{"id":22514,"date":"2020-04-15T10:31:46","date_gmt":"2020-04-15T10:31:46","guid":{"rendered":"https:\/\/www.process.st\/templates\/business-proposal-template-checklist\/"},"modified":"2024-02-29T01:55:33","modified_gmt":"2024-02-29T01:55:33","slug":"business-proposal-template-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/business-proposal-template-checklist\/","title":{"rendered":"Business Proposal Template Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qD5LdfiReJhk85zZjIpGOw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qD5LdfiReJhk85zZjIpGOw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This business proposal template is basically a sales pitch on paper. Its primary purpose is to persuade a company or organization to do business with you.&nbsp;<\/p>\n<p>It should describe what you can do to solve the problem, how you plan to solve the problem and the finer details about what, when, why and how it will solve the problem.&nbsp;<\/p>\n<p>It should also contain a key call to action that will compel the recipient to take the next step.&nbsp;&nbsp;<\/p>\n<p>Business proposals can be split into the following two types:&nbsp;<\/p>\n<ul>\n<li>Solicited. Solicited proposals are requested by a prospective client, usually via an RFP.<\/li>\n<li>Unsolicited. Unsolicited proposals are proposals that are sent out to prospective clients in the hope that you will win new business.<\/li>\n<\/ul>\n<p>Whether your business proposal is solicited or unsolicited, use this business proposal template checklist to ensure you include all the required information in your proposal and cover key areas such as these:&nbsp;<\/p>\n<ul>\n<li>The problem the organization is facing<\/li>\n<li>The proposed solution<\/li>\n<li>The budget<\/li>\n<li>A key CTA<\/li>\n<\/ul>\n<p>Having said that, business proposals are often long documents that might include anything from engineering specifications to equipment lists to project staffing, depending on what\u2019s <a href=\"https:\/\/www.shopify.co.uk\/encyclopedia\/business-proposal\" rel=\"nofollow noopener\" target=\"_blank\">requested in the RFP<\/a>.<\/p>\n<p class=\"style-danger\" style=\"text-align: center;\">Make sure you use this business proposal template alongside the RFP documentation.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">check list template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n<p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-company-details\">\n<h2>Enter company details<\/h2>\n<div class=\"text-content\">\n<p>Enter your details in the fields below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Contact Telephone Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Company Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Company Address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Industry <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your Company's Mission, Vision and Values <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project\/Activity\/Program Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposal Start Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-proposal-reviewer-details\">\n<h2>Enter proposal reviewer details<\/h2>\n<div class=\"text-content\">\n<p>Enter details about the person\/company who will be reviewing your proposal in the fields below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposal Reviewer Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposal Reviewer Job Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposal Reviewer Company Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposal Reviewer Values, Mission and Objectives <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"preproposal-tasks\">\n<h2>Pre-Proposal Tasks:<\/h2>\n<\/section>\n<section id=\"study-the-rfp-criteria\">\n<h2>Study the RFP criteria<\/h2>\n<div class=\"text-content\">\n<p>Upload the request for proposal guidelines, study them carefully, and list out the key RFP requirements in the field below.<\/p>\n<p>They may specify evaluation criteria and allocate a certain number of points to specific sections or components.&nbsp;<\/p>\n<p>Missing or incomplete items often result in outright rejection or at least a lower score, which will limit your chances of success.&nbsp;<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>If there are many new requirements, in addition to those included in this checklist, consider updating this checklist with each requirement as a new task.<\/p>\n<p><\/strong><strong>Read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow noopener\" target=\"_blank\">this<\/a>&nbsp;to find out how.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload the RFP <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List Key RFP Requirements: <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Proposal Submission Deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"research-the-proposal-reviewer\">\n<h2>Research the proposal reviewer<\/h2>\n<div class=\"text-content\">\n<p>The more you know about the person who will be reviewing your proposal, the better you can tailor your proposal to meet their requirements.<\/p>\n<p>Look at the following sources of information to find out more about your funder:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Their website\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      LinkedIn profiles\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Annual reports\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Success stories of previous grants\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Staff biographies\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Answer the following questions to make sure you know your proposal reviewer inside out:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Who are their customers? