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How to Write a Project Proposal and Present it to Stakeholders

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:

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.

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 it 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.

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.

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.

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.

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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8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

• Problem summary
• Proposed solution
• Pricing information
• Project timeline

You're all set!

Click this link to access this resource at any time.

If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

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. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

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Propose your business as the ideal solution using this free template.

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Make a Winning Business Proposal Presentation in 11 Steps

Learn how to create business proposal presentations that stand out and win deals. Apply battle-tested best practices and actionable tips from sales pros.

9 minute read

helped business professionals at:

Short answer

What makes a good business proposal presentation?

An outstanding business proposal presentation combines clarity, conciseness, and compelling storytelling.

It should be visually engaging, tailored to the audience's interests, and demonstrate a deep understanding of their needs, setting the stage for successful collaboration.

Your business proposal is your last chance to impress

Making a business proposal presentation is your money time at the end of a long, exhausting sales process with a prospective client. Losing your sale at this stage would be most painful.

It can be overwhelming when you realize how much is riding on this one proposal.

Sending out an ill-made business proposal puts you at risk of losing your client’s buy-in at the very last moment.

This situation is stressful for most people, but it doesn’t have to be. To make this process as stress-free as can be, I put together a guide on how to make a proposal presentation that will give you a leg up over your competitors.

Let's get started!

What does a business proposal presentation look like?

A business proposal presentation today goes beyond traditional slides filled with bullet points. It's a deck that blends text, compelling visuals, and even interactive elements like charts, graphs, and short videos.

This modern approach reflects how we engage with content in our digital age – visually and interactively.

Here's what a modern business proposal presentation looks like:

11 steps for making a winning business proposal presentation

Whether you’re selling products or services to prospective clients or pitching new ventures, business presentations are an everyday part of modern business.

Still, most business professionals don’t know how to do it right.

The reason why so many business proposal presentations fail is that not all elements of a successful business proposal presentation are in place. You can ensure your presentation impresses prospects every time by following the following best practices.

1) Do your research about the prospect

Before you set out to craft your business proposal presentation, you must conduct thorough research about the company you’re going to be pitching to.

Often, the difference between a knockout business presentation and a poor one is the level of confidence during the delivery. Carrying out a great deal of detailed research beforehand will give you the confidence needed to ace the presentation. Here's an example of how you can present your findings in a concise way:

The key pieces of information you need to get are:

What is the company size and sector?

What do their internal processes look like?

Who are the main decision-makers in the company?

Who are they selling their products and services to? Is it a B2B or B2C company?

What is your prospect’s most pressing problem?

What are they hoping to achieve?

What is your role in helping them reach these goals?

What is their allocated budget?

Have they ever used other industry solutions?

Finding the answers to these questions will ensure that your lead is qualified and allow you to bring up relevant insights during your presentation.

It will also make your prospect feel understood , which will capture their attention and boost your closing rate.

How to get information about your prospect

Making a discovery call

Visiting their website

Observing their social media accounts

Analyzing their competitors

B2B databases, such as G2 or Capterra

Data prospecting tools like ZoomInfo or Lusha

2) Personalize your proposal presentation

If you do your homework right and know who your potential client is, you will be able to deliver a tailor-made business proposal presentation.

Our research shows that by personalizing your proposal, you’re increasing the number of people who will read your deck in full by 68% as compared to generic presentations.

If you think about it, it makes perfect sense. Every single email that starts with “Dear Owner” or “Dear User” immediately goes to live in my Bin folder.

By including a personal note tailored to your recipient, you’re skyrocketing the chances of it living rent-free in their head instead.

4 main ways to personalize your business proposal presentation:

I) Add company-specific insights

This can be anything you learned while doing your research on the prospect or something they mentioned during a discovery call.

II) Include your client’s name and logo in every business proposal presentation

If you’re using a PowerPoint this means going in and manually adding the identifying info into the deck.

If you’re using Storydoc, then this can easily be streamlined for scale using dynamic variables that change specific info for specific recipients.

This feature swaps out your client’s details while the rest of your deck stays intact, and with a 10-second setup, you’re good to go.

Here's how it works:

III) Include your prospect’s branding

If you’re using PowerPoint, then you’ll have to go in and change the design and visuals in your deck to fit your prospect’s branding. Alternatively, you can use a DIY tool like Snappa’s SVG editor or Logo.com’s logo generator .

With Storydoc, you can automatically apply branding pulled from any given website just by providing the website address—including the brand’s colors and fonts.

This will make an impact on your prospect while requiring minimal effort on your part, let alone involving a designer.

IV) Keep your proposal relevant at all times

When choosing client stories to share in your business proposal, stick to companies from a similar field.

Show a deep understanding of your prospect’s industry, key pain points, and competitors. This will make it easier for them to visualize what your solution can do for them.

3) Use a battle-tested presentation structure

It doesn’t matter if you’re in the last stage of your sales pipeline or still moving prospects down the funnel.

There are some common elements each business proposal presentation needs to have in order to perform exceptionally.

In our usage data we see presentations with similar business proposal structures outperform the rest time and time again.

What to include in a business proposal presentation

8 essential slides of a business proposal presentation:

1. Title page: This should include essential information such as your company's name, the client's name, and logo, along with the submission date.

2. Assessment or project overview: Here, clearly define the client's problem or need and outline your proposed solution. This section establishes the context and purpose of your proposal.

3. Executive summary: Offer a concise summary of your proposal, highlighting your unique value proposition. For tips on how to write one, read our 101 guide .

4. Methodology: The how to your what and why . In this part, you should explain the methods you’ll use to deliver on your promises and include a list of deliverables with a projected timetable.

5. Pricing: Provide a clear, transparent breakdown of costs for your services or products. Offering multiple pricing options can cater to different client needs or budgets.

6. Proof of qualifications: Showcase your credibility with evidence of past successes. Include case studies, testimonials, relevant certifications, and any industry awards you've received.

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.

4) Maximize your impact with a compact presentation

You may feel that the more information you include in your business proposal presentation, the higher your chances of sealing the deal are. But it’s the exact opposite.

The busier people get the narrower their attention spans. I can assure you that when faced with a bulky document, your prospects will either skim through it or not bother reading at all.

It’s more constructive to keep your presentation short and concise by including only the information most relevant to your prospect and with the biggest needed to finalize their decision to buy.

5) Avoid complex information and jargon

Complexity adds to cognitive load and any additional bit of information makes it harder to decide.

The best strategy for your business proposal would be to bring up only the most important aspects of your product or service that came up during the sales process.

You don’t have the time or attention to tell them everything. So tell them what really makes a difference.

Don’t get too technical

No matter how great the technology behind your solution is, I can assure you that most of your clients don’t care about the details. They care about the outcome your solution brings them, and what it’s going to cost them in time and money.

Sounds harsh? Sorry, but that’s the reality.

We don’t buy the latest iPhone because it has a pro 12MP camera system or a lens with a ƒ/1.8 aperture and 120° field of view. We buy it because we can take holiday photos for Instagram that will make Debra from HR green with envy.

Your customers are no different. They don’t need to have the same level of knowledge about your solution that you do. You will only confuse them by bombarding them with technical details.

Write in simple words and sentences

The extent of the attention your proposal will likely get is similar to that of an 8th grader. If you know your solution inside and out, you should be able to explain it simply.

Practice answering these questions as if asked by an 8th grader:

What does your company do and what makes you best qualified for the job?

What are your customers’ main pain points?

What is your proposed solution and how are you going to tackle the prospect’s problems?

What is the project timeline?

How much will it cost the prospect?

What are the gains for a prospect by choosing to work with you?

Who are the main team members that are going to work on this project?

What relevant experience do you have?

Refine your unique value proposition

Always remember that your ability to stand out is limited to your ability to deliver a simple and crisp value proposition. Simple is easy to understand and most importantly makes it easier to choose.

But there’s more! No matter what your business does, your biggest competitor is the status quo , where buyers choose to do nothing at all.

Seth Godin said in his seminal book This is Marketing that sales or marketing professionals are agents of change. But change takes time and effort. It’s easy for buyers to stick to what they have, even if it no longer serves them.

When talking about your product or service, don't just explain the benefits. Also show your clients what they might lose if they don't choose you, and explain the opportunity cost of doing nothing.

Here's a great video explaining how to write a UVP statement:

6) Provide social proof

At this point in the buyer’s journey, your lead should already trust you. If they didn’t, they would not proceed beyond the demo or even book a demo.

So why add social proof again at this late stage?

Well, big expenses make most people’s knees shake. Even if the money is not their own, they will be judged by their procurement (your solution) and the business impact it generates.

You need to have past clients vouch for you, to prove that it’s not your first rodeo and that your buyers can count on you to deliver.

Here are different types of social proof our clients used in their decks.

First up, a classic client testimonial:

Then, client logos with the Capterra rating:

And a mention in a reputable industry publication:

7) Include case studies

Case studies are the dark horse of the business race. They’re the least used asset in B2B because of how work-intensive their production is. But, at the same time, case studies are the most effective type of marketing asset .

By not including a case study in your business proposal, you’re running the risk of potential clients finding out about your solution from other sources. Worst case scenario, those other sources are your competitors. If you feature a case study, you’re in control of the narrative. You can basically have your clients sell for you by covering the main value propositions in their own words.

Here's a case study example from our client:

8) Position yourself as a consultant rather than a seller

It’s mostly true that people hate being sold to, but they love to buy.

Most buyers prefer to avoid meeting with salespeople and follow the self-serve route because they fear that salespeople will pressure or manipulate them into buying the wrong thing.

Sales are already losing big to self-service. A McKinsey survey from 2020 suggests that 70% of B2B buyers now look kindly on making self-serve buying decisions, even when considering solutions costing $500K and more.

