Week 3 Tasks (01-15-2025 to 01-21-2025)
🔧 Focus Area: Proposal Writing and Customization
🎯 Objective: Equip all relevant employees with the knowledge, tools, and templates necessary to craft high-quality, winning proposals that are tailored to client needs and aligned with SayPro’s brand and value proposition.
✅ Tasks to Be Done
1. Conduct a Proposal Writing Best Practices Workshop
- Lead: Training & Development Department
- Description: Organize a live or recorded workshop on the fundamentals of high-impact proposal writing.
- Content to Cover:
- Understanding client pain points and aligning with SayPro solutions.
- Structuring a compelling executive summary.
- Using data and case studies to build credibility.
- Tailoring language and format to the industry or client.
- Do’s and don’ts of tone, grammar, and design.
- Outcome: Employees should feel confident initiating a proposal with minimal supervision.
- Due Date: January 17, 2025
2. Distribute SayPro Proposal Templates & Customization Guide
- Lead: Knowledge Management Team
- Resources to Share:
- SayPro Master Proposal Template (Word and PDF)
- Customization Checklist (for client, industry, and region-specific tailoring)
- Style Guide for Proposals (SayPro branding, tone, voice, visuals)
- Action: Ensure every employee has access to templates via the internal portal.
- Due Date: January 16, 2025
3. Curate a “Winning Proposal Library”
- Lead: Proposal & Business Development Team
- Description: Create a digital repository of anonymized past successful proposals across sectors (education, development, health, etc.).
- Use: Employees can refer to these for tone, structure, and content alignment.
- Format: PDFs with brief annotations explaining what made them successful.
- Due Date: January 21, 2025
4. Assign a Practice Proposal Exercise
- Lead: Department Heads
- Description: Each team member drafts a short proposal (max 5 pages) in response to a mock RFP.
- Evaluation Criteria:
- Clarity, structure, customization, value articulation.
- Use of approved template and compliance with branding.
- Feedback Loop: Peer review + supervisor comments.
- Due Date: January 21, 2025
5. Develop a Proposal Quality Review Checklist
- Lead: Quality Assurance Team
- Purpose: Standardize the evaluation of all outgoing proposals.
- Content to Include:
- Alignment with client requirements
- Use of approved formats
- Spelling/grammar check
- Value propositions and differentiators clearly stated
- Delivery: Publish checklist and provide short video walkthrough.
- Due Date: January 18, 2025
6. Feedback Collection from Past Clients
- Lead: Client Engagement & Insights Team
- Objective: Gather input on SayPro’s previous proposals—what worked and what didn’t—from the client’s perspective.
- Method: Email surveys and short interviews.
- Utilization: Insights to be summarized and integrated into future trainings and templates.
- Due Date: January 20, 2025
📌 Key Deliverables by End of Week 3:
- All employees trained on proposal writing fundamentals.
- Centralized access to templates, examples, and guides.
- Completion of practice proposal and peer feedback.
- Proposal Quality Review Checklist published and in use.
- Feedback from past clients summarized.
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