CMN 279 Chapter 11: CMN – Chapter 11 – Proposals and Formal Reports
28 Jun 2018
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CMN – Chapter 11 – Proposals and Formal Reports
Proposal – a business document that suggests a method for solving a problem or that seeks
approval for a plan
Internal proposal – a persuasive document that attempts to convince management to
spend money or to implement plans to improve the organization
External proposal – a proposal issues to governmental or private industry clients
outside an organization as means of generating income
Offer proof and assurance that whatever is promised can be delivered
Most proposals use a direct approach
Elements of informal proposals
Introduction – offer an overview of the proposal and its scope and highlight your
qualifications to do the job. Start up and completion dates, cost of project, mention
previous positive associations
Background – define in some detail the problem you aim to solve or opportunity you
wish to address. Purpose and goals of project, convey understanding of clients needs
and how they can benefit
Proposal, method and schedule – explain the products/services you are offering, how
the proposed method for solving the problem is feasible, how the company intends to
proceed with it and perform the work in the available time, what special materials and
resources will be used, and when each phase of project will be completed. If complex:
use headings
Costs and budget – carefully prepared breakdown of costs, submit budget is legal
contract
Staffing and qualifications – show that team/you are credible and have what it takes,
instill confidence by mentioning expertise and credentials
Benefits – summarizes the reasons for accepting the proposal, motivate client to action,
highlight value of solution, advantages of plan over competition
Request for authorization – stipulating time period in which the proposal is valid,
express confidence in solution, appreciation for opportunity, and willingness to provide
further information
Elements of formal reports…
In-house data – i.e. internal files, memos, reports or company intranet or records
Publicly available data – i.e. consultants, experts, internet, news papers etc
Restricted data – members only internet sites, research by other companies
Make a list of keyword linked topics you need to investigate and the type of data you need to
support your purpose and explore your topic
find more resources at oneclass.com
find more resources at oneclass.com
Document Summary
Cmn chapter 11 proposals and formal reports. Proposal a business document that suggests a method for solving a problem or that seeks approval for a plan. Internal proposal a persuasive document that attempts to convince management to spend money or to implement plans to improve the organization. External proposal a proposal issues to governmental or private industry clients outside an organization as means of generating income. Offer proof and assurance that whatever is promised can be delivered. Introduction offer an overview of the proposal and its scope and highlight your qualifications to do the job. Start up and completion dates, cost of project, mention previous positive associations. Background define in some detail the problem you aim to solve or opportunity you wish to address. Purpose and goals of project, convey understanding of clients needs and how they can benefit. Costs and budget carefully prepared breakdown of costs, submit budget is legal contract.
