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Welcome to "Anatomy of a Proposal," the second in the professional communication series.
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My name is Soma Jurgensen, I'm the chair of the School of Business at Rasmussen College in Brooklyn Park Minnesota.
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For today's video, our learning objectives are to:
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One, be able to organize a proposal into specific sections.
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Two, induce problem discovery in the problem statement,
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propose SMART solutions and to conclude your proposal with power.
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The organization of a proposal follows pretty common conventions.
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There's a purpose statement,
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which is a short statement of about a paragraph explaining what you're proposing, why,
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and what the benefit will be to the company.
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There's a problem statement that fully identifies the problem,
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but the most important characteristics of the problem
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that than relate to your solution.
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So your solution should be related directly to your problem.
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And then there's the cost-benefit.
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Because any solution is going to require resources.
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How do you balance that cost with the benefits that the organization realize?
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And because proposals require approval to move forward,
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how do you conclude with power to ensure the best chance have your proposal being instituted by the organization?
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Start with the purpose.
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A purpose statement is like a movie trailer or a pitch.
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One of the most famous pitches is that for "Alien."
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The person, who was pitching it, is rumored to have said that,
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"Alien is like Jaws on a spaceship."
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That's it.
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"Jaws on a spaceship."
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No extra words used.
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All the connotations of Jaws, and all the magic,
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and science fiction feelings and thoughts of a spaceship were brought together in that one sentence.
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Now, I don't know that any purpose statement for a business can be quite that concise, or that visual,
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but you do want to keep it to a one-paragraph introduction.
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This is like a trailer, you're getting a taste of what's coming, but you want to read more.
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In it, you want to identify the problem,
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preview the solution,
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and illustrate a better future.
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In the Alien pitch, "Jaws on a spaceship."
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Well, Jaws grossed quite a bit of money,
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and at the time that this idea was pitched,
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science fiction movies in those in space were getting quite a bit of attention.
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So this better future for the producer, was clearly a lot more money for a famous grossing film,
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which is exactly what Alien became.
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Here's an example of a purpose statement:
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Gardens R Us has struggled to grow their business through more landscaping clients.
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A site audit reveals that rewriting website copy can optimize the site for landscaping search engine results
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that will lead to new business.
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I've emphasize some words here.
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So Gardens R Us is the organization that I work for in this case, as an example.
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And I am indicating that this organization,
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my organization, has struggled to grow our business
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through more landscaping clients.
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We've conducted the site audit in our marketing department,
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and it's revealed,
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so you notice that I use evidence here,
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that rewriting the website's copy can optimize the site for the landscaping keyword search engine,
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So the search engines can find those results that will lead to new business.
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So this is the example of the future.
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So in a purpose statement ask yourself these questions and then hone it down to a single paragraph.
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And you notice no where here do I have the word "I."
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Remember that a proposal is a professional document,
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and therefore should be written in the third person professional.
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So the first question is, what are you proposing?
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In this case, I'm proposing rewriting website copy so that
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landscaping can be optimized for search engine results.
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I'm proposing this because......
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And you notice I start with my reason,
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and then go to my solution,
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but this is just easier to think through as you're drafting.
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So the reason I'm proposing this is
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because my company has struggled to grow their business through more landscaping clients.
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So this is what the business wants. And why?
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Because the end benefit is new business. Right?
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They don't want to serve the same clients over and over again and just serve them more.
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They want to bring in new clients in the landscaping area,
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so with my end benefit, I've also shown that understand the needs of my company
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and what they're trying to do in their business.
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A lot to do in just a short paragraph.
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The problem statement is next,
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and, so, do delineate and organize under subheadings.
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So the problem statement can either be simply problem statement,
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or you can reveal the problem in the subheading itself.
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So in the case of the previous example,
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I might say, "landscaping customers still hold only five percent of our business."
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So I do reveal that a serious problem exists in the problem statement.
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But, do know, that it's a missed opportunity.
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One thing you don't want to do is make the reader feel like you are criticizing their work.
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That a serious problem exists that we're not getting landscape customers is something the
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whole organization is struggling with.
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And I've identified this as a missed opportunity for the company.
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So now I'm gonna define it in the problem statement.
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How long has our organization been trying to attract landscaping customers?
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Why, in this case, landscaping customers are more profitable?
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For us there's less upkeep once the design is put into place by us,
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and so as the customer stays longer we actually enjoy more profit from them.
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And for whom is it a problem?
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It's a problem for the whole organization because the growth in the health of this organization relies on new customers.
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Support the symptoms with relevant statistics.
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At this point, I might say that,
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"5 percent of our customers are represented by landscaping business."
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"If our goal is 20 percent, I can say that we're still in the single digits
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while we are trying to reach a 20 percent of business out of landscaping customers."
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That's a relevant statistic.
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Now some other symptoms you might say that are:
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"when we do get a new landscaping customer,
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we tend to lose them at twice the rate of our gardening services for snowplow customers."
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Right? Relevant statistic. Losing customers is a symptom.
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Those small number of landscape customers is a symptom.
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And third might say, "perhaps our current landscaping customers
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have told us that we don't have the expertise to meet their needs properly."
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And so that's another symptom that we can put some relevant statistics to.
