Birgit Kuester December 27, 2021 Proposal
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.
Laser print your document using an easy-to-read typeface. Serif type is much more readable than sans serif. Ten-point is probably a large enough type size unless you know that one or more reviewers has difficulty reading small print-then go up to 11- or 12-point. Do not justify (align) the right-hand margin of your text. True, it looks neater, but it is much harder to read, especially if your printer leaves gaping spaces between words.
The rest of the story. Graphs, charts, line drawings, time lines, and other illustrations help convey information quickly and logically. Include them in your proposal in ways you think they would best clarify and complement the text, being careful not to separate them physically from the material to which they relate. That is, do not place illustrative items in the appendix because that encourages flipping pages back and forth as you are trying to present your case.
All is not lost, however. Obstructionists can be very useful during your presentation because they raise issues and objections that you can effectively respond to and neutralize-especially when you are prepared to do so. Without overplaying or pandering to a troublesome member of your audience, accept criticism appreciatively and graciously and build upon it, emphasizing the positive points you are presenting.
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.
After you have thoroughly described what you want to do and how much it will cost, it`s time to tell the proposal readers all about you in the final section. What makes you or your organization qualified to take on this job? It is not enough to simply say "I can do it" or boast about how smart you are. Keep in mind that it is always best to provide evidence or testimonials from other parties than to do your own bragging. Do you have special Training, Certifications, or Education? Do you have an extensive Company History, a long list of Clients, or years of Experience in the field? Have you won Awards? Do you have Testimonials or Case Studies to offer to show how you have been successful in the past? Include any information that helps persuade the clients that you have the knowledge and professionalism to carry out your proposal promises.