毕博-项目建议书写作方法—ProposalCalendor
毕博-管理咨询工具方法—Proposal Template-Chinese
建议书旨在： 1. 面对准确的企业组织评估战略选择； 2. 制定一份为执行管理层的战略商务计划； 3. 准备一份全面的企业运行评估 。
2002年2月21日
内容
1. 导言 2. 背景和主要事宜 3. 我们的方法和建议的工作方案－TOR1 4. 时间、资源估算和费用 5. 我们的公司和经验 6. 我们的团队
确定企业的盈利 动力
对企业模式失败原因 的理解
PBF的战略选择是什么？
确定所有的备选方案
如果选择不被接受，确定一条后路
选择清单
应该如何衡量选择？
确立评估标准
按评估标准的优先顺序 评估每项选择
选择首选的选择
确定较好的选择
前进的道路是什么？
制定前进计划
分配资源和时间
沟通
一个关于前进的建议
阶段一： PBF面临的外部环境因素是什么？
阶段
工作步骤
评估选择的方向
与管理层的战略 会议
如果没有远景， 组织团队讨论
针对目前企业模 式评估远景的影
响
与员工沟通
提交成果
结束方向
什么是企业模式？
评估远景、战略 和结构
评估产品和服务
确定谁来购买及 其购买原因
确定企业的盈利 能力
企业模式定义
什么是经营计划？
评估销售目标
评估人员
评估文化
评估制度和流程
评估行业吸引力包 括当前和未来盈利 能力和根据行业生 命周期曲线来策划
进行一个顾客特征 调查包括年龄、人 口统计、收入水平、 忠诚度和坚持度。
评估业内企业之间 的竞争状态
评估业内的企业与 顾客和供应商的关 系
评估任何潜在的替 代产品
考虑新进入者的壁 垒
手把手教你写高分英文Proposal
手把手教你写高分英文Proposal/apac-free-trial在硕士，博士论文中，在完成 Project Report/ Research 之前，必须先准备Project/ Research Proposal。
很多人对于这个 Proposal 束手无策，Proposal 里面需要包含什么内容？长度怎样才合适？应该从哪里开始写？今天我们来手把手教你怎么写高分Project/ Research Proposal。
Project/ Research Proposal 是整个 Project Report/ Research 前的一个预备工作，是对整个 Project/ Research 的问题及流程的简单概述，提供对整个研究想法的逻辑概述，说明这个研究项目的重要性。
如果你把你的 Proposal 分成几个部分来写，你会发现整个过程变得信手拈来。
我们先把 Proposal 的框架列出来：Executive Summary/ AbstractExecutive Summary/ Abstract 是论文报告中最重要的部分。
这是别人首先会读到的部分也可能是唯一会读到的部分。
这是对论文报告的简要回顾，便于他人在阅读你的研究论文前对你整个文章内容的大概了解。
商业类的论文一般使用 Executive Summary，而 Abstract 更倾向与学术论文。
•这里必须段落短小精悍，简单扼要。
“短”和“回顾”是关键，Executive Summary/ Abstract 应该占整个文章的5%-10%的比例。
•明确你要阐述你的研究问题•提供你的解决方案Table of Contents假如你写的是报告形式，那么 Table of Contents 是必要的。
假如是 Essay 形式，就不需要 Table of Contents。
IntroductionIntroduction 可以分为四个部分，从大到小的方向进行。
项目建议书英语作文
Title: Project Proposal for Establishing an Online Education PlatformIntroduction:In the era of digital transformation, education has undergone a paradigm shift,embracing technology to bridge the gap between learners and knowledge resources.Recognizing the immense potential of online education in enhancing accessibility, flexibility, and personalization, we propose the establishment of an innovative Online Education Platform (OEP) aimed at revolutionizing the way people learn. Thisplatform will cater to students of all ages, professionals seeking skill upgrades, and enthusiasts eager to explore new horizons.Background:The COVID-19 pandemic has accelerated the adoption of online learning, making it a necessity rather than an option for millions worldwide. Moreover, the globaleducation landscape is characterized by unequal access to quality education,particularly in remote and underserved areas. Our OEP aims to address thesechallenges by providing a comprehensive, user-friendly, and cost-effective solution that transcends geographical barriers.Objectives:1.Enhance Accessibility: Ensure that quality education is accessible toeveryone, regardless of their location or socio-economic status.2.Promote Personalized Learning: Leverage AI and data analytics totailor learning experiences to individual learners' needs, interests, and pace.3.Foster Collaboration: Create a vibrant community where learners caninteract, collaborate, and share knowledge with peers and experts worldwide.4.Continuous Improvement: Regularly update course content andteaching methodologies to stay aligned with industry trends and emerging technologies.5.Support Professional Development: Offer specialized courses andcertifications for professionals seeking to upgrade their skills or transition to new careers.Key Features:•Diverse Course Offerings: A comprehensive catalog of courses spanning K-12 education, vocational training, higher education, and lifelong learning opportunities.