I’m glad you now have general-business proposal templates! Although most of my work is web design I do have the occasional marketing or advertising project for other businesses that I’m asked to bid on. Your templates save me time and make this part of the process much easier."
Use this template to describe the process for approving decisions in your organization or that of your client. Approval processes can be very simple such as having employees submit requests for vacation time which are then rejected or approved by manager; or approval can be very complicated such as when submitting complex proposal for new building or for reorganization of corporation. Questions to be answered are. How many people need to vote Yes for the request or proposal to be approved. Must the proposal be accepted as whole or can parts of it be accepted and others rejected. Is there multi tiered approval process. Is there time frame for approval. Discuss all these issues here. Introduce the concept of approval here and explain its importance in the context of this proposal. Then explain the approval process below. At each step explain how all parties will be notified about what has been approved for further consideration and what has been rejected. Approval Step e. g. " Initial Review for Completeness and Appropriateness" Explain what is involved in this step the schedule for this step and who is responsible for passing the entry to the next higher level. For example proposals or other types of competitive entries usually have to pass first step of arriving before deadline and containing information that is appropriate complete and in the correct format. Often this preliminary step is performed by lower level staff member gatekeeper who then passes appropriate entries to next step in the approval process. Approval Step e. g. " Review of Content Ideas" Explain what is involved in this step the schedule for this step and who is responsible for passing the entry to the next higher level. For example often after passing the initial step of meeting basic criteria for consideration Step the proposal or entry will be passed to an individual or committee who will review and evaluate the idea s. Approval Step e. g. " Interview of Finalists " " Further Investigation " etc. Explain what is involved in this step the schedule for this step and who is responsible for passing the entry to the next higher level. This is often finalist round where competing ideas or individuals or companies have been selected for final comparison to determine winner. Final Approval Step e. g. " Vote by the Board of Directors"
Explain what is involved in this step the schedule for this step the parties responsible for final approval and what will happen after final approval funds disbursed contract awarded etc.