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We include this Purpose 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 Purpose Chapter

When creating a business proposal, clarity and direction are paramount. The Purpose chapter plays an important role in setting the stage for the document by elucidating the core reasons behind the proposal. This chapter helps the reader understand the intent and the goals that the proposer aims to achieve. In essence, the Purpose chapter serves as the foundation upon which the rest of the proposal is built, ensuring that all stakeholders are aligned from the start.

How is the Purpose Chapter Used?

When used in a business proposal, the Purpose chapter is typically placed near the beginning of the document. Its placement is strategic, providing a clear introduction to the objectives of the proposal right off the bat. By doing so, it sets the tone and gives context to the detailed information that follows. This chapter is used to articulate the problem that needs solving or the opportunity that the proposal aims to capitalize on. It helps in framing the subsequent arguments and justifications presented in the proposal in a coherent manner.

What is Included in the Purpose Chapter?

The content of the Purpose chapter can vary depending on the specific goals and nature of the proposal, but several key elements are commonly included:

  • Statement of Need or Opportunity: This is a concise declaration of the problem or opportunity that the proposal seeks to address.
  • Objectives: Clearly defined aims that the proposal intends to achieve are outlined here.
  • Relevance to Stakeholders: This part explains why the proposal should matter to the audience, highlighting potential benefits and impacts.
  • Brief Overview of Proposed Solution: While not delving into details, a high-level introduction to the proposed course of action is often provided.


Use Case Examples for the Purpose Chapter

The Purpose chapter can be adapted to various scenarios, illustrating its versatility:

  • In a funding request proposal, it clearly defines why the funds are needed and what they intend to achieve.
  • For a business expansion plan, it lays out the reasons behind the expansion and the opportunities the business aims to capture.
  • In a project proposal for technology upgrade, it would specify the limitations of the current technology and how the new technology solves these issues.
  • When proposing a new policy or procedure, it explains the inefficiencies in current practices and how the new policy will improve operations.
  • In an environmental sustainability initiative, it would articulate the environmental benefits and the long-term sustainability goals of the project.


Key Takeaways

  • The Purpose chapter is fundamental in setting the direction and tone of the entire proposal.
  • It is placed at the beginning of the proposal to provide context and clarity.
  • This chapter includes a statement of need or opportunity, objectives, relevance to stakeholders, and a brief overview of the proposed solution.
  • It can be adapted to various types of proposals, such as funding requests, business expansions, technology upgrades, policy implementations, and sustainability initiatives.
  • Understanding and articulating the purpose clearly can significantly enhance the effectiveness of a business proposal.


The editable Purpose template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Illustration of Proposal Pack Roofing #2

Illustration of Proposal Pack Roofing #2

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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 Purpose Chapter

The Purpose 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 Purpose Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Business #21

The Purpose chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Business #21 design theme. There are hundreds of design themes available, and every design theme includes the Purpose 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 Purpose.

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.

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Use the Purpose template to discuss the reason you are proposing a project or idea.
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