Heike Moeller January 13, 2022 Proposal
If the proposal is more than 10 pages long, include a page-specific table of contents as a guide for the reader. After describing the problem and plan that are the bases for your proposal, follow those portions with references; biographies of the principals who will be involved in the task; a client and project list; credentials, licenses, and certifications; perhaps a glossary of terms; a list of illustrations; and any other supporting information.
More often than not, when you hand a group of people a printed proposal to follow as you make your presentation, someone is bound to turn immediately to the last page to check your cost estimate. Do not put it there. Because cost is only one element of any proposal-along with time, quality of work and materials, and benefits to be derived from the project-present it as such and put it into your plan where it most logically fits. If you choose to indicate individual item costs throughout the proposal, do not forget to include a recap page with complete tallies.
The first relates to the project`s overall goal. If you are clear in your written and oral presentations, your audience will know precisely what accomplishments they can expect to see upon completion of the project. The second question is a little more difficult to answer because you may wish to state incremental and final results without fully revealing your methodology and procedures. Your client or supervisor needs to know what to expect of course. But describing each and every step of your performance may be overkill and, in some cases, could actually jeopardize your winning the contract or assignment.
Keep it simple. Use good quality paper stock-something with a high rag content has the best feel-and avoid colored papers. Rather than highlight, they tend to distract. Stick to eight point five x eleven size and fold flow charts, schematics, organizational charts, graphs, and other illustrations within the proposal itself. Larger sheets are difficult to file and quickly become dog-eared, a tattered appearance that will make your entire proposal look bad. If you are using large plans and drawings, list them as coded illustrations within the text of your proposal and submit them as separate exhibits.
All is not lost, however. Obstructionists can be very useful during your presentation because they raise issues and objections that you can effectively respond to and neutralize-especially when you are prepared to do so. Without overplaying or pandering to a troublesome member of your audience, accept criticism appreciatively and graciously and build upon it, emphasizing the positive points you are presenting.
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.
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