How to Write a Proposal and Get What You

Want (Free Templates)

Benjamin Brandall
June 2, 2020
Business Processes, Checklists, Project Management, Writing

✅ Bonus material: Simple Proposal Format Template + Checklist to help you get started
ASAP!

A proposal has a lot of different purposes, but there’s only one good way to write one: the way
that pulls together all of the information in a concise and persuasive way and helps you get what
you want … whether that’s a whole new software system, or just a tweak to your marketing
strategy.
This Process Street article isn’t about a business proposal — also known as a quote — but
instead about the document required when formally pitching an idea for action and
execution by managers or department heads.

To explain how to write a proposal document and get what you want, we’ll go through the
following:

 Free proposal writing template

 When are proposals necessary?
 Why are proposals important?
 Examples of proposals
 How to write a proposal: step-by-step
 Last steps before submitting the proposal
 More free proposal writing checklists
 Even more free proposal writing checklists
 Customize your proposal checklists with Process Street

Let’s get started.

Free proposal writing template

If you fancy taking a quick look at a free interactive template, that will help you write your
proposals right away, feel free to dive straight into this!

Writing a Proposal: Step-by-Step Guide

There are more templates, like this one, further down in this post, so stick around.

When are proposals necessary?

Any project you don’t have the clearance or authority to start without a higher-up’s approval,
you need to submit a proposal for.

According to SSWM, a proposal is “a detailed description of a series of activities aimed at

solving a certain problem”.

That problem  could be anything, from:

  Process improvement
 Cost reduction
 A new marketing strategy

If it’s an idea you need to ask permission to execute, or to get action on, it needs a proposal.

Why are proposals important?

A proposal is a way to pitch an idea and state your requirements, so it’s important for supervisors
because they can get information in writing (not casually in the elevator), and be able to act
knowing the full implications of their decision.

They’re also a chance for you to make a structured, logical argument and lay down everything in
favor of your idea. A well-written proposal shows your manager you care about the cause, and
it’s not just a mid-meeting whim you blurted out.

To write a top proposal you need to scrutinize it before you present it. Check out this episode of
our podcast Tech Out Loud to learn Hiten Shah’s key takeaways for asking the right questions,
every time:

Tech Out Loud is the only podcast that brings you the most impactful blog posts from the biggest
names in tech, straight to your ears.

You can also listen to this podcast on other platforms. Click to see the full list! If you enjoyed
this podcast, subscribe for a new episode each week.

Examples of proposals
It’s a broad topic, but it’s best explained with examples.

 Proposal for Process Improvement

 Proposal for Server Replacement
 Proposal for Cost Savings

Below is a simple proposal example with some basic sections.

Now let’s take a look at how to write a proposal — whether it’s as simple as the one above, or
more complex.

How to write a proposal: step-by-step

Here’s the general structure of a proposal:
As you can see, a proposal generally consists of:

 Introduction: A brief overview of the problem, solution, costs, and benefits.

 Issue: The main definition of the issue, including subject, purpose, main argument,
background information and importance.
 Solution: The main definition of the solution, including your step-by-step plan, the
benefits, and how potential obstacles will be overcame.
  Qualifications: Overview of the personnel required, experience.
 Conclusion of the costs and benefits, and wrap-up: Balance the cost against the
benefit, reinforce your point one last time.

1. Identify and define your reader

Just like with any kind of persuasion, it helps if you understand how to appeal to your audience.
Who will be reading your proposal and deciding if it’s accepted or rejected? What do they care
about? What kind of language and benefits would resonate with them? This is the first step
because it’s an important thing to keep in mind as you go along and as information that informs
the way you write from here on.

2. Define the problem your proposal will solve

Who: Who will the proposal affect?

What: What’s the reason for you to write the proposal in the first place? Explain the current
situation and the problems that come with it.

3. Define the solution

How: How are you going to solve the problem? Explain step-by-step in detail.

Who: Identify the personnel you need, along with their prior experience to add persuasion to the
proposal

4. Conclusion: costs, benefits and wrap-up

Reiterate: The purpose and main argument

Costs: Break down the projected costs involved for different elements of the project

Benefits: Break down the benefits to the organization, monetary and non-monetary, to persuade
the reader there’ll be a return on investment

Thanks: Thank the reader for their time.

Contact information: Where can the reader get in touch with you? Make sure to be crystal clear
to make the details easily discoverable.

