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Investment Proposal Example

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Sophie Moench April 26, 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.

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It is to your distinct advantage to follow all the instructions that are available, especially if you must submit your proposal by mail and will not have the opportunity to make a personal presentation. Standard form RFPs enable reviewers to compare apples to apples and oranges to oranges. If a reader must hunt through your document in order to find a critical point, he or she may instead prefer to toss the document aside. After all, the reviewer may think, if this person ca not even follow our directions, how can we expect a satisfactory outcome from the project?

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The purpose of the proposal. Your proposal is a sales tool and should be used as such. It is a declaration of what you plan to do for your client or your supervisor as well as confirmation that you are the right person, department, or company to undertake the project. It should be well thought out, clearly written, adequately illustrated, and professionally presented. Anything less diminishes your chances of obtaining the job. No matter how competent you are and capable of doing the work, the simple truth is that you may not get the opportunity to demonstrate your skills if you prepare and present a proposal that fails to speak well of you.

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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.

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