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Send Me a Proposal

A proposal should advance a decision - not become an expensive document that disappears into an inbox.

A proposal is expensive to build and easy to ignore. Before you spend the hours, find out what decision the document is meant to trigger and who has to agree with it.

What they say

  • “Put together a proposal”
  • “Send me a quote”
  • “Write it up and I'll look at it”

What's actually underneath it

They are collecting prices, not evaluating a change

The proposal is being used to leverage an incumbent

Real intent, but the decision criteria have never been stated out loud

The ten questions that open it up

Ask one. Then stop talking. The answer is worth more than anything you were about to say.

  1. 1.“What would you need to see in the proposal for it to be useful?”
  2. 2.“What problem are you expecting the proposal to solve?”
  3. 3.“How will you evaluate whether the proposal makes financial sense?”
  4. 4.“Who will review the proposal besides you?”
  5. 5.“What concerns will those people probably raise?”
  6. 6.“Are you requesting a proposal because you are considering a change or because you are collecting prices?”
  7. 7.“If the proposal meets the requirements we have discussed, what happens next?”
  8. 8.“What could prevent the proposal from moving forward even if the numbers work?”
  9. 9.“Before I build this, can we make certain I understand the outcome you are actually trying to produce?”
  10. 10.“Would it make sense to schedule the review now so we can examine the proposal together?”
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The trap

Spending hours building a document before you know what decision it is supposed to trigger.

Set the review before you write a word. A proposal with a meeting attached is a step. A proposal without one is a file.

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