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CHAPTER 13
Writing Winning
Proposals
Philip C. Kolin
University of Southern Mississippi
Copyright © Cengage Learning. All rights reserved. 13 | 2
Proposals Are Persuasive Plans
(slide 1 of 2)
 A proposal is a detailed plan of action that a
writer submits to a reader or group of readers
for approval. Here are three main
characteristics of proposals:
 They vary in size and in scope. They can be as short
as a sales letter or as long as hundreds of pages.
 They are persuasive plans. You cannot write a
successful proposal until you fully understand your
audience’s problems, prove why solving them is
important to business, formulate a detailed plan,
prove beyond doubt that you are able to solve the
audience’s precise problems, and match your
timetable and budget with your readers’.
Copyright © Cengage Learning. All rights reserved. 13 | 3
Proposals Are Persuasive Plans
(slide 2 of 2)
 They are frequently collaborative efforts. Even a
short in-house proposal is often researched and put
together by more than one individual.
Copyright © Cengage Learning. All rights reserved. 13 | 4
Figure 13.1 An Example of a “Can
Do” Attitude
Copyright © Cengage Learning. All rights reserved. 13 | 5
Types of Proposals (slide 1 of 2)
 Proposals are classified according to how they
originate and where they are sent after they are
written. They include:
 Solicited Proposals. When a company has a
particular problem to be solved or a job to be done, it
will solicit, or invite, a proposal by preparing an RFP
(request for proposals).
 Unsolicited Proposals. With an unsolicited proposal,
you the writer make the first move. You must
convince the reader that there is a problem and you
and your firm are the ones to solve it.
Copyright © Cengage Learning. All rights reserved. 13 | 6
Types of Proposals (slide 2 of 2)
 Internal Proposals. These proposals are written to
decision makers in your own organization.
 External Proposals. These proposals written to
decision makers outside of your own organization,
for example a potential client or a government
funding agency.
Copyright © Cengage Learning. All rights reserved. 13 | 7
Figure 13.2 Types of Proposals
Copyright © Cengage Learning. All rights reserved. 13 | 8
Figure 13.3 A Sample RFP for a
Smaller Project
Copyright © Cengage Learning. All rights reserved. 13 | 9
Figure 13.4 A Section of an RFP
for a Larger Project
Copyright © Cengage Learning. All rights reserved. 13 | 10
Eight Guidelines for Writing a
Successful Proposal
 Refer to these guidelines both before and while
your formulate your plan:
 Approach writing a proposal as a problem-solving
activity.
 Regard your audience as skeptical.
 Research your proposal topic thoroughly.
 Scout out what your competitors are doing.
 Prove that your proposal is workable.
 Be sure your proposal is financially realistic.
 Be ethical.
 Package your proposal attractively.
Copyright © Cengage Learning. All rights reserved. 13 | 11
Internal Proposals (slide 1 of 2)
 The primary purpose of an internal proposal is
to offer a realistic and constructive plan to help
your company run its business more efficiently
and economically. Topics of internal proposals
include:
 Purchasing new or more advanced technology
 Obtaining software and offering training sessions on
how to use it
 Recruiting new employees or retraining current ones
 Eliminating a dangerous condition or reducing an
environmental risk
Copyright © Cengage Learning. All rights reserved. 13 | 12
Internal Proposals (slide 2 of 2)
 Cutting costs—for services, supplies, transportation,
advertising, etc.
 Improving communication within and between
departments
 Expanding work space or making it more efficient
 Providing better safety and security, safeguarding a
company’s records
Copyright © Cengage Learning. All rights reserved. 13 | 13
Ethically Anticipating and Resolving
Corporate Readers’ Problems (slide 1 of 2)
 When you prepare an internal proposal, you
need to be aware of the ethical obligations you
have. Here are some guidelines:
 Consider the implications of your plan company-
wide.
 Do not discount the possible impact of your change
on co-workers from cultural traditions other than
your own.
 Find out whether your idea is within budget.
 Realize that your reader may feel threatened by your
plan.
Copyright © Cengage Learning. All rights reserved. 13 | 14
Ethically Anticipating and Resolving
Corporate Readers’ Problems (slide 2 of 2)
 Take into account that your reader may have “pet
projects” or predetermined ways of doing things.
 Keep in mind that your boss may have to take your
proposal farther up the organizational ladder for
commentary and approval.
 Never rely on someone else to supply the details on
you your proposal will work.
Copyright © Cengage Learning. All rights reserved. 13 | 15
Organization of an Internal
Proposal
 An internal proposal follows a straightforward
plan, from identifying the problem to solving it.
Internal proposals contain four parts:
 The purpose. Begin your proposal with a brief
statement of why you are writing to your supervisor.
 The problem. Prove that a problem exists and
document its importance, avoiding vague
generalizations and including quantifiable details.
 The solution. Describe the change you propose and
tie it directly with the problem you have documented.
 The conclusion. Keep the conclusion short.
Reemphasize that the problem is ongoing, that
change is justified, and that action needs to be
taken.
