55
1 Technical proposals • A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure, method , system or structure within a specified period of time. • Types • Structure

1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

Embed Size (px)

Citation preview

Page 1: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

1

Technical proposals

• A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure, method , system or structure within a specified period of time.

• Types

• Structure

Page 2: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

2

Solicited Unsolicited

SALES RESEARCH

TYPES

Page 3: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

3

Sales proposal

• Sent outside the company to potential clients or customers

• Also known as business proposals

Page 4: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

4

Research Proposal

• Academic in nature,mostly solicited

• May appear in a foreign language also

• Basic format remains the same

Page 5: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

5

Characteristics

• Demonstrate to appropriate decision makers that their needs would be met with

• Keep in view the customer’s convenience, financial gain and prestige

• Anticipate any possible reasons for rejection and provide suggestions to overcome them.

• Use plain direct and unambiguous expressions

Page 6: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

6

Purposes

• To construct parking slots,buildings,bridges,highways

• To survey area for possible water sources

• To modernize the office procedures of a company

• To train international managers for work in foreign countries.etc

Page 7: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

7

Structure

Prefatory

Main body

Supplementary parts

Page 8: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

8

Prefatory

Title page

Draft contract

Executive summary

Table of contents

List of illustrations

Page 9: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

9

Main body

Introduction

Technical section

Management section

Cost estimate

Conclusion

Page 10: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

10

Supplementary

Appendix

Sources and References

Page 11: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

11

Title page

• Incorporate the title

• Name of the person or company

• Name of the person submitting the proposal

• Date

Page 12: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

12

Draft contract

Quick summary Topic Proposer details Duration Cost

1st year/ subsequent years

Page 13: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

13

Continued

• Rough draft of the contract proposed by the proposer

• Finalized after the acceptance of the proposal

Page 14: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

14

Executive summary

Back ground

Purpose

Scope

Infrastructure facilities

Technical details

Significance

Re-emphasis

Page 15: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

15

Continued

• A Concise version of the detailed proposal• Gives a brief background need for taking up this

project)• Summarize the objectives ,how they will be met,

procedures adopted• Ends with a reemphasis of proposals strengths• Length varies 100-300 based on the complexity

Page 16: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

16

Introduction

Problem statement (clearly specifies the need for investigation)

Purpose, scope

Technical overview

Methodology(procedures adopted to carry out the project)

Significance

Structure

Page 17: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

17

Technical section

• System overview (Technical description)

• Analysis of existing situation

• Possible design solutions

• Proposed solution

• Sources of information

• Methodology

Page 18: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

18

Management section

Chains of command (org. charts) Corporate / employee credentials Schedules (work, implementation, reporting,

maintenance, delivery, completion, payment, forecast)

Gantt chart, Milestone chart Team organization Company profile

Page 19: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

19

Cost Estimate

Important Funding (if internal) Break up (equipment details, man power expenses

miscellaneous / consumables) Match with draft contract

Page 20: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

20

Conclusion

Re-emphasize strengths

Assure the reader

Page 21: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

21

Appendix

• Credentials details

• Supporting technical documents

• Illustrations

Page 22: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

22

DOCUMENTATION

STYLES• MLA (Modern Language Association)• APA (American Psychological Association)• Chicago style• IEEE style

Page 23: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

23

Details for Documentation

• Author/s ( whether editor/s)

• Year

• Title of the book/article , Edition if any

• Name of Journal/Newspaper/Magazine, Volume No. Page no.

• Place of Publication

• Name of Publishers

Page 24: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

24

WORKS CITED/REFERENCES

Berst,Jesse. “ Berst Alert.” ZD Net 30 Jan.1998. <http://www.zdnet.com/anchordesk/story_1716.html>Corporate Credit Union Network. A Review of the Credit Union Financial System. Kansas City: U.S.Central. 1998.

Kroll Jack. “T.Rex Redux.” Newsweek 26 May 1997:74-75

Tibbets, Charlene and A.M.Tibbets.Strategies:A Rhetoric and Reader.Glenview:Scott and Company.1988.

Page 25: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

25

Oral presentation

• Mend your speech a little

Lest it may mar your fortune.

William Shakespeare

Page 26: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

26

TYPES OF ORAL PRESENTATION

• Reading from the text

• Memorizing

• Impromptu

• Extemporaneous

Page 27: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

27

Requirements of Oral Presentation

• Knowing your purpose

• Audience awareness

• Use of visual aids

• Presentation plan

Page 28: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

28

Audience awareness

• Size up your audience

• Speak directly

• Converse with them with conviction & sincerity

• Dramatize certain aspects

• Give a personal touch

• Use humor if possible

Page 29: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

29

Use of Audio visuals

• Integrate the aid with your op

• Use it when your reach the relevant point

• Make your aids accessible

• Interpret the aids

• Stand on one side and use the pointer

• Aids should be specific

Page 30: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

30

Contd.

