Write a proposal that a Financial Planner would write to propose buying another financial firm
Writing a proposal is one of the most important skills learned in Technical Writing. It allows for not only presentation, but also representation. The writer is creating a recommendation and a solution to a problem, and at the same time, they are establishing not only their own professionalism, but also defining their knowledge of the subject. In many cases this is an opportunity to take the stage in an environment otherwise unavailable, or at the very least step into the spotlight.
The first part of this assignment is to look into types of proposals, both internal and external, as well as the process of the RFP including solicited and unsolicited proposals: Real World examples are used from the annual ad spend process for General Motors on the New York Times, to scientific grants created to both encourage and foster detailed continued research for post-grads.
Next comes the deliverables, budget and requirements. The students are asked to read, define, comprehend and summarize what needs to be included in the proposal. In many cases this includes a schedule, network diagram or KPIs indicated in the RFP. Is there a component for comparison and analysis of multiple factors? The format of the requested proposal is also highlighted, as it is often, the first reason for denial. Is there information missing from the RFP, do you have questions you need answered before you proceed with this proposal? Finally, we take a look at, and consider, the audience to whom we are writing. Is this a review board?
The opportunity landscape is wide and varied. As important as deciding upon which grant to pursue is the research necessary to create a well presented proposal. The assignment includes persuasion, as the goal of the proposal is to have it accepted. The writer needs to establish without question their qualifications and experience. In that there is a heightened importance of knowing your audience.
Students are asked to project into a hypothetical future where they are both in the position and of a position that would require they write this proposal. In that position of positive empowerment, a fictional design, and a bit of a dream are encouraged.