you encounter strong objections to the total cost, ask which parts of the proposal your audience thinks may be beyond its budget. Be prepared for some on-the-spot negotiations that will enable you to eliminate or make substitutions for items that are not deemed essential by your client or supervisor. Going into a proposal presentation without knowledge of alternatives is extremely disadvantageous for you and makes you appear unprepared.
Take care to avoid inadvertently implying commitments for actions other than those specifically stated within your plan. Do not, for example, allow an inference to be drawn that you will supply certain materials, personnel, documentation, training, or ongoing support if you do not intend to do so. Likewise, be cautious during your presentation about committing to oral agreements that are not contained in the written proposal. It is perfectly acceptable-even advisable-to outline both your obligations and those of the individual or company to whom you are submitting your proposal. Better to discuss and agree upon such items at the time of the proposal presentation than to face misunderstandings down the road.
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