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Investment Proposal Example

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Sophie Moench April 26, 2021 Proposal

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.

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Summarize up front. Begin your proposal with an executive summary, preferably one that is no more than one page in length. Obviously, it is much easier to write the summary after the proposal is complete; doing so at the outset generally means extra work making revisions later on. In all likelihood your direction will change somewhat as you construct the document`s various parts.

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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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Your proposal is a business document. Do not stick it into a drugstore folder that makes it look like a term paper. Stapling a half dozen or fewer pages together is all right; if the whole document runs longer than that, place it in an appropriately sized three-ring notebook or add stiff front and back covers and bind it. Three-ring, spiral, and plastic comb bindings are inexpensive and allow the book to lie flat when opened.

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