This framework is developed by a team of former McKinsey and Big 4 consultants. The presentation follows the headline-body-bumper slide format used by global consulting firms.
Master proposal writing with insights from ex-McKinsey & Big 4 consultants. Explore key sections, templates, and strategies for success in competitive bids. Fundamentals of Proposal Writing is a 22-slide PPT PowerPoint presentation slide deck (PPTX) available for immediate download upon purchase.
A business proposal is a written document from a seller to a prospective client. It serves to explain to the client what our offering is, what our capabilities are, how we will address and meet the client's needs, how we differ from competitors, and, ultimately, why the client should choose our offering over the competition.
Proposals are often a key step in a complex sales process—i.e. situations where the client often evaluates multiple providers and the purchase is conducted by Corporate Procurement.
A typical structure for a proposal contains 7 key sections, of which 5 are must have sections:
MUST HAVE SECTIONS
1. Cover Letter
2. Statement of Need
3. Point of View
4. Value Proposition
5. Implementation Plan
OPTIONAL SECTIONS
6. Qualifications and Case Studies
7. Team Bios
Development of the proposal is a collaborative team effort, requiring the input from various functions (e.g. sales, functional experts, industry experts, and product/offering experts).
This presentation discusses each of these sections in detail. It also includes slide templates.
This comprehensive presentation delves into the three primary types of proposals: solicited, unsolicited, and responses to competitive Requests for Proposals (RFPs). It provides a nuanced understanding of each type, including the ideal scenarios for their use and the strategic advantages they offer. The PPT emphasizes the importance of tailoring your proposal to the specific needs and expectations of the client, ensuring a higher likelihood of success.
The presentation also includes detailed templates for each section of a proposal, from the cover letter to team bios. These templates are designed to streamline the proposal development process, making it easier for your team to collaborate and produce a polished, professional document. Whether you're responding to an RFP or proactively submitting an unsolicited proposal, this guide offers the tools and insights needed to create compelling, persuasive proposals that stand out from the competition.
This PPT slide delineates 2 primary proposal types: solicited and unsolicited. A solicited proposal arises when a client engages with a firm, indicating interest in a specific project and allowing the firm to tailor the proposal to showcase its strengths. Solicited proposals are generally more favorable due to the client's expressed interest, reducing competitive pressure. In contrast, an unsolicited proposal is initiated by the firm based on insights into a client's needs, often leveraging established relationships to present innovative solutions. Both proposal types are preferable to responding to a Request for Proposal (RFP), which tends to be more rigid and competitive. Understanding these proposal types can influence client engagement and proposal development strategies.
This PPT slide outlines the essential components of a "Statement of Need" for articulating client issues and requirements. It emphasizes the necessity of a detailed description of the organizational context to understand the client's environment and challenges. Including 1-2 sentences that capture the primary pain point is vital for addressing pressing issues. The slide also highlights the consequences of not addressing the identified pain point, creating urgency and risk awareness. Basic details about the target audience and delivery timeframe are essential for aligning proposals with client expectations. Lastly, a clear understanding of success, articulated in the client’s language, ensures relatability and actionability. If the statement of need is not explicitly defined, it offers an opportunity to demonstrate strong listening skills and a proactive approach.
The Value Proposition in proposals articulates expected value and includes essential components for clarity and effectiveness. Defining a start date sets the engagement timeline. Identifying the specific offering aligns with client needs, ensuring relevance. Explaining the specific benefits illustrates tangible advantages, while stating the expected impact emphasizes measurable return on investment (ROI). Quoting anticipated revenue provides a financial perspective, and isolating an expected timeframe for ROI helps clients understand when to expect results. Stating how the consulting team will collaborate to measure success reinforces the partnership aspect. Focus on differentiating the proposal from competitors ensures the Value Proposition remains compelling and relevant, serving as the foundation of a strong proposal.
This PPT slide outlines the proposal section focused on qualifications and case studies, emphasizing the selection of relevant examples aligned with the prospective client's industry. Key elements include an anonymized client profile and identification of key business issues addressed in past projects. Clearly defined project objectives and deliverables are essential for setting client expectations. Quantifying results with measurable outcomes enhances credibility and demonstrates potential impact. A comparative analysis of capabilities against competitors provides context for the firm's strengths. Including testimonials and quotes from previous clients reinforces trust and validates claims. This structured approach effectively communicates the firm's value proposition and builds confidence in delivering results.
This PPT slide outlines the structure of a standard service proposal, emphasizing 7 key sections. When responding to a Request for Proposal (RFP), clients specify required elements, categorized into 5 must-have sections and 2 optional ones. The Cover Letter introduces the proposal, while the Statement of Need articulates client challenges. Our Point of View presents the proposing firm's unique perspective, demonstrating thought leadership. The Value Proposition communicates the benefits and value offered, critical for persuading clients. The Implementation Plan details execution steps and timelines. The Qualifications and Case Studies section showcases expertise and past successes, reinforcing credibility. Team Bios highlight relevant experience of project members. While optional sections are not mandatory, they enhance proposal appeal, serving as a roadmap for crafting compelling proposals that resonate with clients' needs.
Source: Best Practices in Consulting Process, Proposal, Sales PowerPoint Slides: Fundamentals of Proposal Writing PowerPoint (PPTX) Presentation Slide Deck, LearnPPT Consulting
This framework is developed by a team of former McKinsey and Big 4 consultants. The presentation follows the headline-body-bumper slide format used by global consulting firms.
For $10.00 more, you can download this document plus 2 more FlevyPro documents. That's just $13 each.
ABOUT FLEVYPRO
This document is part of the FlevyPro Library, a curated knowledge base of documents for our FlevyPro subscribers.
FlevyPro is a subscription service for on-demand business frameworks and analysis tools. FlevyPro subscribers receive access to an exclusive library of curated business documents—business framework primers, presentation templates, Lean Six Sigma tools, and more—among other exclusive benefits.
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Trusted by over 10,000+ Client Organizations
Since 2012, we have provided business templates to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.
The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."
– Dennis Gershowitz, Principal at DG Associates
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."
– Trevor Booth, Partner, Fast Forward Consulting
"One of the great discoveries that I have made for my business is the Flevy library of training materials.
As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy
It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients.
"
– Ed Kemmerling, Senior Lean Transformation Expert at PMG
"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for
the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service.
"
– Jim Schoen, Principal at FRC Group
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."
– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.
Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.
many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work.
"
– Omar Hernán Montes Parra, CEO at Quantum SFE
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The
quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead.
"
– Roderick Cameron, Founding Partner at SGFE Ltd
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."
– David Coloma, Consulting Area Manager at Cynertia Consulting
Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.
Click main image to view in full screen.
