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Department of Management Sciences
            CUST
   A proposal is an essential marketing document
    that helps cultivate an initial professional
    relationship between an organization and a
    donor over a project to be implemented.

   The proposal outlines the plan of the
    implementing organization about the project,
    giving extensive information about the
    intention, for implementing it, the ways to
    manage it and the results to be delivered from
    it.
   There are two types of proposals

         1)Research Proposal
         2)Business Proposal
   A research proposal is a document written by a
    researcher that provides a detailed description
    of the proposed program.

   It is like an outline of the entire research
    process that gives a reader a summary of the
    information discussed in a project
   A business proposal is a written offer from a
    seller to a prospective buyer.

   Business proposals are often a key step in the
    complex sales process—i.e., whenever a buyer
    considers more than price in a purchase.

   The professional organization devoted to the
    advancement of the art and science of proposal
    development is The Association of Proposal
    Management Professionals.
   A proposal puts the buyer's requirements in a
    context that favors the sellers products and
    services, and educates the buyer about the
    capabilities of the seller in satisfying their
    needs.

    A successful proposal results in a sale, where
    both parties get what they want, a win-win
    situation.
   There are three distinct categories of
    business proposals:

           1)Formally Solicited
           2)Informally Solicited
           3)Unsolicited
   Solicited proposals are written in response to
    published requirements.It contains.

   Request For Proposal(RFP):RFPs provide
    detailed specifications of what the customer
    wants to buy and sometimes include directions
    for preparing the proposal, as well as
    evaluation criteria the customer will use to
    evaluate offers. Customers issue RFPs when
    their needs cannot be met with generally
    available products or services.
   Request for Quotation (RFQ):Customers issue
    RFQs when they want to buy large amounts of
    a commodity and price is not the only issue--
    for example, when availability or delivering or
    service are considerations.
   Invitation for Bid (IFB):Customers issue IFBs
    when they are buying some service, such as
    construction. The requirements are detailed,
    but the primary consideration is price. For
    example, a customer provides architectural
    blueprints for contractors to bid on.
   Request for Information (RFI):Sometimes before a
    customer issues an RFP or RFQ or IFB, the
    customer will issue a Request for
    Information (RFI). The purpose of the RFI is to
    gain "marketing intelligence" about what products,
    services, and vendors are available.

   RFIs are used to shape final RFPs, RFQs, and IFBs,
    so potential vendors take great care in responding
    to these requests, hoping to shape the eventual
    formal solicitation toward their products or
    services.
   Informally solicited proposals are typically the
    result of conversations held between a vendor
    and a prospective customer.

   This type of proposal is known as a sole-source
    proposal. There are no formal requirements to
    respond to, just the information gleaned from
    customer meetings.

   These proposals are typically less than 25-
    pages, with many less than 5 pages.
   Unsolicited proposals are marketing brochures.

   They are always generic, with no direct connection
    between customer needs or specified
    requirements.

   They are often used as "leave-behinds" at the end
    of initial meetings with customers or "give-aways"
    at trade shows or other public meetings.

   They are not designed to close a sale, just
    introduce the possibility of a sale.
   Proposal management is an inherently
    collaborative process. It often consists of the
    following basic roles and responsibilities:

1) Creator - responsible for creating and editing
   content.
2) Editor - responsible for tuning the content
   message and the style of delivery, including
   translation and localization.
3) Publisher - responsible for releasing the
   content for use.
4) Administrator - responsible for managing
   access permissions to documents and files,
   usually accomplished by assigning access
   rights to user groups or roles.
5) Consumer or viewer - the person who reads or
   otherwise takes in content after it is published
   or shared.
Five tips for creating a efficient business proposal.

1) Know What Your Customer Needs:
   Your proposal shouldn’t be centered around
   your fantastic products or benefits of working
   with your firm. It should focus on addressing
   your customer’s needs.
2) Keep It Simple:
   You should stick to the basic templates. You’ll
   need to include
 An overview of your company

 The goals you want to help the client achieve

 An outline of how you’ll achieve those goals

 A timeline for getting it done

 Pricing

 Policies, such as cancellation

 Contact information
3) Get Professional:
   You can modify any number of business proposal
   templates online, or you can use software
   like QuoteBase, which allows you to modify
   proposal modules and email the finished product
   directly to your clients.
4) Keep Them on Their Toes:
   Business proposals don’t have to be boring. Don’t
   be afraid to inject a little of your own personality
   into it (as long as it’s professional). Graphics, too,
   can spice up a proposal and keep it interesting.
5) Re-Read it for Errors:
    So many salespeople pen off a proposal and
   hit “send” without spell-checking or reading
   through it one last time. Read it to make sure
   it’s easy to understand. Keep sentences short.
   Make sure you define any terms the reader
   might not know.
   After you present the proposal, make sure
   you’re available to answer questions and close
   the sale!
Business proposal
Business proposal
Business proposal

