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Brigitte Werfel December 2, 2021 Proposal
Do not bind your letter into the proposal itself. It`s all right to clip it to the cover or insert it into an inside pocket of a folder, but it should be loose so that as you begin your presentation, the recipient can hold it in his or her hand. Print the letter on letterhead, preferably a heavy sheet that has a good feel. Address it to your primary contact, the person with whom you will work and to whom you will report. Always sign the letter. You may use your first or full name; it depends upon how personally close you are to the addressee. Do not be presumptuous in making that decision, however; it is safer to err on the side of formality than to presume a familiarity that is not really there.
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?
Because the plan portion represents the meat of your proposal, it should summarize your strategy clearly and include time lines, opportunities for feedback, and provisions both for periodic evaluations and measurement of the end result. Two-way communications are extremely important to the success of most projects and, for that reason, should be built into each procedure and objective. Routine reports and approvals, explicitly provided for within your proposal, will help keep communications open and allay possible concerns during the course of the project. If your project must conform to regulatory standards, tell exactly how tests and verifications will occur. And if time or other constraints are prescribed by outside parties, describe the process you will use to satisfy those requirements.
Stay away from artsy typefaces and fonts and complicated page layouts. More often than not they only confuse the reader. Many proposal writers nowadays use formatting or desktop publishing programs for page design. Unless you are familiar with page makeup techniques, though, it is best to leave that kind of design to the professionals. And exercise some restraint in using charts and graphs to illustrate every individual item you describe. Sometimes a clearly written explanation works better than a graphic that you had to strain to create.
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As you lay out your plan, try to keep in mind a couple of questions that your audience may not ask but will certainly be thinking: "What can we expect as a minimum outcome of your work?" and "What steps will you follow, and how will we know you (and we) are on target?"
Lead, do not read. Do not read to your listeners what they have before them on the printed page and are perfectly capable of reading themselves. Instead, rephrase, paraphrase, and elaborate as you describe the text in terms of concepts, procedures, and strategy. Before beginning your presentation, mark up a copy of your proposal with comments and amplifications of important points. Be cautious, however, about expanding on a topic in such a way that you commit yourself to actions outside the scope of your proposal.
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