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Blog Business How to Write Business Proposal (Examples + Free Templates)

How to Write Business Proposal (Examples + Free Templates)

Written by: Aditya Sheth Jan 25, 2024

How to Write Winning Business Proposals

The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. That’s why you need to write business proposals .

A well-written business proposal can often mean the difference between winning or losing a prospective client.

In this in-depth guide to creating business proposals, we show you how to close more deals, make more sales and crush your business goals — all by using easy-to-edit professional business proposal templates .

Here’s what this guide will cover (click to jump ahead):

What is a business proposal, what are the components of a business proposal.

  • How to write a business proposal step by step

More business proposal examples + writing and design tips

What should you include in a business proposal, what are the types of business proposals.

  • FAQs about business proposals

Looking for a shortcut? Watch this quick video for an overview of everything to include in your business proposal:

A business proposal is a document designed to outline a business plan to convince potential client, investor or partner to engage in a business agreement with you or your company. It’s basically a sales pitch in writing to persuade potential clients to show them benefits of working with you or your company for their business success.

A business proposal outlines what your business does and what you can do for your client . It can be general like this business proposal example:

general business proposal template

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

simple business proposal project proposal template

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

social media marketing business proposal template

To design a business proposal that holds the client’s attention, identify their pain points. Then provide your buyer with the right solution to alleviate those frustrations.

Working on a new project? These project proposal examples might come in handy for you.

The components of a business proposal can change depending on the field, company size and client needs. While details may differ, strong proposals typically introduce your company, explain the problem, offer a solution and its benefits, highlight your team’s skills, and outline timeline, cost and next steps.

Sometimes, the complexity of crafting a business proposal, especially in projects requiring thorough market analysis or technical details, calls for professional insight. Seeking research proposal writing help can be invaluable in these instances, ensuring that your business proposals are not only well-structured but also highly persuasive and tailored to meet specific client needs.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

  • Create a compelling business proposal title
  • Build a table of contents
  • Craft the executive summary
  • Write a detailed problem statement
  • Propose your solutions
  • Showcase your team’s expertise
  • Create a realistic timeline
  • Present your payment structure
  • Specify the terms and conditions
  • Receiving the decision

Below, you can see business proposal examples that demonstrate how to include these 10 sections.

1. Create a compelling business proposal title

A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor’s. 

What makes a good title page? Here are the essential elements to include: 

  • Your name along with your company’s name
  • The name of the prospect (or their business) 
  • The date you’re submitting the proposal

Gray Business Consulting Proposal Template Cover Page_Venngage

The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. Honestly, “Who doesn’t want to grow their business?”

2. Build a table of contents

The table of contents is a fundamental part of every winning business proposal template. It makes your proposal scannable and easy to read.

The people you will be pitching to are usually C-level executives like the CEO (Chief Executive Officer), COO (Chief Operating Officer), or fractional executives who work part-time. These are busy people who don’t have time to read your entire proposal in one go.

That’s why most of the business proposal examples in this list include a table of contents.

Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:

Creative Social Media Business Proposal Template Table of Contents

You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. Ensuring your business plan format follows a clear structure can greatly enhance readability and comprehension for potential investors or partners.

It’s easy to add hyperlinks in the Venngage editor. Select the text you’d like to turn into a link, then click the link icon in the top bar. From there, select the page you want to link to! Then download your completed design as an Interactive PDF .

Proposal-ToC-Example

3. Craft the executive summary

The executive summary is a staple in all kinds of annual reports , leadership development plan, project plans and even marketing plans. It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition.

The goals of your executive summary are:

  • Introduce your company to your buyer
  • Provide an overview of your company goals
  • Showcase your company’s milestones, overall vision and future plans
  • Include any other relevant details

This gray business proposal example has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:

Gray Business Consulting Proposal Template About Us

Take note of how precise this business proposal example is. You want to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal.

Crafting an executive summary and keeping it concise and compelling can be challenging, but you can use an AI summarizer online or an AI proposal generator to create a polished document or executive summary. Such tools are trained on relevant AI models that can extract core points from a given text. You can get such a point either in bullet form or in abstract summary form.

Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.

4. Write a detailed problem statement

The point of writing a business proposal is to solve a buyer’s problem. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution.

 A well-defined problem statement does two things: 

  • It shows the prospect you have done your homework instead of sending a generic pitch
  • It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place. 

Texture Business Proposal Template

This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospect’s problem. This brings me to… 

5. P ropose your solutions

The good stuff. In the proposed solution section, you show how you can alleviate your prospective buyer’s pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.

Spare no details regarding the solution you will provide. When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details.

For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics:

Sales Plan Proposal Table Template_Venngage

6. Showcase your team’s expertise

At this point, the prospect you’re pitching your solution to likes what they’re reading. But they may not trust you to deliver on your promises. Why is this?

It’s because they don’t know you. Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client.

business proposal qualifications section

This free business proposal template showcases the company’s accolades, client testimonials, relevant case studies, and industry awards. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes!

Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.

7. Create a realistic timeline

To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.

Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a  flow chart . Or add a  roadmap  with deadlines. Pitching a long-term project? A timeline infographic would be a better fit.

If you look at this abstract business proposal template below, even something as simple as a table can do the trick.

Abstract Business Consulting Proposal Template Timeline_Venngage

The timeline is not always set in stone, rather it’s an estimation. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

8. Present your payment and terms

On this page, you can outline your fees, payment schedule, invoice payment terms , as well as legal aspects involved in this deal. You can even use the Excel Invoice Template to create professional-looking invoices (including brand logo and other elements) and add them to this page.

The adoption of invoice templates is beneficial for small businesses as it streamlines the invoicing process and maintains professionalism in financial dealings. Also, by utilizing small business invoice templates, you can efficiently manage invoicing tasks while upholding a polished and structured approach to financial transactions.

The key to good pricing is to provide your buyer with options. A  pricing comparison table can help with this. You want to give your client some room to work with. Make sure you’re not scaring off your client with a high price, nor undervaluing yourself. 

Breaking up your pricing in stages is another great way to make sure your potential client knows what he’s paying for. Look at how this simple business proposal template does this:

Bold Business Proposal Template Pricing Page_Venngage

The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them to the signature section of the proposal to keep things simple.

9. Specify the terms and conditions

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return.   Add the overall project timeline from start to end, as well as payment methods and payment schedule, incorporating these details into an online project management tool . This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible.

Modern Business Proposal

I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business, you can use the same terms and conditions across all your proposals.

10. Receiving the decision

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.

Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. A professional way of doing that would be to include an e-business card with your contact details, email i.d and any other social links you want to share.

Orange-Simple-Project-Proposal-Template

Now that you know how to write a business proposal, let’s look at how you can optimize your proposal to deliver results!

Below you’ll find some winning business proposal templates and examples to get you started. I’ve also included some design tips to keep in mind when you’re creating your next business proposal: 

1. Know your audience 

If you have some clarity on who your ideal buyer is — their pain points, their budget, deadlines, among other things — you’ve already won half the battle.

If you are a business that helps clients with everything from running giveaways or helping grow their blog, identify which customers to pitch. This is a sure-shot way to close the deal.

Mapping user personas  for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly. This improves the chance of your buyer moving your business proposal to the “Yes!” pile.

2. Put your brand front and center

If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how business proposal examples like the one below highlight brand identity :

content marketing plan business proposal example

From the color palettes to the company logos, everything follows their brand guidelines. The result: a business proposal that’s consistent across the board.

Pro Tip: Switching this template to match your brand assets is actually pretty easy. Venngage’s My Brand Kit feature allows you to import your color palettes, logos as well as font choices. Any Venngage template can now be your template.

You can also consider this sample business proposal template:

Example of a Business Proposal

App design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design. This unique color scheme also makes their white logo prominent throughout the proposal.

3. Try less text, more visuals

Have you ever read a proposal and thought to yourself, “Wow, this is all text and has no images, I love it!”? Yeah, me neither.

The free business proposal template below is a perfect example of the “less is more” principle. It does a phenomenal job of communicating what it needs to. By substituting some of the text with icons and visuals, you get a clean business proposal that’s much more scannable.

Social Media Plan Proposal Template

Want to keep things strictly professional? Instead of icons, you can always add your team’s headshots. This shows your buyer exactly who they’ll be working with.  

Check out this formal business proposal format for some inspiration:

Red Human Resources Consulting Proposal Template Team

4. Switch up your business proposal designs

It doesn’t hurt to go above and beyond once in a while. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging. It also helps your buyers retain information faster.

Simple Business Proposal Example

The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding . Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal.

This SEO business proposal sample proves that it’s possible to switch up the colors in every other page. But it still maintains the same color scheme across the entire proposal just like a professionally designed website: 

SEO Marketing Proposal

Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals.

A business proposal usually aims to answer the following questions: 

  • Who you are and what your company does
  • The problem your buyer is facing
  • The solution your company offers to alleviate the problem
  • How your company will implement this solution effectively
  • An estimate of resources (time, money, etc) required to implement the solution

You can see how this sample business proposal template covers the above points.

business project proposal template

Notice how this proposal template addresses the same project like in one of the previous templates, but uses a completely different design style (more retro, while the previous business proposal template is more modern and minimalistic).

Generally, there are three types of business proposals:

1. Formally solicited 

A formally solicited business proposal is made when you respond to an official request to write a business proposal.

In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write the business proposal for your buyer to evaluate so you can begin the sales process .

2. Informally solicited 

Informally solicited business proposals are written when there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.

An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations. They are not based on official requests which often contain more detail.

3. Unsolicited 

Think of this as a marketing brochure or a cold email. Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. Unsolicited proposals lack any understanding of the buyer or their requirements.

