Skip to main content

We include this Present Situation chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Present Situation Chapter

The Present Situation chapter is a fundamental part of a proposal document, particularly when businesses aim to highlight the current context in which a project or solution is being proposed. This chapter sets the stage by providing a clear and comprehensive description of the current scenario that either the business or the client is facing. Understanding the present situation helps all parties involved grasp the necessity and urgency of the proposed solutions, establishing a foundation from which the proposal can develop.

How is the Present Situation Chapter Used?

In a business proposal, the Present Situation chapter is used to offer stakeholders a snapshot of existing conditions or challenges that are relevant to the proposal's objectives. This chapter helps to contextualize the proposal, making it easier for readers to understand why the suggested strategies or solutions are relevant. It also serves to inform and align the expectations of both the proposer and the potential client by ensuring that everyone has a common understanding of the issues at hand.

What is Included in the Present Situation Chapter?

The Present Situation chapter typically includes elements such as:

  • A detailed description of the current environment or circumstances.
  • Relevant historical data that helps to explain how the current situation came about.
  • Analysis of key challenges or problems being faced.
  • Descriptions of any attempts or measures that have been previously taken to address the issues, including their outcomes.
  • Some explanation of the implications if the current situation continues without the implementation of new solutions.


This chapter is crucial for building a case for the necessity of the proposed actions within the document.

Use Case Examples for the Present Situation Chapter

Here are some examples of how the Present Situation chapter can be used across various types of proposals:

  • Environmental Plans: Describing the current state of an ecosystem that requires conservation efforts.
  • Green Initiatives: Outlining the existing inefficiencies in energy use within a company, necessitating a shift to greener technologies.
  • Nature Conservation Proposals: Highlighting the degradation of a natural habitat that needs urgent protective measures.
  • Reports: Summarizing the current market conditions in an industry analysis report.
  • Studies: Setting the baseline for a social research study by describing the present conditions of the study subject.
  • Needs Assessment: Detailing the current resources and capabilities of a community or organization to identify gaps that need addressing.


Key Takeaways

  • The Present Situation chapter provides a detailed overview of the current conditions relevant to the proposal.
  • It helps align understanding and expectations between the proposer and the client or stakeholders.
  • This chapter is important for justifying the need for the proposed solutions.
  • It typically includes descriptions of the environment, analysis of problems, and prior attempts at solutions.
  • Effective use of the Present Situation chapter can significantly enhance the persuasiveness of a proposal.


The editable Present Situation template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Illustration of Proposal Pack Symbols #7

Illustration of Proposal Pack Symbols #7

Business proposal example What Our Clients Say

Very good, thanks for responding so quickly. I love your product!"

Edgar Ridley
Produced by:
Proposal Kit
Design Theme:
Proposal Pack for Any Business is the plain text design theme.
Software › Computer Software › Business & Productivity Software
$79 USD
Proposal Kit reviews4.7 stars, based on 841 reviews
Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Samples Using the Present Situation Chapter

The Present Situation template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:

Document Layouts Using the Present Situation Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Artsy #11

The Present Situation chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Artsy #11 design theme. There are hundreds of design themes available, and every design theme includes the Present Situation chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Present Situation.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

Proposal Kit LogoPublished by Proposal Kit, Inc.
The Present Situation template is used to describe the current state of the situation your or the client is in related to the proposal.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.