Heike Moeller November 24, 2021 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.
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.
Where do I start? After initial pleasantries are out of the way, start your presentation with your cover letter. I is your personal introduction to your audience, evidence that you understand the need for the project you are describing, and your statement that you are the right person or company to do the job. Call attention to the letter, physically take it from the proposal-remember, it should not be bound into the proposal itself-and hold it in both hands in front of you. That`s the cue for everyone else in the room to do likewise. They will do it if you do it.
Cover letter. Because it tells your understanding of the project and states that you are the right person, department, or company to do the job, the cover letter is the most important element of the proposal; it is also the very last item to prepare before you make your presentation. Keep it short, no more than one page. State the problem in a sentence or two and tell what you intend to do about it. Do not forget to express your appreciation for the opportunity to submit your proposal.
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.
Every project proposal contains at least some of these elements, though not necessarily in this order: cover letter, title page, table of contents, credentials and qualifications, statement of the problem and rationale for undertaking the job, goal(s) and supporting objectives, plan of operation, work or product measurement and evaluation, summary, cost, and appendices. How you organize, write, and deliver your proposal is essential to its success.
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