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is their decision making\/approval process? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are their pain points? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Does your proposal help solve a problem they have? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What other proposals have they previously accepted? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is there budget? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-a-competitor-analysis\">\n<h2>Conduct a competitor analysis<\/h2>\n<div class=\"text-content\">\n<p>Research your competition to identify potential weaknesses or gaps. Record your findings below and use this information to help inform your GAP and SWOT analysis.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Competitor Research Findings <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-a-gap-analysis\">\n<h2>Conduct a GAP analysis<\/h2>\n<div class=\"text-content\">\n<p>Conduct a GAP analysis to assess the current situation as it is, and the desired situation if your proposal was to be accepted.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> GAP Analysis Findings <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-a-swot-analysis\">\n<h2>Conduct a SWOT analysis<\/h2>\n<div class=\"text-content\">\n<p>Identify and record the strengths and opportunities that will exist if your proposal is accepted.&nbsp;<\/p>\n<p>Identify and record the potential weaknesses and threats that may exist if your proposal is rejected.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Strengths &amp; Opportunities <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Weaknesses &amp; Threats <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-the-problemneed\">\n<h2>Define the problem\/need<\/h2>\n<div class=\"text-content\">\n<p>Using the information gathered in tasks 5 - 9, think about the purpose of your proposal.<\/p>\n<p>Answer the following questions to get your thoughts together so you can begin writing your proposal with some clear direction.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is your best solution to their problem? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What do you want to accomplish? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why do you want to accomplish this? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> How are you are going to accomplish this? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-your-proposal\">\n<h2>Plan your proposal<\/h2>\n<div class=\"text-content\">\n<p>Proposals are often organized into distinct sections. These sections can have different titles depending on the guidelines specified by the organization, but they frequently serve the same purposes.<\/p>\n<p class=\"style-danger\" style=\"text-align: center;\"><strong>Review the guidelines to see if they have specified a structure to follow. <\/p>\n<p>If they have asked you to follow a specific structure, make sure you have a plan for each section they have requested.<\/strong><\/p>\n<p>If they haven\u2019t specified a structure, list out what you might include in the following sections:<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Executive Summary <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Company Overview <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Problem\/Need Statement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Solution <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Experience <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverables &amp; Timeline <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Budget <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"choose-a-title\">\n<h2>Choose a title<\/h2>\n<div class=\"text-content\">\n<p>Your proposal title needs to be catchy, descriptive, informative and pre-dispose the reader favorably towards the proposal.<\/p>\n<p>Brainstorm potential title ideas and record them below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Title Ideas <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Run each title option through the below criteria and choose the final title by selecting the title that best fits the criteria.&nbsp;<\/p>\n<p>Record your final title in the field below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is it concise?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is it descriptive?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is it informative?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is it catchy?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Does it predispose the reader, favorably, towards the proposal?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Final Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Add this to your proposal document cover sheet&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"writing-the-proposal\">\n<h2>Writing the Proposal:<\/h2>\n<\/section>\n<section id=\"write-your-executive-summary\">\n<h2>Write your executive summary<\/h2>\n<div class=\"text-content\">\n<p>Your executive summary should state exactly why you're sending the proposal and why your solution is the best for the prospective client.<\/p>\n<p>After reading your executive summary, even if they don't read the full proposal, the prospect should have a clear idea of how you can help them. This is where you should present the case for why you are the right company for the job, and give the reader the key message of the proposal. focus on the conclusions you want the reader to reach after reading it.