Copyright © Cengage Learning. All rights reserved. 13 | 16
Figure 13.5 Internal Unsolicited
Proposal (slide 1 of 3)
Copyright © Cengage Learning. All rights reserved. 13 | 17
Figure 13.5 Internal Unsolicited
Proposal (slide 2 of 3)
Copyright © Cengage Learning. All rights reserved. 13 | 18
Figure 13.5 Internal Unsolicited
Proposal (slide 3 of 3)
Copyright © Cengage Learning. All rights reserved. 13 | 19
Sales Proposals
 A sales proposal is the most common type of
external proposal. Its purpose is to sell your
company’s products or services for a set fee.
The audience is typically a skeptical decision-
making executive who may ask:
 Does the writer’s firm understand our problem?
 Can the writer’s firm deliver the services it
promises?
 Can the job be completed on time?
 Is the budget reasonable and realistic?
 Will the job be done exactly as proposed?
 How has the writer demonstrated his or her
trustworthiness?
Copyright © Cengage Learning. All rights reserved. 13 | 20
Figure 13.6 Sales Proposal in
Response to a Company Request
(slide 1 of 2)
Copyright © Cengage Learning. All rights reserved. 13 | 21
Figure 13.6 Sales Proposal in
Response to a Company Request
(slide 2 of 2)
Copyright © Cengage Learning. All rights reserved. 13 | 22
Being Ethical and Legal
 Here are some ways to make sure your sales
proposal follows the highest ethical standards:
 View your proposal as a contract.
 Submit a complete, accurate, and fair budget.
 Estimate a realistic timeframe to do the work.
 Stipulate precisely what you product can do and
what a service contract includes and excludes.
Copyright © Cengage Learning. All rights reserved. 13 | 23
Proposals for Research Reports
 You can also expect to write a proposal to your
boss seeking authorization to do research.
When doing so, be sure of four things:
 That you have chosen a significant topic.
 That you have a sufficiently restricted topic.
 That you will investigate important sources of
information about the topic.
 That you can accomplish your work in the specified
time.
Copyright © Cengage Learning. All rights reserved. 13 | 24
Figure 13.7 A Proposal to Write a
Research Report for a Class (slide 1 of 2)
Copyright © Cengage Learning. All rights reserved. 13 | 25
Figure 13.7 A Proposal to Write a
Research Report for a Class (slide 2 of 2)
Copyright © Cengage Learning. All rights reserved. 13 | 26
A Final Reminder
 Keep in mind that a proposal presents a plan to
decision makers for their approval.
 To win that approval, your proposal must be:
 Realistic
 Carefully researched
 Highly persuasive
 Ethical
 Visually appealing

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Chapter 13 of Kolin's Successful Writing at Work

  • 1. CHAPTER 13 Writing Winning Proposals Philip C. Kolin University of Southern Mississippi
  • 2. Copyright © Cengage Learning. All rights reserved. 13 | 2 Proposals Are Persuasive Plans (slide 1 of 2)  A proposal is a detailed plan of action that a writer submits to a reader or group of readers for approval. Here are three main characteristics of proposals:  They vary in size and in scope. They can be as short as a sales letter or as long as hundreds of pages.  They are persuasive plans. You cannot write a successful proposal until you fully understand your audience’s problems, prove why solving them is important to business, formulate a detailed plan, prove beyond doubt that you are able to solve the audience’s precise problems, and match your timetable and budget with your readers’.
  • 3. Copyright © Cengage Learning. All rights reserved. 13 | 3 Proposals Are Persuasive Plans (slide 2 of 2)  They are frequently collaborative efforts. Even a short in-house proposal is often researched and put together by more than one individual.
  • 4. Copyright © Cengage Learning. All rights reserved. 13 | 4 Figure 13.1 An Example of a “Can Do” Attitude
  • 5. Copyright © Cengage Learning. All rights reserved. 13 | 5 Types of Proposals (slide 1 of 2)  Proposals are classified according to how they originate and where they are sent after they are written. They include:  Solicited Proposals. When a company has a particular problem to be solved or a job to be done, it will solicit, or invite, a proposal by preparing an RFP (request for proposals).  Unsolicited Proposals. With an unsolicited proposal, you the writer make the first move. You must convince the reader that there is a problem and you and your firm are the ones to solve it.
  • 6. Copyright © Cengage Learning. All rights reserved. 13 | 6 Types of Proposals (slide 2 of 2)  Internal Proposals. These proposals are written to decision makers in your own organization.  External Proposals. These proposals written to decision makers outside of your own organization, for example a potential client or a government funding agency.
  • 7. Copyright © Cengage Learning. All rights reserved. 13 | 7 Figure 13.2 Types of Proposals
  • 8. Copyright © Cengage Learning. All rights reserved. 13 | 8 Figure 13.3 A Sample RFP for a Smaller Project
  • 9. Copyright © Cengage Learning. All rights reserved. 13 | 9 Figure 13.4 A Section of an RFP for a Larger Project
  • 10. Copyright © Cengage Learning. All rights reserved. 13 | 10 Eight Guidelines for Writing a Successful Proposal  Refer to these guidelines both before and while your formulate your plan:  Approach writing a proposal as a problem-solving activity.  Regard your audience as skeptical.  Research your proposal topic thoroughly.  Scout out what your competitors are doing.  Prove that your proposal is workable.  Be sure your proposal is financially realistic.  Be ethical.  Package your proposal attractively.
