Proposal Writing Session BSAD 492/458 Consulting/Field Project for Majors

Session Agenda To discuss the purpose and process of your initial client meeting To review the content and process of preparing a proposal To gain practice in reviewing a proposal

Initial Client Meeting(s) Purpose –To gain an understanding of the business/organization –To gain an understanding of the proposed project that you’ll be undertaken Process –Be client focused –Be professional –Uphold confidentiality

Proposal Components 1. Cover letter 2. Proposal components Title page: descriptive title, who it’s being prepared for, by whom (including contact details), the date Body –Background, Purpose and Value –Objectives –Work Plan –Time and Cost Budget by Activity –Personnel, their Education and Experience

Background, Purpose and Value Demonstrate you have an understanding of the business/organization Describe the context of the key issue (challenge, opportunity or problem) Clearly state the purpose of the assignment Indicate the value the completed project will have for the business/organization

Objectives Indicate the specific things that will need to be accomplished in order to achieve the project’s overall purpose

Work Plan Explain how the objectives will be achieved –Information sources –Data collection…

Time and Cost Budget by Activity Outline sequencing and timing of each major activity Detail/itemize project expenses

Personnel Provides a snapshot of you –Why you’re interested in the project –Your educational background –Experience Aim to build the client’s confidence in your ability and interest in undertaking the project