It Solution Proposal Template

Brigitte Werfel September 10, 2021 Proposal

Boilerplate has a limited shelf life. It grows stale and out of date before you realize it. Absolutely no less often than every six months you should review each one of the sections that you routinely include with your proposals. Do not rely upon an assistant to do this job for you because he or she may not have sufficiently current knowledge. Also, it`s you who are going to make the presentation to your client or supervisor, and, therefore, it`s you who will need to explain erroneous, incomplete, or perhaps even confidential information that somehow crept into your proposal.

As you organize your thoughts, make notes of what you need to include and then sort them into the order in which you intend to address each one during the presentation meeting with your client or supervisor. It is best to sort like with like. That is, do not mix company and departmental backgrounds or personal biographies, credentials, and references with your plan of action. Place such support and historical material-evidence of your capabilities-after the plan that you are suggesting.

More often than not, when you hand a group of people a printed proposal to follow as you make your presentation, someone is bound to turn immediately to the last page to check your cost estimate. Do not put it there. Because cost is only one element of any proposal-along with time, quality of work and materials, and benefits to be derived from the project-present it as such and put it into your plan where it most logically fits. If you choose to indicate individual item costs throughout the proposal, do not forget to include a recap page with complete tallies.

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The very first page of your proposal package should be a Title Page--just name your proposal something appropriate, like "Advanced Science Seminars Offered for the Jacobi School Gifted Program" or "Proposal to Create a New Charter School in the West Valley School District." Next, if your proposal is long and detailed, you may want an Executive Summary or Client Summary Page, which is a summation of the most important points you want to make, and a Table of Contents to help readers easily see the contents and navigate through the proposal. That is all for the introduction section.