2.3 Drafting Initial Proposal Content Use a section planning tool to help you develop the layout of your proposal and draft section content. Writers use a variety of methods for drafting, including mockups, storyboards, or annotated outlines. Follow the steps shown in figure 11 to develop and lay out your draft content.
Step 1 Establish a page style for proposal (be consistent with brand). Use blank template pages allotted to the section. Make sure you know your allotted page count early. Step 2 Overlay section outline headings onto allocated pages. Size topic areas by boxing; estimate space required for each subsection. Remember to allow space for introduction and summary. Step 3 Locate, size, and sketch or describe graphics. Place figure number, title, and action caption for each graphic. Place theme statements in consistent locations. Step 4 Add key words and sentences for content (draft content). Consider boilerplate usage and placement at this step. Don’t forget to draft an introduction and summary.
6.5 Project Management
Introduction
6.5.1.2 Key Personnel Authority Callout
Callout
6.5.1.1 Key Personnel
6.5.1 Account Team Structure
6.5.5 Summary
6.5 Project Management
Theme Statement
Introduction
Organization Chart
6.5.1.2 Key Personnel Authority
Callout
Callout
6.5.1.1 Key Personnel Figure 6.5-1. Efficient Account Team Structure.
Table/Chart
Figure 6.5-2. Quantified, Specific, Authority Matrix Fosters Rapid Decisions. 6.5.5 Summary
6.5.1 Account Team Structure
6.5.1.2 Key Personnel Authority Western Mountain Sports (WMS) Role/Position Authority • Continuous Improvement Di- rector: Quality assurance; “eye of the customer”; transition and low-risk transformation activities; collaborative market- ing and retail
6.5 Project Management
Project Management frame- work is aligned with OSG’s organizational structure. • 6.5.1 Account Team Structure • 6.5.2 Project Management/ Processes Management • 6.5.3 Service Level/ Past Performance • 6.5.4. Reporting of SLAs • 6.5.5 Summary 6.5.1 Account Team Structure • Vibrant’s organizational structure is streamlined and focused as shown in figure 6.5-1. Maximize OSG’s revenues at the minimum realistic cost through Vibrant’s collaborative Project Management. Direct project management and reporting with onsite account executive
6.5.1.1 Key Personnel Three key positions at OSG headquarters: • Account Executive: Reports to; located at OSG’s Utah office; account responsibility and authority—agree to SLAs, project personnel assignments, financial decisions up to $1 million Figure 6.5-1. Efficient Account Team Structure.
Figure 6.5-2. Quantified, Specific, Authority Matrix Fosters Rapid Decisions.
6.5.5 Summary
Figure 11. Mockup Development Process. Beginning with blank templates, space is allocated and basic features are added and adjusted to produce a final layout. This helps you visualize the proposal from an evaluator perspective before you finalize content.
Mockup Template
See Storyboards and Mockups in the Shipley Proposal Guide .
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