Monday, March 21, 2022

The Resourceful Reporter, Part 23: External Proposals

Using an internal proposal template to write an external proposal would be a futile timewaster. While a careful audience analysis is necessary for either document, far too many external proposals focus on the writer's strengths, not the reader's needs. I see this major weakness wherever external proposals appear, including in major corporations that have the resources to know and do better. 

Beware of writers who compose me-focused messages; they are lazy and selfish, uninterested in their prospective clients' concerns and likely proposing a costly, ineffectual cookie-cutter approach to complex problems or opportunities. If you've seen as many external proposals as I have, you are familiar with the several-page-long narrative explaining the service provider's elite qualifications. This approach seems so foolish. The proposing firm was invited to submit the proposal foremost because it is so well known. So why spend so much copy on the obvious?

After expressing appreciation for the opportunity to propose a solution to a problem or a strategy for a project, external proposals should show a deep understanding of the client's business, aims, and needs. A SWOT analysis would be in order during the planning stage of the proposal, even if it does not appear in the final draft. Your job? To fill the client's competency gap toward achieving their goal. The better you explain the case, the more the client will realize your grasp of the industry and command of the situation.

Next comes your proposed approach, detailing your qualifications, strategy, scope of work, investment request, disclaimers, and contingencies, if any. Even this part of the proposal should spin toward your client's needs and interests.

 Other reports in this series:

  1. Meeting Reports
  2. Incident Reports
  3. Investigation Reports
  4. Inspection Reports
  5. Procedural Reports
  6. Scopes of Work
  7. Test Reports
  8. Course Reviews
  9. Conference Reviews
  10. Contractor Appraisals
  11. Staff Appraisals
  12. Self-Appraisals
  13. Audit Reports
  14. Root-Cause Reports
  15. Business Forecasts
  16. Project Plans
  17. Project Status Reports
  18. Project Completion Reports
  19. Internal Proposals
  20. Justification Reports
  21. Business Cases