The document discusses proposals and their components. It describes how proposals can be informal or formal, solicited or unsolicited, and divided into internal or external categories. Key components of an informal proposal include an introduction, background, schedule, staffing, budget, and authorization. A formal proposal contains additional elements such as a copy of the request for proposal, letter of transmittal, abstract or executive summary, title page, table of contents, and appendix. The purpose of a proposal is to persuasively offer solutions, services, or equipment to solve problems or meet needs.
2. 2
Proposal
Proposals are persuasive offers to
• Solve problems
• Provide services
• Sell equipment.
Proposals
Informal Proposal
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
3. 3
Proposals can be divided into two categories based
on nature of problem.
• Unsolicited proposals:- convince the reader
that a problem exists.
• Solicited proposals:- show that you fully
understand the problem and its ramifications.
Proposal
Proposals
Informal Proposal
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
4. 4
Proposals can also be divided into two categories
differ in length & format.
• Informal Proposal
• Formal Proposal
Proposal
Proposals
Informal Proposal
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
6. 6
Explain why the proposal is being made.
Develop a persuasive “hook.” Suggest excellent
results, low cost, or exclusive resources. Identify a
problem or name a key issue or benefit.
Proposals
Informal Proposal
• Introduction
• Background,
problem.
• Schedule
• Staffing
• Budget
• Authorization
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
Informal Proposal
7. 7
Discuss the significance of the proposal and its
goals or purposes.
This section may include
• Entitled basic requirements
• Most critical task
• Most important secondary problem
Informal Proposal
Proposals
Informal Proposal
• Introduction
• Background,
problem.
• Schedule
• Staffing
• Budget
• Authorization
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
8. 8
Present your plan for solving the problem.
Describe implementation and evaluation.
Outline a schedule showing dates.
Informal Proposal
Proposals
Informal Proposal
• Introduction
• Background,
problem.
• Schedule
• Staffing
• Budget
• Authorization
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
9. 9
Explain the specific credentials and expertise of the
key personnel for the project.
Show that your support staff and resources are
superior to those of the competition.
Informal Proposal
Proposals
Informal Proposal
• Introduction
• Background,
problem.
• Schedule
• Staffing
• Budget
• Authorization
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
11. 11
Ask for approval. Make it easy to reply.
Informal Proposal
Proposals
Informal Proposal
• Introduction
• Background,
problem.
• Schedule
• Staffing
• Budget
• Authorization
Formal Proposals
Reports
Preparing Report
Informal Report
Formal Report
12. 12
Additional Components in Formal Proposal
• Copy of RFP
• Letter of transmittal
• Abstract or executive summary
• Title page
• Table of contents
• List of figures
• Appendix
Proposals
Informal Proposal
Formal Proposal
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
13. 13
Large organizations may have more than one RFP
circulating, identification is necessary.
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
14. 14
• Addresses the decision maker
• Confirms that proposal is as per RFP
• Present major features and benefits of your
proposals
• Includes an offer to provide additional
information.
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of
transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
15. 15
Brief overview of scope of the proposal along with
the hint at resources involved and your solution to
tackle the task
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
16. 16
Include the following items
• Title of proposal
• Name of Organization
• RFP Reference number
• Date of Submission
• Name of Author
• Name of Author’s organization.
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
17. 17
• Includes all headings & their page numbers
• Items that appear before the table of contents
are not listed
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
18. 18
• List includes all figures, all table title & its page
number
• If the proposal contains few figures, the list can
be omitted
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
19. 19
It contains
• Ancillary material of interest
• Resume of principal investigators
• Testimonial letters
• Listing of previous projects
• Technical graphics
Proposals
Informal Proposal
Formal Proposal
• Copy of RFP
•Letter of transmittal
•Abstract or
executive summary
•Title page
•Table of contents
•List of figures
•Appendix
Reports
Preparing Report
Informal Report
Formal Report
Formal Proposal
20. 20
Proposals
• Written offers to solve problems,
provide services or sell equipment
• Must be persuasive
• Requires detective work
• Used to develop customer
relationship
• Used by business buyers to
develop partnership
21. 21
Proposals
• Proposals may be Internal or
External
1. Internal proposal
Internally required by the organization
Propose recommendation to the upper
management
2. External proposal
Most proposals are external
Written for outside the organization
22. 22
Proposals
• Proposals are divided into two
broad category
1. Solicited
• Request for proposal (RFP) by
Government agencies and large
companies
2. Unsolicited
• Individual or organization propose the
solution of the problem