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Secrets to Writing a Killer Proposal
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Secrets to Writing a Killer Proposal

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Proposal writing is often seen as a black art that, frankly, often scares and stuns many creative business owners. This session will break down the myths and stereotypes of proposal writing and …

Proposal writing is often seen as a black art that, frankly, often scares and stuns many creative business owners. This session will break down the myths and stereotypes of proposal writing and present a new, fun, and productive approach to getting a proposal done well and on time. We will discuss various proposal formats, examine style, functionality, and contemplate the difference between an proposal vs. contract. Other topics such as scheduling, estimating and handling negotiations will be discussed as well.

Published in: Design, Business, Technology

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  • 1. The Secrets to Writing a Killer Proposal Daniel Schutzmith
  • 2. Who Am I?
  • 3. www.graphicdefine.org
  • 4. www.choppingblock.com
  • 5. School of Visual Arts
  • 6. What Is a Proposal?
  • 7. What Is a Proposal? an offering from a seller to a prospective buyer.
  • 8. What Is a Proposal? part of the sales process.
  • 9. Why Do a Proposal?
  • 10. Why Do a Proposal? lets our clients know: • what we will do
  • 11. Why Do a Proposal? lets our clients know: • what we will do • how we do it
  • 12. Why Do a Proposal? lets our clients know: • what we will do • how we do it • how long it will take
  • 13. Why Do a Proposal? lets our clients know: • what we will do • how we do it • how long it will take • how much it will cost
  • 14. Why Do a Proposal? lets our clients know: • what we will do • how we do it • how long it will take • how much it will cost • what else we can do
  • 15. Proposal vs. Estimate
  • 16. NEW BUSINESS DOCUMENTS Proposal vs. Estimate ESTIMATE PROPOSAL Provides an overview of the project costs Provides an overview of the project • • process 1 day to write 3 – 5 days to write • • Is meant to establish a sense of cost Is meant to establish a sense of scope • • Usually contained in 1 page Usually contained in multiple pages • • Quantitative Qualitative • • No legal merit No legal merit • • Generally includes a signature of No signature lines • • acknowledgement (not legally binding) QUOTE CONTRACT Provides an overview of the project costs Provides an overview of the project • • as related to project scope process, project costs, and legal standards
  • 17. Generally includes a signature of No signature lines • • Quote vs. Contract acknowledgement (not legally binding) QUOTE CONTRACT Provides an overview of the project costs Provides an overview of the project • • as related to project scope process, project costs, and legal standards that will be followed 1 – 2 days to write 5 – 10 days to write • • Is meant to establish a sense of cost along Is meant to establish a legal agreement for • • with scope work Usually contained in 1-2 pages Usually contained in multiple pages • • Includes Standard Terms Includes Terms & Conditions • • Legally binding Legally binding • • Signature line of acceptance of work Signature line of acceptance of work, • • terms & conditions
  • 18. Proposal Life Cycle
  • 19. Proposal Life Cycle 1. Interest
  • 20. Proposal Life Cycle 1. Interest 2. Validation
  • 21. Proposal Life Cycle 1. Interest 2. Validation 3. Research
  • 22. Proposal Life Cycle 1. Interest 2. Validation 3. Research 4. Preparation
  • 23. Proposal Life Cycle 1. Interest 2. Validation 3. Research 4. Preparation 5. Delivery
  • 24. Proposal Life Cycle InValid RePreDel
  • 25. 1. Interest
  • 26. 1. Interest • Informal Request
  • 27. 1. Interest • Informal Request • Formal Request
  • 28. 1. Interest • Informal Request • Formal Request • No Request
  • 29. 1. Interest Request For Proposal (RFP)
  • 30. 1. Interest RFP usually provides: •Project Overview •Deliverables •Timeline •Budget
  • 31. 1. Interest RFP usually provides: •Technical Reqs. •Proposal Reqs. •Judging Criteria
  • 32. 2. Validation
  • 33. 2. Validation Scope
  • 34. 2. Validation Time
  • 35. 2. Validation Cost
  • 36. 2. Validation WORKSHEET: Quality Triangle
  • 37. 2. Validation WORKSHEET: RFP Questionnaire
  • 38. 3. Research
  • 39. 3. Research WORKSHEET: Project Scope
  • 40. 4. Preparation
  • 41. 5. Delivery Proposal Ingredients: • Cover Page • Contact Information • Stake Holders • Scope • Objectives
  • 42. 5. Delivery Proposal Ingredients: • Target Audience • Deliverables • Process • Milestone Schedule • Payment Schedule
  • 43. 5. Delivery Proposal Ingredients: • Fees • Strategy • Company History • Principal Bios • Case Studies / Awards
  • 44. 4. Preparation WORKSHEET: Ingredients of a Proposal
  • 45. 4. Preparation WORKSHEET: Scheduling
  • 46. 4. Preparation WORKSHEET: Project Pricing
  • 47. 4. Preparation Microsoft Project Studiometry
  • 48. 4. Preparation Get a Copywriter
  • 49. 4. Preparation Use Templates
  • 50. 4. Preparation Microsoft Word InDesign
  • 51. 4. Preparation Be Organized
  • 52. 4. Preparation Avoid Bullshit
  • 53. 4. Preparation No Sales Lines
  • 54. 4. Preparation No Spec Work
  • 55. 4. Preparation Focus on Process
  • 56. 4. Preparation Don’t Delay
  • 57. 5. Delivery
  • 58. 5. Delivery Before sending: • spell check • proof read • check schedule • check costs • check names / titles
  • 59. 4. Preparation Send on Time
  • 60. 4. Preparation PDF
  • 61. 4. Preparation Hard Copy
  • 62. 4. Preparation Walk Through
  • 63. 4. Preparation Answer Questions Quickly
  • 64. I. Starting a Studio : Protect Your Ass(ets) http://fitc.graphicdefine.org
  • 65. The Secret to a Killer Proposal is.....
  • 66. Detail