But there is a way sales can always stay one step ahead of self-serve, and 10 steps ahead of the competition—shifting from being salesy to being consultative.

This means knowing the concerns and needs of your buyer and delivering the information they need to make an informed decision, even if it means (hope you're sitting down) not buying your product or solution because it’s not a good fit.

This approach was pioneered by Anthony Iannarino , and you can read more about How to be truly consultative on his website The Sales Blog.

9) Add videos to your business proposal

In this day and age, purely static content just won’t cut it anymore . If your slide contains walls of text, most people will skip it and move straight to the next part, or the next proposal.

Out of all visual aid types, videos are the most compelling. People get distracted very easily, so having a video that conveys the same message really helps keep them engaged.

Presentation statistics based on our extensive user data support the claim that video brings a positive impact —if you include a video in your cover slide, 32% more people will interact with your presentation.

The findings are even greater for other presentation sections.

By embedding *any* video in your presentation, you can increase the average reading time by 37% and increase the CTA click-through rate by 17% .

This proposal is a great example of effective video use:

10) Make the next step clear to your buyer

Including a clear call to action at the end of your business proposal presentation is crucial. As obvious as this must sound to some, many businesses fail to do this effectively.

If a prospective client reads the entire business proposal, they’re clearly interested in your value proposition. They may be ready to seal the deal.

The worst thing that can happen at this stage is if they don’t know how to proceed. It’s like building a supermarket without a checkout counter.

Here's an example of a smart CTA:

What's not an effective call to action?

A text that tells your buyer to give you a call

An email link for requesting the documents needed for signing

Or a phone number they need to dial.

An effective call to action can be:

Embedding a calendar to let prospects book the next meeting

The option to download key documents (e.g. an NDA or a contract)

Sending prospects to explore more details about your solution (e.g. try out your tool or look at examples from your portfolio)

Embedding a digital signature for buyers to sign directly in your deck

An embedded payment module for buyers to pay directly from your deck

Here's another great example of a deck with an effective CTA:

11) Move from legacy design to modern design

Most guides teach you how to make a business proposal using PowerPoint presentations. But, b y sending your business proposal presentation in PPT format, you’re giving leads something they’ve seen 1000 times over.

With sales closing rates declining for the past 5 years in a row, it’s a major risk to cling to the old ways.

When we analyzed over 100,000 sales and marketing presentations , we discovered that giving prospects presentations that can only be read majorly kills engagement.

If you want to succeed and grow your win rate you’ll have to move up to dynamic interactive proposal decks.

By giving readers interactive elements to “play around” with, you’re increasing the chances of your deck being read in full by 41% and the average reading time by 146% .

This is what static vs interactive looks like:

How to create a business proposal presentation faster than ever with AI

Tell the AI assistant what kind of proposal you'd like to create.

Provide an overview of your company and your product or service.

Choose your preferred template .

Adjust the design to reflect your or your prospect’s branding in just a few clicks.

Add videos and dynamic storytelling content.

Personalize your business proposals for the specific buyer.

Integrate your sales tools into the deck, like Calendly or DocuSign .

Send the deck and see the data stream in.

Analyze your usage data to get deep insights into your sales process.

Optimize your decks based on what works and what doesn’t work for your prospects.

Interactive business proposal templates

We all know that putting together a proposal can be tough. It's like the final lap in a race where you've got to give it your all.

Interactive business proposal templates are like a roadmap, guiding you on how to structure your proposal so it looks professional and hits all the right notes.

The best part is that they're built to engage. Instead of sending over a standard document, you're bringing your proposal to life with dynamic animations, informative videos, and interactive elements.

Grab a template and see how it can transform your deck.

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.

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How To Write A Project Proposal Presentation?

A project proposal is an initial step towards starting any project. Every manager or executive has to write a project proposal at some point. Every project proposal is planned and outlined strategically. This blog will help you to make an impactful project proposal presentation that leaves a lasting impression.

Presenting your ideas well is essential to gaining quick approval for projects, whether internal or external. Even the strongest elevator pitch is not going to work by itself. Writing a project proposal presentation enters the picture at this point. You must be able to deliver a proposal for a project effectively if you have the technology or product to show a particular investor. This blog will help you understand how to write a project proposal presentation quickly and how to compose it.

What is a Project Proposal Presentation?

A project proposal serves as a project management tool for outlining the goals and specifications of a project. It facilitates initial project planning framework agreement between organizations and external project stakeholders.

Its primary goal is to win over decision-makers. Because of this, a project proposal presents the main selling point of your endeavor to internal and external project stakeholders. The proposal aims to catch the interest of project sponsors and stakeholders.

Different Types of Project Proposal Presentations

Before learning how to make a project proposal presentation, you need to know that they are of different types. Here are some of the types in which you can give a presentation of a project proposal:

1. Solicited Project Proposal: 

A solicited project proposal is a formal document submitted in response to a specific request or invitation from an organization or entity seeking external project ideas or services. The one requesting issues a Request for Proposal (RFP). 

The proponents create a solicited project proposal presentation detailing their approach, expertise, timelines, and costs for addressing the outlined needs. Organizations evaluate and compare the proposals that describe their solutions and services before selecting them.

2. Unsolicited Project Proposal

In an unsolicited proposal, you create a proposal after carefully identifying the possible solutions for the problems. It’s unlike an RFP but something an investor didn’t ask for. These project proposal presentations are sent to potential clients without being asked for as a pitch or an introduction to investors or sponsors.

3. Informal Project Proposal

With informal project proposals, potential customers express interest in your offerings and ask to review your proposal. Since these are based on conversations rather than official requests, they frequently include all the required information. So they usually need much more research.

4. Renewal Project Proposal

A renewal project proposal presentation is a document that outlines plans for extending, updating, or continuing an existing project or service. These offers are made to potential customers to prolong the support for an ongoing project close to completion. The proposal typically includes reviewing the project’s past performance, achievements, and any necessary adjustments or enhancements for the renewal period. 

5. Continuation Project Proposal

A continuation project proposal is a document submitted to request for extension or continuation of an existing project beyond its initially planned time frame. It typically includes an assessment of the project’s progress, achievements, and the need for additional time to accomplish its goals. The proposal outlines the reasons for the extension, any adjustments to the project plan, and a renewed timeline to ensure the successful completion of the ongoing initiative.

6. Supplemental Project Proposal

A supplemental project proposal presentation is a formal request document submitted to propose additional work or modifications to an existing project. The use of this proposal arises due to changing project requirements, unforeseen challenges, or the identification of new opportunities during the project. The proposal details the scope of the supplemental work, its impact on the overall project, associated costs, and any adjustments needed in the project plan.

This section gives you some clarity on how to write a project proposal PowerPoint presentation. It outlines the blueprint of a comprehensive presentation, using a project proposal presentation example:

1. Understand Your Audience and the Problem you’re Solving:

Before diving into the content creation process, it’s essential to have a deep understanding of your audience. Identify their needs, concerns, and expectations to tailor your project proposal presentation accordingly. This ensures that your proposal addresses their specific requirements and resonates with them.

Persuade your reader with references and data. Among the inquiries to make are:

• What issue is your project trying to solve?
• What is known about this issue already?
• Who has previously tackled this issue, and what literature is available?
• Why can’t this problem be adequately addressed by previous research?

2. Define Clear Objectives:

Clearly outline the objectives of your project proposal presentation on PowerPoint or Google Slides . Whether seeking approval, securing funding, or gaining support, having well-defined goals will guide your content creation process and help you focus on delivering a persuasive message.

A few things to mention are:

• Your project’s mission statement
• Your project timeline, complete with significant checkpoints
• Roles and duties of the project team 
• A risk register outlining your risk-reduction strategy
• Deliverables for the project
• Tools for reporting that you’ll utilize during the project

3. Structure Your Presentation:

Create a well-organized structure for your presentation to maintain clarity and flow. Begin with an engaging introduction, followed by a detailed overview of the project, the problem it aims to solve, proposed solutions, and a compelling conclusion. Use visual aids, such as slides and graphics, to enhance understanding and engagement.

As you’re defining the structure of your presentation, be sure to incorporate the following:

• The outcome or goal of your undertaking 
• A schedule for the project’s deliverables’ readiness
• SMART objectives in line with the outputs you’re generating

4. Craft a Captivating Introduction:

Start your project proposal presentation with a hook that captures attention and sets the tone for the rest of the proposal. Clearly state the problem your project addresses and why it’s important. Establish a connection with your audience by highlighting the project’s relevance to their interests or goals.

5. Clearly Define The Project Scope:

Provide a comprehensive overview of your project, detailing its scope, objectives, and anticipated outcomes. Clearly articulate the timeline , milestones , and deliverables to give your audience a realistic understanding of what to expect.

6. Highlight The Value Proposition:

Emphasize the unique selling points and benefits of your project. Communicate how it addresses the identified problem and why it stands out from alternative solutions. Use data, testimonials, or case studies to bolster your claims and build credibility.

7. Develop A Realistic Budget:

Include a detailed budget that outlines the financial requirements of your project. Break down costs into categories and provide justifications for each expense. This demonstrates a thorough understanding of the financial implications and reinforces your credibility.

8. Address Potential Challenges And Risks:

Acknowledge potential challenges and risks associated with the project and outline mitigation strategies. Demonstrating a proactive approach to risk management reflects your preparedness and commitment to the project’s success.

9. Engage Your Audience:

Encourage audience interaction throughout your presentation. Incorporate opportunities for questions and discussions to address concerns, gather feedback, and foster a collaborative atmosphere.

10. Conclude with a Strong Call to Action:

Wrap up your presentation with a compelling conclusion reinforcing the project’s value and importance. Clearly state the desired action or decision you seek from your audience, whether it’s approval, support, or funding.