• Avoid crowding your aid

• Keep speaking

• Keep writing in case you are using black board

Page 31: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

31

Presentation plan

• Plan and prepare beforehand

• Bring animation and spontaneity

• Lift your head and look at the audience

• Consult your notes when needed

• Cite references, quotations etc.

• Use note cards

Page 32: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

32

Contd.

• Have sympathy for the crowd

• Avoid reading your presentation

• Avoid memorizing

• Avoid giving a long introduction

• Signal the end of your presentation

Page 33: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

33

Contd.

• Avoid verbal fireworks

• Avoid frowning

• Ignore the smiles /whispers of listeners

Page 34: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

34

Dividing your presentation

•IntroductionCapture listeners’ attention and get them involvedIdentify yourself and establish your credibilityPreview your main points

Page 35: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

35

BODY

• LIMITED NUMBER OF POINTS

• EXPLAIN AND GIVE DETAILS

• KEEP YOUR PRESENTATION SIMPLE AND LOGICAL

Page 36: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

36

CONCLUSION

• DON’T END LIMPLY

• REVIEW ALL THAT YOU SAID

• ENCOURAGE QUESTIONS

Page 37: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

37

Use of connectives

• Transitions:end of one thought and indication of the beginning of another, such as,after having said that……it is time now;in addition to

• Internal previews:indicating what the speaker takes up next,such as, we shall discuss its impact

• Internal summary:recalling what has been said so far.e.g.in short

• Signposts:indicating where the presenter is in his presentation,e.g.the first feature,the second,

Page 38: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

38

REMEBERTHE FOLLOWING

• Prepare thoroughly

• Rehearse repeatedly

• Time yourself

• Request a lectern

• Check the room and gadgets

• Practice stress reduction

Page 39: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

39

Tips to remember during presentation

• Begin with a pause• Present your first sentence from memory• Maintain eye contact, correct posture, use gestures• Pay attention to facial expressions and Time• Control voice and vocabulary• Put the brakes on • Move naturally• Use visual aids

Page 40: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

40

Contd.

• Avoid digressions

• Summarize your main points

Page 41: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

41

After your presentation

Distribute handouts

Encourage questions

Repeat questions

Reinforce main points

keep control

Admit if you are unable to answer some question

End with a summary and appreciation

Page 42: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

42

Business writing:purposes

• Making /answering an enquiry

• Placing an order

• Demanding or refusing credit

• Selling goods and services

• Accepting/refusing a project

• Responding to complaints

Page 43: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

43

Contd.

• A business letter is a form of communication written by an authorized person of an organization.

Page 44: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

44

• A Business letter must appeal to the reader’s interest and induce in him the proper mood.

• “If he is rude be specially courteous. If he is muddle-headed be specially lucid. If he is pig-headed be patient.If he is helpful be appreciative. If he convicts you of a mistake acknowledge it freely and even with gratitude”.

• Sir Ernest Gower

Letter

Page 45: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

45

Points to remember

• Before expressing a thought, roll it in your mind to avoid ambiguity.

• Choose short, common and concrete words.• Avoid jargon and slang.• Arrange your words according to the rules of

grammar.• Write short and simple sentences.• Divide your ideas into small and distinct

paragraphs.

Page 46: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

46

Structure and Layout of Letters

• Elements• Heading• Date• Difference• Inside address• Attention line• Salutation• Subject

Page 47: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

47

• Body

• Complimentary Close

• Signature

• Identification marks

• Enclosure

Contd.

Page 48: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

48

• Courtesy and Consideration

• Directness and Conciseness

• Avoid Verbosity

• Avoid Participial endings

• Positive and Direct Statements

• Clarity and Precision

Principles of Letter Writing

Page 49: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

49

Styles of Business Letters

• Indented Style

• Block Style

• Complete Block Style

• Semi Block Style

• Hanging Indented Style

Page 50: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

50

Indented style

• Oldest form

• Each element indented to four spaces

• Closed punctuation

• Salutation on the left

• Date line & Complimentary close to the right

Page 51: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

51

BLOCK STYLE

• Date line, complimentary close and signature aligned with the right margin

• All other parts to the left

• Double spacing

• Mixed punctuation

Page 52: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

52

Complete block style

• All parts of the letter aligned with the left margin

• Indentation not required

• Open punctuation

• Appears imbalanced and heavy on the left

Page 53: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

53

Semi block style

• Like the block style

• Date line on the right

• Paragraphs are indented

• Easier to read

• Mixed punctuation

Page 54: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

54

To sum up

• Draft your business letters the way your organization wants it

• Know the popular practice

• Full block format is much in use.

Page 55: 1 Technical proposals A written offer to undertake a project for designing, creating something new or for changing or modifying an existing procedure,

55

Hanging indented style

• Like block style

• First line of each paragraph aligns with the left margin

• All other lines indented four to five spaces

• Not so popular

• Mixed punctuation