Claudia Eggers August 31, 2021 Proposal
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?
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.
Be aware that there may be a hidden audience whom you never see or even know about who reads your proposal after you have made your presentation; the CFO or comptroller who ultimately approves all invoices might be an example. Will that person(s) understand every point it contains without hearing you explain, "What that really means is this..."? Also remember that portions of the text may be read aloud. If a member of your audience asks, "What is our duty here where it says...," he or she should be able to read the passage smoothly without stumbling over a series of stilted phrases or hard-to-pronounce words or sounds.
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.
When the day arrives for your presentation, make sure that all the decision makers will be in attendance. Call ahead the day before and ask whether anyone will not be present. If you know their names, read the list to your primary contact. Because missing persons might later receive the actual attendees interpretation of the meeting in place of your carefully planned presentation, it is best to have everyone in the same room at the same time. If that does not seem to be feasible, ask to reschedule the presentation date until all concerned can attend. Ten o`clock in the morning is usually the most opportune time for an hour-and-a-half to two-hour meeting; Friday afternoon is the least favorable.
Every word processing system includes a spell checker; it is there to be used. But do not depend upon it exclusively; proofread your work before submitting it. The best way to do that is to allow the proposal to sit for a day or two and then to read it aloud. You might also want to ask an associate to go over it before you make your presentation.
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