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Illustration of Proposal Pack Security #8

We include this Strategy 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 Strategy Chapter

In the field of business proposals, clarity and direction are paramount. The Strategy chapter serves as an important part of a proposal document, outlining the planned steps to achieve the objectives of a project or initiative. This chapter helps to set the stage for how the proposed actions will be implemented, providing a clear path forward and ensuring that all stakeholders are aligned with the proposed plan.

How is the Strategy Chapter Used?

In any business proposal, explaining the methodology and approach is essential. The Strategy chapter is used to detail the approach that will be taken to reach the goals set out in the proposal. It acts as a roadmap, illustrating how resources will be allocated, what methods will be employed, and how various challenges will be addressed. This chapter is particularly important when proposals are being evaluated on the basis of how well thought out and feasible the proposed methods are.

What is Included in the Strategy Chapter?

Typically, the Strategy chapter will include:

  • Objectives: Clearly defined goals that the project aims to achieve.
  • Methodology: The methods or techniques that will be used to achieve these objectives.
  • Timeline: A schedule outlining when and how each step of the strategy will be implemented.
  • Resources: A detailed account of the resources (both human and material) that will be required.
  • Risk Management: An analysis of potential risks and the strategies that will be used to mitigate them.


Use Case Examples for the Strategy Chapter

  • Business Expansion Proposals: The Strategy chapter can outline how a business plans to enter a new market, including steps for market research, engagement with local partners, and marketing strategies.
  • Technology Implementation Plans: In proposals related to the adoption of new technology, this chapter can detail the phases of implementation, training for staff, and phases of testing and rollout.
  • Environmental Sustainability Projects: For proposals aiming at sustainability, the Strategy chapter might describe how environmental impacts will be assessed and mitigated, and what sustainable practices will be introduced.
  • Healthcare Program Initiatives: In the healthcare sector, this chapter could explain strategies for disease management programs, patient outreach efforts, and staff training plans.
  • Educational Program Developments: For educational proposals, the Strategy might include curriculum development, teacher training, and student engagement strategies.


Key Takeaways

  • The Strategy chapter is important for defining the roadmap of a project within a business proposal.
  • It details the objectives, methodology, timeline, resources, and risk management plans.
  • This chapter helps align stakeholders and provides a clear outline of how proposed goals will be achieved.
  • It is applicable across various industries, from business expansion to technology and healthcare.
  • Clear and planning as outlined in this chapter enhances the feasibility and credibility of any proposal.


The editable Strategy template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Illustration of Proposal Pack Symbols #10

Illustration of Proposal Pack Symbols #10

Business proposal example What Our Clients Say

Useful for new proposal writers. Takes away the pain of having to repeatedly re-enter the same basic information into proposals. Valuable for someone new to proposal writing. Great how it automatically builds the proposal based on recommended sections to include or ones you choose. Takes a while to work out how it works but once you’ve done one it’s fine. Changing design and layout can be a challenge once the proposal is generated but this is really a Word problem. Really useful for someone wanting to take the leap into proposal writing."

Michael Thompson
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Proposal Kit
Design Theme:
Proposal Pack for Any Business is the plain text design theme.
Software › Computer Software › Business & Productivity Software
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Alternate chapters are those which may be used instead of this chapter depending on your situation. Alternate chapters may be better suited for different size projects, more specialized projects, or variations on rights.

Alternate Chapters

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

Document Layouts Using the Strategy Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Telecom #4

The Strategy chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Telecom #4 design theme. There are hundreds of design themes available, and every design theme includes the Strategy 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 Strategy.

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 Strategy template to describe the steps in your strategy for a project.
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