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Does the owner have landscaping architecture as their primary education?
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Is it something that we should develop?
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Is their expertise that we can bring in from outside for design,
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but then satisfy the other areas that a customer would need.
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So these symptoms need to be supported with specifics
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because that's one way to grow credibility.
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If you'd like to read a little bit more about making a case in your problem statement,
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and how symptoms can be substantiated,
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please visit the Sofia packet on "Making a Case in your Problem Statement" at your leisure.
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Now, after the problem statement, of course,
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you're going to propose a solution.
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That's why you began the proposal in the first place.
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Now you'll notice I did not jump right into my recommended solution
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because, first, I have to bring the reader along with the discovery of the problem with me.
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Perhaps they knew they were frustrated by this five percent of landscaping customers,
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but they couldn't understand what was happening.
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And we have, in our problem statement, brought other symptoms to light.
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So now, this may sound elementary, but state your solution.
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State it quickly, state it clearly.
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Do not assume that your reader knows exactly what you want to happen,
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and don't allow them to read through several paragraphs to find your solution.
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So, in this case, I would state clearly that
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"after a site audit, on page copywriting optimization is the way that we can reach more landscape customers."
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That has related it directly to the problem.
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If we reach more landscaping customers, and show the expertise that we have on our website,
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and show our ability to do the work for our contractors,
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then we can keep those landscape customers.
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And this plan is workable.
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We're not talking about hiring a consultant to completely redesign our website,
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or create a million dollar advertising campaign.
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We're talking about something that, although challenging, is workable for our organization.
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And we want to make it SMART, so if you recall from my last video that means:
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S being specific, using specific language and goals.
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So rewriting our website optimizes for landscaping search terms in order to increase our websearch results.
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That's specific language in goals.
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How will you measure success?
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At this point in my solution, I might say that,
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"we would like to see our increase for landscaping services increase by seventy-five percent,
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and if just two percent of them turned over into customers
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that would increase our number of landscape customers in six months to 10 percent and double it.
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Now I'm talking about how to measure success.
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And do I have support from experts at this point in my proposal?
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I would show the impact that page copy optimization has on bringing in new customers
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and turning them into clients, paying clients.
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I know that research is out there, so I will borrow from external experts to add credibility to my position and my recommendation.
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So this is my A, my agreed upon. And M for measurable.
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So R for realistic. Challenging, yes, but realistic
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Realistic is something that we can do with effort and resources.
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And finally time bound.
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I would recommend in my solution that we follow a particular timetable that
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we conclude a site audit, do a competitive analysis of keyword search terms,
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test the new copy by three months so that
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our new copy is ready to launch two months before our busiest time of the year,
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so two months before spring, okay.
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That is what allows my solution to be SMART.
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But first I have to convince my reader that my solution relates directly to the problem that I've reveal to them.
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And now you have to be clear about the resources that you need.
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So this is the costs and benefits section.
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First is time, that is a resource.
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Someone's time needs to be spent rewriting the website and writing new copy researching keyword terms.
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There is some money involved potentially, because you would have to pay that person.
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You might decide that you want to pay a copywriter.
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There's going to be people needed either you're gonna have to hire them or you're going to have to redirect their work from within the organization.
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So now my benefits have to outweigh the costs.
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In this case when benefit is very quantifiable, I can calculate the new business.
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So if I get even one new landscape customer that stays with us through two seasons,
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I make enough profit to pay for the solution.
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Now my original solution says that success would mean seven new customers,
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so I have more than paid for the resources I have used for this project.
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Sometimes the benefits, however, will not be monetarily quantifiable,
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so think about it from the reader's perspective.
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If I am talking to a nonprofit organization, and I'm trying to bring in clients from other areas,
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so for example, the Courage Center which is very well known in the Minnesota area for helping people with disabilities lead full lives.
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I wouldn't necessarily be able to quantify through profit
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how our website optimization might affect business,
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but if I'm able to reach more people who have disabilities,
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and find them meaningful jobs, find them places to live where they can be independent.
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That benefit can also be weighed against the costs of the project.
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So don't be afraid to relate it to the mission or the core values of the organization, as well.
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And all this that we've done is well and good,
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but this work, if you don't conclude by asking for what you want,
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will not make for a successful proposal.
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So it's that time.
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Remind the reader that change is necessary, you've made a good case for change.
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Emphasize the benefits to the decision maker, do not go over the mean points of your solution.
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Now's the time to create a word picture in their mind.
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So now you have rooms filled with people who need job placement and places to live,
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and who need counseling through their disability.
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You have a roster filled with landscaping customers,
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so that your spring and summer are already full two months out.
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What does success look like from the readers point of view.
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And then ask for the next steps.
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Depending on where you are in your organization, and how far your process is,
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you could ask for approval right then and there.
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However, you typically might want to ask what next steps are.
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At this point you might want to ask for an opportunity to meet and talk about the proposal.
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There is a deadline, for example, if we're going to make this proposal work,
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we will need to sit down and start our timeline as early as next month,
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so let's come together on approval the next two weeks.
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That type of a thing.
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So it's time to ask for your action that you were hoping for from the very beginning.
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Thank you very much for your time.