By following these comprehensive steps, you can create a project proposal presentation that informs and persuades, increasing the likelihood of successful project approval and implementation.

How To Present A Project Proposal Presentation?

Presenting a project proposal is an art that involves not just the spoken word but also the visual representation of your ideas. Each slide in your presentation plays a crucial role in conveying key information and building a compelling case for your project:

Slide 1: Title Slide

The title slide sets the tone for your presentation. Include the project title, your name or team name, and the date. Use visually appealing graphics or images related to the project to capture attention.

Slide 2: Agenda

Provide an overview of the presentation structure . This helps orient your audience and gives them a roadmap of what to expect. Clearly outline the key topics and sections you’ll be covering.

Slide 3: Introduction

Start with a compelling introduction. Highlight the problem your project addresses and why it is significant. Engage your audience initially, making them eager to learn more about your proposal.

Slide 4: Project Overview

Offer a brief but comprehensive overview of the project. Include key details such as the project’s purpose, goals, and objectives. Use visuals like charts or graphics to convey information succinctly.

Slides 5-8: Problem Statement and Need

Dedicate a few slides to articulate clearly the problem your project aims to solve. Provide data, statistics, or real-life examples to emphasize the urgency and relevance of the issue.

Slide 9: Solution

Present your proposed solution to the identified problem. Break it into key components and use visuals to illustrate how your project addresses the issues. Communicate the unique value of your solution.

Slides 10-12: Project Scope and Deliverables

Detail the scope of your project , including specific deliverables and milestones. Use visuals like timelines or Gantt charts to help your audience visualize the project’s timeline and workflow.

Slide 13: Budget

Introduce the financial aspect of your project. Break down the project budget into categories and provide a clear overview of the costs associated with each. Use graphs or pie charts to make the information easily digestible.

Slides 14-15: Risks and Mitigation

Acknowledge potential challenges and risks associated with your project . Demonstrate your awareness and preparedness by outlining mitigation strategies for each identified risk.

Slide 16: Team and Expertise

Introduce the key members of your project team and highlight their relevant expertise. This slide helps build credibility and assures your audience that you have the necessary skills to execute the project successfully.

Slide 17: Conclusion and Call to Action

Wrap up your presentation with a powerful conclusion. Reiterate the key points, emphasize the project’s value, and issue a clear call to action, whether it’s approval, support, or further discussion.

Tips On Giving A Project Proposal Presentation

Regardless of the type of presentation you deliver, your goal is to influence or wow the audience:

Define Your Agenda:

• Clarify proposal details for investors and clients.
• Address omitted RFP questions.
• Contrast your plan with rivals if requested.

Tell a Story:

• Introduce data, charts , and graphs with a narrative.
• Engage the audience by appealing to human nature.
• Enhance content through storytelling.

Think Lean:

• Apply lean thinking to enhance client relationships.
• Eliminate non-beneficial procedures in your presentation.
• Avoid jumping to long-term future estimates.

Construct an Eye-Catching Presentation:

• First, dress appropriately for the presentation you are about to give.
• A well-constructed presentation reflects positively on your company.
• Avoid hastily put-together presentations to maintain quality perception.

Ask Questions:

• Avoid excessive talking during the presentation.
• Engage the audience by posing questions.
• Boost your confidence and gather feedback through polls or direct inquiries.

ALSO READ: How to write an effective project charter?

Top 5 Project Proposal Templates

1. project proposal summary powerpoint template.

This template provides a concise and visually appealing overview of your project proposal, featuring key elements such as objectives, timelines, and budgetary considerations in a structured and professional format.

2. Project Proposal Presentation Template

The Project Proposal Presentation Template is designed for project leaders to propose new ideas to clients, investors, or business owners. Executives can also use it to propose their businesses to different investors. The marketing, product, and project management teams can use this presentation to propose new business or project ideas.

3. Project Management Lifecycle PowerPoint Template

Specifically designed to illustrate the phases and milestones of project management, this template guides stakeholders through the entire project lifecycle, emphasizing key stages, deliverables, and decision points for a comprehensive understanding.

4. Project Management Swimlane PowerPoint Template

This template employs a swimlane format to delineate responsibilities among team members or departments, offering a clear and organized visualization of tasks and workflows to enhance transparency and streamline project execution.

5. Business Proposal Deck PowerPoint Template

A sophisticated and customizable template for crafting compelling business proposals , this deck incorporates modern design elements to showcase essential details, including market analysis, value propositions, and financial projections, ensuring a professional and persuasive presentation.

Developing a project proposal is essential for connecting you, your group or organization, investors, and other stakeholders. Your greatest option for a concise, educational, and polished presentation is a project proposal presentation. As discussed above, making an eye-catching summary of your project will attract more interested outside collaborators and their encouraging comments.

You can also access SlideUpLift, one of the top platforms for presentation templates and tools to help with the presentation-making task. You can select from a wide range of carefully crafted templates for project proposals. SlideUpLift gives presenters the tools to make visually striking and memorable presentations, emphasizing customization, clarity, and aesthetics. 

How do I make a project proposal PowerPoint presentation?

To create a project proposal PowerPoint presentation, start by outlining the project’s goals, objectives, and key details. Utilize SlideUpLift’s Project Proposal templates for a professional look and incorporate visuals for clarity.

What is the step-by-step process for the presentation of a project proposal?

During the project proposal presentation, the presenter should introduce the project, present an overview, detail the methodology, present the timeline and budget, and conclude with a summary of key points.

What should I include in the presentation of a project proposal?

In a project proposal presentation, you should cover essential elements such as project goals, methodology, budget, and team details to provide a comprehensive overview for stakeholders.

How should I start a project proposal presentation?

Begin your project proposal presentation with a strong opening, clearly introducing the project’s name and purpose and highlighting its significance to capture the audience’s attention.

Where to find the best Project Proposal Presentation templates?

There are a variety of project proposal presentation templates available on SlideUpLift. Just find your desired template on SlideUpLift.com and download it.

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How to Create an Effective Business Proposal Presentation: Top Tips for Success

Creating an engaging business proposal and presenting it in front of your potential clients might sound like a difficult task. Knowing what to focus on, how to organize the meeting and shape your approach shouldn’t stress you out.

With our comprehensive guide, you’ll see how easy it can be to create a winning proposal. We’ll also give you tips on how to build confidence in your presenting skills and nail every public speaking event, be it around your proposal or not. 

In this article, we’ll cover the proposal presentation creation process, how to best automate it and give you other tips on how to engage your audience. 

Create a great business proposal

Whatever your topic may be, the starting process is the same - research. You need to conduct thorough research into your topic, and your audience as well. 

The questions you need answered are:

• What problem are your clients facing?
• What are your client’s goals?
• How would they like you to go about helping them achieve those goals?
• Have your clients ever worked with any of your competitors before?
• How much budget can they allocate for this project?
• When do they expect to see results?

Once you conduct your research, you can start creating a proposal presentation. In order to speed up your proposal creation process, you’ll want to look into automation software. 

Better Proposals offers a variety of prewritten proposal templates that you can easily customize to your needs. This means that you won’t have to create your presentation from scratch. 

With our beautifully designed templates, you’ll have no problem showing your solution and the benefits you’ll bring to your clients in a way that’s easy to understand for everyone. 

How to structure your presentation

Start with a short introduction. The point of your presentation introduction is to ease your clients in by explaining to them that you’ve listened and understood their issues. They will want to hear about your process and how you’ll help them achieve their goals so make sure you’re not talking too much about yourself and your company. 

Once you’ve created your introduction, it’s time to focus on your process and timescales . This is the time to go into further detail and explain exactly which steps you’re going to take in order to help your client. However, make sure that you’re keeping it easy to understand. 

Your clients won’t have the same technical knowledge as you do, so make sure to explain everything in simple terms. As important as it is to talk about your process, it’s even more important to showcase the benefits. 

That’s how you sell your services - by talking about tangle results. If you’re providing website building, explain how it will lead to increased sales and market share. 

If you’re working with a team, make sure to explain what each member will be working on a week to week basis. 

Once you’ve presented your solution, it’s time to get to the price. If you already know your client’s budget, it will be easy for you to come up with a number. But that’s not all, the way you present your price is also very important. 

Make sure you’re not using the word price and try using words like investment and ROI instead. It will make your proposal stand out and won’t cheapen your offer. Moreover, it’s important to present your price as a single number. 

If you present a few different tiered price points, it will confuse your clients. They won’t know which package to choose, since they are looking to you to explain which steps are needed in order to help them achieve their goals. 

Don’t use your presentation to try and upsell your clients. That should be done once you’ve created a relationship with them and created some results with your solution. 

Add a great case study 

Once you’ve presented your solution and price, it might be a good idea to quickly present a few case studies. They will show how you helped a client in a similar position before. It will be a good way to win over the audience, especially if you think you’ve lost them after presenting your price.

A third-party’s quote about your company will build your credibility. Furthermore, it gives you the opportunity to present the benefits your clients experienced from working with you, as well as how quickly they reached ROI. 

Better Proposals’ templates come with a prewrite structure for case studies. We know what the clients want to see and hear, which is why we make sure to provide a visually pleasing layout. 

There is no need to go into detail on how much trouble your client was in before they started working with you. Nor should you talk about the process employed to help them achieve results. In most cases, this will be similar to the process you’ve already presented to the client, so don’t repeat yourself. 

Instead, focus on the results. By this we mean:

• The benefits the client experienced since working with you . Explain a few details - do they have more time now, have they managed to focus on other parts of their business and more?
• What short and long term goals did you help them achieve?
• When did they achieve ROI ?
• A quote from the previous client.

Case studies are a powerful strategy that can help you win deals and secure more revenue. 