•Interactive Learning Tools: Integrate multimedia content, simulations, quizzes, and discussion forums to engage learners and reinforce understanding.•Adaptive Learning System: Utilize AI algorithms to adapt course difficulty and pace based on learners' performance and preferences.•Certification and Recognition: Provide industry-recognized certifications upon course completion, enhancing learners' employability and credibility.•Teacher Support Network: Connect learners with a global network of experienced teachers and mentors for guidance and feedback.•Mobile Compatibility: Ensure seamless access to the platform via smartphones and tablets, making learning convenient and on-the-go.Implementation Plan:1.Market Research & Planning: Conduct thorough market research toidentify target audiences, competitors, and gaps in the market. Develop a detailed business plan outlining project scope, budget, and timelines.2.Platform Development: Assemble a cross-functional team ofeducators, software developers, UI/UX designers, and content creators to build the platform. Ensure compliance with data privacy and security standards.3.Content Development & Partnerships: Collaborate with educationalinstitutions, industry experts, and content providers to develop high-quality course materials. Establish strategic partnerships to expand course offerings and reach.4.Beta Testing & Refinement: Launch a beta version of the platform to aselect group of users for feedback. Iterate based on user feedback to refine the platform's features and user experience.5.Marketing & Launch: Develop a comprehensive marketing strategy toraise awareness and attract users. Launch the platform with a robust content library and ongoing support for learners.Conclusion:The proposed Online Education Platform has the potential to transform the education landscape by democratizing access to quality education and fostering a culture of continuous learning. With its innovative features, user-centric design, andcommitment to excellence, we are confident that this platform will empower learners worldwide to unlock their full potential and contribute positively to society. We invite investors, educators, and industry partners to join us in this exciting endeavor and shape the future of education together.。
毕博-上海银行—BOS_proposal_final
实施客户评级后的监控流程与文件样本：
优化的授信申请决策流程：大型企业
取得已存户口 /取得申请人的取得已存户口 / 曾完成的申请数据 验证规则 曾完成的申请数据
拒绝申请
取得外间授信库或 内部数据
是
输入申请人的数据接申受请重？复性
是完成输入申请是 人的数据？
是
取得贷款验证规则
现有客户 黑名单 / 诈骗？
内部评级 1 3 4 2 4 2 3 4 2 5
正确的内部评 级与外部评级
对照的次序
不正确的内部 评级与外部评 级对照的次序
第13页
授信风险模型系统实施: 第三步骤 – 确定授信流程监控点
交付品: 授信流程监控点分析书
授信流程监控点分析样本：
• 识别授信生成与复核业务流程
• 记录流程图、监控点
• 分析监控目的、监控工作内容、 负责单位、人员或系统运用环境 （包括各种个人电脑系统运用）
Copyright © 2001-2002 毕马威管理咨询版权所有
客户 １ ２ ３ ４ ５ ６ ７ ８ ９
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客户 １ ２ ３ ４ ５ ６ ７ ８ ９ １０
外部评级 AAA AA A A BBB BBB BB CC C D
内部评级 1 1 1 2 2 2 3 4 4 5
外部评级 AAA AA A A BBB BBB BB CC C D
CRN
LSS
CIN
DCS_A_2
N3
N4
1.
;
2.
;
3.
