Sophie Moench November 9, 2021 Proposal
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.
Break up gray pages of solid type with bullets and lists that draw the reader`s eye to important points. Keep margins fairly wide (1½" is sufficient) to enable your audience to make notes. Number the pages so that you can easily direct your listeners to particular information.
Summarize up front. Begin your proposal with an executive summary, preferably one that is no more than one page in length. Obviously, it is much easier to write the summary after the proposal is complete; doing so at the outset generally means extra work making revisions later on. In all likelihood your direction will change somewhat as you construct the document`s various parts.
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 It grows stale and out of date before you realize it.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.
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.
Stay away from artsy typefaces and fonts and complicated page layouts. More often than not they only confuse the reader. Many proposal writers nowadays use formatting or desktop publishing programs for page design. Unless you are familiar with page makeup techniques, though, it is best to leave that kind of design to the professionals. And exercise some restraint in using charts and graphs to illustrate every individual item you describe. Sometimes a clearly written explanation works better than a graphic that you had to strain to create.
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