  • 11. Copyright © Cengage Learning. All rights reserved. 13 | 11 Internal Proposals (slide 1 of 2)  The primary purpose of an internal proposal is to offer a realistic and constructive plan to help your company run its business more efficiently and economically. Topics of internal proposals include:  Purchasing new or more advanced technology  Obtaining software and offering training sessions on how to use it  Recruiting new employees or retraining current ones  Eliminating a dangerous condition or reducing an environmental risk
  • 12. Copyright © Cengage Learning. All rights reserved. 13 | 12 Internal Proposals (slide 2 of 2)  Cutting costs—for services, supplies, transportation, advertising, etc.  Improving communication within and between departments  Expanding work space or making it more efficient  Providing better safety and security, safeguarding a company’s records
  • 13. Copyright © Cengage Learning. All rights reserved. 13 | 13 Ethically Anticipating and Resolving Corporate Readers’ Problems (slide 1 of 2)  When you prepare an internal proposal, you need to be aware of the ethical obligations you have. Here are some guidelines:  Consider the implications of your plan company- wide.  Do not discount the possible impact of your change on co-workers from cultural traditions other than your own.  Find out whether your idea is within budget.  Realize that your reader may feel threatened by your plan.
  • 14. Copyright © Cengage Learning. All rights reserved. 13 | 14 Ethically Anticipating and Resolving Corporate Readers’ Problems (slide 2 of 2)  Take into account that your reader may have “pet projects” or predetermined ways of doing things.  Keep in mind that your boss may have to take your proposal farther up the organizational ladder for commentary and approval.  Never rely on someone else to supply the details on you your proposal will work.
  • 15. Copyright © Cengage Learning. All rights reserved. 13 | 15 Organization of an Internal Proposal  An internal proposal follows a straightforward plan, from identifying the problem to solving it. Internal proposals contain four parts:  The purpose. Begin your proposal with a brief statement of why you are writing to your supervisor.  The problem. Prove that a problem exists and document its importance, avoiding vague generalizations and including quantifiable details.  The solution. Describe the change you propose and tie it directly with the problem you have documented.  The conclusion. Keep the conclusion short. Reemphasize that the problem is ongoing, that change is justified, and that action needs to be taken.
  • 16. Copyright © Cengage Learning. All rights reserved. 13 | 16 Figure 13.5 Internal Unsolicited Proposal (slide 1 of 3)
  • 17. Copyright © Cengage Learning. All rights reserved. 13 | 17 Figure 13.5 Internal Unsolicited Proposal (slide 2 of 3)
  • 18. Copyright © Cengage Learning. All rights reserved. 13 | 18 Figure 13.5 Internal Unsolicited Proposal (slide 3 of 3)
  • 19. Copyright © Cengage Learning. All rights reserved. 13 | 19 Sales Proposals  A sales proposal is the most common type of external proposal. Its purpose is to sell your company’s products or services for a set fee. The audience is typically a skeptical decision- making executive who may ask:  Does the writer’s firm understand our problem?  Can the writer’s firm deliver the services it promises?  Can the job be completed on time?  Is the budget reasonable and realistic?  Will the job be done exactly as proposed?  How has the writer demonstrated his or her trustworthiness?
  • 20. Copyright © Cengage Learning. All rights reserved. 13 | 20 Figure 13.6 Sales Proposal in Response to a Company Request (slide 1 of 2)
  • 21. Copyright © Cengage Learning. All rights reserved. 13 | 21 Figure 13.6 Sales Proposal in Response to a Company Request (slide 2 of 2)
  • 22. Copyright © Cengage Learning. All rights reserved. 13 | 22 Being Ethical and Legal  Here are some ways to make sure your sales proposal follows the highest ethical standards:  View your proposal as a contract.  Submit a complete, accurate, and fair budget.  Estimate a realistic timeframe to do the work.  Stipulate precisely what you product can do and what a service contract includes and excludes.
  • 23. Copyright © Cengage Learning. All rights reserved. 13 | 23 Proposals for Research Reports  You can also expect to write a proposal to your boss seeking authorization to do research. When doing so, be sure of four things:  That you have chosen a significant topic.  That you have a sufficiently restricted topic.  That you will investigate important sources of information about the topic.  That you can accomplish your work in the specified time.
  • 24. Copyright © Cengage Learning. All rights reserved. 13 | 24 Figure 13.7 A Proposal to Write a Research Report for a Class (slide 1 of 2)
  • 25. Copyright © Cengage Learning. All rights reserved. 13 | 25 Figure 13.7 A Proposal to Write a Research Report for a Class (slide 2 of 2)
  • 26. Copyright © Cengage Learning. All rights reserved. 13 | 26 A Final Reminder  Keep in mind that a proposal presents a plan to decision makers for their approval.  To win that approval, your proposal must be:  Realistic  Carefully researched  Highly persuasive  Ethical  Visually appealing