Writing Reports: Proposals - PowerPoint PPT Presentation

Loading...

PPT – Writing Reports: Proposals PowerPoint presentation | free to view - id: 480bbd-ZTczN



Loading


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation
Title:

Writing Reports: Proposals

Description:

Includes information from Guffey text, Ch 11-13 Discussion: Communication Matters A Winning Proposition How do the 7 deadly sins of proposal writing reflect ... – PowerPoint PPT presentation

Number of Views:187
Avg rating:3.0/5.0
Slides: 24
Provided by: MaryElle4
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Writing Reports: Proposals


1
  • Writing Reports Proposals

Includes information from Guffey text, Ch 11-13
2
Discussion Communication Matters
  • A Winning Proposition
  • How do the 7 deadly sins of proposal writing
    reflect basic business writing concepts?
  • How can you develop an understanding of the
    clients needs and desired results?
  • Why is a written proposal important?

3
Planning Business Reports
Begin with a challenge statement
Statement of purpose using SMART goals to limit
your scope
Outline issues to investigate by identifying key
research questions
Develop a work schedule timeline and assignments
Use this information to prepare Client Proposal
4
Challenge Statements
  • Problem Statements
  • Defines the situation and the need for a response
    to achieve a desired outcome
  • Starts () assumes and does not state ()

Negative Client was Stupid
5
Challenge Statements
  • Challenge statement
  • Defines the desired outcome from a response to a
    situation
  • Starts () assumes and does not state ()
  • Infinitive phrase or declarative statement
  • Need for response in Background section
  • Situation facts in Research/ Analysis section

Stay Positive
6
Challenge Statement
  • Problem statement
  • The agency has experienced a 50 turnover in
    volunteers, causing manpower shortages.
  • Challenge statement
  • The agency wants to increase volunteer retention
    by developing an understanding of causes of
    volunteer turnover.

(
)
7
Challenge Statement
  • Problem statement
  • The agencys fundraising totals have fallen 25
    since 9/11. The agency wants to identify how to
    increase donations.
  • Challenge statement
  • The agency wants to increase donations by
    identifying successful post-9/11 fundraising
    strategies.

(
)
8
Significance
  • Proposals must reflect the importance of solving
    the challenge to the client
  • Increase revenue/profits
  • Serve more clients
  • Fulfill the organizations mission

9
Goals and Objectives
How to be SMART
10
GOALS
  • S pecific (targeted)
  • M easurable (quantitative)
  • A ttainable (possible)
  • R ealistic (probable/resourced)
  • T ime appropriate (deadline)

11
Activity
  • Individually identify a SMART goal to be
    accomplished within the next 3-5 years.
  • Share with your team and pick one of the goals to
    share with the class.

12
SMART Goal vs. Challenge Statement
  • Challenge statement ? client focused
  • Answers Why client wants you to pursue SMART
    goal
  • SMART Goal ? team focused
  • Answers What team plans to deliver/accomplish

13
Goal Examples
  • To develop a plan to improve attendance at staff
    meetings by 20 over the next 3 months.
  • To develop a plan to increase average attendance
    at the next 3 agency-sponsored events by 25.
  • To develop a plan to improve volunteer
    satisfaction as measured by volunteer retention
    by 10 over the next year.

14
Research Planning
  • Challenge statement
  • SMART goal(s)
  • Key questions to drive research
  • Questions of fact (quantifiable data)
  • Questions of value (worth, benefit, good, bad)
  • Questions of policy (opportunities/ boundaries)
  • Questions of procedure (process guidelines)
  • Questions of strategy (interactions - always
    include a benchmark question)

15
WRITING PROPOSALS
Includes material from Guffey Chapter 14
16
Introduction
  • Explain why the proposal is being made.
  • Identify a challenge or name a key issue or
    benefit.

17
Background, Problem
  • Discuss the significance of the proposal and its
    goals or purposes.
  • For solicited proposals, show that you fully
    understand the problem and its ramifications.
  • For unsolicited proposals, convince the reader
    that a problem exists.

18
Proposal, Plan
  • Clearly state the SMART goal(s) of the project.
    Goals
  • State what the client can expect you to do
    (research questions you will investigate).
    Objectives
  • State what you expect/need from the client.
    Procedures
  • Provide a timeline for completion (presentation
    and final report). Timeline

19
Research Plan Objectives
  • To develop a plan to improve attendance at staff
    meetings by 20 over the next 3 months.
  • By researching the strengths and weaknesses of
    the current notification systems
  • By researching why staff members attend or do not
    attend the meetings

20
Summary Authorization
  • Summarize potential reader benefits from project.
  • Ask for approval. Make it easy to reply.

21
Staffing/Budget
  • State your understanding about staff/budget
    availability to call on in your recommendations
  • Money available in addition to what is spent now
  • Additional person-hours available
  • Increased productivity possible
  • Expanded skill sets possible

22
Project Budget (for the real world, not client
project)
  • Itemize costs carefully. Proposals are contracts.
  • Present a deadline for the bid figures.

23
Client Proposal Example
  • Example
About PowerShow.com