Writing proposals is both an art and a science. Proposals do not have
to be long, complex documents filled with legalese. The good ones are
short, clear, and concise.
In this article, I'll share the categories
I use when writing proposals.
1. Background
This section explains the reasons for the project, the potential client's
current working environment, and the general objective of your services.
This information is ascertained during the initial meeting with the
potential client.
2. Description
This category states the project's goals and outlines the methodology
to be used. Provide enough information so the potential client can understand
how you propose to perform the project but don't give away the store.
If you provide too much detail, the client will be able to follow your
steps and perform the project without your services.
3. Timeline and Budget
This part communicates the project timeline and cost. Include the project
start and end dates, any milestones, the project's cost, and payment
dates. If you would like, include a requirement for a financial advance as
a condition to commence the project. This method was explained in the
article, "Getting Money Before The Project Commences" and
can be found at http://www.free-agent-information.com/lessons/pmoney.htm.
4. Staff
This area summarizes the qualifications and expertise of each person
that will work on the project. This information is important for two reasons. First, it reminds the
potential client of your credentials. Second, other people in the organization
may read the proposal. This occurs when the proposal has to be approved
by someone else in the organization. This summary dispels any perceptions
or reservations about your expertise and credentials.
5. Proposal Terms
This section explains what is necessary for the proposal to be accepted
and the project to commence.
It contains the length of time the proposal is valid too. A proposal
time limit of three months is acceptable. If a potential client accepts
a proposal after the proposal time frame has expired, create a new proposal.
Finally, make your proposal easy to navigate and write succinctly.
Clear and concise proposals are always better received than those that
are long-winded and complex.
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Copyright 2002 by Paul Bednar. He writes a free newsletter about
the business aspects of freelancing. Each issue contains an
informative article, answers a common question, and shares a
lesson learned. Visit http://www.free-agent-information.com to
subscribe or email mailto:subscribe@free-agent-information.com.
Paul
Bednar. He writes a free newsletter about the business aspects
of freelancing. Each issue contains an informative article, answers
a common question, and shares a lesson learned. Visit http://www.free-agent-information.com
to subscribe or email mailto:subscribe@free-agent-information.com.