But with additional market research, personalization and identifying customer pain points, you can propose a customized solution based on your buyer’s needs. This can be a very persuasive approach, such as in this business proposal example:

corporate business proposal example

FAQ about business proposals

What is the purpose of a business proposal.

A business proposal aims to streamline the B2B sales process (which is often complex) between you as a seller and a buyer.

It does this by serving the dual purpose of acting as a source of information. The proposal also acts as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.

What are the best practices for business proposal design?

  • Do a thorough spell-check. The goal of your business proposal is to convince your buyer why you’re the perfect person for the job. A proposal with typos or grammatical errors communicates the opposite. A thorough spell-check before you send your proposal is a must.
  • Keep things clear and readable: Clarity is an important aspect that you have to ensure in your business proposal. If you want your proposal to hit home and make an impact on the buyer, you have to write it in an understandable way. To keep things clear and readable, there are a couple of things that you can do. You can, for one, take care to use easy wording and segmented sentences from the get-go. You can also try paraphrasing the hard parts of your proposal once you are done writing it.
  • Let your brand shine. As discussed before, writing a business proposal is all about knowing your ideal buyer and focusing on their pain points. But that doesn’t mean your business proposal template has to be boring. Demonstrate how different you are compared to other companies. You can do this through your brand guidelines, by using more visuals, switching up your proposal design or showing off your personality in your writing . 
  • Create a business proposal PDF. Downloading your business proposal in PDF format allows you to attach other collaterals with your business proposal. These can include a company explainer video or case studies showcasing the work done with past clients. Also, who doesn’t love saving paper?

How long should your business proposal be? 

The length depends on the scope of the work as well as the complexity of the project. Here is a one-page business proposal template:

one page business proposal template

Can your business proposal template really be one page? Yes, as long as you understand who your buyer is and their pain points. You should also have the ability to communicate everything your ideal buyer needs to know about your business in a succinct manner.

Or if you’re feeling adventurous how about just two pages? Often, clients prefer if you go straight to the point and avoid all the fluff.

For example, this green modern marketing proposal template wastes no time in getting down to brass tacks:

Project Business Proposal

Need more inspiration? Check out this blog on the 5 marketing proposal examples that’ll help elevate your business.

There is no one size fits all approach when it comes to deciding how many pages you should include in your business proposal template. And at the end of the day, “the only rules are the ones you set for yourself”.

At the end of the day, writing winning business proposals that sell is all about you understanding your buyer, their potential pain points and positioning yourself as someone who can alleviate those pain points. 

Now that you know how to write compelling business proposals, what are you waiting for?

Take action and start creating your own business proposals to close more deals and grow your business today!

More business communications templates + writing tips you might be interested in…

  • 31 Consulting Proposal Templates to Close Deals
  • 20+ Professional Business Letterhead Templates + Branding Tips
  • How to Write a White Paper [Tips & Templates]

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How to Make a Business Presentation: A Complete Guide

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Have you ever wondered how to make a business presentation that wows your audience? You’re not alone! There’s no lie that every marketer finds crafting compelling presentations is a major hurdle. That’s why 77% of marketers agree they use AI tools to craft more effective and tailored content for their audiences.

How to Make a Business Presentation

  • Write Objective: Clearly define the purpose (inform, persuade, educate).
  • Understand Target Audience: Understand their needs and expectations.
  • Research and Gather Information: Collect data, statistics, and examples.
  • Anticipate Questions: Prepare for potential audience queries.
  • Craft a Clear Outline: Organize content logically into slides.
  • Short Slide Copies: Keep the text brief and to the point.
  • Cohesive Design Style: Maintain a consistent, professional look throughout the presentation.

In this guide, we’ll cover essential tips for creating impactful business presentations, from structuring your message to designing eye-catching slides, everything step-by-step. Moreover, with DocHipo and its advanced AI capabilities, you’ll discover how easy and efficient presentation design can be!

Table of Contents

Why are business presentations important, what makes an effective business presentation, what to include in a business presentation, how do you plan a business presentation, how to write a business presentation, how to make a business presentation design.

  • Delivering Your Business Presentation with Confidence and Impact
  • How to Make a Business Presentation Interactive
  • How to Make a Business Presentation with DocHipo

If you want to dive deep into it, you might ask yourself, “What is the objective of a business presentation?” The primary objective of a business presentation is to convey valuable information in a persuasive and impactful way, often helping you secure buy-in or drive action. 

Business presentations are essential because they allow you to communicate your ideas, products, or services directly to your target audience, making them feel involved and informed.

For instance, if you pitch a new product to potential investors, a well-structured presentation can highlight its benefits, market potential, and financial forecasts. 

Now, let’s understand, “What are the two common purposes of business presentation?” The two common purposes of business presentations are to educate and persuade – whether training a team on new processes or convincing clients that your solution answers their problem. A good presentation can be the key to successful communication and achieving your business goals!

What should a business presentation look like to make an impact? An excellent business presentation should be visually clean and professional, provided with a consistent business presentation layout theme.

Here is a good example of a business presentation from DocHipo. 

Business presentation example

Get This Template and More

Everybody wants to make good business presentations, but some common issues can ruin them if you don’t pay proper attention. Here are some of the most common problems that you should be aware of while making a business presentation:

1. Attention Span and First Impressions

Suppose you have just three seconds to grab your audience’s attention. Research shows that those first moments can make or break their impression of you and your message. Start with an intriguing story or eye-catching visuals, and you’ll instantly boost engagement and keep them hooked throughout your presentation.

2. Structure and Clarity

An organized presentation keeps your audience on track. By following a clear structure—such as an engaging opening, a defined agenda, and a memorable closing—you’re more likely to keep their interest. Presentations with a logical flow are 70% more likely to drive a sale , proving that a structured approach is key to persuasion.

3. Emotional Engagement

Building an emotional connection is crucial. Presentations that resonate on a personal level with their audience have higher success rates. Studies suggest that up to 90% of sales come from presentations that tap into emotions, which helps you leave a lasting impression and reach your goals.

You must be mindful of a few things to avoid these pitfalls and make an effective presentation. To create an effective business presentation, focus on your audience’s needs and aspirations. Think about what matters most to them, and tailor your message accordingly. 

You aim to show them exactly how your product or service can solve their specific challenges or help them reach their objectives. Keep your content concise, relatable, and benefit-focused so that every slide speaks directly to what your audience cares about. Remember, the more your presentation aligns with their goals, the more impactful and memorable it will be!

Are you wondering what a good business presentation is? It has three main aspects: an introduction, a main body that captures the essence of the problems and solutions, and conclusions. 

If you’re an HR professional providing training to your employees, the main body of the presentation should look like the following.

Business-main-body-slide

As for “what should be in a business presentation,” you must include a captivating title with the brand name and theme, an introduction slide with pointers, clear objectives, data-backed insights to support your claims, and actionable takeaways in the form of recommendations. 

Don’t forget to wrap it up with a strong call to action that drives home your message and encourages the next steps!

A well-organized presentation typically follows this format:

By incorporating these elements into your business presentation, you can create a compelling narrative that effectively communicates your message and engages your audience, like the one below.

What to include in a business presentation

Planning a business presentation can seem daunting, but a clear approach will set you up for success. Start by understanding how to start a business presentation effectively. I have laid out the impeccable and essential five steps to plan and structure your presentation to make it impactful!

1. Set the Objective of the Business Presentation

Begin by identifying the main goal. Are you trying to inform, persuade, or educate? Clarifying your purpose will help shape your message and keep the presentation focused. I suggest writing down your objective in a single sentence and keeping it visible as you prepare—this will keep you aligned and on track.

3. Understand Your Target Audience and Their Needs

Who will be in the room? Make your business presentation aligned with their interests, challenges, and preferences. The more you know about your audience, the better you can craft a message that resonates. Picture yourself in their shoes, and think about what they hope to gain. Connecting on this level makes your presentation effective, more engaging, and relatable.

4. Research and Gather Information about the Problem

Dive into the topic thoroughly so you can address it with authority. Collect data, statistics from case studies, and real-world examples to support your points. If discussing how your product solves a problem, be prepared with solid evidence. This adds credibility and keeps your audience engaged with valuable insights.

5. Anticipate Questions of Your Audience to Impress Them

Think about potential questions and doubts they might have. Preparing responses ahead of time not only shows you’re knowledgeable but also boosts your confidence. Addressing these proactively can be a powerful way to establish trust. Remember, being ready for their questions shows you truly understand their concerns.

6. Craft a Clear Outline to Create Slides

Organize your presentation into an outline with a logical flow. Start with an introduction that grabs attention, move into the body with key points, and end with a compelling conclusion. 

This outline will be the foundation for writing your slides, ensuring your message is delivered clearly. 

With these steps, you’re on your way to creating a business presentation that’s not only well-organized but also impactful and memorable!

After all the planning, writing a great business presentation might sound scary, but breaking it down into clear sections can make it much simpler – and more effective. Here’s how to create a business presentation of a company that flows naturally and leaves a lasting impression:

1. Title Slide That Reflects Your Goal

Your title slide is like the front cover of a book – it sets the tone for everything that follows. Make sure it’s professional, visually appealing, and hints at your objective. For instance, if your goal is to pitch a new product, include the product name and a tagline that captures its main benefit, like the one below.

Fashion store business presentation template

2. Compelling Introduction for the Context

Jump right into the heart of why you’re there. Start with a question, a quick story, or a surprising fact. This sets the context and grabs your audience’s attention immediately. For example, you can write an overview of your company or the product with a background story!

The following introduction slide is one of the best business presentation templates because it provides a brief explanation of how to write an introduction.

