Sophie Moench August 22, 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 It grows stale and out of date before you realize it.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.
The first relates to the project`s overall goal. If you are clear in your written and oral presentations, your audience will know precisely what accomplishments they can expect to see upon completion of the project. The second question is a little more difficult to answer because you may wish to state incremental and final results without fully revealing your methodology and procedures. Your client or supervisor needs to know what to expect of course. But describing each and every step of your performance may be overkill and, in some cases, could actually jeopardize your winning the contract or assignment.
It is to your distinct advantage to follow all the instructions that are available, especially if you must submit your proposal by mail and will not have the opportunity to make a personal presentation. Standard form RFPs enable reviewers to compare apples to apples and oranges to oranges. If a reader must hunt through your document in order to find a critical point, he or she may instead prefer to toss the document aside. After all, the reviewer may think, if this person ca not even follow our directions, how can we expect a satisfactory outcome from the project?
Unless every proposal that goes out of your office is carefully read before it leaves, there is the danger that gremlins will find their way into your document. Boilerplate that contains spaces for different insertions to be filled in as each new proposal is written is particularly accident prone. Failure to change just one ABC Widget Company before submitting a proposal to the XYZ Widget Company can destroy your entire presentation. Not only is it an embarrassing mark of carelessness, but it also may reveal far more about your business than you care to have known.
Keeping the group together is sometimes difficult but always necessary. Just one person who insists upon leafing through the pages and making off-the-point comments and observations can quickly disrupt the flow of your presentation. You might ask him or her to make notes of items for clarification so that you can address each one at the conclusion of your presentation.
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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