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Claudia Eggers June 7, 2021 Proposal

If the proposal is more than 10 pages long, include a page-specific table of contents as a guide for the reader. After describing the problem and plan that are the bases for your proposal, follow those portions with references; biographies of the principals who will be involved in the task; a client and project list; credentials, licenses, and certifications; perhaps a glossary of terms; a list of illustrations; and any other supporting information.

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If your presentation is going to be relayed to other persons by a member of the initial audience, make certain that person thoroughly understands every word you say. Ask if he or she would like any additional information to help with the later retelling of your plan.

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After determining that you have the attention of everyone present and there are no obstructions to proceeding, lead the group into the summary of your plan. Again, recap the points you intend to cover and ask for questions, responding in the same way as above.

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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.

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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.

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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.