Brigitte Werfel October 22, 2021 Proposal
The summary is not a substitute for the proposal itself. Rather, it is a quick and concise reference to what the proposal contains. Sometimes called an abstract, outline, or précis, the summary is a condensed statement of what the full proposal contains. During a personal presentation, it is useful both as an introduction and a wrap-up. Later on if it becomes necessary to return to the proposal for clarification of certain points, the summary serves as a convenient memory jogger. For these reasons you might consider using bulleted points when formatting your summary.
Depending on what you are proposing, the readers you want to target might be members of a grant committee, potential students, parents of students, teachers, school administrators, a loan committee, or a governmental organization. It is important to consider them carefully, and tailor your information to them. What do they want to know? What concerns might they have? Are there scheduling or budget restrictions? At the very least, this client-oriented section should have a Requirements page that summarizes what they have asked for, or what you believe they need. You may also want pages like Schedule, Deadlines, Limitations, Budget, Goals, Considerations, Special Needs, and so forth, to describe in detail your understanding of what the client needs. This is not yet the time to brag about your proposed program or your organization. Keep this section focused on information about what the client wants or needs.
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.
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?
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