Birgit Kuester December 27, 2021 Proposal
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.
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.
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.
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?
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.
Be aware that there may be a hidden audience whom you never see or even know about who reads your proposal after you have made your presentation; the CFO or comptroller who ultimately approves all invoices might be an example. Will that person(s) understand every point it contains without hearing you explain, "What that really means is this..."? Also remember that portions of the text may be read aloud. If a member of your audience asks, "What is our duty here where it says...," he or she should be able to read the passage smoothly without stumbling over a series of stilted phrases or hard-to-pronounce words or sounds.