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How to organize your proposal like a pro?

Baskar Sundaram
Baskar Sundaram

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When you’re preparing a proposal, the last thing you want is to be scrambling to put it together at the last minute. A well-organized proposal is more likely to be successful. It should be concise and easy to read and must contain all the necessary information.

If you want to create a well-organized proposal, there are a few things that you need to keep in mind. First and foremost, it is important to organize your proposal in a way that makes sense for your readers. You should also use highlighting techniques to make key points easy for evaluators to find. Additionally, be sure to write from the customer’s point of view and focus on what is important to them.

By following these tips below, you can create a proposal that is easy for readers to understand and evaluate.

Plan Your Content

It’s important to have a plan before you start writing. Planning will help structure your thinking and capture proposal strategies in the best format. There are many tools available to help you in this process. So choose an appropriate content planning tool that fits your organisation and time constraints!

Follow Client’s Guidelines

It is important to follow the instructions provided in order for your submission to be considered. You should use headings from the corresponding bid request and include all sections that the customer requires. You may also want a top-level outline following the prospect’s organizational priorities. Follow the numbering system and order listed in the bid request.

Use Headings

Headings are a great way to organize and announce content. You can use telegraphic headings that label major sections. Add extra structure to the proposal using informative headings in all other instances to provide additional detail for the evaluators. These should be short phrases or keywords identifying major sections in your proposal without giving away too much detail about each individual element within it. Only use numbers three levels deep unless otherwise instructed.

Structure is Key

Present the information in layers to the reader to make your points more compelling. Begin with an introduction that offers context or background on what you are discussing and then gradually add details with supporting proof (stories/cases). Address any drawbacks or limits and finally end the section with a summary.

Proposal evaluators are limited on time. Putting critical points first makes it easier for them to get what they need from your proposals quickly and efficiently This means following their requirements, making navigation simple by organising information logically (with an evidential tone), using headings/lists where appropriate and much more. Planning comes before writing.

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