Heike Moeller September 27, 2021 Proposal
Without reading the letter aloud, invite your audience to follow the text as you paraphrase and recap what the letter says. Ask for comments and either respond briefly to them or say that you will discuss their questions later as you reach those points in your presentation. Quickly jot down a note so that you do not forget to do so.
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.
The rest of the story. Graphs, charts, line drawings, time lines, and other illustrations help convey information quickly and logically. Include them in your proposal in ways you think they would best clarify and complement the text, being careful not to separate them physically from the material to which they relate. That is, do not place illustrative items in the appendix because that encourages flipping pages back and forth as you are trying to present your case.
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.
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.
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.
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