captureplanning.com Learn about proposal writing and business development



How to get the most out of our web site:
CapturePlanning.com is a huge resource for learning about business development and how to win proposals.

Fill in the box below so we can keep you up-to-date with the latest best practices for winning more business.

Enter Your Email Address:


We get a lot of inspiration from the CapturePlanning.com Group on LinkedIn. You can to if you join us there. It's free!


Proposal layout, formatting, and design

Layout and design

If there is no written RFP, or if the written RFP does not specify outline or format, then there are no rules for the layout and design of your proposal. The only standard to apply to the proposal’s appearance is whether it fulfills the proposal evaluator’s expectations. If they haven’t told you what they are or written them into an RFP, then all you can do is make your proposal legible. Your proposal layout should be highly readable and make it easy to locate information. You should make extensive use of graphics, because they enhance the readability of the document and convey information well. In the absence of instructions to the contrary, your headings, typefaces, margins, headers/footers, and other formatting attributes can be anything that you want that achieves the goal of your proposal.

So that you don’t have to study typography, we recommend:

  • A serif typeface such as Times Roman
  • 10-12 point type
  • A column width of 50-60 characters (either double column or “scholar’s margins”)
  • Page margins of at least .5”
  • The use of color whenever possible
  • Extensive use of graphics
  • Full use of front matter (Table of Contents, List of Figures, etc.)
  • “Navigation aids” such as a cross-reference matrix
  • Appendices for data that must be provided, but disrupts your proposal’s story
  • If the page count is large enough, use 3-ring binders or other binding
  • Use tabs that break the content down into sections and make finding material easier

Final production

Final formatting and polish is often reserved for the end of a proposal effort. Indeed, in some environments they wait until all edits to the content have finished before they apply final formatting and perform reproduction. On a large proposal they may allow several days to a week just for final production. Some organizations use sophisticated desktop publishing and artwork, others use MS-Word for their final output. The value of a better-looking proposal must be weighed against the level of effort it takes to achieve it. We recommend that you format your proposal in a layout that you are comfortable with. Keep it simple, and don't overextend yourself by using an advanced layout that you have difficulty producing.



Return the Favor! Show the author of this article some love and appreciation by posting a link to it, tweeting it, or emailing a friend and telling them about it. Thanks!



PropLIBRARY is our professional-grade tool for accelerating, inspiring, guiding, and improving your proposals

The PropLIBRARY Knowledgebase provides step-by-step guidance to help you:

  • Get ready to win before the RFP is even released
  • Develop win strategies
  • Plan, write, and produce a winning proposal
  • Base proposal quality on what it takes to win
  • Comes with online training!

>> Click here to learn more about the features and benefits of using PropLIBRARY






The hundreds of articles in our free library are derived from The CapturePlanning.com MustWin Process and the documents that we sell. The articles discuss the theory and foundations of the techniques we have developed. But if you want our templates, forms, and process documentation that turn theory into documents and tools ready to be put to work, you should consider our premium content.


Premium Content:
PropLIBRARY: Our Tool For Winning Business Leads

How to Write an Executive Summary
How to Write a Management Plan
Proposal Format and Samples Package
Business Proposal Sample Makeover: Before and After
509 Questions to Answer in Your Proposals
Quick and Dirty Guide for Writing a Last Minute Proposal
Business Development for Project Managers & Engineers
How to Survive Your First Business Proposal

Save by getting our Discount Package!

More Free Articles:
Proposal Writing
How to Write a Business Proposal
How to Write an Executive Summary
Proposal Writing for Professional Services
Proposal Management
Win Strategies and Themes
Red Teams & Proposal Quality Validation
How to Create a Proposal Compliance Matrix
Proposal Process & Procedures
Process Implementation & Acceptance
Proposal Storyboards
Proposal Training
Proposal Software
Proposal Tips
Proposal Graphics
Oral Proposals and Presentations
Marketing and Business Development
Relationship Marketing and Customer Contacts
RFP Readiness and Lead Qualification
Sales Letters & Copy Writing
Bid/No-Bid Decisions
Government Contracting
Request for Proposals (RFP)
Small Business Innovation Research (SBIR)
Small Business Development & Startup


Miscellaneous
Home
About Us
Privacy Policy
Site Terms of Usage
Contact/Send Us Feedback

Copyright © 2011. Please review the Terms of Use prior to copying or distributing.