Business presentation introduction idea

3. Present a Roadmap or Table of Contents

Lay out what the audience can expect. A roadmap or table of contents gives your presentation structure and prepares your audience for what’s to come. You can keep it simple – just a few bullet points on the main topics you’ll cover, like “Problem, Solution, Results, Next Steps.”

4. Problem Statement

Now, it’s time to outline the problem you’re addressing. Be clear and concise, using real-world data or a relatable scenario. The key is to get your audience to understand why this issue matters. Let’s say you’re presenting a cutting-edge AI tool that can help small businesses with cost-effective solutions, and the problem your audience is dealing with is the constant rise of start-up failures. Then, you can use business presentation slide templates like the following ones.

Business presentation problem statement

5. Main Body: Key Points, Supporting Evidence, and Clear Messaging

In the main body, dive into the details. Present your key points, back them up with data, and use visuals to reinforce your message. Try organizing your content logically and including supporting evidence or case studies to demonstrate credibility. Each slide should answer a question, resolve a point, or support the next.

Business-presentation-with-key-points

6. Solution or Strategy

Here’s where you show them the answer. Explain how your solution addresses the problem and outline the steps involved. Describe how it works and its benefits, whether a product, service, or strategy. Make it specific—audiences want details that paint how this solution can make their lives easier.

Business presentation benefits solutions slide

7. Storytelling with Minimal Text, Data, and Examples

Make your points memorable by weaving in storytelling. Keep text minimal and focus on visuals – charts, graphs, or photos—to highlight key information. Tell a quick success story of a client or business that has already benefited from this approach. Real-life examples stick with people, so aim to bring your points to life.

Check out the business presentation templates, which show how to leverage attractive visuals and minimal text.  

Business presentation with timeline visual

8. Ending the Presentation: Call to Action and Conclusion

Wrap up with a powerful conclusion and a clear call to action. Do you want your audience to schedule a follow-up meeting, approve a project, or simply contact your team for an inquiry? Let them know exactly what to do next. 

Business presentation with CTA

9. Acknowledgments and References

Lastly, show appreciation for any team members, partners, or online resources that contributed to your presentation. Briefly acknowledge them at the end, and include any references for the data you presented. This final touch adds professionalism and credibility to your work.

Following these steps will help you craft a clear and persuasive business presentation that will set you apart from other pitches.

Designing a business presentation that stands out requires a thoughtful approach, and with the right strategies, you can ensure it captures attention from start to finish. Here’s how to create a presentation that’s polished, professional, and engaging:

1. Choose a Consistent Business-appropriate Design Theme

Let’s take you to a typical moment in a marketer’s life! You’re sitting in a room, and a presenter clicks through slides that look like a colorful explosion on one and a grayscale boardroom on the next. Distracting, right? Only a consistent design theme can help you in this case. Stick to a professional color palette and select fonts that match your brand’s vibe—whether that’s sleek and modern or bold and traditional. A cohesive look shows you mean business!

Check out the business presentation template that reflects a power-packed brand consistency so that the audience can remember your brand for a long time.

Business presentation with brand consistency

You can easily achieve this look with your own brand colors and assets in a single click with DocHipo’s brand kits .

Watch the video to try brand kit features in DocHipo for seamless on-brand presentations in a jiffy.

2. Highlight the Key Information

Think of your slides as a quick roadmap for your audience. Highlight the essential points, but don’t overload with text. Use sophisticated color combinations and short, simple texts for the main takeaways so your message is clear at a glance. Imagine your audience quickly scanning each slide—they should be able to catch the most critical information instantly.

Check out the business presentation slides to get an idea of how to make a business presentation design professionally.

Business presentation with key information slide 1

3. Incorporate Visuals Strategically

A great image, branded illustrations , or colorful chart visualizations can say a thousand words, but make sure every visual adds value.

DocHipo Illustration library

For example, a well-designed graph can simplify complex stats if you’re presenting sales data. Use high-quality stock images and icons that complement your message without overwhelming it. Visuals like interactive maps keep your audience engaged and help them remember the content better.

Maps in DocHipo

Also, DocHipo’s potent AI text-to-image generation can take your business presentation slides to the next level. With any descriptive prompts and a ton of styles of images, such as realistic, 3D, oil painting, cinematic, anime, illustrations, logos, and more, you can create your title slide images, online logos , or meaningful charts that can reduce the words in your presentation yet make it more comprehensive. 

AI Image in DocHipo

Storydoc

Business Presentation Introduction Examples & Templates

Learn how to create a business presentation introduction that gets attention in the first 15 seconds. See real-life business presentation introduction examples & samples.

how to create a business proposal presentation

Dominika Krukowska

9 minute read

Business presentation introduction examples

Short answer

What makes a good presentation introduction.

Data shows that a good presentation introduction is all about grabbing attention in the first 15 seconds.

An effective presentation introduction includes interactive design, a big idea, and a mystery to hook the audience in. A good introduction improves reader engagement and increases reading time.

You have only 15 seconds to earn your audience’s attention

Imagine a sprinter at the Olympics. They've trained for years, but a false start costs them the race. A weak introduction is the false start for your presentation, costing you your audience's attention and engagement.

But there's a way to get back on track and back in the race.

Our analysis of over 100,000 presentation sessions shows that the first 3 slides and the initial 15 seconds determine the success of your entire presentation.

These first slides and first moments decide whether a reader will give you their full attention or bounce never to look back.

In this post, we'll guide you on how to craft an introduction that ensures a strong start, keeps your audience engaged, and sets you up for a winning presentation.

Ready? Let’s dive in.

What is the purpose and goal of a presentation introduction?

The introduction in a business presentation has 4 goals: (1) to provide context by introducing the topic, (2) to build authority and trust by introducing the team (3) to manage expectations by giving a preview of the presentation content, and (4) to ignite interest by introducing a big idea.

What are the main types of presentation introductions?

8 types of presentation introductions:

  • Personal intro: Unveils the speaker's background and expertise.
  • Team intro: Showcases the experience and accomplishments of a team.
  • Company intro: Unfolds the company's vision and values
  • Topic intro: Sets the stage for the discussion topic.
  • Product intro: Highlights the product's unique features and benefits.
  • Project intro: Outlines the project's roadmap and expected milestones.
  • Business plan intro: Provides a sneak peek into a business's strategic blueprint.
  • Executive summary (Report intro): Summarizes a report's key insights and takeaways.

How to write presentation introductions that keep people reading

The introduction slide is the gateway to your presentation. Here are some tips to ensure your audience can't resist reading on:

Start with a hook: Start with a captivating bit of information - a surprising statistic, a bold statement, or a thought-provoking question.

Show relevance: Highlight why your presentation is important to your audience.

Keep it simple: Make your introduction clear and concise to avoid overwhelming your audience.

Include visuals: Incorporate relevant visuals to enhance your message.

Use interactive elements: Using running numbers to present stats or giving your audience something to play around with, like sliders or tabs to click through, is another proven way to boost engagement.

Add a personal touch: Make your introduction resonate with your specific audience by personalizing it. This can get 68% more people to read your presentation in full and increase the average reading time by 41%.

Manage expectations: Provide an estimated reading time to set clear expectations and lower your bounce rate by 24% .

How to design a presentation introduction that grabs attention?

Designing an engaging presentation introduction is a crucial step in capturing your audience's attention.

Here are some strategies you can use to create an impactful introduction:

Video introduction

A video introduction adds a personal touch to your presentation. It brings in the human element with voice, gestures, and expressions, establishing a connection with your audience. This non-verbal communication is crucial for building relatability and trust.

According to our research, presentations with a video in their cover slide have 32% more people interacting with them .

And this doesn’t just refer to the top part of your deck. By embedding any video into your presentation, you can get people to read it 37% longer and enjoy a 17% increase in the CTA click-through rate.

This can be a short clip that introduces the topic or a brief message from the presenter. Our interactive editor allows you to easily embed videos in your slides by uploading them to the media library or pasting a URL.

Here’s an example of an introduction slide with a video:

Introduction slide by Storydoc

Text and image

Pairing a story with a relevant image can create a memorable connection. Whether it's a personal photo for an individual introduction, a team photo for a group introduction, or a symbolic image for a company introduction, the right image can enhance your narrative.

Our platform offers a variety of design options to help you craft this perfect pairing. You can either choose your own images or let our AI assistant take care of it for you. You can also select the placement and adjust the proportions so that it doesn’t overpower your key message.

Here’s an introduction slide sample using a mix of text and images:

Introduction slide with text and image

Timeline (History slide)

A timeline slide can take your audience on a journey through your company's or your personal history. It allows your audience to appreciate each significant milestone individually, adding depth to your presentation and making it easier to follow.

And, on top of that, giving your readers slides they have to click through makes them 41% more likely to scroll it all the way down to the bottom and read it 21% longer.

Here's an example of a history slide:

History slide by Storydoc

Multiple introductions (Tabs)

Tabs offer a neat way to introduce multiple aspects within the same context. You can dedicate a tab each for the speaker, the team, leadership, partners, and the company.

This feature also allows you to tailor your introduction to different audience personas, ensuring that your content resonates with everyone. An AI text generator can reduce the time spent on these different messages.

Here’s an example of an introduction slide using tabs:

Introduction slide with tabs

Best examples of how to write and design your presentation introduction

When it comes to creating a compelling presentation introduction, real-life examples can provide invaluable insights. Let's explore how 4 Storydoc clients have leveraged the platform's features to create impactful starts to their presentations.

Yotpo is an e-commerce marketing platform that provides solutions for managing customer reviews and loyalty programs. Their presentation starts with a dynamic variable, allowing them to personalize the experience for each viewer with just a few clicks.

