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PROPOSALS 101

By Paul Bednar

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.

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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.