2. P ROPOSALS
2
•
A special type of analytical report designed
to get products, plans or projects accepted
by others.
•
Proposals are an important job related
writing because its acceptance of
proposals can lead to significant
operational improvements, new business,
additional jobs & safer working conditions.
3. P ROPOSALS A RE …
3
A persuasive message in which a writer
analyzes a problem and recommends a
solution.
The problem maybe:
A need for equipment
Services
Research
Plan of action etc…
4. 4
The recommended solution maybe:
Products
Personnel
A business study
A description of work to be performed
Other outcomes
Proposals are common in business.
They must be clear, concise and meet readers
expectations
5. T YPES
5
OF
P ROPOSALS
External Proposals
Submitted to decision makers outside of an
organization, such as clients & government
agencies.
More formal, often compete for a client’s
business, legally binding.
Form the basis of a contract of approval is
granted, so they are prepared with extreme
care.
Spells out precisely what your company will
provide under specific T & C
6. I NTERNAL P ROPOSALS
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submitted to
organization.
decision
makers
in
one’s
own
Two primary purposes of a proposal is:
to seek approval for a project or course of action
(such as revising recruiting procedures, changing
the company’s training programmes, reorganizing a
department, engaging in a special studies or
adopting a more efficient way of doing something)
To request additional resources (such as new or
upgraded capital assets, human resources or
operating funds.)
7. 7
Solicited Proposals
Prepare in response to a request for proposal.
RFP includes instructions that specify the exact type
of work to performed with guidelines on how &
when the company wants the work completed.
Writers must provide all the requested information &
use the specified format.
8. 8
U NSOLICITED P ROPOSALS
Initiated by organizations attempting
to obtain business without a specific
invitation from a potential client.
Writer makes the first move.
9. I NFORMAL P ROPOSALS
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Generally take the form of letters or memos.
Some corporations or government agencies
encourage or require proposal writers to
submit preproposals.
These are to provide a succinct description of
the project.
The funding agency will then either reject
the proposal or direct the writer to submit a
full proposal.
10. P LANNING P ROPOSAL
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3 steps:
Analyze – Study the situation and
define the problem.
Investigate – Gather primary and
secondary information.
Adapt – Establish a good audience
relationship and choose the right
channel.
11. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
TITLE PAGE:
TABLE OF
CONTENTS
INTRODUCTION
Title
Name of person
submitting
Submitted to
Date
BACKGROUND
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
12. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
LETTER OF TRANSMITTAL:
TABLE OF
CONTENTS
INTRODUCTION
The letter contains
information about the
particular project, Includes
the recipient's address,
your address, a salutation
and closing
BACKGROUND
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
13. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
EXECUTIVE SUMMARY:
TABLE OF
CONTENTS
INTRODUCTION
BACKGROUND
Most important
A comprehensive overview
Summarize the objectives
Procedure
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
14. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
TABLE OF
CONTENTS:
TABLE OF
CONTENTS
INTRODUCTION
BACKGROUND
Main headings
with page no.
List of tables
Figures and
illustrations
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
15. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
INTRODUCTION:
Purpose
Problem
Scope(what boundaries
are you setting to
accomplish your
objectives)
TABLE OF
CONTENTS
INTRODUCTION
BACKGROUND
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
16. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
TABLE OF
CONTENTS
BACKGROUND:
INTRODUCTION
BACKGROUND
Previously work
completed on identical or
related projects
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
17. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
PROCEDURES:
TABLE OF
CONTENTS
INTRODUCTION
BACKGROUND
How will you complete
the project
Steps
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
18. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
PERSONNEL:
TABLE OF
CONTENTS
INTRODUCTION
Personnel arrangements
The company areas
involved
Individual qualifications
BACKGROUND
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
19. FORMAT OF PROPOSAL
(LONG PROPOSALS)
TITLE PAGE
LETTER OF
TRANSMITTAL
EXECUTIVE
SUMMARY
BUDGET:
TABLE OF
CONTENTS
INTRODUCTION
BACKGROUND
Tabular form
“Budget justification”
paragraph
PROCEDURES
EQUIPMENT AND
FACILITIES
PERSONNEL
BUDGET
APPENDIXES
22. FORMAT OF PROPOSAL
(SHORT PROPOSALS)
In the body of your proposal, avoid
writing two or three pages of
unbroken text; rather, use headings
to indicate the separate sections:
23. FORMAT OF PROPOSAL
(SHORT PROPOSALS)
I. Statement of Problem
II. Proposed Project and Purpose
III. Plan of Activities with Deadlines
IV. Evaluation
24. Q UALITIES OF A SUCCESSFUL
24
PROPOSALS
The purpose of the proposal is stated
clearly.
The problem or need is understood
and defined clearly.
The solution is innovative
presented convincingly.
and
25. G ETTING F EEDBACKS FROM
P ROPOSALS
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Once you complete and send the proposal to
your audience, you will naturally expect a
positive response – but not always it will be.
You might get half hearted praised or totally
no comments or serious criticisms.
Learn from these experiences.
If no comments given, it is advisable that you
politely asked if the report has arrived.
26. CONCLUSION
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”People will forget what you said.
People will forget what you did.
But People will never forget How you made them feel..”
” A proposal should be innovative and presented convincingly”