The introduction slide features a video showcasing their product in action, while the third slide uses a timeline to explain how to measure the product’s impact, complete with screenshots for clarity.

This approach not only engages the viewer but also provides a comprehensive overview of the product's capabilities. And, by sharing how to use data-driven insights to make the most of the platform, it helps build trust and credibility with potential customers.

WiseStamp , an email signature manager solution, uses dynamic variables on their first slide to embed the prospect's name and their company's name.

The introduction slide visualizes what the prospect's email signature would look like if they signed up for WiseStamp. All the data, including the name, address, phone number, and website, can be pulled directly from the CRM thanks to robust integration capabilities .

And, once they’ve seen the end result, prospects can also watch a short video showing how the product works.

All this combined makes potential customers feel like the presentation was created specifically for them, when in reality it takes just a few clicks to create unlimited versions of any deck.

The end result? A completion rate of 60% and a CTA conversion rate of 10%!

Octopai , an automated data intelligence platform, also leverages the power of personalization by including a dynamic variable on the cover slide.

The introduction slide grabs the readers’ attention by using a running number to present an agonizing problem statement. The third slide uses shocking statistics to reiterate the main issue plaguing the industry, paired with relevant images.

This approach effectively highlights the problem that Octopai solves. It can easily be personalized to include the prospect’s specific pain points, either found online or mentioned during the discovery call, making them more likely to be interested in the solution.

And, it worked wonders for the Octopai team! Their salespeople could easily create several versions of the same deck using the intuitive editor, leading to more demos booked and improved sales calls.

Orbiit , a virtual networking platform, provides a link to a shorter executive summary on their first slide for prospects who don't have time to read the whole presentation. Using the analytics panel, they can easily see who clicked on it and who didn’t, and follow up accordingly.

The introduction slide uses running numbers to present statistics regarding networking benefits before moving on to the main problem statement.

This engaging approach shows the importance of solving the issue and positions Orbiit as the perfect solution provider right from the start.

If you want to see more presentation introduction samples, check out our examples section .

Business presentation introduction do’s and don’ts

To ensure your introduction hits the right notes, here are some key do's and don'ts:

✅ Ignite interest with a compelling hook, like a surprising fact or a provocative question.

✅ State the purpose of your presentation clearly. Make sure your audience understands why they should care.

✅ Enhance your introduction with strategic visuals. A picture can speak a thousand words.

✅ Tailor your introduction to your specific audience. Make them feel seen and understood.

✅ Include an estimated reading time. It helps set expectations.

❌ Flood your audience with too much information upfront. Keep it simple and intriguing.

❌ Begin with a lengthy personal introduction that doesn't directly relate to your topic.

❌ Include large blocks of text. They can be overwhelming and off-putting.

❌ Send generic introductions. They can make your audience feel disconnected.

❌ Leave your audience in the dark about how long your presentation will take.

How to write your intro based on data from previous interactions with clients

By analyzing how clients interact with your content, you can then tailor the introduction of your following presentation to their preferences and expectations.

Say the first presentation was a sales one pager, you can use the engagement data gained there to tailor the intro for your sales proposal.

You can use engagement data to answer which slides and topics they engaged with and which they skipped, or if they viewed a video, used a calculator, filled out a form, or clicked your CTA.

You can then use this information to deduce what they really care about and use that information in your next intro.

The only problem is that with traditional static presentation makers like PowerPoint or Google Slides the only information you can get is whether the email where you attached them was opened.

You’re completely blind to what happens after you hit ‘Send’, good or bad.

But if you upgrade from static PowerPoints to Storydoc’s AI business presentation maker you get out-of-the-box analytics with multi-layered engagement information down to the slide and button interactions.

You can learn more about presentation analytics here:

Storydoc analytics pa

Advanced: How to personalize your introduction at scale?

According to our research, personalizing your presentation can greatly improve your presentation performance. For example, including a personal note in your presentation can get 68% more people to read it in full and share it internally 2.3x more often.

But personalization takes time. Time which most of us can’t afford to spend on every reader.

However, this can easily be done at scale by integrating Storydoc with your existing tech stack.

Doing this will enable you to pull customer data directly from your CRM and into your presentations with a single click (and send back engagement data to your CRM!).

All you have to do is use dynamic variables in your presentations the same way you’d use them in your email automation.

Address your readers by name, use their company logo and branding, and include a note or a video that addresses their specific pain points.

This is how it works:

how to make a good personalized presentation slide

Advanced: How to introduce multiple people, companies, or subjects?

When you're tasked with introducing various elements, tabs can be a game-changer. They allow you to neatly organize and present different entities such as the speaker, team, or company, each in their own dedicated space.

This way, you can customize the content to suit different audience personas.

For a more chronological approach, the timeline slide can be a great tool. It enables you to guide your audience through the history of your company or personal journey, highlighting each significant event individually.

It's a simple yet effective way to make your introduction more engaging and informative.

Make a beautiful interactive presentation introduction from a template

Creating a presentation from scratch can feel like climbing a mountain. You need to figure out the layout, the message, the story, and the visuals—it's a lot to handle!

But what if you could skip the uphill struggle and get a head start? That's where interactive introduction slide templates shine.

They offer you a ready-made design and content structure, guiding you on where to place your key points for maximum impact. It's like having a roadmap to a successful presentation.

So, why not take the shortcut? Pick a template and start building your engaging interactive presentation introduction today!

First slide of presentation template with logo and video background

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

how to create a business proposal presentation

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Writing Tips

how to create a business proposal presentation

How To Create A Business Proposal Presentation

June 21, 2024

Photo of author

A winning business proposal presentation has two key parts: the presentation deck, and the delivery itself. 

In this article, I’ll be going through how to structure each part of the presentation deck, including some examples to give you a better idea on how to best write those sections.

After that, we’ll be going through some actionable tips from the world’s best-in-class presenters: TED talk speakers. 

Even though you won’t be addressing a hundred-person audience like they do, their best practices on oration and storytelling are transferable to any speaking opportunity, especially a business presentation. Let’s dive right in!

How to structure your business proposal presentation 

Introduce the agenda.

While it’s important to be thorough, keep your agenda introduction brief and to the point.

Your goal is to pique interest and provide a roadmap, not to delve into details just yet. Explain why each section of the agenda is important and how it ties into the overall proposal. 

Provide a problem overview

This sets the stage for why your proposal matters and how it can bring value. A good problem overview section typically follows a similar flow:

  • State the problem clearly:  Use 1-3 clear, straightforward sentences to describe the problem. Use metrics and language your audience uses to describe their problems. Steer clear of unnecessary jargon. 
  • Relate to the audience: Show how it impacts their business, employees, or customers. Use empathetic language to connect with their experiences and concerns. 
  • Storytell with data and insights: Use data, case studies, industry trends, and reports to illustrate the problem’s impact. Your goal is to make the issue more tangible and urgent.
  • Discuss the impact: Highlight the broader implications of the problem. How does it affect the organization’s ecosystem when it’s left unaddressed? 

Why not start with an “About Us”?

In his Harvard Business Review webinar, keynote speaker Michael Brenner advises presenters NOT to start with the about us.

He says the about us section doesn’t really add anything valuable to the discussion, and that it’s best to proceed with what’s actually connecting for your audience–their problems. 

Discuss the proposed solution 

Your solution section is where the real storytelling starts. 

I personally enjoy using the FAB structure when writing my proposed solution. Short for Features, Benefits, and Advantages, the FAB model is a three-pronged sales framework for highlighting the value-add of a given solution.

Let’s say you’re proposing a new booking system for a hotel. Your proposed solution section following the FAB model might look something like this:

  • Feature : The booking system includes features like real-time availability updates, multi-language support, and an integrated payment gateway.
  • Advantage : Real-time updates prevent overbooking, multi-language support enhances user experience for international guests, and integrated payment processing provides a seamless booking experience.
  • Benefit : Increase your booking rates with an efficient, error-free system while providing a convenient, hassle-free booking experience for guests, leading to higher satisfaction and repeat business.

Why not just talk about the benefits? 

Take it from best-selling sales author, Jeffrey Gitomer : “I don’t want features, I want value. I don’t want benefits, I want value.”

It’s not benefits or features. Neither paint a complete enough story to truly convert your audience.

Think about it this way: your audience isn’t just evaluating the merit of your proposal based on what you can promise for them. 

They’re buying into a tangible, realistic solution. And in order to do that, they need the “what” AKA the features. How are you going to implement this solution? What about it contributes to the success of the project or initiative?

What else do I include in my solutions section? 

Again, your solutions section is all about demonstrating competence and value. To really strengthen your case, consider adding: 

  • Previous successful projects
  • Traction and metrics to demonstrate past success
  • Customer testimonials 
  • Highlights from previous projects
  • Awards, certificates, and other industry recognition

Illustrate the roadmap and implementation

After going through the problem and solution, help your audience visualize what the implementation looks like in practical terms. 

In his TED talk, data journalist David McCandless reminds us that “absolute figures” don’t give us the full information. 

Data visualization tools like flow maps help put images to numbers that may seem meaningless–and the same is true for business presentations.

Instead of describing the project flow with just words, it’s better to present project milestones and key deadlines using a timeline graph. 

What if I’m not sure about the timeline? 

Include a disclaimer that these dates are just estimates. Event planning proposals and construction bids often have disclaimers to cover unforeseen events and liabilities; add them at your discretion. 

Include budget and deliverables 

The budget and deliverables section is pretty straightforward. Make sure to include critical information such as: 

  • Budget breakdown 
  • Deliverable breakdown, including target submission/completion dates
  • Justification for the costs 

The cost justification is arguably the most “complicated” part of this section. 

