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Heike Moeller January 13, 2022 Proposal

The very first page of your proposal package should be a Title Page--just name your proposal something appropriate, like "Advanced Science Seminars Offered for the Jacobi School Gifted Program" or "Proposal to Create a New Charter School in the West Valley School District." Next, if your proposal is long and detailed, you may want an Executive Summary or Client Summary Page, which is a summation of the most important points you want to make, and a Table of Contents to help readers easily see the contents and navigate through the proposal. That is all for the introduction section.

Try to avoid using jargon, acronyms, and insider terms. Instead of making you sound more intelligent and knowledgeable, they can obstruct the communications process and produce a contrary effect. For example, although you feel sure your audience knows what you are talking about, there is always the chance that one member of the group reviewing your proposal may misunderstand an expression. Or perhaps he or she may simply never have heard a particular term and is reluctant to ask for clarification. Unbeknownst to you, that person may be someone who ultimately has a strong influence over whether your proposal is accepted or rejected.

Unplating the boiler. Many proposal writers pick up previously written standard wording-often called boilerplate-for portions of their proposals. There`s certainly nothing wrong with such a practice. It saves time and eliminates errors...or does it?

A proposal is nothing more than a tool that you use to get an assignment. It should not be a blueprint for doing the job. After all, you certainly do not want to give away everything you know in your proposal so that your potential client or supervisor can simply pick it up and hand it over to someone else to implement. There is often a fine line between telling what you plan to do and telling how you plan to do it. The most effective proposals march boldly up to that line...and stop.

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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.

Express costs in terms of value rather than simply stating them as prices. That is, mention that a particular component or service may seem expensive, but you have included it because it is the most cost effective course to take and will save money in the long run. By raising the issue yourself, you indicate your expertise and professionalism while deflating potential resistance.