Formal Proposal Format
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Wednesday, 20 February 2008 |
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The formal proposal formats outlined below are similar to most business proposals offered today; you can use them as example for learning. Your proposals should be fairly short, though; if you make them too long, people will skim them and miss some of your more important points.Big companies often prefer formal proposals. Formal proposals typically are in binders and use graphs, pie charts, and lots of visual aids.
- Executive Summery
- Brief Description.
- Situation Analysis: State the client’s needs.
- Client’s or Partner’s Goals.
- Approach: In broad terms, describe the way you will approach the problem.
- Key Factor for Success: Tell why your firm is ideally suited to provide the service.
- Pricing and Cost-Benefit Analysis.
- Scope of the Work. This section defines your roles in a project. For client-based proposals, this section explains the hierarchy of the program. For partnerships, you want to define the scope of the partnership, which includes the partnership’s goals, the role responsibilities of each partners will interact.
- Initial Analysis. You want your clients to understand that you considered many options before selecting the one you feel will work best. These are the options that you can include:
- Approaches Considered.
- Positive and Negatives for Each Approach.
- Approach Selected, with a brief explanation of the benefit or the approach.
- Examples of success for the approach you’re selected.
- Key Targets.
- Performance Goals. List the overall goals, of which there could be two or three, plus targets within those goals.
- Other Goals. This could include items the client has specified in your initial discussion.
- Positive and Negatives for Each Approach.
- Approach Selected, with a brief explanation of the benefits or the approach.
- Examples of success for the approach you’ve selected.
- Key Components. List the major items or actions that you will provide based on the proposal to the client.
- Areas of Special Expertise. Explain the specialized and preferably, unique expertise that your company has in any of the key components. This section should show why you are ideal supplier.
- Pricing or (for a joint cooperation or partnership proposal) Resources Committed.
- Cost-Benefit Analysis. Demonstrate why the benefits out weigh the costs.
- Implementation.
- Client-Provider Interaction. Provide an overview of how the companies will work together.
- Action Timetable.
- Deliverables.
- Resources Provided. Specify for both parties such things as access to customer lists, engineering drawings, utilization of office space, or other sources.
- Responsibilities. Specify for both parties. This is an especially key section if you are proposing a joint cooperation or partnership agreement.
- Project Team Members. Provide a paragraph on each member and include full resume in the attachments.
- Pricing.
- Warranties or Guarantees (if offered).
- Cost/Benefit Analysis.
- List of Past Projects and References.
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Last Updated ( Friday, 29 February 2008 )
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Business Proposals