How to end your proposal presentation

After that, make sure to outline the next steps as well as present your guarantee and terms and conditions. 

It might sound silly, but including a clear call to action is very important. Since you’ve already created a great proposal presentation, it would be a shame not to state what needs to happen next. 

Does your client need to send any materials, do they need to pay the first fee, is there a need for a team meeting?

Whatever needs to be done, lay it out in order to make it easy for everyone to understand. 

In the guarantee section, present what you could offer the client if anything goes wrong. A popular example would be to promise a free product or service if you don’t provide them with a finished product in the agreed-upon time frame. 

Personalize your proposal for the specific audience

While you’re creating your proposal presentation, you need to keep in mind who your audience is. You need to know their needs, wants, lifestyles and behaviour. However, not only do you need to know your audience, but their audience as well. 

Who are they selling their products and services to? Firstly, distinguish between a B2B, B2C and a combination of those two types of companies. After that look for any reports that focus on their industry. If you’re selling medical equipment, find out all you can about hospitals, private clinics and any upcoming trends in the market. In addition, identify your competitors and analyze their technological stack using the technographic data insights .

You need to be able to confidently present your proposal and that confidence will come from the amount of research you conduct. 

Analyze the previous efforts your client’s company has made in order to solve the problem. If you could explain to them why it didn’t work, it would further demonstrate your expertise and that you’re the perfect person for the job. 

When using Better Proposals, you can make sure you’ll never address your clients by the wrong name. With our custom merge tags , you can name your clients, their company and brand and automatically personalize your proposals. 

That way, even if you’re recycling your proposal presentations, you can rest assured knowing you didn’t leave the names of your previous clients. 

Send out the proposal before the presentation 

It’s a good idea to send out your presentation before the meeting. 

There are three reasons for that: 

• It will give your clients enough information to think about any questions they might have.
• You can utilize proposal analytics to see exactly what your clients are interested in and shape your approach accordingly.
• If your clients agree to your terms, they can sign them then and there using the digital signature option.

Better Proposals offers a great feature called proposal analytics. They show you when your proposals were opened, by who, if they were forwarded, signed and paid. 

You will also receive notifications via email for every action your client takes. Moreover, you’ll know exactly how much time did they spend on each of the chapters. 

This type of insight will help you understand which parts of your presentation to focus more on in the meeting. Did your client jump straight to the price or did they read every section? Once you analyze their actions, you’ll have a different perspective on your presentation. 

Focus on the problem you’re solving, not your offer

Don’t underestimate the power of benefits and value you can bring to your clients. That’s what they’re most interested in. We know that it’s tempting to focus on your offer and go into great detail about how you’re the best person for the job based on your price, approach, quality of work and more. 

As important as that is, make sure your primary focus is on the problem you’re going to solve and the benefits you’ll bring them. 

Your clients won’t be that interested in your features and other technical details. They want to hear what their future will look like if they start a business relationship with you. For example, if you’re selling a meal prep kit, it would make more sense to highlight benefits like - freeing up time in your customers' days, offering a variety of meal plans and more. 

Talking about the technical aspects of your business would only be interesting to potential investors or employees. That's why it’s important to focus on the value you’re bringing to the client. 

Arrive early in a neutral setting

The last tip we have for you is to meet the client in a neutral setting. Most of the time the client will want you to come to their office. Even though you’d want to accommodate your clients, meeting them in their office might be detrimental to your deal. 

Their office is a place with a lot of distractions. Anyone can walk in and ask for input on their own work, there are deliveries going on and the phones ringing off the hook. Offices are not known as quiet places and that is why you’d want to move the meeting to a more neutral setting. 

Our advice is to choose a hotel lobby. They are usually quiet during the workday, making them the perfect setting for a business meeting. 

It’s also important to come early. That way you can choose the perfect table, order a drink (nothing alcoholic though) and relax. If you get nervous about presenting, arriving early will help you set up and focus. 

Further tips we have for anyone presenting are: 

• Rehearse your presentation in front of your colleagues.
• Plan out your pauses and the points you’ll highlight.
• Make sure to connect with your audience, don’t just look at your materials.
• Think about the possible questions they can ask you in advance so that you can prepare answers.

If you win a deal right after the presentation, you’re already in the right place to celebrate. Once everything is done, you can seal the deal with a drink or two. 

The first rule of presentations is - to prepare. The more time and effort you put into your presentation, the more confidence you’ll have in your presenting skills. With our actionable guide, you’ll quickly be able to create a beautifully designed presentation that will help you win the deal. 

Make sure you start any proposal presentation with thorough research into your potential clients. You’ll have to know the answers to all your questions about the way you would implement your solution before you start writing the proposal. 

If you use Better Proposals, you’ll love how quickly and easily you can create a document that is easy to get through and engaging. Sign up for a free trial today and find out for yourself how much our platform can help you in the proposal process.

Are your sales docs more awkward than small talk?

Every Document Is a Proposal

Whether it's a new employee or a new client, your documents say a lot about your business. If you don't see every document as a proposal, you're missing the point.

Using Word to Create Proposals Makes You Look Fucking Pathetic

Think about the impression you're trying to give off and then ditch Word proposals for good. They make you look pathetic.

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Crafting a compelling business proposal: A step-by-step guide

Get your team on prezi – watch this on demand video.

Anete Ezera June 30, 2023

In the competitive world of business, the ability to present a compelling business proposal is paramount to success. Whether you’re vying for a new client, seeking investment, or aiming to secure a partnership, a well-crafted proposal can make all the difference. In this comprehensive guide, we’ll take you through the process of creating an impactful business proposal, step by step. We’ll explore what a business proposal entails, discuss its important elements, and show you how Prezi, an innovative presentation platform, can help you create an engaging business proposal that leaves a lasting impression.

Understanding business proposals

To begin, let’s establish a clear understanding of what is a business proposal and why it holds significant value. A business proposal is a formal document that outlines a solution to a client’s problem or presents a business opportunity. Its primary objective is to persuade the recipient to take a specific action, such as approving a project or entering into a partnership. By effectively conveying your ideas, expertise, and value proposition, a business proposal can help you win lucrative contracts and drive business growth.

A business proposal serves as a powerful tool for establishing credibility and showcasing your capabilities. It enables you to communicate your understanding of the client’s needs, propose a tailored solution, and demonstrate how your offerings can address their pain points. Additionally, a well-crafted business proposal showcases your professionalism, attention to detail, and commitment to delivering exceptional results. It sets you apart from competitors and positions you as a trusted partner in achieving your client’s objectives.

Key components of how to write a business proposal

A well-structured business proposal consists of several essential components that work together to create a persuasive narrative. Understanding and effectively incorporating these elements can significantly enhance the impact of your proposal. In order to understand how to write a business proposal you need to understand all areas, so let’s explore each component in detail.

Executive summary

The executive summary is a vital part of a business proposal, providing a concise overview that captures the reader’s attention. It highlights key points and conveys the unique value proposition of your proposal. To make it compelling, clearly showcase the benefits and advantages your proposal offers, addressing the client’s specific needs. Keep the summary concise, well-structured, and organized to ensure a quick understanding. 

Prezi’s dynamic presentation features can enhance the impact of your summary in a presentation format with captivating visuals and effects like zooming and panning. Incorporating interactive elements and embedding videos or clickable links can further engage the reader. Crafting a strong executive summary, leveraging Prezi’s tools, sets the stage for a successful business proposal presentation.

Problem statement

To craft a compelling business proposal, it’s essential to articulate the client’s pain points and challenges clearly. This showcases your understanding of their needs and positions you as the ideal solution provider. Thorough research and analysis of their industry and competitors will provide valuable insights to tailor your proposal effectively. Be specific and provide examples that resonate with their situation, emphasizing the potential impact on their business. Outline your proposed solutions and explain how they address their pain points, showcasing your expertise and past successes. By effectively articulating the client’s challenges and demonstrating your understanding, you build trust and establish yourself as the preferred partner. This strengthens the overall impact and persuasiveness of your business proposal.

Proposed solutions

When presenting your proposed solutions, it’s crucial to convey them clearly and in a structured manner. Begin by clearly outlining the precise actions you’ll take to tackle the client’s challenges and help them achieve their desired goals. Break down the process into manageable phases or milestones, highlighting the key actions and deliverables at each stage. Clearly articulate the benefits and advantages of your approach, explaining how it uniquely positions the client for success. Focus on the value your solutions bring, whether it’s increased efficiency, cost savings, improved productivity, or any other relevant benefits. By emphasizing the positive impact of your approach, you make a compelling case for why the client should choose your proposal over others.

Timeline and deliverables

When creating your business proposal, you need to ensure the timeline is realistic. This not only demonstrates your ability to meet deadlines but also highlights your efficient project management skills. By clearly outlining the key milestones and deliverables, you show the client that you understand the project’s scope and have the necessary resources to ensure timely delivery. Transparency and effective project management are highly regarded in the business world, and by emphasizing these qualities, you build trust with the client. 

Meeting deadlines is crucial, and by showcasing your track record of timely completion, you position yourself as a reliable and dependable partner for their project requirements. Your commitment to delivering on time speaks volumes about your professionalism and dedication to client satisfaction.

Team and expertise

When presenting your business proposal, it’s crucial to introduce your team members and emphasize their relevant experience and expertise. This not only establishes credibility but also builds trust with the client. By showcasing the qualifications and capabilities of your team, you reassure the client that you have the necessary resources to successfully execute the proposed project. 

Highlighting their expertise in relevant areas demonstrates your commitment to delivering high-quality results. It also instills confidence in the client that they are partnering with a knowledgeable and skilled team capable of overcoming challenges and achieving desired outcomes. Introducing your team members adds a personal touch to the proposal, allowing the client to connect with the individuals who’ll be involved in their project. This human element fosters a sense of collaboration and increases the client’s confidence in your ability to meet their needs effectively.