DCS_D_1 DCS_D_2
N4
C6
DCS_G_3
DSS_D_1 DSS_D_2 DSS_D_3 DSS_D_4
DCS_F_1, DCS_F_2 DCS_F_3, DCS_F_6, DCS_A_6, DCS_G_1, DCS_G_5, DCS_G_6, LMS_F_2, LMS_F_3
毕博烟台万华项目建议书
03
04
1. 成为烟台万华的重要 战略合作伙伴，共同开 拓市场。
3. 为社会和环境带来更 多的贡献和价值。
附录与附件
附录 1. 项目技术方案详细说明。 2. 项目投资估算与资金筹措方案。
附录与附件
• 项目经济效益与社会效益评估报告。
附录与附件 01
附件
02
1. 项目地理位置图和示意图。
2. 项目相关资质证书和批复文件 。
势。
物力资源保障
确保项目所需设备、材料及工 具的供应和质量，降低因物料 问题对项目的影响。
财力资源保障
合理安排项目预算，确保项目 的各项费用支出符合预算要求 ，提高资金使用效益。
合作单位协调
与供应商、承包商及咨询服务 单位建立良好的合作关系，确 保项目各项任务的顺利完成。
05
项目财务分析
项目投资预算与资金来源
项目实施方案与流程设计
项目实施方案
前期准备：进行项目需求调研、团队组建和培训等前期准备工作，确保项目顺利进 行。
方案实施：根据前期调研结果，制定并实施数字化转型解决方案，包括系统集成、 数据治理和业务流程优化等。
项目实施方案与流程设计
• 后期维护与优化：在项目实施完成后，进行系统 维护和优化，确保系统的稳定运行和持续改进。
项目实施方案与流程设计
01 02 03 04
流程设计
明确项目目标：明确数字化转型项目的目标和预期成果，以便为后续 方案设计和实施提供指导。
制定实施计划：根据项目目标和需求，制定详细的项目实施计划，包 括时间表、预算和资源需求等。
监控与评估：在项目实施过程中，对项目进展情况进行监控和评估， 确保项目按计划进行并取得预期成果。
项目建议书建议书范文
项目建议书建议书范文英文回答：Project Proposal Executive Summary。
I am writing to propose a project to develop a new product that will revolutionize the way people interact with their devices. This product is a revolutionary new way to interact with your devices and will make your life easier and more enjoyable. It is a small, handheld device that can be used to control all of your devices, from your phone to your TV to your smart home appliances. The product is easy to use and can be customized to fit your individual needs.I believe that this product has the potential to be a huge success. There is a growing demand for products that can make our lives easier and more enjoyable, and this product fits that need perfectly. I have conducted extensive market research and I am confident that there isa large market for this product.I have a team of experienced engineers and designers who are dedicated to making this product a success. We have already developed a working prototype of the product and we are confident that we can bring it to market within the next 12 months.I am seeking $1 million in funding to help us bringthis product to market. This funding will be used to cover the costs of development, manufacturing, and marketing. I am confident that this investment will be a wise one, and I am excited to see the impact that this product will have on the world.Project Description。
项目建议书怎么写（Howtowriteaprojectproposal）
项目建议书怎么写（How to write a project proposal）How to do project proposal?2005-08-30 09:45 Author: anonymous source: level test network editor: Wang YuhanThe project proposal (also called application) is a legal person or the construction unit project construction project, according to the development of the national economy, national and local planning, industrial policy, productivity layout, market at home and abroad, the location of the internal and external conditions, a specific project proposal document, is the overall design framework for the project. For large and medium-sized projects, some of the process technology is complex, involving a wide range of co-ordination of large projects, but also to prepare feasibility studies, as the project proposal is one of the main annex. The project proposal is the initial stage of the project development cycle, is a national project selection basis, but also the feasibility study basis, involving the use of foreign investment projects in the project proposal approval, can carry out the external work.I. The main contents of the project proposal shall include:(1) the necessity and basis of the project;(2) the tentative plan of the product plan, the planned scale and the construction site;(3) resource situation, construction condition, cooperativerelation and equipment and technology introduction countries and manufacturers preliminary analysis;(4) investment estimate, fund raising and repayment plan;(5) schedule of the project;(6) a preliminary estimate of economic and social benefits, including preliminary financial evaluation and national economic evaluation;(7) the preliminary evaluation of environmental impact, including the treatment of "three wastes" measures and the analysis of the impact of ecological environment;(8) conclusion;(9) annex.The procedure for compiling project proposals is that the project proposal is proposed by the government departments, the national professional companies, and the existing enterprises and institutions or the newly formed project legal persons. Among them, cross industry projects and to have a significant impact on the beneficial to the people's livelihood