<\/p>\n<p>This is what you planned to include in your executive summary: <strong>{{form.Executive_Summary}}<\/strong><\/p>\n<p>Make sure your executive summary includes the following:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      A statement of the problem\/need for your project\/program\/activity\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The purpose of project\/program\/activity\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Project\/program\/activity goals or objectives\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The significance of the project\/program\/activity\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"write-your-company-overview\">\n<h2>Write your company overview<\/h2>\n<div class=\"text-content\">\n<p>Your company overview should include vital details about your company. It should describe&nbsp;the vision and direction of the company so the reviewer can develop an accurate impression of who you are.<\/p>\n<p>This is what you planned to include in the company overview: {{form.Company_Overview}}<\/p>\n<p>This is your company's mission, vision, and values: {{form.Your_Company's_Mission,_Vision_and_Values}}<\/p>\n<p>As a guide, make sure the company overview section in your proposal document answers the following questions:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Where are you located?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      How large is the company?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What do you do as a company?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What do you hope to accomplish as a company?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"write-your-needproblem-statement\">\n<h2>Write your need\/problem statement<\/h2>\n<div class=\"text-content\">\n<p>This section provides you with the opportunity to show the reviewer that you have a clear understanding of their needs or the problem they need help solving.<\/p>\n<p>Develop a clear, concise description of the problem or situation in the need\/problem statement section of your proposal document.<\/p>\n<p>For example, you could describe the problem's impact, both in social and economic costs. You could show how your proposal could change the way people live.<\/p>\n<p>You must convince the proposal reviewer that what you propose to do is essential and that your organization is the right one to do it.<\/p>\n<p>Use the competitor, SWOT, and GAP analysis to explain why your proposal is important.&nbsp;<\/p>\n<p>Competitor analysis findings: {{form.Competitor_Research_Findings:}}<\/p>\n<p>GAP analysis findings: {{form.GAP_Analysis_Findings}}<\/p>\n<p>Strengths &amp; opportunities: {{form.Strengths_&amp;_Opportunities}}<\/p>\n<p>Weaknesses &amp; threats: {{form.Weaknesses_&amp;_Threats}}<\/p>\n<p>This is what you planned to include in this section: {{form.Problem\/Need_Statement}}<\/p>\n<p>Answer these questions to help pinpoint your problem statement:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      How it is responding to a gap in resources, knowledge, or opportunity that needs to be filled?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      How will the project\/action\/program make a wider, positive impact?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"confirm-your-solution\">\n<h2>Confirm your solution<\/h2>\n<div class=\"text-content\">\n<p>In the solution section of your proposal document,&nbsp;define what will occur as a result of your project\/program\/activity.<\/p>\n<p>Make sure your proposed solution is customized to the client's needs so they know you've created this proposal specifically for them<\/p>\n<p>This is what you planned to include in this section: <strong>{{form.Solution}}<\/strong><\/p>\n<p>To make sure your solution is clear, concise and customized to the client's needs, answer the following questions<em> before<\/em> you write up the solution section in your proposal document:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Who will do the work, who will oversee the work, and who does the customer call if there is a problem? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What solutions need to be delivered, what will be required to get it done, what can the customer expect, and what will it cost them? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Where will the work be done, and where will it be delivered? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> When will you begin, when will key milestones be scheduled, when will the project be completed, and when is the payment due? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> How will work be done, how will it be deployed, how will it be managed, how will you achieve quality assurance and customer satisfaction, how will risks be mitigated, how long will it take, and how will the work benefit the customer? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why have you chosen the strategies and alternatives you have selected, and why should the customer select you? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"include-your-experience\">\n<h2>Include your experience<\/h2>\n<div class=\"text-content\">\n<p>In your proposal document, be sure to include relevant qualifications, awards, case studies, client testimonials, and information from previous projects to showcase your experience, demonstrate&nbsp;why they can trust you to deliver, and prove you're the best choice.<\/p>\n<p>This is what you planned to include in this section: <strong>{{form.Experience}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"establish-the-deliverables--timeline\">\n<h2>Establish the deliverables &amp; timeline<\/h2>\n<div class=\"text-content\">\n<p>Use the information established in task 17 to pinpoint specific deliverables. Each deliverable should be clearly identified in terms of what the client should expect to receive as part of your solution.