lecture 3 writing proposals

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    WRITING PROPOSALS

    Lecture 3

    Dr. Mohammed Kabirul Islam

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    PROPOSAL

    Written plan or presentation for completing a

    task. Task may be to:

    Solve a problem

    Alter a procedure

    Find answers to questions

    Offer advice or training

    Conduct research on a topic

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    PROPOSAL TOPICS

    Proposal to construct a structure

    Proposal to survey an area or popultaion

    group

    Proposal to design or build an industrial or

    manufacturing plant

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    TYPES OF PROPSALS

    Research Proposal

    Deals with academic investigation

    Business Proposal

    Deals with securing business

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    TYPES OF PROPSALS

    Solicited Proposal

    Proposal solicited by a business organization to

    meet its specific needs

    Has many competitors bidding for a contract

    Unsolicited Proposal

    Sent to convince a business or organization that

    proposal sender has skills to solve their problems

    Resolution of problems would significantly benefit

    organization

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    Parts of Proposal

    Prefatory parts

    Body

    Supplementary parts

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    Prefatory Parts

    Cover, with title

    Inside title page

    Table of contents (TOC) List of tables and/or figures

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    Prefatory Parts

    Request for proposal letter (owners

    solicitation letter)

    Response to proposal (companys cover letter)

    Description of owners requirement

    Schedule for selecting personnel

    Executive summary or abstract Draft contract

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    Body of Proposal

    Introduction

    Procedures

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    Body of Proposal: Introduction

    Problem

    Need

    Scope Background

    Objective or purpose

    Project team

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    Body of Proposal: Procedures

    Methods, procedures, sources

    Plan of attack

    Sequence of activities Equipment, facilities, products

    Personnel qualifications

    Budget of costs, prices, total bids

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    Supplementary parts

    Maps, graphs, tables, charts

    Letter of support

    Letter of endorsement References

    Forms

    Table of definition Project schedules

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    Title page

    Should include (as a minimum)

    Title

    Name of person or company to whom proposal is

    submitted

    Name of person or company submitting the

    proposal

    Date

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    Executive Summary, Abstract, Synopsis

    Most important part of a proposal

    Many evaluators read only executive summary

    to gain quick overview

    Should speak for the complete proposal

    Should be able to stand alone

    Should summarize what objectives will be met Should summarize what procedures will be

    followed

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    Draft Contract

    Inserted after executive summary for long

    proposals

    Gives immediate overview of the work

    including financial information

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    Table of Contents (TOCs)

    Brief proposals do not require TOC

    Long proposals require TOC as well as list of

    Tables

    Figures

    Illustrations

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    Introduction: Purpose

    Written in a simple language as if approaching

    a non-specialist

    Purpose often stated in infinitive form. For

    example:

    To recommend

    To bid

    To supply

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    Introduction: Problem

    Need to clearly state the problem and

    demonstrate clear understanding of the

    problem

    If pertinent, mention

    Difficulties that may be encountered

    Methods proposed to overcome the problems

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    Introduction: Scope

    Define the boundaries that are being set for

    the project to accomplish objectives

    What you will do and what you will not do

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    Introduction: Project Team

    Include list of individuals who will work for the

    project

    In long proposals, include brief curriculum vita

    of each individual working on the project

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    Introduction: Background

    May be omitted for short proposals

    For long proposals, include the following

    information:

    Previous work completed on identical or related

    projects

    Literature review on the subject and its evaluation

    Statement showing how proposal will build onalready completed projects and researcj

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    Methods and Procedures

    State how project requirements will be met. Thefollowing checklist may be used for that purpose:

    Be realistic as to what you can accomplish. Avoidoverextending your capabilities and those of yourcompany

    Be specific as to the method of meeting all goals

    Be precise with the time schedule

    Be clear as to how you will evaluate your work,production or product

    Be exact to the scope: what you will do and what youwill not do

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    Methods: Equipment and Facilities

    State what facilities will be needed to

    accomplish the project

    State what you already have

    Show how you will get what you do not have

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    Methods: Personnel

    Information (in detail) of individuals who will

    be involved in the project, Include

    Personnel arrangements

    company areas involved

    Individual qualifications, expressed in complete

    biographic form

    Percentages of time that personnel will devote tothe project

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    Methods: Budget

    Present budget as specified in the request for

    proposal (RFP)

    Add a budget justification section: state im

    paragraph from rationale for financial figures

    presented in tabular, graphical or chart format

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    Methods: Appendices

    Graphs

    Tables

    Letters of support and endorsement List of references

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    Methods: Appendices

    Some reviewers of proposals leave reading of

    appendices to the last, if they read them at all

    Additional bulk may present to the reader

    additional reading, and could produce a

    negative reaction

    When in doubt whether an inclusion of a

    document is necessary or not in the appendix,

    leave it out

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    Request for Proposal (RFP)

    An RFP may contain the following information:

    Express clearly as to the product or service whichyou desire bids

    Give name, address, phone number of person towhom the proposal should be sent

    Be precise as to what bidders must include. Thismakes initial screening easier for locatingqualified candidates

    Indicate the time by which the proposal shouldarrive

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    Chronology of Procedures for Solicited

    Major Proposals

    Soliciting company publicly announces a projectin professional publications, newspapers orwrites to companies asking if they are interestedin bidding on the project

    Contracting companies and others reacting to thepublic announcement submit preliminaryproposals based on initial request information

    Soliciting company reviews all submitted

    documents, eliminates some companies on thebasis of preliminary review. Establishes short listof finalists

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    Chronology of Procedures for Solicited

    Major Proposals

    Soliciting company asks each finalist bidding

    for the project to submit a highly detailed

    proposal and sets deadlines for receiving the

    proposal

    Finalist companies select their written and

    oral presentation teams; writing of their

    proposal proceeds through several editions;oral rehearsals based on proposal occur.

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    Chronology of Procedures for Solicited

    Major Proposals

    Finalist companies submit proposals to the

    soliciting group; dates are established for oral

    presentation of the soliciting group.

    Finalist companies make their presentation

    Finalist companies wait for response

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    Writing Style and Appearance

    Style and appearance of proposal is very important. Thefollowing issues are to be considered:

    General appearance

    Neatness

    Specific appearance of: Table of contents

    List of figures

    Title page

    Maps

    Graphs

    Charts

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    Writing Style and Appearance

    Consistency of style

    Title, whether it properly describes the project

    Completeness

    Professionalism

    Checking and rechecking of final draft until

    satisfactory Check for proper typing, proofing, graphs, etc