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The Secrets to
Writing a Killer
Proposal
Daniel Schutzmith
Who Am I?
www.graphicdefine.org
www.choppingblock.com
School of Visual Arts
What Is a
Proposal?
What Is a Proposal?

an offering from a seller
to a prospective buyer.
What Is a Proposal?

part of the sales
process.
Why Do a
Proposal?
Why Do a Proposal?

lets our clients know:
• what we will do
Why Do a Proposal?

lets our clients know:
• what we will do
• how we do it
Why Do a Proposal?

lets our clients know:
• what we will do
• how we do it
• how long it will take
Why Do a Proposal?

lets our clients know:
• what we will do
• how we do it
• how long it will take
• how much it will cost
Why Do a Proposal?

lets our clients know:
• what we will do
• how we do it
• how long it will take
• how much it will cost
• what else we can do
Proposal
   vs.
Estimate
NEW BUSINESS DOCUMENTS
Proposal vs. Estimate

ESTIMATE                                        PROPOSAL
    Provides an overview of the project costs       Provides an overview of the project
•                                               •
                                                    process

    1 day to write                                  3 – 5 days to write
•                                               •

    Is meant to establish a sense of cost           Is meant to establish a sense of scope
•                                               •

    Usually contained in 1 page                     Usually contained in multiple pages
•                                               •

    Quantitative                                    Qualitative
•                                               •

    No legal merit                                  No legal merit
•                                               •

    Generally includes a signature of               No signature lines
•                                               •
    acknowledgement (not legally binding)



QUOTE                                           CONTRACT
    Provides an overview of the project costs       Provides an overview of the project
•                                               •
    as related to project scope                     process, project costs, and legal standards
Generally includes a signature of                 No signature lines
•                                                 •
Quote vs. Contract
    acknowledgement (not legally binding)



QUOTE                                             CONTRACT
    Provides an overview of the project costs         Provides an overview of the project
•                                                 •
    as related to project scope                       process, project costs, and legal standards
                                                      that will be followed

    1 – 2 days to write                               5 – 10 days to write
•                                                 •

    Is meant to establish a sense of cost along       Is meant to establish a legal agreement for
•                                                 •
    with scope                                        work

    Usually contained in 1-2 pages                    Usually contained in multiple pages
•                                                 •

    Includes Standard Terms                           Includes Terms & Conditions
•                                                 •

    Legally binding                                   Legally binding
•                                                 •

    Signature line of acceptance of work              Signature line of acceptance of work,
•                                                 •
                                                      terms & conditions
Proposal
Life Cycle
Proposal Life Cycle

1. Interest
Proposal Life Cycle

1. Interest
2. Validation
Proposal Life Cycle

1. Interest
2. Validation
3. Research
Proposal Life Cycle

1.   Interest
2.   Validation
3.   Research
4.   Preparation
Proposal Life Cycle

1.   Interest
2.   Validation
3.   Research
4.   Preparation
5.   Delivery
Proposal Life Cycle




          InValid
         RePreDel
1. Interest
1. Interest

• Informal Request
1. Interest

• Informal Request
• Formal Request
1. Interest

• Informal Request
• Formal Request
• No Request
1. Interest




              Request For
               Proposal
                 (RFP)
1. Interest

RFP usually provides:
•Project Overview
•Deliverables
•Timeline
•Budget
1. Interest

RFP usually provides:
•Technical Reqs.
•Proposal Reqs.
•Judging Criteria
2. Validation
2. Validation




                Scope
2. Validation




                Time
2. Validation




                Cost
2. Validation




          WORKSHEET:
         Quality Triangle
2. Validation




          WORKSHEET:
       RFP Questionnaire
3. Research
3. Research




              WORKSHEET:
               Project
                Scope
4. Preparation
5. Delivery

Proposal Ingredients:
• Cover Page
• Contact Information
• Stake Holders
• Scope
• Objectives
5. Delivery

Proposal Ingredients:
• Target Audience
• Deliverables
• Process
• Milestone Schedule
• Payment Schedule
5. Delivery

Proposal Ingredients:
• Fees
• Strategy
• Company History
• Principal Bios
• Case Studies / Awards
4. Preparation




           WORKSHEET:
          Ingredients of
            a Proposal
4. Preparation




           WORKSHEET:
           Scheduling
4. Preparation




           WORKSHEET:
            Project
            Pricing
4. Preparation



              Microsoft Project




         Studiometry
4. Preparation




         Get a
       Copywriter
4. Preparation




   Use Templates
4. Preparation



           Microsoft Word




                       InDesign
4. Preparation




    Be Organized
4. Preparation




             Avoid
             Bullshit
4. Preparation




          No Sales
           Lines
4. Preparation




          No Spec
           Work
4. Preparation




          Focus on
           Process
4. Preparation




      Don’t Delay
5. Delivery
5. Delivery

Before sending:
• spell check
• proof read
• check schedule
• check costs
• check names / titles
4. Preparation




    Send on Time
4. Preparation




                 PDF
4. Preparation




       Hard Copy
4. Preparation




    Walk Through
4. Preparation




          Answer
         Questions
          Quickly
I. Starting   a Studio : Protect Your Ass(ets)




 http://fitc.graphicdefine.org
The Secret to a Killer
Proposal is.....
Detail

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Secrets to Writing a Killer Proposal