projects, domestic joint venture construction project, the relevant departments or regions shall jointly put forward; Sino foreign joint venture project, a letter of intent agreement in both Chinese and foreign investors, according to the relevant domestic investment policy, industrial policy for large and medium-sized project proposals; the above project is submittedto the project proposal, feasibility study report shall be attached. The preliminary feasibility study report is prepared by a qualified design unit or an engineering consulting firm.Two 、 project proposal preparation and reporting requirements:According to current regulations, construction projects refer to a construction unit consisting of one or several units within an overall design or preliminary design, unified economic accounting and unified administration. Therefore, where a preliminary design or design within the scope of economic unified accounting subject and matching engineering and ancillary facilities, should establish unified project proposals; in an overall design range, economically independent accounting of the project, it shall separately prepare the project proposal; project construction in one stage a general design range, should be respectively the preparation of project proposals.Three 、 approval authority of project proposal:At present, the project proposal should be graded and approved according to the current management system and subordinate relationship. In principle, in accordance with the membership, the competent departments to submit their views, and then reported by the subjective department, or with the integrated Department reported jointly or separately reported.(a) large and medium-sized infrastructure projects, above the renovation project, engineering consulting, entrust aqualified design unit after the initial evaluation, the provinces, autonomous regions and municipalities directly under the central government, the Planning Commission and the centralized industry department in charge of the trial, the State Planning Commission approval, including special projects (a total investment of more than 400 million yuan traffic energy and raw materials, projects, more than 200 million yuan), other projects by the State Planning Commission audit report to the State Council for approval. The total investment in the above quota of foreign investment projects, the project proposal respectively by the competent industrial department of the Provincial Planning Commission, after the preliminary examination, the State Planning Commission in conjunction with the Ministry of foreign trade and other relevant departments for approval of major projects; more than $100 million, submitted to the state Council for approval.(two) small scale capital construction projects and projects under the following quota renovation shall be examined and approved by local authorities or relevant departments under the state council.1. small projects a total investment of 10 million yuan funded projects, total investment of more than $5 million of the production of foreign investment projects, more than $3 million in non productive use of foreign investment projects, the project proposal approved by the relevant departments of the State Council or local.2. of the total investment of 10 million yuan funded projects,a total investment of $5 million following non productiveprojects utilizing foreign capital, in the simplified procedure principle, if the project construction content is relatively simple, also can directly prepare the feasibility study report.Four main work after approval of project proposal:The institutions, personnel, legal person representatives and legal representatives who are responsible for the construction of the project.Select the construction address, apply for the planning and design conditions, and do the planning and design.Implementation of the financing scheme.The implementation of municipal water supply, power supply, gas supply, heating, rain, sewage discharge, telecommunications and other municipal public facilities matching program.Implement the supply of major raw materials and fuel.The implementation of environmental protection, labor insurance, sanitation and epidemic prevention, energy saving, fire protection measures.Application of pre registration of enterprise name by foreign invested enterprises.Conduct detailed market research and analysis.Feasibility study report.。
