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Sophie Moench November 19, 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.

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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.

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If you choose to use a flip chart, PowerPoint, overhead or slide projector, VCR, computer screen, or some other demonstration aid, practice ahead of time so that your presentation proceeds smoothly. And, of course, check your equipment before the meeting to see that it is functioning properly. In the event you run into trouble with your display tools, do not take more than a minute or so trying to make corrections or you will lose your audience. Instead, be prepared to proceed without audio/visual assistance.

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The problem and the plan. The primary section of the proposal describes the problem or project as you see it. That bears repeating: State your understanding of the need and circumstances that prompted your submitting the proposal. Explain the rationale for action. That is, tell your audience what their problem is and why they need your expertise and assistance. Do not assume they know. Define the scope of the undertaking and the solutions and goals you intend to achieve, describing each in terms of discrete objectives.

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Without reading the letter aloud, invite your audience to follow the text as you paraphrase and recap what the letter says. Ask for comments and either respond briefly to them or say that you will discuss their questions later as you reach those points in your presentation. Quickly jot down a note so that you do not forget to do so.

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When the day arrives for your presentation, make sure that all the decision makers will be in attendance. Call ahead the day before and ask whether anyone will not be present. If you know their names, read the list to your primary contact. Because missing persons might later receive the actual attendees interpretation of the meeting in place of your carefully planned presentation, it is best to have everyone in the same room at the same time. If that does not seem to be feasible, ask to reschedule the presentation date until all concerned can attend. Ten o`clock in the morning is usually the most opportune time for an hour-and-a-half to two-hour meeting; Friday afternoon is the least favorable.

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