Pricing and payment terms

To establish trust and foster transparency, it’s essential to clearly communicate the cost of your services in your business proposal. Provide a detailed breakdown of pricing, including any available packages or options that align with the client’s specific needs. By being transparent about the financial aspect, you demonstrate your professionalism and commitment to open communication.

Additionally, it’s crucial to outline the payment terms, such as deposit requirements and invoicing schedules. We’ll clearly state the upfront deposit amount, timing, and the frequency and method of invoicing for your convenience and peace of mind. This level of clarity ensures that both parties are on the same page regarding financial expectations and facilitates a smooth and mutually beneficial working relationship. By addressing the cost of services and payment terms in a transparent manner, you instill confidence in the client, showcasing your reliability and commitment to fair business practices.

Testimonials and case studies

Including testimonials or case studies from satisfied clients is a great way to show off your track record of successful projects. It’s like having happy customers vouch for you and share their positive experiences. 

When potential clients see these testimonials, it gives them reassurance and confidence in your abilities. They can see that you’ve helped others just like them and delivered outstanding results. It’s real proof that you’re reliable, trustworthy, and capable of meeting their needs. These success stories are like a seal of approval, demonstrating your expertise and commitment to delivering excellent service. By sharing these testimonials you’re letting your satisfied clients do the talking for you.

A step-by-step guide to writing a business proposal

Now that we understand the key components of a business proposal, let’s dive into the step-by-step process of creating an impactful proposal.

Research and analyze

In order to write an effective business proposal, start by conducting thorough research and analysis of your client’s industry, market trends, and competitors. Dive deep into their specific needs and pain points to gain valuable insights that’ll allow you to tailor your proposal accordingly. By demonstrating a comprehensive understanding of their business landscape, you can showcase your expertise and position yourself as the ideal solution provider.

Define your objectives

Clearly defining the objectives of your business proposal is crucial. Determine whether you aim to win a new client, secure funding, or initiate a strategic partnership. Aligning your proposal with these objectives ensures its relevance and effectiveness. By explicitly stating your goals, you can craft a persuasive proposal that directly addresses the needs and desires of your target audience.

Structure and format

When structuring your business proposal, consider the appropriate format and layout. While there are no strict rules, a well-organized and visually appealing design significantly enhances readability and engagement. Break down your proposal into clear sections with headings, use bullet points and subheadings for easy navigation, and incorporate visuals or infographics to convey information effectively. By presenting a professional and polished document, you create a positive impression and increase the chances of capturing the reader’s attention.

Tailor your proposal 

One size does not fit all when it comes to business proposals. Tailor each proposal to address the unique needs and challenges of your clients. Personalize the content by referencing their specific situation, pain points, and goals. By showcasing your understanding of their individual requirements, you demonstrate a genuine interest in their success. This personalized approach sets you apart from generic proposals and builds a strong connection with the client, increasing the likelihood of a positive response.

Craft a compelling executive summary 

Invest time and effort into crafting a compelling executive summary for your business proposal. This concise section serves as the gateway to your proposal, capturing the reader’s attention from the outset. Summarize the key points of your proposal in a clear and impactful manner. Highlight the unique value you bring and emphasize the benefits the client will gain by choosing your solution. A compelling executive summary entices the reader to explore the proposal further and sets a positive tone for the rest of the document.

Provide a clear problem statement

Effectively articulate the pain points and challenges faced by the client in a clear and concise manner. Show your understanding of their specific situation and make them feel heard and understood. By accurately identifying and addressing their problems, you establish credibility and build trust. This clear problem statement lays the foundation for presenting compelling solutions that directly tackle the client’s concerns.

Present your solutions 

Present your proposed solutions in a logical and persuasive manner. Outline the specific steps you’ll take to address the client’s challenges and explain how your approach will deliver tangible results. Use persuasive language to highlight the benefits and advantages of your solutions. Incorporate relevant case studies or examples to demonstrate your track record of success with examples of previous business proposals. By presenting a well-structured and compelling plan, you instill confidence in the client and increase the likelihood of them choosing your proposal.

Showcase your expertise

Highlight the expertise and experience of your team members that are relevant to the proposal. Provide brief biographies or profiles of key individuals, showcasing their qualifications and accomplishments. This establishes credibility and demonstrates that you have the necessary knowledge and skills to execute the proposed project successfully. By showcasing your team’s expertise, you instill confidence in the client and differentiate yourself from competitors. Clients are more likely to trust and engage with a proposal backed by a team of capable professionals.

Visualize your ideas 

When crafting your business proposal, don’t underestimate the power of visual aids in capturing attention and delivering your message with impact. Incorporating charts, graphs, and infographics strategically throughout your proposal can make complex information more accessible, memorable, and engaging. By leveraging visual representations, you enhance the clarity of your ideas and increase the chances of resonating with your audience.

Visual elements act as persuasive tools, helping you illustrate the value and potential of your proposal in a compelling way. They provide a visual framework that supports your written content and makes it more compelling. Whether you’re presenting data, illustrating processes, or showcasing benefits, visual aids serve as a powerful complement to your narrative, making your proposal more compelling and persuasive (view the Prezi presentation example below).

Remember to keep your visuals clean, organized, and aligned with your brand. Choose colors, fonts, and imagery that reflect your professional image and enhance the overall aesthetics of your proposal. By embracing visual communication, you not only make your business proposal visually appealing but also increase its chances of standing out and leaving a lasting impression.

Proofread and polish

Before you finalize and submit your business proposal, invest time in meticulously proofreading and polishing its content. Take a thorough look at the entire document to identify and rectify any grammar, spelling, or formatting errors. Ensuring a consistent tone, style, and formatting throughout is crucial for presenting a polished and professional proposal.

Proofreading goes beyond error correction; it helps you refine your message and ensure clarity and coherence. Use this opportunity to enhance sentence structures, rephrase complex ideas, and improve overall readability. Carefully evaluate the flow and logical progression of your proposal, making necessary adjustments to enhance its effectiveness.

Polishing your business proposal involves fine-tuning the language and presentation to make a lasting impact. Pay attention to word choice, sentence structure, and writing style, aiming for concise and precise communication. Remove any redundant or ambiguous content and ensure each section contributes meaningfully to your proposal’s objectives.

Also, make sure to watch a video on creating a business proposal presentation, where we cover 5 key steps in crafting an impactful presentation for success:

Leveraging Prezi for business proposal presentations

When it comes to presenting your business proposal, engaging visuals and seamless delivery can make a significant impact. Prezi, an innovative presentation platform, offers a range of features and tools that can elevate your business proposal presentations to new heights.

Dynamic presentations

In a business proposal presentation, leverage the dynamic and non-linear capabilities of Prezi to captivate potential investors and stakeholders, showcasing your ideas with immersive zooming and panning effects that leave a lasting impression.

Prezi will allow you to break free from the constraints of traditional slide decks, enabling you to think beyond linear narratives and instead craft a visual journey that seamlessly flows from one idea to another. By zooming in and out, panning across the canvas, and navigating through a virtual space, Prezi adds a new dynamic dimension, making your business proposal presentation more engaging, memorable, and impactful.

Interactive elements

When preparing your proposal presentation, consider incorporating a variety of interactive elements to elevate audience engagement and create a truly immersive and memorable experience. By seamlessly integrating videos that showcase your product or service, embedding clickable links to additional resources or relevant websites, and incorporating interactive charts that allow viewers to explore data in real-time, you can effectively communicate your ideas and capture the attention of your audience in a way that leaves a lasting impact. These interactive elements not only enhance the overall visual appeal of your presentation but also provide an opportunity for your audience to actively participate, interact with the content, and gain a deeper understanding of the value proposition you are offering.

Collaboration and sharing

With Prezi’s collaborative features , you can streamline the process of creating a proposal presentation by seamlessly working together with your team members . Gone are the days of sending multiple versions of the presentation back and forth via email; instead, Prezi enables multiple contributors to work simultaneously on the same presentation, fostering efficient teamwork and saving valuable time.

By leveraging Prezi’s real-time collaboration tools, team members can collaborate on different aspects of the proposal presentation, making edits, adding content, and refining the overall message concurrently. This collaborative environment encourages creativity, idea sharing, and collective input, resulting in a more comprehensive and polished final presentation.

Once your team has finalized the proposal presentation, Prezi makes it incredibly easy to share your work with clients or stakeholders for review and feedback. With just a few clicks, you can securely share a link to your presentation, allowing others to access and view it from any device or location. This streamlined sharing process ensures that your audience can conveniently review the proposal at their convenience, eliminating the need for cumbersome file transfers or scheduling multiple meetings.

Business proposal presentation templates: Streamline your proposal presentation creation process with Prezi

Creating a business proposal presentation from scratch can be made easy with the correct tools. To simplify the process and ensure a professional presentation, utilizing templates can be a game-changer. With the help of Prezi, an innovative platform offering a wide range of templates, you can effortlessly create impressive business proposal presentations that capture attention and showcase your ideas effectively.

A business proposal template serves as a framework for organizing your content and guiding the overall structure of your proposal. It saves you valuable time by providing a pre-designed layout that incorporates essential sections. By using a template, you can focus on customizing the content to suit your specific needs rather than starting from scratch.

Prezi offers a diverse collection of business presentation templates, catering to various industries and business requirements. These templates are professionally designed, visually appealing, and customizable, allowing you to make them your own with ease.

Using a business proposal presentation template not only saves time but also ensures consistency and professionalism throughout your proposal. The templates are designed with attention to detail, incorporating best practices for layout, typography, and visual elements. This consistency enhances the readability and cohesiveness of your proposal, leaving a positive impression on your audience.