毕博-国资委项目建议书
国资委内部的管理流程 – 战略管理流程 – 绩效管理流程 – 投资管理流程 – 决策管理流程
确认业务需求和对IT要求 –确定IT 未来架构
–IT 现状评估
–了解行业IT未来的发展 趋势 –确定IT组织架构和管理 流程信息系统规划 –IT规划
时间 本项目预计4个月
2003 BearingPoint, Inc.
火眼金睛: 火眼金睛:有了这套管理体系可以帮 助国资委对下属企业进行监管
抓大放小: 抓大放小:有了这套管理体系可以帮 助国资委对下属企业那些企业是大型 ,小型和不重要的企业
钢举目张: 钢举目张:只有抓住了大型企业和重 要性企业就抓住全局
2003 Bear服务内容 的定位
A
2003 BearingPoint, Inc.
政府12
国资委在监管过 程中的服务内容 的定位
国资委内 部管理的流 程设计
从业务需求 出发,确定 IT的设计
IT 的实施
流程最主要的是跨部门的协作和降低投资的风险
策略规划管理
1.1 企业策略规划流程 企业发展部 财务部 营销规划部 生产/销售 其他部门
关键决策 财务效益状况 1. 净资产收益率 2. 总资产报酬率 资产营运状况 1. 总资产周转率 2. 流动资产周转率 偿债能力状况 1. 资产负债率 2. 已获利息倍数 发展能力状况 1. 销售(营业)增长 率 2. 资本积累率
信息化管理的目的
收放自如:只有信息的透明,才可以 收放自如 对下属企业进行放权管理,如果企业 不能很好利用这些权利,就可以收回 管理权
影响管理模式的因素
控股型公司
战略设计 型公司
经营型公司 职能型公司
目前的特征 实施新战略 建议的特征
毕博-清华紫光项目建议书
毕马威管理咨询公司介绍及 对清华紫光股份公司现阶段咨询服务 方向的建议的报价
2002年6月
本文内包含的资料属于毕马威管理咨询公司的商业机密, 一旦泄漏，可能被商业竞争者利用。因此本文档内容 仅限于对毕马威管理咨询公司作评估之用；除此之外，不得私自发布、使用和复制文档的任何内容。
相关咨询经验 为多家客户设计，重组全球商务模式及供应链，建立渠道 协调与合作，改进成品的供应链特征，将生产提前期从3个 月减至1个星期将库量减至原来的三分之一以下：同时，实 施高性能供应链计划与控制系统以支持新的业务 为一日用品客户，通过组织结构，业务流程，企业文化等 方面的转型与标准化，将三个完全不同的子公司整合为一 ，并且实施企业资源管理与电子商务等信息化项目 为一汽车零件客户重组分销，物流与售后服务体系，并建 立全国客户服务中心，开展个性化服务，达到降低百分之 三十成本的目的 为一电子部件客户重组集团结合财务报表业务，使报表提 出时间提早两个星期，并实施财务服务中心及中央数据仓 库
如果毕马威管理咨询公司有幸和贵方签订合同，对本文档中数据的发布、使用和复制的权利将在以后签订的协 议中明确说明。本限制条款不适用于可以从其它合法渠道得到对文中包含数据的使用授权的情况。
版权由毕马威管理咨询公司所有。
1
整个项目小组主要由战略规划、组织/ 整个项目小组主要由战略规划、组织/管理流程设计两个方面的人员构成
了解公司的财务指标
了解公司供应链各环 节的经营状况
了解公司现有各环节 的流程
对组织进行评估
对IT进行评估
10
第五阶段是在市场分析的基础上， 第五阶段是在市场分析的基础上，确定紫光未来产品和服务的组合
市场分析是战略分析的基 础 预计的市场访谈将对主要 的地区来进行 访谈将对各环节进行，对 客户，竞争对手，生产厂家 和政府部门进行 毕马威对市场分析提出报告
毕博-项目建议书写作方法—ProposalRoles
Team Member Responsibilities
Proposal Partner
Proposal Manager
> Day to day
Ultimately responsible for management of the
the content of the
to the proposal manager deadlines
> Manages final edit
process, determines
when proposal goes to
production, approves
> Interacts with client as final document, and
proposal team &
proposal; signs proposal proposal production
> Responsible for KPMG > Sets timetable and
rule compliance and
delegates
reviews related to KPMG responsibilities; keeps
leading proposals and the proposal manager email/communication as
> Review each draft of quals from the
until final draft has been needed by the proposal
> Write solution or
Executive Summary, contents, and divider resumes & other files, copy of all
proposal中文摘要如何写
***（店铺名称）项目设计这部分要打印一式三份粘贴在毕业设计评审表（接近期末时从指导教师处领取）内的，所以篇幅要控制在一页内， 500词左右，字体字号不限，排版最多占用页面的3/4，太长则粘贴不下。
这部分可以看作是Executive Summary的中文版本，主要包含以下四方面：●选题是什么，打算在哪里开什么店●市场分析●主要调查与分析方法●财务状况分析与预测范例1：Byron’s Coffee 项目设计目前广州大学城已经基本落成并逐步投入使用，各大学院校基本已进驻，同时一些与大学相关的公司也开始在其周边设点展开业务，但在偌大的大学城内外，能提供休憩的小店并不多，即便有，要么价格不易接受，如：星巴克，要么不能满足大众需求。
我正是看重这一点，希望以此为商机，在大学城北亭村靠近华南师范大学附近的地段开设一间集咖啡厅，小西餐馆，简单日用办公用品零售于一身的多功能型咖啡店，店名——Byron’s Coffee。
我的顾客群主要是大学生，教师，公司从业人员，及到此参观访友的游客。
主要是为在此歇脚小憩的人们提供道地的欧式咖啡、饮料、简易西餐、冰激凌、学生及办公人员必须的日用和文具用品等。
为了迅速掌握本地消费群的消费习惯和需求，我对不同阶层的顾客群进行了问卷调查，分别为：3名在校大学生，4名教师及公司职员，3名本地居民，2名游客。
经过缜密的成本和利益分析之后得出，本项目计划需要约12万前期投资，用于租用一约为80平方米的店面、进/存货、装修、购买设备及员工培训等项目。
在制定计划时，我充分考虑到了其它可能对计划带来负面影响的因素，分别是：人的因素，产品的因素，时间的因素。
因为不可能在计划开始实施后完全避免来自这些因素的影响，我制定了解决问题的办法和相应的风险管理措施。
经过风险分析，我认为以下三方面的支出应加入总成本核算中，首先是市场调查：只有以广泛的市场调查为前提才能给本店一个明确的市场定位和清晰市场供需链，在未来的市场竞争中才能更好的与竞争对手一分高下。
毕博-项目建议书写作方法—4
“Based on your RFP, we recognize that UMass desires
specific assistance related to the business process
redesign of your student services, and fit-gap
analyses
Don’t throw boilerplate together and call it a section
Clients/evaluators know when they’re reading generic text, and resent it!
