Proposals Part 3 (Pre-Drafting & Discussions)

Often I have seen people struggling with drafting proposals, so I have gone ahead and laid some points which one can keep in one's mind while dealing with this task 

This is the 3rd part of the series

• Breaking a proposal into many time sections is easier
• Scoring Charts : To Let know how the proposal will be evaluated
• Review Chart -  Checklist

History and Mission Statement

1. How long you have been in existence
2. Your mission or vision statement
3. General work of the organization
4. What you excel at
5. Any awards you won
6. SWOT
7. Similar projects
8. Anything else to sell your credibility

Current situation and background

• Explain the need you've identified
• Current Situation
• Why it needs to Change
• Ideas that have been tried

If you want some perspective on how you or  your company needs to enhance its Sales/Client Management Capabilities, please email me at shubhanjan.saha@gmail.com

Proposals Part 2 (What you need to do !)

Often I have seen people struggling with drafting proposals, so I have gone ahead and laid some points which one can keep in one's mind while dealing with this task

This is the 2nd part of the series

In RFP's 

1. Look for key phrases
2. Make an outline of the lettered sections
3. Make sticky notes
4. Brainstorm who should do what'
5. Reorder the section

If you want some perspective on how you or  your company needs to enhance its Sales/Client Management Capabilities, please email me at shubhanjan.saha@gmail.com

Proposals Part 1 (Guidelines & Inclusions)

Often I have seen people struggling with drafting proposals, so I have gone ahead and laid some points which one can keep in one's mind while dealing with this task 

This is the 1st part of the series

I will try to post a new section every week.

Common Guidelines :

• Focus on readers needs
• Includes precise description of service
• Include Market analysis
• Describe experience of your key players
• Financials

What they need to Include :

• What's the course of action
• How much will it cost
• Benefits of accepting
• Easy to read Information

If you want some perspective on how you or your company needs to enhance its Sales / Client Management Capabilities, please email me at shubhanjan.saha@gmail.com