With Prezi, you have the flexibility to customize any template to suit your unique brand identity. You can easily modify colors, fonts, and images to reflect your company’s visual style and create a cohesive presentation. This personalization adds a touch of professionalism and uniqueness to your proposal, making it stand out from generic, cookie-cutter proposal presentations.

With Prezi business presentation templates and editing tools, you can confidently create professional and visually stunning proposals that leave a lasting impression. 

Final thoughts

Crafting an outstanding business proposal requires careful planning, strategic thinking, and effective communication. By following this step-by-step guide and leveraging the power of Prezi, you can create business proposals and business proposal presentations that capture attention, differentiate you from competitors, and increase your chances of success. Remember, a well-crafted proposal is a powerful tool to convey your expertise, showcase your value, and win over clients. Embrace the possibilities offered by Prezi and take your business proposals to new heights. Start creating impactful proposals today and open doors to exciting opportunities in the world of business.

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Blog Business

How to Write Business Proposal (Examples + Free Templates)

By Aditya Sheth , Jan 25, 2024

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

What should you include in a business proposal?

What are the types of business proposals, more business proposal examples + writing and design tips.

• 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:

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

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

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.

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

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. 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:

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. 

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 .

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:

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 to generate an 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. 

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 :

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.

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.

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 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:

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 digital 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.

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 doig 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. You can go through this article for the best digital business cards .

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.

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:

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 :

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:

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.

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:

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.

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 : 

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

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:

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:

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]

Business Proposal Presentation

Engaging in business with other organizations is vital to a company’s growth. That is why, it is very important to know how to persuade your target organizations to avail of your company’s products and services. In order to accomplish such goal, you must be able to communicate all necessary information about your company and its services to your target organization through an effective business proposal presentation. Below are our best presentation templates and examples that will surely close that deal with your prospect organization.

11+ Business Proposal Presentation Examples

1. business proposal presentation.

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2. Info-graphic Business Proposal Presentation

• MS PowerPoint

Size: 16:9 HD

Free Download

In our fast-paced world today, people are being loaded with hundreds of different information which often results to inattention and malabsorption of information. To counter those disadvantages, especially in the business industry, stakeholders keep their dissemination of data as simple as possible. This is where infographics prove to be useful and effective, particularly for business proposals. The infographic business proposal presentation template above will certainly help you close that business deal as it is easy on the eyes and mind with its simple yet colorful presentation of charts and other visual aids.

3. Professional Business Proposal Presentation

Keep your company’s professionalism high with this professional business proposal template that’s set to impress your prospect investors. It contains just the right combination of pictures, infographics, and minimal spaces for texts. Undeniably, it will be able to present all the necessary details that your desired investor ought to know about your company. So if you’re looking to keep it simple and professional, download this template now.

4. Formal Business Proposal Presentation

No more flowery words. No more distracting colors. And no more unnecessary presentation of images and other visuals. With this formal business  proposal template, you will never have to worry about giving out too much information about your company. It contains 20 unique slides, colors that help set the business atmosphere, and a modifiable format to accommodate to your own proposal needs.

5. Nature-themed Business Proposal Presentation

It is a long established fact that colors play very important roles in almost anything. Whether we admit it or not, colors really do provoke certain emotions in us. By using the above nature-themed business proposal template, you can help make your investors feel as if they can escape from the busy industrial setting for a while, which in turn will definitely evoke positive responses for your proposal . Download this template now and let Mother Nature do half the work for you.

6. Minimalist Business Proposal Presentation

If you have potential investors who you think might be attracted to shapes, specifically the polygon hexagon, then this template is just what you need. Incorporating such shape in your slides might lean you toward positive outcomes especially if your target companies are somehow associated with it. Additionally, you can also change the color to suit your own demands. Download this template for free and witness how a single shape can impact your company’s growth.

7. Business Proposal for The Palms Resort and Spa

Size: 574.3 KB

If you’re thinking of starting up a business —may it be big or small—you must have a lot of things to consider right now. With all of the challenges and requirements, the only safeguard to ensure that your business will actually thrive is to curate a business proposal. Above is an example of a business proposal to build a hotel beach resort in Panama. What makes it different from other proposals is that it also entails a business plan which is practically useful for all those who wish to start or continue their business.

8. Hotel Facilities and Services Business Proposal

Size: 57.4 KB

The ability to sell your company’s products or services requires a lot of preparation, and one of them must be to devise a convincing business proposal. If you’re planning to offer business such as hotel facilities, you might want to make the sample business proposal as your reference. Inside, you can see a detailed business proposal practically designed for those who want to sell the services or products of their company. It also includes a sample business proposal letter that you can refer to if you wish to make the whole proposal process more formal.

9. Construction Business Proposal

Size: 490.6 KB

Most investors don’t really prefer seeing unnecessary information on your business proposals, especially if it’s for a building construction or design—you can put all those intricate details on your business plan. So if you’re looking for a construction business proposal that will much likely guarantee a “yes” from your investor, download the sample above. It may only be composed of eight PowerPoint slides , but it surely is persuasive. Download it now for free.

10. Business Proposal to Set Up a Fruit Juice Bar

All businesses need to undergo various kinds of analysis to find out its likelihood of succeeding in its targeted markets. To help you start analyzing those economic forces that will greatly affect even the smallest of businesses, download the free sample above. It’s basically for a small-scale business such as setting up a fruit juice bar. Nonetheless, the proposed business has undergone a rigorous research process as stipulated in the sample. You might want to check it out instead of just relying on hypothetical outcomes as to the future of your small-scale business.

11. Artsy Business Proposal for an Optical Clinic

Size: 1.7 MB

Are you planning to establish a service business but can’t quite convince certain organizations or potential investors to see your perspectives? Worry no more, for above is a sample service proposal to help you close your service business deals. It is artsy and light, making it appealing to the eyes. Also, it features the business’s missions, visions, and objectives which helps in making the whole business concept meaningful and thus leads potential investors to engage in business with you.

12. Virtual Assistant Services Business Proposal

Size: 64 KB

If you are starting out a business in offering VA (virtual assistant) services, then you must know one thing: your clients do not come knocking at your office to ask for your help; it’s you who has to promote your services. However, promoting such kind of business isn’t as easy as it sounds—potential organizations still might be hesitant to avail of such services for particular reasons. Thankfully, you can refer to this sample above which highlights the benefits of having a virtual assistant. Who wouldn’t wanna give in to such offer? Download it now.

Proposal Maker

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How to write consulting proposals like mckinsey (with examples).

Table of contents

• What is a consulting proposal? 
• Structure of a consulting proposal 

Parts of a consulting proposal

Tips for writing an effective proposal, use a template to strengthen your proposal, frequently asked questions.

A significant part of your success in consulting comes down to your ability to create high-quality proposals. The top management consulting firms know this and have all optimized their proposal writing methodology for maximum effectiveness.

A great consulting proposal requires the right content and structure. This post aims to teach you how to get both right so you can craft effective proposals with a high win rate.  Drawing from our consulting background — with a combined experience of creating 500+ consulting proposals — we're here to share our proven methodologies with you. 

What is a consulting proposal? 

A consulting proposal is a slide deck or text document sent to a potential client that outlines a specific project's objective, scope, cost, and timeline. Like a sales pitch to a prospect, a consulting proposal highlights the problem your prospective client is facing and positions you, the consultant, as the solution.  

Before writing the proposal

The first step in any consulting engagement is typically an initial meeting or call with the prospective client to understand their business, industry, and specific challenges and goals. 

Half of your proposal work is asking the right questions in your early conversations with the client. Getting this right will make writing the proposal easy. You need to figure out the problem, why it's important, why they can't solve it themselves, and why they need you to solve it.

Structure of a consulting proposal 

Proposals will have slight variations across different firms/projects, but proposals from McKinsey, BCG, and Bain typically consist of the following elements (in this order): 

Sections 2, 3, and 4 comprise your proposal's core. This is where you demonstrate you understand the client and their market, situation, challenges, and goals - and present them with a clear and compelling way forward to achieve the objectives. 

These three sections should follow McKinsey's  Situation-Complication-Resolution structure  (SCR), which offers a simple and compelling story structure. 

Let's go through each of the sections one by one:  

1. Executive Summary

A one-page summary repeating the main points covered in sections 2, 3 and 4. Again, we recommend you structure your summary using the Situation-Complication-Resolution framework  ( See:   How to Write an Effective Executive Summary ) . 

2. Background and context  (situation)

This section is where you create trust   by demonstrating that you've understood the client, their situation, and their market.  If your proposal is a response to an RfP (a request-for-proposal) then this is also the section where you play back the request in your own words to show that you've probably understand the assignment.

Ask yourself:

• What are their business goals? 
• What do they want to accomplish with this project, if relevant?
• How is their current performance?
• What have they done so far? 
• Why are we in this process?
• Who are the decision-makers?

You do not necessarily need to explicitly state all this in slides, but make sure any background or situational slides you do include are correct and to-the-point around the specific problem/opportunity area you'll later cover in your proposal.

3. What is the problem?  (complication)

Once you've set the background and context, you want to highlight what has/will change, given a threat, challenge, or opportunity.  Ask yourself:

• Why is the current situation not sustainable (either because a threat will become a reality or an opportunity cannot be grabbed)?
• What are the key barriers between the client's desired future state and current situation? 
• What is the business impact of leaving challenges unresolved? 

You should clearly outline the complication and expand on the underlying issues. Include your best estimate on the impact if nothing is done. 

The ability to do this again showcases to the client that you understand their business and its dynamics and further builds trust that whatever solution you propose will work.

4. Objectives of the project and proposed solution  (resolution)

Clearly articulate the objective of the project and your proposed solution. When you lay out the solution, we recommend you follow the  Pyramid Principle  and start with the high-level components or overall main answer. 