Thoroughly review and modify any text or graphics you reuse
CONSULTING
Use “active” voice - the actor comes before the verb
Avoid “passive” voice - no actor, vague, unresponsive
Correct: “KPMG will develop the system.”
Capitalize the first word of each bullet in the list
Introduce bullet list with a colon, then separate each bullet with either a semi-colon or nothing
Example of a consistent bullet list:
Tailor the material to the client and the RFP
毕博-项目建议书写作方法—5
Goal: Improve the quality and reduce the time and effort needed to respond to our clients.
CONSULTING
BDST Points of Contact
Ed Courtney Director
610 263-7141
CONSULTING
Carl Rosenblatt Public Services 703 747-6508
Sharon Long Comm & Content
703 747-5490
Nancy Vetter Health Care 317 951-2420
Denise Lee CIM
703 747-7798
Mark Bowerman Knowlege Center
Managing Directors BDMs Senior Managers/Proposal Managers Experienced Proposal Team Members
CONSULTING
KPMG Proposal Process
No Established Official Process Yet Today’s Program Focuses on What Makes a Good Proposal Future Program Will Focus on Improving the Process
CONSULTING
Who is This Guy, and Why Should I Listen to Him?
10+ Years of Personal Proposal Writing and Management Experience Built a KPMG Consensus, speaking to:
项目建议书的写法：Proposal Basics
Proposal Basics
Any Questions?
Carl Rosenblatt BDST Manager, Public Services Tyson’s Tower 703 747-6508
CONSULTING
What Makes a Good Proposal?
CONSULTING
Is directed to the right audience Offers a low-risk, well-substantiated solution to a real (not always stated) need Is easy to understand Shows (not claims) competence Offers distinct benefits over others
CONSULTING
Proposal Basics
Why Are So Many Proposals Bad?
CONSULTING
They are produced by committees They are produced under pressure They show an anxiety to win The proposal staff is over-committed and/or poorly prepared The message is unclear or lacking KPMG did not listen to the customer KPMG listened to the wrong people Unsubstantiated claims
Creating Effective Proposals
Proposal Basics
项目建议书建议书范文
项目建议书建议书范文英文回答：Project Proposal。
Executive Summary。
This project proposal outlines the development and implementation of a comprehensive plan to enhance the quality of customer service within our organization. By leveraging data analytics, employee training, and technology upgrades, we aim to create a seamless and exceptional customer experience that fosters loyalty and drives business growth.Problem Statement。
Our current customer service operations face several challenges that hinder our ability to meet the evolving needs of our customers:Inconsistent Customer Interactions: Customers experience varying levels of service quality depending on the employee they interact with, leading to dissatisfaction and confusion.Limited Data Analysis: We lack a robust system for collecting and analyzing customer feedback, making it difficult to identify areas for improvement and respond effectively to customer concerns.Outdated Technology: Our existing CRM system is outdated and inefficient, limiting our ability to track customer interactions and provide personalized support.Proposed Solution。
proposal的写法
propos al 的写法每个学术研究者必须经历的一道关卡，就是Rese archPropos al的写作。
它大致对应中文里的―开题报告‖、―选题报告‖、―研究报告‖，是一项研究开始之前的提纲、规划和陈述；既是为了帮助自己梳理文献、整理思路、廓清方向，也常常是写给相关他人的说明：研究动机和意义何在？可能有何成果？为什么它值得你的资助/认可/支持/批准？不知道是否可以说，好的prop osal是研究成功的一半。
但实际而功利的说，如果你的pr oposa l很烂，可能根本就不会有开始研究的机会。
How to writea resear ch propos al? 能否写出漂亮的prop osal，本质上取决于你对研究的思考深度和专业水准。
但形式也很重要。
英文的Res earch Propos al自有一套―八股‖。
程式化和结构化的好处就在于，可以让读者直接集中注意到最本质的内容上，而不是为形式分神。
对于非英语n ative speake r的我们，如何理解英文学术世界的规范或曰思维定势，也是写作pr oposa l之前必备的背景知识。
