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Proposal Templates that Resonate with Your Customer<br />Presented to APMP NCA 2010 Boot Camp, Proposal Coordinator Track<...
Agenda<br />Introduction to Templates<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />2<br />...
Introduction to Proposal Templates<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />3<br />
4<br />What are Proposal Templates?<br />Templates are:<br />Documents an author has formatted using specific fonts, color...
5<br />Benefits of Proposal Templates<br />
The Good, The Bad, and The Ugly<br />Elements of Effective Proposal Templates:<br />Copyright 2010 Lohfeld Consulting Grou...
7<br />Color Palettes<br />The Good:<br />The Bad:<br />The Ugly:<br />
8<br />Covers and Title Pages<br />Good  <br />Follow the instructions<br />Select images and color palettes that resonate...
9<br />Headers and Footers<br />Good<br />Bad/Ugly<br />
Heading Levels, Font Sizes<br />Good<br />Header 1<br />Header 2<br />Header 3<br />Use graduated header sizes in complime...
Tables<br />Not So Good<br />11<br />Good	<br />
Developing Your own Proposal templates<br />How-to Hints:<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights re...
13<br />Creating & Saving Templates<br />1<br />2<br />3<br />1<br />2<br />
14<br />Creating Custom Color Palettes<br />1<br />2<br />3<br />4<br />5<br />
15<br />Styles are Your Best Friend!<br />Style = set of formatting characteristics, such as font name, size, color, parag...
Applying Styles to a Paragraph/Character</li></li></ul><li>16<br />Creating Styles<br />1<br />2<br />3<br />4<br />
17<br />Modifying Styles<br />OPTION 1:<br />OPTION 2:<br />1<br />2<br />1<br />2<br />
18<br />Title Pages & TOC Pages Using Page Breaks<br />1<br />2<br />3<br />
19<br />Headers, Footers, and Auto-Page Numbers<br />1<br />2<br />3<br />4<br />5<br />
20<br />Auto-generated Table of Contents/Figures<br />1<br />2<br />3<br />4<br />5<br />6<br />7<br />8<br />
21<br />Update TOC<br />
Closing Remarks<br />Follow the prospects page and document design instructions<br />Use a style sheet for every proposal<...
QUESTIONS?<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />23<br />
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APMP: Best Proposal Templates

MS Word is the standard software to develop proposals. Hone your skills & learn how to build a proposal template. Knowing how to best present the information so that the recipients can read it is an often overlooked, but key factor in getting contracts.

APMP: Best Proposal Templates

  1. 1. Proposal Templates that Resonate with Your Customer<br />Presented to APMP NCA 2010 Boot Camp, Proposal Coordinator Track<br />April 19, 2010<br />Copyright 2009 Lohfeld Consulting Group, Inc. All rights reserved.<br />
  2. 2. Agenda<br />Introduction to Templates<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />2<br />The Good, The Bad, and The Ugly<br />Developing Your Own Templates<br />
  3. 3. Introduction to Proposal Templates<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />3<br />
  4. 4. 4<br />What are Proposal Templates?<br />Templates are:<br />Documents an author has formatted using specific fonts, colors, numbering, and spacing<br />Saved as a “.dot” or “.dotx” file.<br />When a user opens the template, it applies the font, color, numbering, and spacing defined by the author to the document.<br />
  5. 5. 5<br />Benefits of Proposal Templates<br />
  6. 6. The Good, The Bad, and The Ugly<br />Elements of Effective Proposal Templates:<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />6<br />
  7. 7. 7<br />Color Palettes<br />The Good:<br />The Bad:<br />The Ugly:<br />
  8. 8. 8<br />Covers and Title Pages<br />Good <br />Follow the instructions<br />Select images and color palettes that resonate<br />Make your message easy to understand<br />Display your contact information prominently<br />Bad/Ugly<br />Clutter up the cover so it is difficult to find the required information <br />Distracting images, palettes, or obvious clichés<br />Disproportionate images–your client’s logo should never be smaller than your own<br />Colors that don’t contrast well in black and white print<br />
  9. 9. 9<br />Headers and Footers<br />Good<br />Bad/Ugly<br />
  10. 10. Heading Levels, Font Sizes<br />Good<br />Header 1<br />Header 2<br />Header 3<br />Use graduated header sizes in complimentary colors<br />No So Good<br />Header 1<br />Header 2<br />Header 3<br />Refrain from using headers that are too bold and do not use graduated sizes<br />10<br />Always follow the client’s instructions for <br />font name, font size, and page margins<br />
  11. 11. Tables<br />Not So Good<br />11<br />Good <br />
  12. 12. Developing Your own Proposal templates<br />How-to Hints:<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />12<br />
  13. 13. 13<br />Creating & Saving Templates<br />1<br />2<br />3<br />1<br />2<br />
  14. 14. 14<br />Creating Custom Color Palettes<br />1<br />2<br />3<br />4<br />5<br />
  15. 15. 15<br />Styles are Your Best Friend!<br />Style = set of formatting characteristics, such as font name, size, color, paragraph alignment, spacing, borders, and shading <br />Benefits of Styles vs. Direct Formatting<br /><ul><li>Types of Styles to Create
  16. 16. Applying Styles to a Paragraph/Character</li></li></ul><li>16<br />Creating Styles<br />1<br />2<br />3<br />4<br />
  17. 17. 17<br />Modifying Styles<br />OPTION 1:<br />OPTION 2:<br />1<br />2<br />1<br />2<br />
  18. 18. 18<br />Title Pages & TOC Pages Using Page Breaks<br />1<br />2<br />3<br />
  19. 19. 19<br />Headers, Footers, and Auto-Page Numbers<br />1<br />2<br />3<br />4<br />5<br />
  20. 20. 20<br />Auto-generated Table of Contents/Figures<br />1<br />2<br />3<br />4<br />5<br />6<br />7<br />8<br />
  21. 21. 21<br />Update TOC<br />
  22. 22. Closing Remarks<br />Follow the prospects page and document design instructions<br />Use a style sheet for every proposal<br />Select a document and page style appropriate for your prospect’s organization, your industry, and your organization<br />Adapt your layout to the structure of the writing<br />Use headers and footers to help evaluator’s navigate your proposal<br />Select a page-column design that balances page limits, production requirements, readability and graphics size flexibility<br />Establish a consistent system for headings, themes, action captions, lists, and other page design features<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />
  23. 23. QUESTIONS?<br />Copyright 2010 Lohfeld Consulting Group, Inc. All rights reserved.<br />23<br />

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