Last steps before submitting the proposal

Clear writing is your best friend when you’re trying to write persuasively. For that reason, there
are a few checks to run before you submit your proposal.
Remember, what’s clear to you might not always be clear to other people.

1 .Check for jargon (then destroy it)

Although jargon is popular in the business world, not everyone shares the equal love for it. It’s
terms like right-size, blue sky (verb), turn-key, and synergize. They might mean something to
you, or make you feel intelligent, but there are simpler alternatives that will help people
understand what you mean!

2. Change the passive voice to the active voice

The passive voice is defined as:

“The noun or noun phrase that would be the object of an active sentence (such as Our troops
defeated the enemy) appears as the subject of a sentence with passive voice (e.g. The enemy was
defeated by our troops).”.

It’s a long-winded way of expressing something that could be expressed in simple terms:

The passive voice sounds distant and even deceptive, and, since the reader might even just be
skimming your proposal, you don’t want to add extra words to cloud your point.

3. Proofread the proposal

Install a tool like Grammarly and check the proposal in an online text editor. Grammarly will
manage to pick up on anything that is grammatically incorrect and sometimes even flags
up stylistically poor phrases. Poor spelling and grammar will only discredit the value of what
you’re saying and could be a problem that leads to your proposal being rejected.

More free proposal writing checklists

As promised, check out the below five templates that have each been designed by the team at
Process Street — makers of the finest remote work software for processes around — to help you
write winning proposals.

Proposal Template Checklist Process

This proposal template is a checklist that should be used alongside the proposal document you
are planning to submit. Use it to make sure that all the elements have been considered, that the
proposal contains everything it needs to and that it meets all set requirements.

Click here to access the Proposal Template Checklist Process!

Business Proposal Template Checklist

Whether your business proposal is solicited or unsolicited, use this business proposal template
checklist to ensure you include all the required information in your proposal and cover key areas
such as these the problem the organization is facing, the proposed solution, the budget, and a key
CTA.

Click here to access the Business Proposal Template Checklist!

How to Write a Grant Proposal Checklist

Use this template to make sure your grant proposal includes all the relevant information, that it
contains everything it needs to, and that it meets all stated RFP requirements.

Click here to access the How to Write a Grant Proposal Checklist!

Research Proposal Example Checklist

Use this template to convince others that you have a worthwhile research project and that you
have the competence and the work-plan to complete it.

Click here to access the Research Proposal Example Checklist!

Project Proposal Template Checklist

Use this template, alongside the proposal document you are planning to submit, to set the project
vision, define the project requirements, describe the deliverables, and specify the deadlines.

Click here to access the Project Proposal Template Checklist!

Even more free proposal writing checklists

If you’re looking for more inspiration, give these alternative proposal writing templates a go too.
  Bid Proposal Template Checklist
 Budget Proposal Template
 Construction Proposal Template Checklist
 Consulting Proposal Template Checklist
 Continuation Project Proposal Template
 Contractor Proposal Template Checklist
 Event Proposal Template Checklist
 Marketing Proposal Template Checklist
 Project Proposal Template
 Renewal Project Proposal Template
 Simple Proposal Format Checklist
 Sponsorship Proposal Template Checklist
 Supplemental Project Proposal Template
 Website Proposal Template Checklist

Customize your proposal checklists with Process Street

If the above templates don’t quite fit your company, industry, or the proposal document you are
writing, don’t worry!

Process Street to the rescue!

Process Street is super-powered checklists. We are a super-charged, state of the art BPM SaaS
platform which allows you to create templates and run individual checklists from these. You can
check tasks off as you work through them, set deadlines, request approvals, assign various tasks,
and work through your proposal workflows with ease.

Watch this to get an idea about who we are and what we do:

To help you customize your proposal writing template, and make your proposal wriitng easier,
you can use all these different types of Process Street features:

 Stop tasks
 Dynamic due dates
 Task permissions
 Conditional logic
 Approval tasks
 Embed widget
 Role assignments

You can also connect your templates to thousands of apps through Zapier, webhooks, or API
access to automate your proposal processes and workflows.
If you’re unfamiliar with process automation, what it means, and the benefits it can bring to your
business, watch this Process Street webinar on automation:

Remember, if you want to get access to any of our proposal writing checklists, just click the links
above and they will be added to your Process Street account where you can use them over and
over again. Or, if you haven’t yet signed up for a Process Street account, click here and start your
free trial.

Has this guide helped you out? I’d love to hear about it in the comments.

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