Talking about return on investment (ROI) is one of the easiest ways to say, “Look, it’s going to be worth it.”

If you want a quantifiable cost justification, you can do it by answering the following questions: 

  • The payback period : how long will it take to get ROI? 
  • The internal rate of return (IRR) : how does the upfront investment compare to future returns? What does that look like annually?
  • The net present value (NPV) : how much is this investment worth throughout its lifetime, discounted to its value today? 

End with an actionable CTA

Your final slide should be a summary of your agenda. Quickly go over:

  • The problem statement and the proposed solution
  • The benefits of taking action 
  • The next steps they can take 

The “next steps to take” mainly depends on where they are in your sales pipeline.

If the lead seems interested enough to jump straight to purchase, it’s fine to conclude with a contract signing or jump straight to payment terms. 

If your prospect isn’t at the buying stage yet, you can end with something like:

  • “I’m going to touch base with you guys by [specific day] – is that good?”
  • “I’d like to go ahead and schedule a demo for you guys”
  • “If we sign on today, I can offer a [discount].”

Essentially, your goal with the closing remarks is to keep the momentum and interest alive. 

What other sections can I include in my business proposal presentation? 

That depends mostly on the type of presentation.  Consider adding the following sections for these different kinds of use cases:

Use case 1: Securing funding or an investment 

  • Market analysis: Provide an overview of market size, consumer demographics, growth trends, and a competitive analysis that highlights your unique positioning.
  • Traction and sales metrics: Share important sales numbers, growth stats, and proof that the market is really into what you’re offering.
  • Financial plan: Provide detailed financial projections including profit and loss, cash flow forecasts. You can also include a breakdown of how funds will be used.

Use case 2: Proposing a new project as a contractor

  • Competitor analysis : Point out what sets your business apart from the others, like how your prices stack up and the years of experience you bring to the table.
  • Qualifications and experience : Highlight your qualifications and past successes in similar projects to build confidence in your capability to deliver.

Use case 3: Forming partnerships

  • Roles and responsibilities: Outline the specific roles and responsibilities of each partner, ensuring clarity on contributions and expectations.
  • Benefit analysis: Explain how the partnership benefits everyone involved, emphasizing the perks and advantages that make it a valuable deal for all parties.

Tips on presenting a business presentation, according to TED talkers

Making your pitch deck is one thing–presenting it to an actual audience is a whole other beast. 

TED talk speakers are probably some of the best-in-class presenters in the world.

 Although these speakers come from various disciplines, they do share one enviable trait in common: they can engage, captivate, and inform an audience of thousands, whether they’re talking about the psychology of body language or challenging the belief most people have about their ability to draw and be creative . 

So how do they hit the nail on the head, every single time?

Learn to frame your story 

TED curator (aka Head of Ted) Chris Anderson says a good presentation is all about framing what you want to say.   Ask yourself what is the number one thing that’s worth talking about. In the context of business proposals, think about your main arguments. What’s so important about the problem statement? What’s so compelling about the solution?

Plan your delivery–consider writing a script

Now that you’ve got your story–how do you actually tell it? 

Anderson talks about the importance of keeping the intimacy between speaker and audience. 

As soon as you start reading the presentation, the audience usually stiffens up and becomes less connected to the presentation. 

He recommends exploring two methods for engaging delivery: 

  • Memorize your talk using a script, but not at the cost of sounding like a robot
  • Use bullet points on note cards 

The secret sauce, according to Anderson, is the tone: “Some speakers may want to come across as authoritative or wise or powerful or passionate, but it’s usually much better to just sound conversational. Don’t force it. Don’t orate. Just be you. ”

Think about the visuals

One key mistake of presenters is by listing their discussion points as bullet points on a slide. Anderson says those are best reserved for your private note cards.

So what do you put instead? 

  • Consider adding graphs, charts, and other data visualization tools to clearly communicate complicated data sets 
  • Use tables to help your audience associate different items with specific dates, cost, and other variables 
  • Use stock photos of people to represent persona and target demographics 

Find the perfect mix of data and narrative

Nancy Duarte , author of “The Art and Science of Creating Great Presentations”, says that “great presenters layer story and information like a cake”. 

When presenting research findings, Nancy recommends presenters to send the full written reports in advance and keep the presentation focused on key takeaways. 

Although financial audiences appreciate data, integrating a narrative with the numbers can make the facts more impactful and memorable. Use visuals to supplement your story. 

Finally, for VC pitches, she recommends keeping presentations to a crisp 10 minutes so the majority of the presentation can be focused on the Q&A.

Common mistakes when making a business proposal presentation 

Anderson shared ten ways that speakers can ruin their presentations, with the central theme being “don’t focus on yourself–focus on your audience”. 

Here’s our personal takeaway and how you can use them in the context of business proposal presentations: 

  • Be concise. Don’t take too long explaining what your presentation is about 
  • Watch your cadence. Speak at a reasonable pace and tone 
  • No long intros. Don’t focus on who you are–people don’t need to know why you’re so important 
  • Keep the presentation insightful. Don’t cram your slides with multiple bullet points and multiple fonts
  • Ditch the jargon . Use language that makes the most sense for your audience 
  • Stick to the problem. Skip the lengthy introduction about your organization and why you’re so great 
  • Practice, practice, practice. Rehearse your presentation to get a feel of the flow 
  • Talk freely. Pay attention to tone so you don’t sound like you’re reciting from memory
  • Engage your audience. Make eye contact to keep things engaging for your audience

What is a business proposal presentation? 

A business proposal presentation is a formal document or pitch designed to outline a specific business idea, project, or partnership to potential investors, clients, or stakeholders. 

The purpose of this presentation is to persuade the audience to support the proposal by providing detailed information about the business opportunity, including its objectives, benefits, market analysis, operational strategies, and financial projections.

Where can I find business proposal presentation examples?

While business proposals are harder to find, the original copies of iconic startup pitch decks are live online. 

  • Airbnb pitch deck
  • Buffer pitch deck
  • LinkedIn pitch deck
  • Buzzfeed pitch deck

On the other hand, there are tons of editable templates that you can choose from. Here are some of my personal favorites:

Project Proposal Presentation Samples 

  • General business proposal presentation
  • Colorful project proposal presentation
  • Software-themed project proposal presentation

Marketing Business Proposal Presentation Samples

  • Consulting pitch deck
  • Marketing pitch deck

Sales Business Proposal Presentation Samples

  • Sleek black business presentation template 
  • Problem-solution-agitation framework proposal template
  • Business growth client consulting presentation

Startup Proposal Presentation Samples

  • Dark startup pitch deck
  • Slack pitch deck
  • Vibrant business presentation

Still feeling nervous about your business proposal presentation?

If you ever feel like you’re not the best person for the job, just remember that TED coaches their speakers as early as six months before the event. 

At the end of the day, a good presentation boils down to knowing your stuff. 

Lucky for you, it doesn’t take longer than a few hours of practice:

  • Know your presentation from start to finish
  • Include visuals to support your story
  • Frame your solutions in the context of features, advantages, and benefits 
  • Include quantifiable ROI for cost justification
  • Send complex reports, like financial data, in advance
  • Don’t use the slides as a bullet point tracker–use your notes for that instead 

What Do Investors Look For In A Business Investment Proposal Plan?

How to write a project proposal [free template].

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Easily collaborate with Our Free Business Proposal Presentation Templates. Simplify teamwork and improve the process of creating Useful presentations. Our templates facilitate luxurious collaboration, allowing you to work together easily. With intuitive features and user-friendly interface, collaboration becomes smooth and beneficial. Whether you're brainstorming ideas, refining content, or finalizing designs, Our Business Proposal Presentation Templates make it easy to collaborate with your team or clients. So you can stop using the complexities of traditional collaboration methods and embrace a more useful approach. open the power of teamwork and raise your presentations with Our Business Proposal Presentation Templates.

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How to Impress Investors with Your Business Plan Presentation

How to Impress Investors with Your Business Plan Presentation

Table of Contents

Nare Khachatryan

Nare Khachatryan

Business Analyst at PrometAI

Creating a business plan presentation is very important for anyone looking to get funding and support. It's your chance to show off your business idea and prove it can work. This guide will help you make a strong business plan presentation that stands out. We'll cover everything you need, from what a business plan presentation is to how to present it well. Follow these tips to make a presentation that grabs attention and wins over investors.

What is a Business Plan Presentation?

A business plan presentation is a detailed slideshow that explains your business idea . It shows how your business will succeed and make money. The main purpose is to convince investors to support your business with their money.

This presentation is important because it gives investors a clear picture of your business. It shows them why your business is a good investment. A well-made business plan presentation can make the difference between getting funding and missing out.

A business plan presentation is not the same as a business pitch . A business pitch is a short, engaging talk about your business. It’s meant to grab attention quickly. The business plan presentation, on the other hand, goes into much more detail. It covers every aspect of your business in depth.

For a deeper understanding of business pitches and their differences from business plan presentations, check out our detailed blog post here.

Tips to Create a Convincing Business Plan Presentation

Creating a successful business plan presentation requires careful planning and execution. Use these 8 tips to ensure your presentation captures the interest and support of investors.

1. Focus on Key Points

Highlight the most important aspects of your business. Stick to key points that show why your business will succeed. Avoid unnecessary details to keep the business plan presentation clear and concise.

2. Use Visual Aids Effectively

Visual aids can make your business plan presentation more engaging. Use charts, graphs, and images to illustrate your points. This helps explain complex ideas and keeps your audience interested.

3. Tell a Story

Structure your business plan presentation like a story. Start with the problem your business solves, then explain your solution. This makes your presentation more relatable and memorable.