&nbsp;<\/p>\n<p>These should be specific and never over- or under-promise.<\/p>\n<p>The timeline indicates the client when the deliverables will be completed.&nbsp;<\/p>\n<p>This is what you planned to include in this section: {{form.Deliverables_&amp;_Timeline}}<\/p>\n<p>Use the below as a framework to help you create this section in your proposal document.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 1 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 1: Date of Completion <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 2 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 2: Date of Completion <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 3 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 3: Date of Completion <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 4 <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deliverable 4: Date of Completion <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-the-budget\">\n<h2>Confirm the budget<\/h2>\n<div class=\"text-content\">\n<p>Provide a breakdown of all direct and indirect costs involved in the budget section of your proposal.<\/p>\n<p>Include costs that directly relate to the benefit being created, including production, marketing or distribution costs.&nbsp;<\/p>\n<p>Include indirect costs that are not directly identified with the project benefits, including facilities use, utilities, support staff, insurance, and legal \/accounting expenses.&nbsp;<\/p>\n<p>This is what you planned to include in this section: <strong>{{form.Budget}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"clarify-your-terms--conditions\">\n<h2>Clarify your terms &amp; conditions<\/h2>\n<div class=\"text-content\">\n<p>Your terms &amp; conditions are essentially a summary of what you and the client are agreeing to if they accept your proposal. Make sure you go into specific detail about the project timeline, pricing, and payment schedules.<\/p>\n<p>Upload your terms &amp; conditions below and make sure you send them to the legal team before adding them to the proposal.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Terms &amp; Conditions <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-terms--conditions-to-legal-team\">\n<h2>Send terms &amp; conditions to legal team:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Clarify your terms &amp; conditions<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"include-a-key-cta\">\n<h2>Include a key CTA<\/h2>\n<div class=\"text-content\">\n<p>Figure out the appropriate call to action for that particular client and project, and end your proposal with it.<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>As an example, you could state your desire to take the conversation further. Or request an eSignature to initiate the project.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"presubmission-tasks\">\n<h2>Pre-Submission Tasks:<\/h2>\n<\/section>\n<section id=\"check-the-aesthetics\">\n<h2>Check the aesthetics<\/h2>\n<div class=\"text-content\">\n<p>Read through your proposal and check for the following aesthetic\/formatting errors:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is there a title page with all the necessary information describing this document?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Does the organization of the proposal enhance the content and make it easy to find\/avoid types of information?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Are the margins consistent?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is pagination accurate?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Did you use a consistent type-style?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Did you use sign-posting and color coding where appropriate?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have you used visual aids such as charts, tables, diagrams where appropriate?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"check-the-structure\">\n<h2>Check the structure<\/h2>\n<div class=\"text-content\">\n<p>Read through your proposal and check&nbsp;it follows the EXACT structure stated in the guidelines.<\/p>\n<p>If the guidelines do not specify a structure to follow, make check your proposal has the following sections at least:&nbsp;<\/p>\n<ul>\n<li>Title page<\/li>\n<li>Table of contents<\/li>\n<li>Executive summary&nbsp;<\/li>\n<li>Problem\/need statement&nbsp;<\/li>\n<li>Solution<\/li>\n<li>Experience<\/li>\n<li>Deliverables &amp; timeline&nbsp;<\/li>\n<li>Budget<\/li>\n<li>Terms &amp; conditions<\/li>\n<li>Key CTA<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"check-the-language\">\n<h2>Check the language<\/h2>\n<div class=\"text-content\">\n<p>Read through your proposal again and answer the following questions to make sure your proposal is informative and interesting to read:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is the language uncluttered and concise?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have you avoided using technical terms and jargon wherever possible?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Do you use objective language?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have you avoided subjective terms?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is the tone friendly but informative?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is it written in a storytelling style?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"send-your-proposal-to-a-cold-reader-to-review\">\n<h2>Send your proposal to a \"cold reader\" to review<\/h2>\n<div class=\"text-content\">\n<p>Upload the first draft of your finished proposal document and send it to a \"cold reader\" to review. Give them a copy of the proposal guidelines\/requirements, but little other information.