Once you've presented the high-level solution, you want to start detailing what is included under each solution element, showing which underlying questions or hypotheses will be investigated and which specific methods will be used to get to an answer.

Consider ending this section with a short business case that estimates the measurable impact the customer can expect in return for their investment in the project. 

Example A simplified example based on a real-life Bain proposal to UC Berkeley - illustrating the situation-complication-resolution storyline:

Background and context  (situation) Like many universities, UC Berkeley has recently come under significant financial pressure. Inconsistent and declining funding from the State of California and rising operating costs have led to a budgeted shortfall of $145 million for the FY 2008-09. 

What is the problem?  (complication) UC Berkeley has already taken several dramatic steps to reduce the budget shortfall - including increases to student fees, faculty hiring slowdown, staff hiring freeze, and furloughs. 

These steps have solved the problem in the short term, but the cost reductions are not sustainable on a prolonged basis (as shown in this forecast). 

Accordingly, UC Berkeley seeks to improve the efficiency and effectiveness of its operations and organization so that the $145 million budget gap can be reduced. 

Objectives of the project and proposed solution  (resolution) The primary objective of this project is to identify options to reduce the University's addressable operating cost structure by as much as $80 million to $100 million (vs. 2022-23 baseline costs) through more efficient and effective operations.

To achieve this, we will deliver a gross list of cost-spanning options to select from spanning these cost-areas: Labor costs, processes, policies, organizational structures, and systems. 

Experience has shown us that the most important factors... (continues)

5. Project approach/details

You have now demonstrated that you understand the client and their situation, challenges, and objectives - and you have outlined a clear and compelling way to solve the challenge. In this section, you lay out the project details covering the following sub-sections:

Approach What steps will you go through to arrive at the solution or recommendation? Break down the projects into steps or work streams and unpack the activities and goals for each of them. Start with a high-level overview. 

Example  We propose a five-stage approach to develop options to choose from in making operating cost reduction:

• Build baseline
• Identify opportunities
• Design options
• Validate and select options
• Communications and stakeholder management

The goals, activities, and timing for each stage are outlined in [Figure 1] below and are described in more detail in the following slides...

Deliverables Describe what each project deliverable will contain, when it will be delivered, and the acceptance criteria.  Examples:

• Business cases for 15 high-potential cost reduction and organizational restructuring opportunities, including implementation options
• Targeted messages and communication strategy for each stakeholder segment
• Marketplace MVP operational with priority features    

Scope Clearly define the scope of the project. What areas of the business or opportunity will you investigate, and how deep will you go? (E.g. customer segments X & Y in market Z).

Project plan & timeline Give a more detailed project plan with work stream/activity breakdowns showing sub-activities, timeline, and key milestones, as well as key meetings or decision points (especially those involving senior stakeholders).

Project timeline slide example. Slideworks template

Project management & team What team members will be on the project, and what are their roles and high-level experience? Team members are often divided into the following groups: Engagement management, project management, project team, and expert advisory.   

Project team slide example. Slideworks template

Project governance & client resources What client stakeholders will be involved in the project - project management, steering group members, expert input, etc. - and how much of their time is needed (this provides both an indication of the disruption level and allows the client to factor in the time and costs associated with their own resource need).

Project organization slide example. Slideworks template

Risks & mitigations Depending on the type of project you might include an overview of key project risks and how to mitigate them. Consider ranking your identified risk areas according to "likelihood of risk" and "impact of risk". 

Including risks and mitigations once again shows the client that you've thought things through and gives them assurance that you can solve this problem.

Craft your consulting proposals with McKinsey's insights.

6. Costing/Pricing

There are two common ways of doing pricing: Fixed fees or hourly rates.

If you do project-based pricing, you should break down the costs in a table according to sub-deliverables or work streams. If you do hourly pricing, you should break out the hourly rates for each category of consultants working on the project (Senior consultant, 80% allocation for 8 weeks at xx $/hour, etc.). 

McKinsey, BCG, and Bain, typically charge their clients a fixed fee on a project basis. The fee size is based on the project's duration, team size, and the required expertise level, rather than the hours an individual may work. 

In the consulting industry, the exact pricing of engagements is a closely guarded secret. However, now and then, a government RfP response finds its way into the public domain. One example is this 16-page McKinsey proposal on COVID-19 response to the State of New Jersey. In this proposal, you can see how McKinsey has broken up their fixed fee according to work streams, the number of consulting staff assigned to each one, and the project duration. 

Pricing breakdown example from McKinsey proposal

Hourly price breakdown example from Deloitte proposal

Other   expenses  

A list or note of approved expenses (like travel, food, accommodation, etc.) might be added. These costs are not included in your project price, but you will incur them during the execution of your work. Typically, these costs are billed to the client "at cost". You need to address reimbursable expenses in your proposal. Otherwise, don't expect to get reimbursed for them.

7. Why [your firm]?

Use this section to reinforce your expertise in solving challenges similar to those your prospective client faces. What makes you uniquely qualified for this project?  Consider including the following slides/sections:

• We have successfully managed many projects of this size, scale, and complexity in [client industry]
• We bring access to unequaled expertise and insights
• We deliver results (as proven by these cases)
• This list of past clients can be contacted for reference  

8. Appendices

Appendices will include relevant supporting material and additional details on key points.

• General introduction to [Your firm].
• Detailed CVs for the project team.
• Additional reference cases.
• Relevant details about methods and tools which you propose to use during the project.
• Detailed terms and conditions if there is no framework agreement with the customer.

Get practical examples to complement the techniques in How to Write Consulting Proposals Like McKinsey.

Always put client needs first

A common mistake is to write proposals with a 'your firm-first perspective' instead of a 'client-first perspective'. A good business proposal is remembering  it's all about the client . Resist the temptation to write about yourself in the proposal.

A good proposal is short, relevant, and actionable

Short:  No one wants to read 100 pages, especially when it's not about them. Use the pyramid principle (say the most important things first) and keep all the details in an appendix. Try and limit the main proposal deck to 20-30 slides or 10-15 pages. 

Write the proposal in simple language that your client understands. Keep it free of consulting jargon and acronyms to the extent possible. 

Relevant:  Most people don't care how the sausage is made. Take out everything that doesn't directly relate to the client's situation/problem or solution you're proposing. Prune out anything that is a departure from the central problem. 

Actionable:  The clearer the path forward, the easier it is to say yes. Don't burden the customer by making them guess the next step or resources needed. Make the ask on money, people, and time clear.

As you know by now, an effective consulting proposal requires both the right content and structure.  And while you cannot write a proposal based on a template and just make a few tweaks here and there, a template can speed up the process, ensure you follow the structure, and inspire you on how specific types of slides can be designed and structured. 

Our Consulting Proposal Template for PowerPoint follows the methodology presented in this post and includes 244 template slides created by ex-McKinsey & BCG consultants as well as a full-length (winning) consulting proposal sent to a Fortune500 company in 2023.  

How long should a consulting proposal be?

Proposals can be for sole source or competitive projects. They can be based on a casual conversation or on a formal Request for Proposals (RFP). As a result, they vary from short letter proposals (3–12 pages) to full-size proposals (20–80 slides). Some Federal Government contracts may run to 150 pages or more. 

What format should the proposal be? 

The proposal format will typically be a condensed slide deck unless the client specifically requests a plain text document. Final proposals are always shared as PDFs. 

Often, consultants will be asked to pitch the proposal after submitting it. A well-structured presentation will help here - and it is a lot easier to pitch than a text-document. 

Proposals vs. LOP and SOW?

Proposals are sometimes called Letter of Proposal (LOP) or Statement of Work (SoW). Different names, same content. 

Can this proposal structure be used for an RfP? 

Where there is an RfP, proposal writers should always follow the RfP instructions and evaluation criteria regarding the specific format and areas to emphasize. E.g., If an RfP requests specific pricing information or breakdowns, you should always follow these instructions.

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Engineering Project Proposal

Engineering project proposal presentation, free google slides theme, powerpoint template, and canva presentation template.

What is the best way to build your own successful future? Giving a presentation made thanks to our new free business template! Your audience will appreciate your engineering project proposal, paving the way for new deals and investments.

The path to a good slide design is hard, but Slidesgo is here to help you. First, there are several pictures that you can use to illustrate your project and show how the final result will be, so don’t hesitate to replace them with your own. Then, you’ll need to explain all the information that you need to convey, so the geometric disposition is ideal to organize the data properly. But what’s important is the text: for titles, there’s a sans-serif font that adds a formal corporate vibe to the presentation, and for body text there’s a different sans typeface, whose monolinear component and range of weights makes it very versatile. The palette is also focused on giving the presentation a serious tone. White and brown are included, inspiring stability and a solid foundation, just like the works of an engineering company. This template also comes with graphs and timelines, which are always useful resources to make your point clear. Download this template and customize it in PowerPoint or Google Slides, and don’t forget to check our final slides to find more free-to-use resources and information about the fonts and colors.

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on October 12, 2022 by Shona McCombes and Tegan George. Revised on November 21, 2023.

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

• Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, other interesting articles, frequently asked questions about research proposals.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

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Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

• Example research proposal #1: “A Conceptual Framework for Scheduling Constraint Management”
• Example research proposal #2: “Medical Students as Mediators of Change in Tobacco Use”

Like your dissertation or thesis, the proposal will usually have a title page that includes:

• The proposed title of your project
• Your supervisor’s name
• Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

• Introduce your topic
• Give necessary background and context
• Outline your  problem statement  and research questions

To guide your introduction , include information about:

• Who could have an interest in the topic (e.g., scientists, policymakers)
• How much is already known about the topic
• What is missing from this current knowledge
• What new insights your research will contribute
• Why you believe this research is worth doing

As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

• Comparing and contrasting the main theories, methods, and debates
• Examining the strengths and weaknesses of different approaches
• Explaining how will you build on, challenge, or synthesize prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasize again what you aim to contribute and why it matters.

