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Claudia Eggers June 7, 2021 Proposal
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.
Do not bind your letter into the proposal itself. It`s all right to clip it to the cover or insert it into an inside pocket of a folder, but it should be loose so that as you begin your presentation, the recipient can hold it in his or her hand. Print the letter on letterhead, preferably a heavy sheet that has a good feel. Address it to your primary contact, the person with whom you will work and to whom you will report. Always sign the letter. You may use your first or full name; it depends upon how personally close you are to the addressee. Do not be presumptuous in making that decision, however; it is safer to err on the side of formality than to presume a familiarity that is not really there.
Watch your language. Nothing kills proposals faster than poor or careless writing. No matter how impressive your technical knowledge, familiarity with the field, or track record, a sloppily prepared proposal can doom your chances for success. Thoughtless and incomplete preparation or an untidy printed proposal reflects negatively on your ability to do the job, suggesting that you may be equally neglectful in your work.
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.
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Sep 10, 2021A proposal is nothing more than a tool that you use to get an assignment. It should not be a blueprint for doing the job. After all, you certainly do not want to give away everything you know in your proposal so that your potential client or supervisor can simply pick it up and hand it over to someone else to implement. There is often a fine line between telling what you plan to do and telling how you plan to do it. The most effective proposals march boldly up to that line...and stop.
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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