下面这篇流传甚广的Re searc h Propos al写作指南，言简意赅，颇具启发，对我自己的写作有所帮助，也希望能给更多的学界同仁带来便利文章作者Pa ul T. P. Wong, Ph.D., C.Psych. (Resear ch Direct or, Gradua te Progra m in Cou nse lling Psycho logy. Trinit y Wester n Univer sityLangle y, BC, Canada).题为：How to Writea Resear ch Propos al.全文转载如下：Most studen ts and beginn ing resear chers do not fullyunders tandwhat a resear ch propos al means, nor do they unders tandits import ance. To put it bluntl y, one’sresear ch is onl y as a good as one’spropos al. An ill-concei ved propos al doomsthe projec t even if it so meho w gets throug h the Thesis Superv isory Commit tee. A high qualit y propos al, on the o therhand, not only promis es succes s for the projec t, but also impres ses your Thesis Co mmit tee aboutyour potent ial as a resear cher.大多数学生并开始研究不充分了解研究的建议意味着什么，也不理解其重要性。
建议书的写作格式
建议书的写作格式英文回答：Proposal Writing Format。
1. Executive Summary。
Briefly summarize the main points of the proposal.State the problem that the proposal addresses.State the proposed solution to the problem.State the expected benefits of the proposed solution.2. Background。
Provide background information on the problem that the proposal addresses.Describe the history of the problem and its impact.Discuss the current state of the problem and its potential consequences if not addressed.3. Objectives。
State the specific goals that the proposal seeks to achieve.These goals should be SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound).4. Methods。
Describe the methods that will be used to achieve the project objectives.Provide a detailed plan for implementing the project. Include a timeline for completing the project.5. Budget。
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[CLIENT] PROPOSAL PLAN Outline/Assignments
Important Contact Numbers
Proposal Calendar
Possible items to include in the calendar (KEEP EVERYTHING IN MS WORD FOR EASE OF ACCESS) Proposer Conference
Format electronic copy for distribution, distribute files & assignments & items for legal review
First drafts due - Point out outstanding issues, “NO” items on check list etc. raise questions about mods. Last day to submit questions about the RFP
Drafts ready for review, all COSTS FOR MODS must be included
Final reviews complete
Final formatting
Final partner review
Production & Fedex
Deliver by 4 pm
Client does reference checks, develops short list
Demos/Orals
Intent to award
Production Checklist
When writing begins, check RFP for requirements regarding production format:
____________ Order binders if required, anticipating single sided estimate
____________ Order text tabs if required, through the Press Room on 6th floor
____________ Design cover and spines (if binder)
Once your files are written, and general editing/formatting is complete:
____________ Make sure binders and tabs have arrived and send to repro area
____________ Run automated table of contents, TOC (select down to heading level 3)
____________ Add any additional TOC items manually, i.e. cost, appendices, attachments, etc.
____________ Verify page numbers and location of materials with TOC
____________ Print reproduction master
____________ “QC” the master hard copy before copying!! Slowly go through each and every page for weird formatting problems or “eyesore” mistakes ____________ Do “change pages” as needed
____________ Print cover letter onto letterhead
____________ Print color covers on KPMG card stock and give to Dave for insertion
____________ Print color cover file onto second-sheet letterhead to serve as the title page
____________ If too many pages, copy double sided to make it fit in the binder
(unless specifically not allowed by the RFP)
____________ XXX sealed original and XXX copies
____________ XXX copies of financial/legal documents separately bound and sealed
____________ XXX copies of Attachments (which can include):
KPMG standard services contract
KPMG licensing and maintenance agreements
Subcontractor licensing and maintenance agreements
Brochures
____________ Type labels and FedEx slips according the the RFP instructions
____________ Make one electronic copy in Word 6.0 on diskette of everything if required。