Sophie Moench September 30, 2021 Proposal
Show and tell. Resist, even to the point of seeming obstreperous, all requests to "just mail it to us." Anything short of a face-to-face meeting will inevitably detract from your proposal. After all, your proposal is meant to sell more than your services; it also sells you.
If your presentation is going to be relayed to other persons by a member of the initial audience, make certain that person thoroughly understands every word you say. Ask if he or she would like any additional information to help with the later retelling of your plan.
A word about organizing. Before actually starting to write any part of your proposal, think about what you want to put into it-and what you prefer to leave out. A logical, sequential construction becomes an outline that enables you to move through your oral presentation smoothly and thoroughly, developing both your narrative and your qualifications for the job as you go.
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.
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.
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.