Claudia Eggers July 2, 2021 Proposal
Write conversationally. Brief but complete should be your goal. Even if your subject is highly technical, imagine that the person to whom you are writing is sitting across the table from you as you write and you are speaking directly to him or her. We are all a little more careful-more formal-when we write than when we speak, but it serves no good purpose to use flowery language and unnecessarily obscure or pretentious terminology. If there is any doubt whatsoever in your mind that a word or phrase might be misunderstood or foreign to your audience, define it. Those persons who are already familiar with the term will not be offended. Write in complete sentences as much as possible, even when listing numbered or bulleted points.
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.
Obstructions and distractions. It`s not unusual for differing opinions and disagreements-sometimes even confrontations-to surface during proposal presentations. Known or unknown to you may be someone in your audience who previously presented or sponsored a similar proposal that was rejected. There may be congenital naysayers who distrust innovation or change of any kind. There may be one or two persons who adopt a show-me! attitude and refuse to believe that an idea worth listening to could ever come from (pick one) an insider, outsider, field representative, corporate staff person, woman, man, engineer, marketing specialist, or...fill in the blank.
Take care to avoid inadvertently implying commitments for actions other than those specifically stated within your plan. Do not, for example, allow an inference to be drawn that you will supply certain materials, personnel, documentation, training, or ongoing support if you do not intend to do so. Likewise, be cautious during your presentation about committing to oral agreements that are not contained in the written proposal. It is perfectly acceptable-even advisable-to outline both your obligations and those of the individual or company to whom you are submitting your proposal. Better to discuss and agree upon such items at the time of the proposal presentation than to face misunderstandings down the road.
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