4. Be Confident and Enthusiastic

Show confidence and enthusiasm during your business plan presentation. Your passion for the business can persuade investors. Practice your delivery to appear polished and professional.

5. Keep Slides Simple and Clean

Design your slides to be simple and easy to read. Use bullet points to break down information. Avoid clutter and focus on one idea per slide to keep the business plan presentation clear.

6. Anticipate Questions

Think about questions investors might ask and prepare your answers. Being ready for questions shows that you understand your business well. This helps build investor confidence in your business plan presentation.

7. Practice and Rehearse

Practice your business plan presentation several times. Rehearse in front of friends or colleagues and ask for feedback. The more you practice, the better your presentation will be.

8. Provide a Clear Call to Action

End your business plan presentation with a clear call to action. Tell investors what you need and how they can help. Make sure they know the next steps if they want to get involved.

What to Include in Your Business Plan Presentation

A well-crafted and detailed business plan structure is the first and most important step in creating a business plan presentation. It plays a big role in convincing investors of your business’s potential.

Executive Summary

The executive summary gives your business a brief overview. It includes your mission, vision, and key points of your business plan.

Problem and Solution Statement

Clearly state the problem your business solves. Explain how your product or service provides a solution to this problem.

Market Analysis

Provide an analysis of your target market . Include information on market size, trends, and your target audience’s needs and behavior.

Business Model

Describe how your business will make money. Explain your revenue streams, pricing strategy, and sales approach.

Financial Projections

Present your financial projections. Include estimates for revenue, profit, and expenses. This shows investors the potential financial success of your business.

Management Team

Introduce your management team. Highlight their experience and skills. Show why they are the right people to lead the business.

Milestones and Traction

List key milestones your business has achieved so far. Include future milestones and a timeline. This shows your progress and future plans.

By including these essential parts, your business plan presentation will be comprehensive and convincing.

Business Plan Presentation Example

Business plan presentation example

By studying this example, you can learn how to create a successful business plan presentation that captures the interest of investors.

How to Present a Business Plan

Structuring the presentation.

Start your business plan presentation with a strong introduction. Follow a clear structure that includes all key sections. Use headings and bullet points to make information easy to follow. A well-structured presentation helps your audience understand your business plan quickly.

Engaging the Audience

Keep your audience engaged by telling a story. Use visuals like charts and images to illustrate your points. Ask questions to involve your audience. Make your presentation interactive and interesting. Engaging the audience helps them connect with your business plan.

Delivering with Confidence

Practice your business plan presentation multiple times. Know your material well so you can speak confidently without reading from notes. Use eye contact and natural gestures to show confidence. Speak clearly and at a steady pace. Delivering with confidence makes a strong impression on your audience.

How to Prepare for Investor Questions During Your Business Plan Presentation

Think about the questions investors might ask about your business plan presentation. Common questions may include your market size, revenue projections, and competition. By anticipating these questions, you can prepare better answers.

Prepare detailed responses to the questions you expect. Use data and examples to support your answers. Practice your responses so you can deliver them confidently and clearly. Well-prepared answers show that you understand your business thoroughly.

Stay calm when facing difficult questions during your business plan presentation. Listen carefully and pause to think before answering. If you don't know the answer, be honest and promise to follow up later. Handling difficult questions gracefully shows professionalism and builds trust with investors.

Here are a few example questions investors might ask during your business plan presentation:

What is your target market size, and how did you calculate it?

How do you plan to acquire customers, and what are your marketing strategies?

What are your revenue projections for the next three years?

How does your product or service stand out from the competition?

What are the key risks facing your business, and how do you plan to mitigate them?

Can you explain your pricing strategy and how you determined it?

What is your current financial status, and how much funding are you seeking?

How do you plan to use the funds you are raising?

Who are your key team members, and what are their qualifications?

What milestones have you achieved so far, and what are your future milestones?

Mistakes to Avoid in Your Business Plan Presentation

Overloading with Information: Keep your information clear and to the point to avoid overwhelming your audience. Stick to key points and keep your business plan presentation clear and concise. Too much detail can confuse and lose the interest of your audience.

Neglecting Visuals: Don't neglect the power of visuals in your business plan presentation. Use charts and graphs. Visuals help make complex information easier to understand and keep your audience engaged.

Lack of Preparation: Lack of preparation can hurt your business plan presentation. Practice multiple times to become familiar with your material. Being well-prepared helps you deliver your presentation confidently and handle questions effectively.

How to Create a Business Plan Presentation?

To create a business plan presentation, outline your key points, use clear visuals, and practice your delivery. Focus on structuring your content logically and engaging your audience.

Why do you present a business plan?

You present a business plan to attract investors, secure funding, and communicate your business strategy. It helps demonstrate the potential success of your business and gain support from stakeholders.

Is a Business Plan Presentation the same as a Business Presentation?

No, a business plan presentation specifically details your business strategy, financial projections, and market analysis. A general business presentation may cover broader topics and doesn't focus solely on the business plan.

How to Present a Business Plan?

To present a business plan, structure your presentation clearly, engage your audience with visuals and storytelling, and deliver with confidence. Practice thoroughly to ensure a smooth delivery.

What is the format for a business plan presentation?

The format for a business plan presentation typically includes an executive summary, problem and solution statement, market analysis, business model, financial projections, management team, and milestones. Use clear headings and visuals to organize information effectively.

A good business plan presentation can help you get the funding and support you need. Focus on key points, use visuals, and practice your delivery. Make sure your presentation is clear and easy to follow. Be ready to answer questions and show confidence. By following these tips, you can create a business plan presentation that stands out and impresses investors. Remember, a strong business plan presentation is one of the best tools to show the value of your business.

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Home » How To Write A Proposal – Step By Step Guide [With Template]

How To Write A Proposal – Step By Step Guide [With Template]

Table of Contents

How To Write A Proposal

How To Write A Proposal

Writing a Proposal involves several key steps to effectively communicate your ideas and intentions to a target audience. Here’s a detailed breakdown of each step:

Identify the Purpose and Audience

  • Clearly define the purpose of your proposal: What problem are you addressing, what solution are you proposing, or what goal are you aiming to achieve?
  • Identify your target audience: Who will be reading your proposal? Consider their background, interests, and any specific requirements they may have.

Conduct Research

  • Gather relevant information: Conduct thorough research to support your proposal. This may involve studying existing literature, analyzing data, or conducting surveys/interviews to gather necessary facts and evidence.
  • Understand the context: Familiarize yourself with the current situation or problem you’re addressing. Identify any relevant trends, challenges, or opportunities that may impact your proposal.

Develop an Outline

  • Create a clear and logical structure: Divide your proposal into sections or headings that will guide your readers through the content.
  • Introduction: Provide a concise overview of the problem, its significance, and the proposed solution.
  • Background/Context: Offer relevant background information and context to help the readers understand the situation.
  • Objectives/Goals: Clearly state the objectives or goals of your proposal.
  • Methodology/Approach: Describe the approach or methodology you will use to address the problem.
  • Timeline/Schedule: Present a detailed timeline or schedule outlining the key milestones or activities.
  • Budget/Resources: Specify the financial and other resources required to implement your proposal.
  • Evaluation/Success Metrics: Explain how you will measure the success or effectiveness of your proposal.
  • Conclusion: Summarize the main points and restate the benefits of your proposal.

Write the Proposal

  • Grab attention: Start with a compelling opening statement or a brief story that hooks the reader.
  • Clearly state the problem: Clearly define the problem or issue you are addressing and explain its significance.
  • Present your proposal: Introduce your proposed solution, project, or idea and explain why it is the best approach.
  • State the objectives/goals: Clearly articulate the specific objectives or goals your proposal aims to achieve.
  • Provide supporting information: Present evidence, data, or examples to support your claims and justify your proposal.
  • Explain the methodology: Describe in detail the approach, methods, or strategies you will use to implement your proposal.
  • Address potential concerns: Anticipate and address any potential objections or challenges the readers may have and provide counterarguments or mitigation strategies.
  • Recap the main points: Summarize the key points you’ve discussed in the proposal.
  • Reinforce the benefits: Emphasize the positive outcomes, benefits, or impact your proposal will have.
  • Call to action: Clearly state what action you want the readers to take, such as approving the proposal, providing funding, or collaborating with you.

Review and Revise

  • Proofread for clarity and coherence: Check for grammar, spelling, and punctuation errors.
  • Ensure a logical flow: Read through your proposal to ensure the ideas are presented in a logical order and are easy to follow.
  • Revise and refine: Fine-tune your proposal to make it concise, persuasive, and compelling.

Add Supplementary Materials

  • Attach relevant documents: Include any supporting materials that strengthen your proposal, such as research findings, charts, graphs, or testimonials.
  • Appendices: Add any additional information that might be useful but not essential to the main body of the proposal.

Formatting and Presentation

  • Follow the guidelines: Adhere to any specific formatting guidelines provided by the organization or institution to which you are submitting the proposal.
  • Use a professional tone and language: Ensure that your proposal is written in a clear, concise, and professional manner.
  • Use headings and subheadings: Organize your proposal with clear headings and subheadings to improve readability.
  • Pay attention to design: Use appropriate fonts, font sizes, and formatting styles to make your proposal visually appealing.
  • Include a cover page: Create a cover page that includes the title of your proposal, your name or organization, the date, and any other required information.

Seek Feedback

  • Share your proposal with trusted colleagues or mentors and ask for their feedback. Consider their suggestions for improvement and incorporate them into your proposal if necessary.

Finalize and Submit

  • Make any final revisions based on the feedback received.
  • Ensure that all required sections, attachments, and documentation are included.
  • Double-check for any formatting, grammar, or spelling errors.
  • Submit your proposal within the designated deadline and according to the submission guidelines provided.

