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Chapter Overview

Standard Sections for Proposal Reports

  • Project summary
  • Project description
    • Introduction
    • Rationale and significance
    • Plan of the work
      • Scope
      • Methods
      • Task breakdown
      • Problem analysis
    • Facilities and equipment
  • Personnel
  • Budget
  • Conclusion
  • Appendices

Standard Structure for Progress Reports

Progress reports are commonly structured by task, time, or goals.    

Structure by Task

  • Introduction
  • Project description
  • Summary of work to date
  • Summary of work in this period
  • Work accomplished by tasks this period
  • Work remaining on specific tasks
  • Work planned for the next reporting period
  • Work planned for periods thereafter
  • Cost to date
  • Cost in this period
  • Overall appraisal of work to date
  • Conclusions and recommendations concerning problems

Structure by Time

  • Introduction/project description
  • Summary of work completed
  • Work completed
    • Period 1 (beginning and ending dates)
      • Description
      • Cost
    • Period 2 (beginning and ending dates)
      • Description
      • Cost
  • Work remaining
  • Period 3 (or remaining periods)
    • Description of work to be done
    • Expected cost
  • Evaluation of work in this period
  • Conclusions and recommendations

Structure by Goals

  • Introduction/project description
  • Summary of progress to date
  • Work completed    
    • Goal 1
    • Goal 2
    • Goal 3, etc.
            
  • Work remaining
    • Goal 1
    • Goal 2
    • Goal 3, etc.
  • Evaluation of work to date
  • Conclusions and recommendations

Key Quotations and Terms

“Many proposal consultants believe that a project will be accepted or rejected based solely on the effectiveness of the summary.”

“Once the proposal has been written and submitted, it becomes a legally binding document.”

RFP (request for proposal)
RFQ (request for qualifications)
SOW (statement of work)

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