For example, your results might have implications for:

• Improving best practices
• Informing policymaking decisions
• Strengthening a theory or model
• Challenging popular or scientific beliefs
• Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

• Cost : exactly how much money do you need?
• Justification : why is this cost necessary to complete the research?
• Source : how did you calculate the amount?

To determine your budget, think about:

• Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
• Materials : do you need access to any tools or technologies?
• Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

Methodology

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

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McCombes, S. & George, T. (2023, November 21). How to Write a Research Proposal | Examples & Templates. Scribbr. Retrieved March 28, 2024, from https://www.scribbr.com/research-process/research-proposal/

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The complete guide to writing creative briefs

Just like any other task, creative work deserves a clear plan and measurable goals before work begins. That’s where a creative brief comes in. Developing a creative brief allows you to take a proactive approach and outline requirements while planning out your creative work. Among other important elements, your creative brief is your opportunity to define the scope, deadlines, and deliverables specific to the creative part of your project.

Overall, a creative brief helps keep everyone on the same page—reducing feelings of frustration or confusion—while making sure no part of the design process is bottlenecked.

What is a creative brief?

A creative brief is used to define any relevant creative requirements, including messaging, audience, and outlining how success will be measured. Once the brief is created, plan to host a  kickoff meeting  to discuss conflicts or restrictions. That way, you have time to revise and update your creative brief before the work begins.

Remember this—creative briefs aren’t meant to be written and then left stagnant. Before your work begins, your creative brief should be an ever-evolving document that may change as the creative requirements continue to be scoped or tweaked. However, by the time the work starts, your creative brief should be a  clear plan  and have specific goals that your design, content, and creative teams can refer back to throughout the process, making sure everyone is aligned and making the right decisions.

Essential elements of a creative brief

Understanding what a creative brief is and why you need one is important. However, knowing what to actually put in one will save you significant time and reduce back and forths with your creative team. You can avoid having to circle back to questions and conflicts down the road by putting the appropriate information in your creative brief up front.

Take a look at these “must-haves” for every creative brief. Whether you’re planning a marketing campaign, writing a creative brief for an advertising agency, or preparing a creative brief for your internal team, these nine steps will help you clarify the key information your team needs for success. Keep in mind that your brief may contain more elements—and you can certainly add them as they relate to your work—but the criteria mentioned below should be part of nearly every creative brief.

Title and description

Goals and objectives, messaging and tone, assets and deliverables.

Stakeholders

Distribution process

First, give your creative brief a title. Provide a short description of the creative work so team members understand why they are a part of it. Let them know the intention of the creative work.

Title:  Advertising campaign for new product launch

Description:  As we prepare to launch Apollo Enterprises newest product, we’ll be putting together a series of advertisements to introduce it to the market.

Why are you working on this? At this point in your creative brief, you want to define the specific business need and what the work will accomplish. What does success look like for this particular body of work? As you’re writing down your goals, make sure they are measurable. At the end of the project, you’ll want to look back on them and clearly know if you’ve met your objectives.

Goals and objectives:  Reach 500,000 potential customers via paid search over a one-month period and add 5,000 new subscribers to our email list.

Outlining your target audience will help better tailor your creative to them. Look for specific insights, as those become your gems of valuable information. Get clear on who will be consuming your deliverable (video, ad, etc.). Try your best to define what that person looks like by outlining demographics such as age, gender, income level, marital status, or education level.

Also note what your audience values, along with their interests, wants, and needs. State if you’re trying to reach current customers or potential ones. Answering as many questions as possible about what your audience looks like will help you and your team along the way.

Audience:  Men, 30-65, mid-high income, at least a high school diploma. They value time outdoors, working with their hands, tools, and gadgets. They’re not current Apollo Enterprises’ customers.

Now that you know who your audience is, you need to clearly establish what messaging you want to put in front of them. Also, when your target market receives that message, what should they think, feel, want, and do? Are you asking them to take an action?

If you already have brand guidelines be sure to include them in your creative brief, or direct stakeholders on where to find them. Following brand guidelines ensures the tone and voice of your messaging matches that of your overall brand, and keeps your messaging consistent across marketing initiatives.

If you don’t have established brand guidelines, work with the right team members to put together some information about the tone and voice that this particular creative work should follow. Think of your message as a person. It should have a voice (a personality) and a tone (a mood or attitude).

Messaging and tone:  We want to empower our audience to be creators and use Apollo Enterprises’ new product as part of their most valued suite of tools. We should celebrate the target audience for working with their hands and make them feel proud of their creations.

Since your team’s work will produce some sort of creative asset (or many), this part of your brief should describe what those assets and deliverables are. For example, if you’re creating an advertisement, the final deliverable would be the actual ad. Make sure you specify asset requirements such as dimensions, number of versions, and design elements.

Assets and deliverables:  Three different advertisements, each with a different tagline and image (one version for each of the following sizes: 250x250, 728x90, 120x600).

Creative work usually requires cross-functional  team collaboration . Marketing and design are almost always involved, and oftentimes other departments will also play a part. This means several individuals from different teams working together on the same desired outcome.

This is why it’s so important to identify all important stakeholders upfront. Each team member should know who is involved and what they’re responsible for. You’ll save yourself a lot of time fielding questions down the line if you add this to your creative brief.

Stakeholders:

Creative team: Larry (ad copy), Emma (ad design)

Marketing team: Hannah (team lead), Caleb (email marketing setup for campaign), Terry (ad distribution)

Product team: Zach (Product Manager)

Establishing your budget from the start will help you actually stay in line financially and guide your decision-making. Be sure you write down actual numbers and identify costs where you can. Conducting some quick research ahead of time will help. Are there ways you can cut some costs? Giving yourself some time to play with the numbers before you even begin the work will keep you in good graces with your boss!

Budget:  The overall budget is $8,000 with $5,000 going to ad spend, $1,500 to design, and $1,500 to copywriting.

Establishing a  timeline for your work  early on will keep you and your team on track. Decide on a start date and end date, and then fill in as many important dates as you can in between. Knowing the important deadlines from the beginning gives all stakeholders an idea of how long their part of the work will take. They can plan accordingly and let you know of any conflicts. Be as specific as you can with dates and deadlines, and keep in mind that adjustments may need to be made as the work progresses.

Kickoff meeting: May 5

Final creative brief due: May 10

Ad copy due: May 30

Ad designs due: June 10

Ad buy plans due: June 15

Ads are live: July 1 - July 31

Measure ad success: Ongoing

Wrap-up: August 15

Identifying how your media assets will actually get to your audience is a part of your creative brief that can’t be skipped. All the hard work you put into every other step of your creative process culminates with an effective distribution strategy. In other words, how will you communicate your message? Social media, email, blog posts, and paid advertisements are just a few ways to distribute your media.

Distribution process:  Google Adwords platform to deploy ads.

Creative brief example

Seeing examples of what great creative briefs actually look like can help you formulate your own. Check out this stellar example and pay close attention to the details. You can tell that the project manager took time and thought to develop this creative brief, and help their team work together smoothly.

Creative brief template

Get started with this creative brief template to outline your campaign goals, creative deliverables, due date, marketing strategy, and more.

Title and description:

A clear name that your stakeholders can easily identify, and a short summary that conveys the intention of your creative brief.

Goals and objectives:

Define the metrics of success for your creative brief.

Who are you targeting in your campaign and what are their values, interests, and needs? This section should include any relevant demographics.

Messaging and tone:

What type of tone are you trying to strike? How do you want your audience to feel when they see your creative assets?

Assets and deliverables:

Asset and deliverable 1

Asset and deliverable 2

Asset and deliverable 3

Stakeholder 1

Stakeholder 2

Stakeholder 3

What is your overall budget? Are there any specific details to how the budget should be spent?

Date:  Description

Date: Description

Distribution process:

Specify how you will reach your audience once your assets and deliverables are ready.

Using a creative brief when working with agencies

Sometimes internal stakeholders aren’t the only people you’ll be collaborating with on creative work. Companies may choose to hire an agency to help. If you find yourself  working with an agency , here’s how you can use a creative brief to make the most out of the partnership.

Make your creative brief a starting point

When you deliver the creative brief to your agency contacts, take the opportunity to discuss your goals with them and refine the creative brief if necessary. Ask for their input. They are there to help and getting their buy-in will make every part of the overall process easier. Allow your agency partners to educate you on what will work and what won’t.

Create a robust final version of your creative brief

The more valuable information you put it in, the less questions will come your way later. And, remember, while the agency is a partner of yours, they are working with other companies as well. Giving them as much information as you can will make you and your creative brief stick out (in a good way). For example, you’ll want to include any applicable style guides, tone of voice recommendations, relevant internal messaging information, and any brand guidelines the agency should keep in mind while working.

Be open to change

Creative work moves quickly, and some project leaders make the mistake of thinking their creative brief has to be rigid in order to support fast-moving teams. In reality it’s a living document. Until you start executing on the work, it should always be open to conversations and edits.

Write your best creative brief

You’re feeling good, right? Hopefully developing your own creative brief doesn’t seem so daunting after all and you’re ready to get moving on building your next one. After you’ve written your creative brief, manage the next steps in your creative process in a work management tool, like  Asana . Not only will it help keep you organized—it will actually help you run the show.

Build a creative brief that makes your life (and those of your stakeholders) easier to execute your creative work successfully.

Related resources

Unmanaged business goals don’t work. Here’s what does.

How Asana uses work management to drive product development

How Asana uses work management to streamline project intake processes

How Asana uses work management for smoother creative production

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