Proposal Format

The format of a proposal can vary depending on the specific requirements of the organization or institution you are submitting it to. However, here is a general proposal format that you can follow:

1. Title Page:

  • Include the title of your proposal, your name or organization’s name, the date, and any other relevant information specified by the guidelines.

2. Executive Summary:

  •  Provide a concise overview of your proposal, highlighting the key points and objectives.
  • Summarize the problem, proposed solution, and anticipated benefits.
  • Keep it brief and engaging, as this section is often read first and should capture the reader’s attention.

3. Introduction:

  • State the problem or issue you are addressing and its significance.
  • Provide background information to help the reader understand the context and importance of the problem.
  • Clearly state the purpose and objectives of your proposal.

4. Problem Statement:

  • Describe the problem in detail, highlighting its impact and consequences.
  • Use data, statistics, or examples to support your claims and demonstrate the need for a solution.

5. Proposed Solution or Project Description:

  • Explain your proposed solution or project in a clear and detailed manner.
  • Describe how your solution addresses the problem and why it is the most effective approach.
  • Include information on the methods, strategies, or activities you will undertake to implement your solution.
  • Highlight any unique features, innovations, or advantages of your proposal.

6. Methodology:

  • Provide a step-by-step explanation of the methodology or approach you will use to implement your proposal.
  • Include a timeline or schedule that outlines the key milestones, tasks, and deliverables.
  • Clearly describe the resources, personnel, or expertise required for each phase of the project.

7. Evaluation and Success Metrics:

  • Explain how you will measure the success or effectiveness of your proposal.
  • Identify specific metrics, indicators, or evaluation methods that will be used.
  • Describe how you will track progress, gather feedback, and make adjustments as needed.
  • Present a detailed budget that outlines the financial resources required for your proposal.
  • Include all relevant costs, such as personnel, materials, equipment, and any other expenses.
  • Provide a justification for each item in the budget.

9. Conclusion:

  •  Summarize the main points of your proposal.
  •  Reiterate the benefits and positive outcomes of implementing your proposal.
  • Emphasize the value and impact it will have on the organization or community.

10. Appendices:

  • Include any additional supporting materials, such as research findings, charts, graphs, or testimonials.
  •  Attach any relevant documents that provide further information but are not essential to the main body of the proposal.

Proposal Template

Here’s a basic proposal template that you can use as a starting point for creating your own proposal:

Dear [Recipient’s Name],

I am writing to submit a proposal for [briefly state the purpose of the proposal and its significance]. This proposal outlines a comprehensive solution to address [describe the problem or issue] and presents an actionable plan to achieve the desired objectives.

Thank you for considering this proposal. I believe that implementing this solution will significantly contribute to [organization’s or community’s goals]. I am available to discuss the proposal in more detail at your convenience. Please feel free to contact me at [your email address or phone number].

Yours sincerely,

Note: This template is a starting point and should be customized to meet the specific requirements and guidelines provided by the organization or institution to which you are submitting the proposal.

Proposal Sample

Here’s a sample proposal to give you an idea of how it could be structured and written:

Subject : Proposal for Implementation of Environmental Education Program

I am pleased to submit this proposal for your consideration, outlining a comprehensive plan for the implementation of an Environmental Education Program. This program aims to address the critical need for environmental awareness and education among the community, with the objective of fostering a sense of responsibility and sustainability.

Executive Summary: Our proposed Environmental Education Program is designed to provide engaging and interactive educational opportunities for individuals of all ages. By combining classroom learning, hands-on activities, and community engagement, we aim to create a long-lasting impact on environmental conservation practices and attitudes.

Introduction: The state of our environment is facing significant challenges, including climate change, habitat loss, and pollution. It is essential to equip individuals with the knowledge and skills to understand these issues and take action. This proposal seeks to bridge the gap in environmental education and inspire a sense of environmental stewardship among the community.

Problem Statement: The lack of environmental education programs has resulted in limited awareness and understanding of environmental issues. As a result, individuals are less likely to adopt sustainable practices or actively contribute to conservation efforts. Our program aims to address this gap and empower individuals to become environmentally conscious and responsible citizens.

Proposed Solution or Project Description: Our Environmental Education Program will comprise a range of activities, including workshops, field trips, and community initiatives. We will collaborate with local schools, community centers, and environmental organizations to ensure broad participation and maximum impact. By incorporating interactive learning experiences, such as nature walks, recycling drives, and eco-craft sessions, we aim to make environmental education engaging and enjoyable.

Methodology: Our program will be structured into modules that cover key environmental themes, such as biodiversity, climate change, waste management, and sustainable living. Each module will include a mix of classroom sessions, hands-on activities, and practical field experiences. We will also leverage technology, such as educational apps and online resources, to enhance learning outcomes.

Evaluation and Success Metrics: We will employ a combination of quantitative and qualitative measures to evaluate the effectiveness of the program. Pre- and post-assessments will gauge knowledge gain, while surveys and feedback forms will assess participant satisfaction and behavior change. We will also track the number of community engagement activities and the adoption of sustainable practices as indicators of success.

Budget: Please find attached a detailed budget breakdown for the implementation of the Environmental Education Program. The budget covers personnel costs, materials and supplies, transportation, and outreach expenses. We have ensured cost-effectiveness while maintaining the quality and impact of the program.

Conclusion: By implementing this Environmental Education Program, we have the opportunity to make a significant difference in our community’s environmental consciousness and practices. We are confident that this program will foster a generation of individuals who are passionate about protecting our environment and taking sustainable actions. We look forward to discussing the proposal further and working together to make a positive impact.

Thank you for your time and consideration. Should you have any questions or require additional information, please do not hesitate to contact me at [your email address or phone number].

About the author

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Muhammad Hassan

Researcher, Academic Writer, Web developer

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How to Write a Business Proposal [Examples + Template]

Meredith Hart

Updated: June 10, 2024

Published: October 08, 2018

Here’s what every new business owner needs: an extra eight hours in the day, an endless supply of coffee, and, most importantly, a really strong business proposal.

how to write a business proposal: image shows a person holding a pen and another person typing on a laptop

A business proposal can bridge the gap between you and potential clients. Done correctly, it will outline your value proposition and persuade a company or organization to do business with you.

Here, we’ll take a look at the various kinds of business proposals and go over how to write one. We’ll also see some ideas and examples to help guide yours.

Know exactly what you need? Jump to one of the following sections:

What is a business proposal?

How to write a business proposal, business proposal templates, business proposal examples, tips for writing a business proposal, business proposal ideas.

how to create a business proposal presentation

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A business proposal is a formal document that’s created by a company and given to a prospect to secure a business agreement.

It’s a common misconception that business proposals and business plans are the same. However, a proposal helps you sell your product or service — not your business itself.

Think of it this way: Instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.

Follow Along With HubSpot's Business Proposal Template

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Home Blog Business How to Write a Project Proposal and Present it to Stakeholders

How to Write a Project Proposal and Present it to Stakeholders

Project Proposal PowerPoint Templates

Every manager or executive has at some point of their career the need to create a project proposal (or initiative, we will use both terms instinctively in this post). In this opportunity we will briefly define the concept, how to write it and more importantly how to present it to an audience. Persuasion is key. Being able to transmit the right message behind the proposal will help you engage your audience with your ideas.

What Is a Project Proposal?

A project proposal is a document that details a new project idea. Its main objective is to communicate the idea, and what is needed to make it happen. In its most basic form, it contains a title, initial and end dates, objectives, goals and the overall main achievement pursued at completion of the project.

Formal project proposals have clear sections that have been proven to effectively communicate a project idea. The basics include context about the problem or pain trying to solve, a high level action plan, and the required resources to execute it. We’ll give you more detail into how to write project proposal categories later on in this article.

Note that a business project proposal is not the same thing as a complete project plan , in terms of project management . The project proposal includes a lot of details in many of the same categories as a project charter or a complete project plan. However, it is not the same document. The project proposal is not a detailed execution plan. There are lots of details that may change between the proposal presentation and the final, approved project plan.

Types of Project Proposals

There are many different kinds of project proposals, since there are many different kinds of projects. For the sake of keeping the article with a reasonable length, we will exemplify Business Project Proposals.

Business project proposals range from formal to informal and vary greatly depending on the industry and company where they are defined. This article focuses on business project proposals, though a lot of the basics and recommendations also apply to different categories.

Situations that Require to Write a Business Project Proposal

Projects intake vary depending on the management frameworks applied by every organization. But there are common management practices that trigger the need for project proposals.

The most common place for project definitions and ideation is during Corporate Planning. Independently of the size of the organization, planning is a practice that every professional organization carries out. Could be defined as Corporate Planning, or just Growth planning, but the time of the year where executives prepare their forecast and plan for the future is the main event where initiatives are defined. In order to evaluate them objectively, project proposals are created. Based on the proposals, the executives decide which projects they will sponsor. With this in mind, it is important that the document is formal, informative, but also persuasive.

How to Write a Project Proposal

The following paragraphs describe the common sections of a professional project proposal document. Keep in mind that this guide does not pretend to be exhaustive and is understood that you’ll need to evaluate adjustments to this outline in order to make it work for your industry, field, and department.

Step One: Define the Purpose around a Problem or Pain

No executive team will approve or fund a project if it’s not solving a realistic problem, situation. While it may sound negative, in business a lot of decisions are made around addressing pains, both organizational and client-facing. This step aims to show stakeholders why your project is important and what are the stakes if they don’t approve it.

Since your problem statement is the very first section of your project proposal, it has to be strong. If you don’t make your audience start believing in the need for a new initiative at this point, it will be very hard to change their minds later on. Don’t exaggerate the problem, since that is easy to discover later on, but be emphatic about why this is a problem that needs fixing. Backup your claims with facts, figures, and business cases. The cost of “ not doing ” is also a strong argument.

