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Natasha O'sullivan December 28, 2021 Proposal

Keep it simple. Use good quality paper stock-something with a high rag content has the best feel-and avoid colored papers. Rather than highlight, they tend to distract. Stick to eight point five x eleven size and fold flow charts, schematics, organizational charts, graphs, and other illustrations within the proposal itself. Larger sheets are difficult to file and quickly become dog-eared, a tattered appearance that will make your entire proposal look bad. If you are using large plans and drawings, list them as coded illustrations within the text of your proposal and submit them as separate exhibits.

The summary is not a substitute for the proposal itself. Rather, it is a quick and concise reference to what the proposal contains. Sometimes called an abstract, outline, or précis, the summary is a condensed statement of what the full proposal contains. During a personal presentation, it is useful both as an introduction and a wrap-up. Later on if it becomes necessary to return to the proposal for clarification of certain points, the summary serves as a convenient memory jogger. For these reasons you might consider using bulleted points when formatting your summary.

The problem and the plan. The primary section of the proposal describes the problem or project as you see it. That bears repeating: State your understanding of the need and circumstances that prompted your submitting the proposal. Explain the rationale for action. That is, tell your audience what their problem is and why they need your expertise and assistance. Do not assume they know. Define the scope of the undertaking and the solutions and goals you intend to achieve, describing each in terms of discrete objectives.

Every word processing system includes a spell checker; it is there to be used. But do not depend upon it exclusively; proofread your work before submitting it. The best way to do that is to allow the proposal to sit for a day or two and then to read it aloud. You might also want to ask an associate to go over it before you make your presentation.

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When responding to an RFP, read the guidelines carefully and highlight each qualifying instruction. Make a list of the requirements and check off each one as you complete it. Do not include more information than is requested unless it is absolutely vital to your submission and you have included a full explanation in your cover letter. Likewise, if you are unable to complete all sections of the RFP, include a full explanation of why certain parts are missing. Submit your proposal in its complete and finished form; piecemeal submissions create bad impressions.

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.