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Checklist for Writing Business Proposals

Before you send in your business proposal, put some time aside and revise the work you've completed.

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Preparing proposals is a very stressful exercise. We suggest that you keep a Proposal Checklist next to you and go over it before submitting the documentation.

After all, once you've sent it in, its gone. Once it leaves the building, it is too late to alter any errors.

Consider delegating this task to another individual. For example, those less involved in the project often see something the proposal team will have overlooked in their haste.

Nothing is more frustrating than discovering errors or omissions when it too late. You may have lost the proposal before they even opened you document.

Business Proposal - Project Costs Breakdown

With that in mind, make sure that you have included the following:

Checklist Yes/No
Cover letter
Clients Contact Details
Executive Summary: the entire proposal in a nutshell
Understanding of the client's problem or need
Client's requirements (objectives, cost)
Cross-reference your proposal against the RFT requirements
Solution description includes text, diagrams and illustrations.
Label all diagrams and graphs
Explain how your solution benefits your client
Explain why this solution among other options
Offer comparable success stories
References and contact details
Costs Breakdown
Case Studies
Company Profile
Methodologies and how they suit the clients needs
Project Milestones and deadlines
Summarize the proposal on last page
Check that the proposal has been spell-checked
Check that the proposal is bound correctly
Check that the proposal has no blank pages or pages assembled incorrectly
Ensure that the proposal is submitted on time.
Late entries are disqualified
Check that your have the Clients physical details for the courier.
Allow for traffic and any other last minute delays.

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