Here are some questions to consider when defining the problem:

Why What How Who PowerPoint Templates

Step Two: Introduce The Solution

Now that you’ve hopefully convinced your audience of the existence of a problem, you now have to introduce the proposed solution. The next several steps will help you specify some of the more tangible components of the “how”. On this step, however, you’re still at the dazzling and inspiring stage.

That means your introduction to the plan should focus on its benefits.

How is this going to address the problem and what is your organization going to get out of it? Think increased profits, lowered costs, new products on the market, more satisfied clients, increased brand awareness, etc.

What is the anticipated impact of your project or idea? Focus on wide-ranging effects for a more impressive presentation.

Potential Key Benefits of Project

Step Three: Specify Deliverables and Success Criteria

Deliverables are the results of your project. Think about it as the components, both tangible and intangible, that you’ll be delivering. Include the functions and characteristics of each deliverable, such as what it will do, how it will work, and what benefit it will have. Include details such as due date and key tasks required to successfully carry out each deliverable.

Alongside the definition of deliverables are the success criteria. It’s important to specify how you’ll know if each deliverable has been successfully created, as well as the project as a whole. Whenever you’re presenting objectives or criteria for evaluating success, use the SMART goals approach. SMART stands for specific, measurable, achievable, realistic, and time-bound. You can try using a roadmap template to visualize these deliverables and delivery dates.

Step Four: Outline Project Resources

In order to execute a project, you will require resources. Generally in a project proposal you will divide this definition in two. First, an overall estimation of resources in a common language , financial . So you will translate every resource into budgeting terms and define an investment number. Then, you will break down these financials into: assets (i.e.: technology, infrastructure), human resources, services (i.e.: advertisement, consultancy).

Step Five: Outline your Schedule

In this section you will combine deliverables and resources to generate a high level roadmap. Main points to highlight are start and end of the project, delivery dates and resources usage times. In this way you will materialize the proposal in high level activities.

Step Six: Executive Summary

Once the detailed version of your project proposal is complete, it’s time to summarize the presentation into an executive summary. This summary will include a high-level list of each key element of your proposal. The idea of the executive summary is to be able to summarize in one page all the proposal, in a way an executive can grasp the overall scope.

How to Present a Project Proposal to Stakeholders

Your project presentation will follow the basic steps detailed above. Here is a project proposal example structure using project proposal templates to help you get started on your presentation.

Slide 1: Cover Slide with Project Name

Like in all presentations, you don’t dive into the main part of the presentation without introducing the name of the project and yourself as presenter. Covers slides provide some visual stationary previous the presentation kick off. As a recommendation, set a project name that will make it memorable.

Project Proposal Cover Slide Template

Slide 2: Table of Contents

Audience members will have an easier time paying attention if they know what to expect from your proposal presentation. See the following slide for a common project proposal table of contents format. When presenting it, do not dive into details. The agenda slide is aimed to set a mental state in the audience on the structure of the information will follow. It is a presentation best practice to prepare the audience.

Project Proposal Template Table of Contents Slide

Slide 3: The Problem

Summarize your problem statement in one or two sentences. Be BOLD . When creating this problem summary, make sure to touch upon what the problem is, why it is a problem, how this problem manifests, who this problem affects, and what is the fallout of this problem. Make sure your message is directed to the real pain to solve. Avoid repeating the detailed problem definition; the audience can drill down in the documentation for the facts behind your statements.

PowerPoint Template Project Proposal The Problem Slide

Slide 4: The Solution

As the first slide that formally introduces your projects proposal, this slide should briefly communicate what it is you are proposing to do. You can frame this slide in terms of the solution to the previously mentioned problem or you can introduce it as your plan. Either way, make sure this project introduction is no more than 1-3 sentences long. You’ll have time to specify other details in later slides. At this point of the presentation, your audience curiosity starts to peak, and you need to build your persuasive speech.

Slide 5: Goals and Benefits

For this slide, you want to briefly list the main goals for what you want to achieve with your project, as well as the top benefits your project will generate for the organization. While there may be a much larger list of these two components in your project proposal document, you’ll want to present the most important/relevant here. Try to group goals and benefits into categories. Remember that what you put on your PowerPoint slides is only the tip of the iceberg when it comes to your presentation. You can and should give more details in the spoken part of your proposal presentation.

Goals And Benefits PowerPoint Slide Project Proposal

Slide 6: Deliverables and Success Criteria

Without going into too much detail, list deliverables, due dates, and criteria for acceptance for your main deliverables.

Slide 7: Project Management Strategy

State the project management strategy you’re planning to use to manage the project. You can’t assume everyone in your audience will understand what each project management strategy entails, so you should also provide a brief description of your choice. These templates detailing the Scrum , Kanban , and Waterfall methodologies can give you ideas of how to summarize your chosen methodology.

Slide 8: Budget

The budget slide remains pretty simple. Report both the total budget you anticipate for the project as well as a general breakdown of the budget into the main categories. Providing the percentage of each category of the budget is helpful for stakeholders to conceptualize it. In the Project Proposal Presentation template we have included a project budget slide (in slide #9) with a data table that can be used to present the Budget information.

Slide 9: Project Requirements

Other than budget, what’s needed in order to complete your project? Will you need human resources, specific software, equipment, or a special location in order to execute your project? Add a simplified list here of the main requirements.

Slide 10: Project Proposal Timeline

You will not be able to present the entire project timeline in a simple project proposal presentation. However, you should present an overview of the timeline, including major phases and deliverables. Instead of presenting a simple chart with deliverables and dates, we recommend placing your timeline of deliverables and phases in an actual calendar. This puts your timeline in a visual context of quarters, months, or weeks, allowing audience members to have a clearer concept of how long this project will take.

Slide 11: Conclusion

Close your project proposal with a very short summary of the project, similar to what you wrote previously when introducing your solution. The point of this is to remind your audience of the overarching reason for this presentation, especially after going over potentially less-than-inspiring details like budget and requirements.

Slide 12: Thank You Slide

Don’t forget to thank your audience for listening to your project proposal. Add your contact information in case this project proposal is sent over email and reviewed individually.

Final Words

In this article we had reviewed the definition of project proposal, its main structure and a guide on how to present it to your stakeholders. For further reading about presentations skills , here is a guide to improving your public speaking skills that will help you present your project proposal even more effectively. Hope you had enjoyed the reading.

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Project Execution, Project Management, Project Planning Filed under Business

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  1. How To Create A Winning Business Proposal Presentation

    Step 2: Research your audience. To make a lasting impact, conduct thorough research on your audience. Gain insights into their industry, needs, challenges and goals. This information allows you to tailor your presentation to their specific interests, speak their language and demonstrate the relevance of your proposal.

  2. Make a Winning Business Proposal Presentation in 11 Steps

    7. Team: Introduce the key team members who will be involved in the project. Highlight their skills and roles to build trust and confidence in your team's capabilities. 8. Next step: Conclude with a call-to-action detailing the next step a prospect is supposed to take after viewing your business proposal presentation.

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  4. Make Business Proposal Presentations in PowerPoint (+ Video

    Here are five quick business proposal slide design trends to make use of in 2023: 1. Create an Impactful Cover. Your proposal cover is a great way to pique the interest of your audience and give them a quick taste of your brand. Make an impactful proposal cover by including a photo of your business or your team.

  5. How to Write Business Proposal (Examples + Free Templates)

    Below, you can see business proposal examples that demonstrate how to include these 10 sections. 1. Create a compelling business proposal title. A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor's.

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    Examples of informative presentations: Team briefings presentation. Annual stakeholder report. Quarterly business reviews. Business portfolio presentation. Business plan presentation. Project presentation. Helpful templates from SlideModel: Business plan PowerPoint template.

  9. 8 Best Tips for Business Proposal Presentations [+Examples]

    2. Have a clear agenda. Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting). The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

  10. How To Write An Effective Business Proposal

    To create an effective business proposal that persuades the recipient to take action, include these key components: Title page and table of contents: Begin with a professional title page that ...

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  12. How to Make Business Proposal Presentations in PowerPoint ...

    Learn how to make business plan presentations in PowerPoint using PPT templates. You'll find out how to create a business proposal fast. Download unlimited...

  13. How To Create A Business Proposal Presentation

    Provide a problem overview. This sets the stage for why your proposal matters and how it can bring value. A good problem overview section typically follows a similar flow: State the problem clearly: Use 1-3 clear, straightforward sentences to describe the problem. Use metrics and language your audience uses to describe their problems.

  14. Professional Business Proposal Presentation Templates

    How to create a Business Proposal Presentation. 1. On the Design Dashboard, click ' Generate with AI ' and select ' AI Presentation. 2. Tell the AI what your presentation is about by typing the topic, then click ' Generate. ' Watch as the AI builds your presentation right away. 3.

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    Develop an Outline. Create a clear and logical structure: Divide your proposal into sections or headings that will guide your readers through the content. Introduction: Provide a concise overview of the problem, its significance, and the proposed solution. Background/Context: Offer relevant background information and context to help the readers ...

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    Here's an example of what a business proposal template looks like when done right. 2. Explain your "why" with an executive summary. The executive summary details exactly why you're sending the proposal and why your solution is the best for the prospective client. Specificity is key here.

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  20. How to Write a Project Proposal and Present it to Stakeholders

    Step Five: Outline your Schedule. In this section you will combine deliverables and resources to generate a high level roadmap. Main points to highlight are start and end of the project, delivery dates and resources usage times. In this way you will materialize the proposal in high level activities.