by virtualworks | Jan 30, 2023 | Business, business growth, Marketing, Mastery, Team Work, Time Management, Value Based Fees
When an organization needs to write a proposal, it can be for many different reasons, such as business proposals, project proposals, proposals for research funding or non-profit organization funding, each of which require a particular focus. Today I’ll focus on writing proposals in response to a solicited request, like contract work.
All organizations need revenue, whether they are non-profits, associations or business enterprises. While it’s great to have repeat clients and members, there are times where organizations have to get out there and look for that work by other means and one method is by responding to a Tender, Request for Quotation, Request for Services, Request for Proposal, etc.
At times when an organization is provided with one of these Request documents, it can be met with some shock as to the amount of information being requested for a simple piece of work. Why so much detail? In short, some of the Requests may be from clients that use public funds and are accountable for how those funds are spent or the client is simply seeking good value for money and are looking for evidence from organizations that their potential contractor is capable of providing the services in a manner that is of good quality and is cost effective.
So, what makes a good proposal?
Like any consumer, the client is looking for good value for the money they plan on spending. By responding to what they are looking for, or solving their problem, stated in the request in a clear manner, a well written proposal can give you the edge on the competition.
There are many areas on the internet to find information on how to prepare a proposal. For example, if you are considering preparing a proposal for the Government of Canada, you may want to check out their site at buyandsell.gc.ca on Preparing Proposals.
Let’s take a look at some of the Do’s in proposal writing:
- Do read the request thoroughly to understand what the client is looking for. You need to understand where the client is coming from in their current state, their needs, and possible opportunities to provide a solution to their problem.
- Do ensure the goods or services are something your organization provides. If you are looking at a Request that is asking for something you may not provide, you may have to look at sub-contracting a portion of that work (if allowable), or it may not be worth your time to respond.
- Do ask questions where something is not clear, or you need information to help you prepare your proposal. These questions are helpful to the organization submitting a proposal and it may tell the client where they need to make the request clearer for all.
- Do watch out for question deadlines and submission deadlines – Proposals received after deadlines are usually not allowed.
- Do really take a look at the criteria in the Request. In most cases it is the criteria what your proposal will be reviewed against, so make sure to answer all parts of each criteria listed in the Request document.
- Do plan ahead to make sure there is enough time not only to write the proposal, but research the Client, understand the resources you have available, and have the proposal reviewed a few other people in your organization to make sure the submission is aligned with the Request. Another pair of eyes is always good!
The obvious Don’ts are those actions contrary to the Do’s above and:
- Don’t have the client search on external links for supporting material, especially if the request states that all supporting material must be in the proposal. In many cases, information from external sources can’t be taken into consideration and proposals are reviewed as they are provided, with no opportunity to add more in later. NB: some exceptions may be allowable, but they will probably be stated in the Request document, if they are.
- Don’t put it on your references to fill in the blanks of what should be in your proposal. If there is a request to provide references these are most likely only to verify what was stated in your proposal.
While it was mentioned above that Requests are received from clients, there are also many sites where organizations can search for potential Request documents to provide a proposal to such as MERX, Biddingo. Also check your city’s municipal, university, hospital or non-profit websites.
Best of luck in your proposal writing endeavors!
by virtualworks | Oct 23, 2022 | Business, business growth, Leadership, Marketing, Mastery, office management, Productivity, Remote Office Management, Time Management, Virtual Assistant, working from home, working remotely
Have you ever come out of a meeting, or the end of day and caught yourself in a mirror and realized that you have a piece of schmutz in your teeth, or your cow-lick is asserting its personality again? We have all had that moment when we think “WHY DIDN’T SOMEONE TELL ME?”
As small business owners we can spend so much time in the tasks that we forget what our goals are. If only gauging how well we are running our business is as simple as looking in the mirror! When it comes to taking your business to the next level, a level of self-awareness is required to assess the needs of your business and how your management style can be maximized for growth.
Take a look at your business and your strengths and values (and be honest about it!). Determine what makes sense for you to do and what is reasonable for someone else to take care of.
To identify exactly what you need, do the following for one work-week:
- As you go through each workday, write down the daily tasks that you dislike doing (or, put another way, make a list of the things you do last because you keep putting them off)
- Write down all the projects you’ve “had on the back burner”; those projects and tasks that never seem to get done week after week, month after month.
- Write down all the things you spend too much time doing (why are you really in the office all the time?).
- Write down all the things you wish you had more time to do.
- Write down all the tasks you must do as a business owner.
Ask people you know to work through this with you as they may provide a different perspective. There might be metaphorical spinach in your teeth that they are begging for the chance to tell you about!
Don’t think about how much it will cost or how long to get these resources in place. Just think about you for now and ask yourself what you need to do in order to move your business forward.
Need help? Click here to get my free e-book to help you gain clarity.
by virtualworks | Sep 25, 2022 | Business, business growth, Leadership, Marketing, Mastery, Outsourcing, Productivity, remote meetings, Remote Office Management, Team Work, Time Management, Travelling, working remotely
Remote support was pretty much non-existent 25 years ago. Facebook didn’t exist 20 years ago. Times, they are a’changing…
Remote work has grown in popularity over the last 5-10 years and more so with the pandemic we’ve been dealing with the past 2+ years, it’s become a necessity. The Internet and evolving technology drive the ability for remote support workers to be just that: “remote”. That can mean being remote locally or remote internationally; it can mean telecommuting for employees or freelancing as a contractor from anywhere on the planet for clients anywhere on the planet. The world has become larger and smaller at the same time: larger because remote working can easily tap into new markets around the world and increase competition (which can be a good thing); smaller because it takes less time and cost to do so.