<\/p>\n<p>Ask them to read the proposal quickly (as this is how the proposal reviewer is likely to view your proposal) and ask them to answer the following two questions:&nbsp;<\/p>\n<ul>\n<li>Do they understand it?<\/li>\n<li>Does it make sense?<\/li>\n<\/ul><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> First Draft Proposal <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"implement-their-feedback\">\n<h2>Implement their feedback<\/h2>\n<div class=\"text-content\">\n<p>Update your current proposal document and record the feedback you have received for future proposals.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> First Draft Feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-proposal-against-the-rfp\">\n<h2>Check the proposal against the RFP<\/h2>\n<div class=\"text-content\">\n<p>Read the proposal through for the final time.<\/p>\n<p>Double-check it is aligned with the RFP guidelines.<\/p>\n<p>Here are the key RFP requirements: {{form.List_Key_RFP_Requirements:}}<\/p>\n<p>Answer these questions before uploading the final proposal document, ready for internal approval:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have you presented a compelling case?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Does your project seem feasible? Is it overly ambitious? Does it have other weaknesses?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Have you stated the means that reader can use to evaluate the success of your project after you\u2019ve executed it?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Final proposal <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-for-internal-approval\">\n<h2>Send for internal approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Check the proposal against the RFP<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"submit-the-proposal\">\n<h2>Submit the proposal<\/h2>\n<div class=\"text-content\">\n<p>Submit your proposal in-line with any requirements.&nbsp;<\/p>\n<p>{{form.Final_proposal}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Sources&nbsp;<\/h5>\n<ul>\n<li><a href=\"https:\/\/blog.pandadoc.com\/understanding-the-basics-of-a-business-proposal\/\" rel=\"nofollow noopener\" target=\"_blank\">PandaDoc - Understanding the basics of a business proposal<\/a><\/li>\n<li><a href=\"https:\/\/blog.hubspot.com\/sales\/how-to-write-business-proposal\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot - How to Write a Business Proposal [Tips &amp; Examples]<\/a><\/li>\n<li><a href=\"https:\/\/www.shopify.co.uk\/encyclopedia\/business-proposal\" rel=\"nofollow noopener\" target=\"_blank\">Shopify - Business Proposal&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.instructionalsolutions.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Instructional Solutions<\/a> - <a href=\"https:\/\/www.instructionalsolutions.com\/blog\/proposal-writing\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Winning Business Proposal [Ultimate Guide for 2019]<\/a><\/li>\n<li><a href=\"https:\/\/sswm.info\/\" rel=\"nofollow noopener\" target=\"_blank\">SSWM<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/sswm.info\/sswm-solutions-bop-markets\/affordable-wash-services-and-products\/financial-marketing-and-sales\/project-proposal-writing\" rel=\"nofollow noopener\" target=\"_blank\">Project Proposal Writing<\/a><\/li>\n<li><a href=\"https:\/\/www.learnsphere.ca\/\" rel=\"nofollow noopener\" target=\"_blank\">Learn Sphere<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.learnsphere.ca\/assets\/Uploads\/M5-Proposal-Writing-6-Steps.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Proposal Writing: The Six-Step Process<\/a><\/li>\n<li><a href=\"http:\/\/cedimonline.net\/\" rel=\"nofollow noopener\" target=\"_blank\">National Council of University Research Administrators<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/cedimonline.net\/roadmap\/a\/roadmap_new\/rmpload0101dp.php?f=\/home\/disco1\/uploadfiles\/5\/266\/5317\/10053\/Proposalwriting.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Proposal writing: Stages and Strategies with Examples&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/writing.wisc.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">The Writing Center<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/writing.wisc.edu\/handbook\/assignments\/grants-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Planning and Writing a Grant Proposal: The Basics<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.arc.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">ARC<\/a>&nbsp;-<a href=\"https:\/\/www.arc.gov\/funding\/HowtoWriteaGrantProposal.asp\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;How to Write a Grant Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/\" rel=\"nofollow noopener\" target=\"_blank\">The Balance<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.thebalancesmb.com\/how-to-write-a-grant-proposal-2501980\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Winning Grant Proposal<\/a><\/li>\n<li><a href=\"https:\/\/writingcenter.unc.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">The Writing Center<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/writingcenter.unc.edu\/tips-and-tools\/grant-proposals-or-give-me-the-money\/\" rel=\"nofollow noopener\" target=\"_blank\">Grant Proposals (or Give me the money!)<\/a><\/li>\n<li><a href=\"https:\/\/commonslibrary.parliament.