Successful

Proposal Writing
What is a Proposal

Technical Proposals Financial Proposals

A technical proposal, is a document that A financial proposal, is usually in a form of
shows a deep understanding of the a spread sheet that includes all the
customer’s need. Explaining the proposed projected and estimated budget which
solution for their specific need, the is needed to implement a project.
methodology for implementing it and the This document will exactly show how much
execution action plan. The proposal money is needed and where will it be
should also include firm qualifications, invested.
financial stability, previous relevant
technical experiences, and a brief about the
key experts who are going to implement the
Generally, a proposal is submitted to an entity (Business, Organization) that requires
project and
an outsourced assistance in terms of services or products. In this presentation, we
will only focus on the technical side of the proposal.

2
 Proposals are
“ persuasive offers to
solve problems,
provide services, or
sell equipments”
(mary Guffey)

3
Step 1: Preparation
Steps you must take before writing a
proposal
Read carefully and check…

Requirements Eligibility Deadlines

Do you have the This section is one Ensure that you are
capacity to fulfill of the most aware of the
the requirements? important parts of appointed
Is it within firm’s the RFP, reading deadline. And that
scope of work? Is carefully, will save you are capable of
the project feasible you money and delivering the
for you? time. proposal within the
determined
timeline. 5
Step 2: Proposal Body
Identify what to include in the
proposal
a. Introduction

▪ Provide brief information about the

company
▪ Explain how this company is
better/different in the context of the
requested service/product

Be comprehensive yet conservative about

the information you share in the 7
b. Table of Contents

▪ A simple section that has a massive

effect on the proposal.
▪ Essential for listing all the sections of
the proposal
▪ when sending an electronic copy, make
each section clickable.

8
c. Excutive Summary

▪ This section should serve as company’s

value proposition, including clear
objectives
▪ Answering, who, what, where, when,
why, and how questions that you’re
proposing to the client 
▪ Explain why this company is the best fit
9
for the customer’s needs
d. Project Technincal Details (main body of the
proposal)

▪ Explain how you will address the project

and the scope of work
▪ detail your recommendations and
proposed solution
▪ Show that your proposal is custom to
the customer’s need

10
e. Deliverables and Milestones

▪ Devide the scope of the proposed

project to milestones
▪ Include quantities
▪ Restrict your terms and scope of work
▪ Add dates and milestones

11
Step 2: Budget
The cost of the project
Setting a pricing strategy

▪ Divide your sheet to categories

(personnel, equipment's, administrative
fees, management fees..etc)
▪ Be specific and carful while estimating
the budget
▪ Include optional fees or services if you
want
13
Step 3:
Conclusi
on
This section should be
your last chance to
convince the customer
about your proposal.
Make it brief yet strong.
14
Step 4: Key Personnel
Key people who will work on the
project
You can include key and non-key personnel…

Key personnel Non-Key personnel

People with high These are individuals with
qualifications, that relative experience, yet
matches the requirements not contributing in a
of the project and the substantive, or
customer. They are measurable way to the
important in value for project.
implementing the project.
16
Step 5: Appendix
This section is optional
Adding annexes or appendix

▪ Add subliminal information that does

not fit in the body of the proposal
▪ You can add figures, tables, stats that
supports your proposed idea

18
Step 6: Contact
Information
Contact details
Simple but important

▪ Include name of the focal point

▪ Add phone number / cellular
▪ Add email address
▪ Company’s website
▪ Company's physical address
You can include these details in the footer of the whole
proposal.
20