It wasn’t too long ago that the average person didn’t know too much about video meetings or needed an international calling plan. Today, companies are expanding their enterprises globally without ever leaving their hometown; hiring remote employees who are local to new markets gives enterprise an edge. While this can be a very cost-effective way to conduct business, it takes more than just hiring people to work for you; it takes a thorough review of all factors that come into play for all stakeholders. It’s important to know the legal and accounting aspects of these relationships as well as being mindful of language barriers of both employees and clients.
Even in spite of the pandemic, the world is open for new opportunities. With ever-evolving technology and lower costs to connect, open your mind to the endless possibilities that are happening around the world and around the clock.
by virtualworks | Aug 28, 2022 | Brand Image, Case Study, Customer relationships, daily lfe, Marketing, Mastery, Travelling
“Before the pandemic, I was making arrangements for my summer holiday to the U.K. Among those many arrangements and bookings I had to make, two stood out in my mind – each of which are a great example of customer loyalty, how to build it and how to lose it quickly.
The first experience was with a large, well known mail order firm in the U.S. I had purchased travel clothing for my trip and not everything fit well so I had to return a few things. The return slip was easy to complete and advise what I wanted done with the returned items.
Rather than me hunting all over the house for a copy of their catalogue, they included one with the order so it would be easy to find substitutions if I wanted. They included a pre-printed return label within its own folded card with instructions. These few easy to do steps made the return of the clothing really easy and hassle free to the extent that I just had to fill in the sender address on the label, tape up the box and drop off at my local post office. It was almost a joy to return the things I didn’t want. Will I purchase from them again? Absolutely!
The other experience was with a tour operator for an excursion of a now well-known castle in Britain. I had made the booking back in March and I was so happy that the date was available as it was going to be one of my last days in Britain – I really lucked out! I was so looking forward to it even though it was 6 months away.
In May, I received a notice by email that my booking was cancelled and asked what other date would I like to choose? I replied by saying it was the only date I was available for the tour and requested that my money be refunded. I waited a week and sent them a reminder. A couple of days after that, they requested my PayPal account address. A week later I checked my account and there was considerably less money in my account than the original amount I paid. There was no explanation by email for the difference. I researched their website to see if there was a cancellation policy, none to be found. I emailed again advising what I had paid and what I had received as a refund and requested they remit the difference immediately. Will I purchase from them again? Absolutely not! Will I recommend them? Not a chance.
In both these situations, the return process is handled by using a few simple steps to keep the customer (me) happy and coming back. One of them has it perfected; the other has a lot to learn!
Do you have any customer loyalty examples to share that we can all learn from? Please comment and feel free to social share below. Thanks!
by virtualworks | May 9, 2022 | Business, Case Study, Marketing, Mastery, Outsourcing, Value Based Fees
Did you hear the one about the customer and the plumber? This is a classic anecdote that applies to more and more industries and professions as we realize that providing services is not about trading time for money.
Customer: “Hello, I have a problem with my bathroom plumbing and I need you to come over.”
Plumber: “What seems to be the problem?”
Customer: “Well, when I flush the toilet, the kitchen faucet drips.”
Plumber: “I’ll be over this afternoon to have a look.”
The plumber arrives, inspects the plumbing in the house, checks out a few things, flips a few switches, tests the system and fixed the problem in about 15 minutes. He presents the customer with the bill.
Customer: “$600 to do 15 minutes work?!?!”
Plumber: “It took me 10 years to learn how to do that.”
There’s more to services than just trading time for money. What about all the years it took to get your education, training and credentials? What about your life experience? The time and effort it took you to build your organization? You’re worth so much more than dollars per hour. Think about it and share your comments.
by virtualworks | Mar 13, 2022 | Customer relationships, Leadership, Marketing, Mastery, Productivity, Social Media, working remotely
Just a little reminder today that the art of the follow up is now easier than ever. Why? Because of our ever-increasing virtual world of electronic media, social media, video, audio, smart phones and goodness knows what else will be available tomorrow!
Add these resources to what were used even 10 years ago, and there really is no reason not to follow up with your donors and sponsors for their contribution and to keep in touch with your members.
It’s so easy for organizations to post to their donors’ and sponsors’ Facebook feeds: send them a text message, record a personal video or send an email. On top of this you can use Skype, Facebook or Google Chat or Hangouts to connect and have a virtual coffee break to check in. AND add to this the more traditional ways of keeping in touch with cards, notes and gifts in the regular “snail” mail, there’s no excuse not to keep in touch with your networks. Personally, I like to mail hand-written cards and gifts. From a marketing perspective, there’s nothing more alluring than ‘lumpy’ mail, so include a pen, a block of sticky notes or a little gift with a card; the chances of that piece of mail being opened will increase exponentially. Even if you just write thank-you (for your time, for your call, for your donation, for your sponsorship…), doing so will go a long way. The combinations you can use to keep in touch are endless!
While most organizations spend time recruiting potential members, sponsors and donors, what about your current members, sponsors and donors? Do you ever thank them, take them out to lunch or send them a birthday card or gift? Your current database of contacts are your biggest fans and the most likely to refer. Stay connected with them and nurture those relationships! It doesn’t have to cost a lot of money – it’s the thought that counts.