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">House of Commons Library<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/commonslibrary.parliament.uk\/research-briefings\/cbp-8569\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants Statistics<\/a><\/li>\n<li><a href=\"https:\/\/cdn2.hubspot.net\/\" rel=\"nofollow noopener\" target=\"_blank\">eCivis<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/68523\/docs\/Resource_Library_Slate\/Four_Types_of_Grant_Funding.pdf?t=1478460699437\" rel=\"nofollow noopener\" target=\"_blank\">4 Types of Grant Funding&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/cdn2.hubspot.net\/\" rel=\"nofollow noopener\" target=\"_blank\">eCivis<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/blog.ecivis.com\/bid\/207220\/top-3-things-to-know-before-applying-for-a-grant\" rel=\"nofollow noopener\" target=\"_blank\">Top 3 Things to Know Before Applying for a Grant<\/a><\/li>\n<li><a href=\"https:\/\/www.fundingcentre.com.au\/\" rel=\"nofollow noopener\" target=\"_blank\">The Funding Centre<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.fundingcentre.com.au\/help\/grantseeking-basics\" rel=\"nofollow noopener\" target=\"_blank\">Grantseeking Basics<\/a><\/li>\n<li><a href=\"https:\/\/www.usa.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">USA.Gov<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.usa.gov\/grants\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants and Loans<\/a><\/li>\n<li><a href=\"https:\/\/www.grants.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">Grants.Gov<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.grants.gov\/web\/grants\/learn-grants\/grants-101.html\" rel=\"nofollow noopener\" target=\"_blank\">A Short Summary of Federal Grants<\/a><\/li>\n<li><a href=\"https:\/\/www.grants.gov\/\" rel=\"nofollow noopener\" target=\"_blank\">Grants.Gov<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.grants.gov\/applicants\/workspace-overview\/workspace-process.html\" rel=\"nofollow noopener\" target=\"_blank\">Workspace Process<\/a><\/li>\n<li><a href=\"https:\/\/grantsgovprod.wordpress.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Grants.Gov Community Blog<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/grantsgovprod.wordpress.com\/2017\/02\/07\/new-series-what-is-a-grant\/\" rel=\"nofollow noopener\" target=\"_blank\">What Is a Grant?<\/a><\/li>\n<li><a href=\"https:\/\/www.governmentgrants.us\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.governmentgrants.us\/application\/\" rel=\"nofollow noopener\" target=\"_blank\">Application&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.governmentgrants.us\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.governmentgrants.us\/writing-grant-proposal\/\" rel=\"nofollow noopener\" target=\"_blank\">Things to do before Writing a Grant Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.governmentgrants.us\/\" rel=\"nofollow noopener\" target=\"_blank\">Government Grants<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.governmentgrants.us\/understand-grants\/\" rel=\"nofollow noopener\" target=\"_blank\">Understanding Government Grants<\/a><\/li>\n<li><a href=\"https:\/\/www.fundsforngos.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Funds for NGOs<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.fundsforngos.org\/article-contributions\/11-applying-government-funding\/\" rel=\"nofollow noopener\" target=\"_blank\">11 Things to Consider Before Applying for Government Funding<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Related Checklists&nbsp;<\/h5>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_self\">Project proposal template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/construction-proposal-template\" rel=\"nofollow noopener\" target=\"_blank\">Construction Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/construction-progress-report\" rel=\"nofollow noopener\" target=\"_blank\">Construction Progress Report<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/continuation-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Continuation Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/renewal-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Renewal Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/supplemental-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Supplemental Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/writing-a-proposal-step-by-step-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Writing a Proposal: Step-by-Step Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-write-a-research-proposal-2\/\" rel=\"nofollow noopener\" target=\"_blank\">How To Write a Research Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/social-media-engagement-campaign-proposal\/\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Engagement Campaign Proposal<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-preparation-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/startup-due-diligence-for-a-venture-capitalist\/\" rel=\"nofollow noopener\" target=\"_blank\">Startup Due Diligence For A Venture Capitalist<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/environmental-accounting-internal-audit\/\" rel=\"nofollow noopener\" target=\"_blank\">Environmental Accounting Internal Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash management process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Plan Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-flow-report\" rel=\"nofollow noopener\" target=\"_self\">Cash Flow Report<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_self\">Expense Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cash-management-process-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash Management Process<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This business proposal template is basically a sales pitch on paper. 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