captureplanning.com Tutorials and resources for proposal writing and business development





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.

Tipes for Proposal Formatting

Basic proposal formatting is easy, just keep it simple and elegant. But with a little more effort, you can use your proposal formatting to help you win. Here are some tips for proposal formatting.



By Carl Dickson, Founder of CapturePlanning.com



Click here for more free articles like this one




Click here for hundreds more free articles we have published


The free articles on our site are samples of what's in the PropLIBRARY Knowledgebase. Our free articles openly discuss the theory and foundations behind our recommendations. PropLIBRARY provides the detailed templates, forms, and processes that make it quick and easy to turn theory into winning proposals.

See how our newest book makes it so much easier to figure out what should go in your proposals


Premium proposal tutorials, guides and samples:
How to Survive Your First Business Proposal
How to write a Management Plan
Proposal Sample Makeover
Proposal Formatting Guide
How to Write an Executive Summary
Business Development for Project Managers
509 Questions to Answer in Your Proposals
See all the proposal guides we publish


Get them all for half the price of purchasing them separately



Browse hundreds of free articles on all these topics:

Proposal Writing Advice
How to Write a Business Proposal
Proposal Management
Red Teams & Proposal Quality Validation
How to Create a Compliance Matrix
Process and Procedures
Win Strategies and Themes
How to Write an Executive Summary
Professional Services Marketing
Proposal Templates and Reuse
Training Program Considerations
Proposal Software Advice
Miscellaneous Tips
Proposal Graphics & Visual Communications
Storyboards and Content Planning
Oral Proposals and Presentations
Government Contracting
Request for Proposals (RFP)
Bid/No-Bid Decisions
Business Development and Marketing
Relationship Marketing and Customer Contacts
Sales Letters & Copy Writing
Small Business Innovation Research (SBIR)
Small Business Development & Startup


Miscellaneous
Home
About Us
Privacy Policy
Contact Us




Copyright © 2013. Please view the Terms of Use prior to copying or distributing. This site is part of the CapturePlanning.com Network.