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Business proposal

  • 1. Department of Management Sciences CUST
  • 2. A proposal is an essential marketing document that helps cultivate an initial professional relationship between an organization and a donor over a project to be implemented.  The proposal outlines the plan of the implementing organization about the project, giving extensive information about the intention, for implementing it, the ways to manage it and the results to be delivered from it.
  • 3. There are two types of proposals 1)Research Proposal 2)Business Proposal
  • 4. A research proposal is a document written by a researcher that provides a detailed description of the proposed program.  It is like an outline of the entire research process that gives a reader a summary of the information discussed in a project
  • 5. A business proposal is a written offer from a seller to a prospective buyer.  Business proposals are often a key step in the complex sales process—i.e., whenever a buyer considers more than price in a purchase.  The professional organization devoted to the advancement of the art and science of proposal development is The Association of Proposal Management Professionals.
  • 6. A proposal puts the buyer's requirements in a context that favors the sellers products and services, and educates the buyer about the capabilities of the seller in satisfying their needs.  A successful proposal results in a sale, where both parties get what they want, a win-win situation.
  • 7. There are three distinct categories of business proposals: 1)Formally Solicited 2)Informally Solicited 3)Unsolicited
  • 8. Solicited proposals are written in response to published requirements.It contains.  Request For Proposal(RFP):RFPs provide detailed specifications of what the customer wants to buy and sometimes include directions for preparing the proposal, as well as evaluation criteria the customer will use to evaluate offers. Customers issue RFPs when their needs cannot be met with generally available products or services.
  • 9. Request for Quotation (RFQ):Customers issue RFQs when they want to buy large amounts of a commodity and price is not the only issue-- for example, when availability or delivering or service are considerations.  Invitation for Bid (IFB):Customers issue IFBs when they are buying some service, such as construction. The requirements are detailed, but the primary consideration is price. For example, a customer provides architectural blueprints for contractors to bid on.
  • 10. Request for Information (RFI):Sometimes before a customer issues an RFP or RFQ or IFB, the customer will issue a Request for Information (RFI). The purpose of the RFI is to gain "marketing intelligence" about what products, services, and vendors are available.  RFIs are used to shape final RFPs, RFQs, and IFBs, so potential vendors take great care in responding to these requests, hoping to shape the eventual formal solicitation toward their products or services.
  • 11. Informally solicited proposals are typically the result of conversations held between a vendor and a prospective customer.  This type of proposal is known as a sole-source proposal. There are no formal requirements to respond to, just the information gleaned from customer meetings.  These proposals are typically less than 25- pages, with many less than 5 pages.
  • 12. Unsolicited proposals are marketing brochures.  They are always generic, with no direct connection between customer needs or specified requirements.  They are often used as "leave-behinds" at the end of initial meetings with customers or "give-aways" at trade shows or other public meetings.  They are not designed to close a sale, just introduce the possibility of a sale.
  • 13. Proposal management is an inherently collaborative process. It often consists of the following basic roles and responsibilities: 1) Creator - responsible for creating and editing content. 2) Editor - responsible for tuning the content message and the style of delivery, including translation and localization.
  • 14. 3) Publisher - responsible for releasing the content for use. 4) Administrator - responsible for managing access permissions to documents and files, usually accomplished by assigning access rights to user groups or roles. 5) Consumer or viewer - the person who reads or otherwise takes in content after it is published or shared.
  • 15. Five tips for creating a efficient business proposal. 1) Know What Your Customer Needs: Your proposal shouldn’t be centered around your fantastic products or benefits of working with your firm. It should focus on addressing your customer’s needs.
  • 16. 2) Keep It Simple: You should stick to the basic templates. You’ll need to include  An overview of your company  The goals you want to help the client achieve  An outline of how you’ll achieve those goals  A timeline for getting it done  Pricing  Policies, such as cancellation  Contact information
  • 17. 3) Get Professional: You can modify any number of business proposal templates online, or you can use software like QuoteBase, which allows you to modify proposal modules and email the finished product directly to your clients. 4) Keep Them on Their Toes: Business proposals don’t have to be boring. Don’t be afraid to inject a little of your own personality into it (as long as it’s professional). Graphics, too, can spice up a proposal and keep it interesting.
  • 18. 5) Re-Read it for Errors: So many salespeople pen off a proposal and hit “send” without spell-checking or reading through it one last time. Read it to make sure it’s easy to understand. Keep sentences short. Make sure you define any terms the reader might not know. After you present the proposal, make sure you’re available to answer questions and close the sale!