PAGE AND DOCUMENT DESIGN

           For communicating your information and to make an impression on reviewers, the design and layout of the proposal is extremely important. The document design should be made taking into consideration the guidelines and suggestions from the customer. It should be aesthetically appealing and highlight specific text and information. Stylistic choices must be made in consideration of any constraints and using an established clear document template.

Best Practices

The Role of the Desktop Publisher

 Understanding the role of the desktop publisher is of prime importance. The desktop publisher’s primary role is to create and implement a document template that is complies with the instructions and applies to all the pages in the proposal. A desktop publisher should be able to choose the right tools and be familiar with the most recent trends in the industry. The primary aim of a document template is to ensure compliance and consistency. Page margins, column size, number, header and footer style etc. are the details that need to be focused on.

Scheduling and Designing

The desktop publishing resources must be properly scheduled to ensure enough time to prepare professional proposal documents. Successful teams track productivity metrics over time and use those to develop tailored best practice timelines that can be included in their overall scheduling. Six major design strategies can be applied that will ensure effective layouts;

  • Contrast
  • Proximity
  • White space
  • Consistency
  • Balance
  • Alignment

The desktop publisher may also be required in physical productions like that of creating print-ready documents or creating final files for electronic delivery. Graphic elements can be used to create emphasis and guide readers.

Pitfalls

The major pitfalls in this area include presumptions about staffing and resources and inconsistency in document formatting. The staff should be given proper training on softwares  and it is a grave mistake to assume that the staff is well versed in a particular software just because it happened to be there in their computers. Documents created without consistency never have a chance of winning.

The article briefly details key examinable syllabus area from the APMP Practitioner certification.

Based on APMP Copyrighted Material

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Proposal management plans, or bid plans, are used to allocate effort, structure work, and ensure adherence to time lines throughout the proposal development process. It is the project document developed by the Proposal or Bid Manager to identify resources, schedules, and tasks needed to reach the final submission date with a winning proposal.
Here are some guidelines on preparing proposal management plans:

Writing Clearly

Proposal management plans, or bid plans, are used to allocate effort, structure work, and ensure adherence to time lines throughout the proposal development process. It is the project document developed by the Proposal or Bid Manager to identify resources, schedules, and tasks needed to reach the final submission date with a winning proposal.
Here are some guidelines on preparing proposal management plans:

SCHEDULING

Proposal management plans, or bid plans, are used to allocate effort, structure work, and ensure adherence to time lines throughout the proposal development process. It is the project document developed by the Proposal or Bid Manager to identify resources, schedules, and tasks needed to reach the final submission date with a winning proposal.
Here are some guidelines on preparing proposal management plans:

COMPLIANCE MATRIX

Proposal management plans, or bid plans, are used to allocate effort, structure work, and ensure adherence to time lines throughout the proposal development process. It is the project document developed by the Proposal or Bid Manager to identify resources, schedules, and tasks needed to reach the final submission date with a winning proposal.
Here are some guidelines on preparing proposal management plans:

Teaming

Proposal management plans, or bid plans, are used to allocate effort, structure work, and ensure adherence to time lines throughout the proposal development process. It is the project document developed by the Proposal or Bid Manager to identify resources, schedules, and tasks needed to reach the final submission date with a winning proposal.
Here are some guidelines on preparing proposal management plans:

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