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Technical CommunicationA Practical Approach
Chapter 12: Proposals and White Papers
William Sanborn Pfeiffer
Kaye Adkins
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.2
Proposals and White Papers
Proposals Unsolicited Proposals Solicited Proposals Grant Proposals White Papers
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.3
Proposals
Guidelines for Proposals M-Global Proposals
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.4
Guidelines for Proposals
Plan Well Before You Write Make Text Visually Appealing Edit Carefully
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.5
M-Global Proposals
In-House Proposals Sales Proposals Grant Proposals
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.6
ABC Format for Unsolicited Proposals
Abstract Purpose of the Proposal Needs that exist in the current situation How the needs will be met Main advantage of your solution Overview of proposal sections to follow
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.7
ABC Format for Unsolicited Proposals
Body Description of problem or project and its
significance Proposed solution or approach Personnel Schedule Costs
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.8
ABC Format for Unsolicited Proposals
Conclusion Emphasize main benefit or feature of your
proposal Restate your interest in doing the work Indicate what should happen next Encourage your readers to contact you with
questions
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.9
Solicited Proposals
Title Page Letter/Memo of Transmittal Executive Summary Appendixes
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.10
ABC Format for Solicited Proposals
Abstract Purpose of proposal Reader’s main need Main features you offer, as well as related
benefits Overview of proposal sections to follow
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.11
ABC Format for Solicited Proposals
Body Summary of current situation Background information and data Technical information Management information Cost information Appendices
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.12
ABC Format for Solicited Proposals
Conclusion Benefits of accepting the proposal Unique qualifications of the proposing
organization
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.13
ABC Format for Grant Proposals
Abstract Statement of need Mission of your organization Explanation of how the proposed program will
meet the goals of the granting organization
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.14
ABC Format for Grant Proposals
Body Background information about your
organization Detailed explanations of the situation
Data Supporting research
Objectives to be used to evaluate the success of the proposed program
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.15
ABC Format for Grant Proposals
Body Importance of the proposal to the community How results will be shared (for research grants) Budget
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.16
ABC Format for Grant Proposals
Conclusion Summary of community needs to be met How community needs fit the organizations
goals Main reasons why your organization is best
suited to meet the community need
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.17
White Papers
Guidelines for White Papers ABC Format for White Papers
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.18
Guidelines for White Papers
Know Your Audience Include the Problem and Solution in the
Title Use Analogies and Metaphors to Explain
New Concepts Use Graphic Elements to Provide
Information Cite Sources Correctly
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.19
ABC Format for White Papers
Abstract Definition of the Problem
Body Historical/background overview to set stage for
new technology Evidence, data, and information from published
sources Criteria for solution Solution
Technical Communication: A Practical Approach, Eighth EditionW. S. Pfeiffer and K. Adkins
Copyright © 2013, 2010, 2006 Pearson Education, Inc., All Rights Reserved.20
ABC Format for White Papers
Body Brief mention of product or service (perhaps no mention
at all)
Conclusion Review of the problem Benefits of the solution Bibliography