How to Successfully Manage a Proposal

3) Proposal checklist – Writing your Proposal

Even though you’ve already spent a lot of time in preparation, writing the document is the most important part of the process.  Aside from the more general groundwork, it’s now time to think about the text itself.  Collating all the necessary information into an easy to read document that sells your company and its abilities is a difficult task, this checklist will help to organise your thoughts and guide you while taking on the job.

  • Keep sentences short and use easy to understand, effective language.  You can use bullet points and headings to make the text easier to read.
  • Sum up your bid, explaining succinctly why it meets all the client’s needs and why your company is best to undertake the work, or provide the service.  Write this last and put it into the front of your document.
  • When you talk about yourselves highlight your success stories, especially with similar projects.  Aim to prove you have the skills and experience needed to meet the customer’s brief.

Your tender should include the following sections:

  1. Quotation – The first document should outline the requirements of the job, how you plan to fulfil them and how much this may cost.  If this is an estimate, it is essential the customer understands the final costs may differ.  The quotation needs to contain an overview of what you are providing, the time you expect this to take, contingency and the validity period of the tender.
  2. Terms and conditions – The second section of the tender contains the terms and conditions.  Most bids include a standard version of this.
  3. Letter of Agreement – This will state when the job will start, give targets for completion and payment terms.
  4. You should also include information about your company and staff.  This can come in the form of short CVs or biographies, detailing your skills and relevant experience.

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