Unit 7 - Proposal and Report Writing

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Proposal and Report

Writing
PROPOSAL WRITING
Proposals are written to provide solutions to an identified
problem or need. In some cases, a proposal is written in response
to a Request for Proposal (RFP), in which the information required
in the proposal is supplied by the requesting organization. In
many internal corporate settings, employees may write a
proposal to supply a solution to a problem (identified by
management or by the proposal writer) and request funds to
carry it out.
Before You Start Writing
Before writing a proposal, appropriate research should be
completed and documented to back up the proposal. Without
proper research, your proposal will not be taken seriously. This
pre-work may include researching the problem or need: has
anyone ever tried another solution?; why is this problem
important?; who is affected by the problem; etc. In addition, you
will want to assess potential costs for your solution and get
legitimate estimates to include in your proposal. You also will
want to estimate the time involved in your proposed solution to
put together an informed timeline.
Parts of a Proposal
• Title Page:
Contains a name or title for the proposal which gives readers an idea of its
contents
• Table of Contents:
provides readers an easy and quick reference to the various sections of the
proposal
• Executive Summary or Abstract:
a brief summary of the contents of the proposal
• Background (may be called “Current Situation”):
· What is the problem?
· What major events led up to this proposal?
· Who identified the problem?
· Who proposed the need for a solution?
Benefits and/or Goals:
♦ The general benefits that will be derived from the proposed solution
♦ Goals of the proposed solution
Program Overview:
♦ What activities are proposed? Can include an outline of all proposed
activities.
♦ Who will carry out these activities? What are their capabilities?
♦ When and where will these activities occur?
Resources Required:
♦ What materials, software, hardware, facilities and personnel will be
needed?
♦ How much is this going to cost? (general costs or a detailed breakdown)
Proposed Timeline:
Detailed time schedule providing major milestones for the proposed
solution.
Evaluation Strategies:
How will everyone know that the solution was successful?
Appendix
♦ Supporting materials (tables, charts, reports, suppliers, bios,
etc.)
♦ Project cost-benefit analysis data
♦ Budget with detailed breakdown of costs, if not supplied
under “Resources Required”
Proposals Should Be Error-Free
Do the spell-check and grammar-check on your word-processing
software for the first review
Do a manual review by carefully reading through the entire proposal
REPORT WRITING
There are many types of reports in the business world. Reports
that inform, persuade, recommend, etc. All should include some
basic elements. The sections mentioned below may be named
differently or combined as necessary, but all the information
mentioned below should be included to make your report
complete and understandable.
Purpose
Determine the main questions you must answer in this report.
For example:
• Does this proposal include the elements we need to change our
company logo?
• Will this proposal fit the current marketing budget?
• What will need to be added or changed in this proposal to
satisfactorily meet our needs?
Once you have determined the main questions, and the subordinate
questions they involve, you can formulate your statement of purpose.
For the questions above, the statement might be: The purpose of this
report is to determine the feasibility of accepting the proposal from
ABC Company to change our company logo.
Methods
Describe the methods you used to evaluate or analyze your subject. Some of the
methods could be benchmarking (going to other companies to “benchmark” their
actions in a similar situation); testing (e.g., putting the product or service through
various tests to determine its endurance or developing a pilot program to test the
proposed program); surveying (asking a selected audience their feelings about the
subject).
Your organization may have a set of standard questions upon which you evaluate
the subject. This makes this job fairly easy, but be sure you have answered all
questions completely to satisfy this requirement
Scope
This would explain how big the program is and how many people
or areas it will affect. For example, you may be evaluating a $2
million program that will provide 20 additional jobs across the
country.
Results
At this point, you provide the information you have gathered from
your methods above, organizing it into appropriate and easy-to-
follow segments. For example, you may organize your findings by
Section I – Survey Method;
Section II – Survey Demographics;
Section III – Raw Survey Results (i.e., the numbers, no analysis).
Recommendations
Analyze the data you have gathered and reported in the Results Section
and list your recommendations.
Conclusions
To conclude your report, you summarize all of the above in a concise
paragraph that includes all necessary information to provide closure for
the reader
Writing Abstracts
Two types of abstracts are commonly used: descriptive and
informative.
While the descriptive format gives a short explanation of what
the report is about, an informative abstract gives a longer
summary of the report and includes the conclusions presented.
An informative abstract format is most commonly used in
executive summaries in corporate reports.
An effective abstract/executive summary:
• Is brief, using one or more well-developed paragraphs—rarely
more than a page.
• Uses an introduction-body-conclusion structure in which the
parts of the report or proposal are discussed in order
• Adds no new information but simply summarizes the report
• Is intelligible to a wide audience
Steps For Writing Effective Abstracts
To write an effective abstract, follow these four steps:
1. Reread your report or proposal with the purpose of abstracting
information in the main parts: e.g., purpose, methods, scope, results,
conclusions, and recommendations in a report.
2. After you have finished rereading your report or proposal, write a
rough draft without looking back at your document. Consider the main
parts of the abstract listed in Step 1. Do not merely copy key sentences
from your report as this may result in too much or too little information.
3. Revise your rough draft to
• correct weaknesses in organization and coherence
• drop superfluous information
• add important information originally left out
• eliminate wordiness
• correct errors in grammar and mechanics.
4. Carefully proofread your final copy.

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