This video demonstrates how to use Proposal Kit to create a customized feasibility study document. While Proposal Kit is typically used to write proposals, quotes and business plans it can also create many types of business documents such as feasibility studies.
Read this related article: How to Write a Feasibility Study Document
Watch this related video: How to Write a Case Study
We're going to show you how to create a feasibility study document with the Proposal Pack Wizard. The Proposal Kit system can be used for creating all kinds of documents. It's most commonly used for business proposals, quotes and business plans but it can create any kind of Word document where you might have a front and back cover, Table of Contents and a list of body pages.
Because of that you can create case studies, feasibility studies, reports and so on. If you look on our website we do have an article specifically on how to write a feasibility study. If you just scroll down that it'll have links to a couple examples.
Every single Proposal Pack and the Pro Kit will have a sample of a fully written out feasibility study that you can use as a guide. When you're running the Wizard just like creating any kind of document, proposal and so on you just click this Document Projects button. We're going to illustrate this with our Computers #6 design theme and we're going to show an example of a feasibility study for opening a new business.
Since it is related so we're going to match the design theme to the type of study we're going to create. Click Add New Project and we'll click the Pick Documents button. Now this is where you can start checking off all the chapters that'll make up your study and you'll see the 40 most common templates usually used.
This is mostly related to proposals and so that's the most common thing done. But you'll probably start with a Title Page, Table of Contents, Back Page and then you'll pick body pages based on the type of study. You actually have thousands of chapters to pick from and while you only see the 40 most common right here you can get to those thousands of other pages through categories you can select from this drop down.
Or, if you have a specific chapter you want to look for by name you can just type it here. Say you need a budget template, some financial templates, etc. You just search for whatever you're looking for.
Just search for single words like if you want a mission statement search for the word mission. If you want to see the example of the pre-written feasibility study you just go to the View Samples tab. There's hundreds of samples you can either do a search by the word feasibility or just scroll down the list and you'll see the feasibility study sample.
These samples are PDFs and we can open the sample and look at it. The samples will be illustrated with a specific design theme, not necessarily the design theme you purchased, but when you create your own version of any of these samples you can create this recreate the sample with the same content and the same text of the sample but it'll all be pulled into your design theme and as an editable Word document. The odds of you actually being in the same exact situation as a sample and can use the whole thing as is are pretty slim but the samples are meant to get you an idea of how you can create something.
We can go over to this Quick Start and there's hundreds and hundreds of more layouts than there are in the samples and anything that's in the sample list will be in the Quick Start list and the Quick Start list may actually have additional chapter templates added to them to give you more writing ideas. We can just do a search on the word feasibility. You can shorten up your your search terms just to make a little easier and there's actually a few feasibility template layouts.
When you click any layout it'll tell you the actual list of chapters that are going to get imported out of the library of thousands available templates. This one 16 selected. We're just going to import this and if any of these Quick Start lists are related to the samples it'll give you the option of pulling in the sample content as well.
Okay, now we have 16 chapters selected for this feasibility study. You can completely customize this list of chapters. You can drop out any chapters you don't want.
You have thousands of additional chapters you can pick from to add to this layout using these Add Templates, Search by Name tabs and so on. So once we've selected all of our chapters, got the order the way we want it we just click the OK, Use Selected Templates button. We're back on the project screen and you can fill in the Company Data screen with your name and address information which will get merged into the document.
The Client Data probably isn't going to be as useful for a feasibility study unless you're writing the study to another specific person. If you fill this in that will merge their name and address into the front cover or cover letter if you selected that. When we're all done setting up our project and you also notice this drop down has been set to Study.
This is how you can change the major word on the front Title Page. Normally it's going to say Proposal but we're going to change it to Study. You have lots of options of different graphic titles to pick from here.
When we click the OK, Save Project button this is when the Wizard is going to take all of our customizations, the design theme, import content, any graphics changes, color changes, font changes and it applies all of that to the document it's generating. Now we'll just sit back and wait for the Wizard to finish building this document. Okay, this document has been created.
Let's take a look at it and you can see our Computers #6 design theme, these background graphics and logo and so on. It's merged in the information we put on Company Data screen. For studies you might not be doing the Prepared for and Prepared by like a proposal so you can just reword this text however you want.
Maybe put in some introduction couple few sentences or paragraph. As we scroll down we see the Table of Contents, the list of chapter pages for this feasibility study. This feasibility here this is a chapter within the overall feasibility study document.
Things like this Proposal Kit this is going to be your information you merge in, not ours. Everything will be branded actually to you. You won't see our name on the front of any of these pages.
This is the list of chapters that have all been assembled for this feasibility study. Tables, now if you're using the Professional version you can actually have these financial tables directly linked to Excel spreadsheets. You could do your Cost/Benefit Analysis within a spreadsheet.
I can show this here, so in the basic version, or if you have this feature turned off you do have these calculator spreadsheets we've created any financial related pages. If you turn on the dynamic spreadsheet linking feature these cells of these tables will actually be directly linked to the cells in the spreadsheet so as you do your calculations in spreadsheets it will auto update into the Word document. We're turning this feature off in this demo just for demo purposes but that is available in the Professional edition.
You can see Company Data merged in here, this will be your name, address, contact information when you fill in the Company Data screen. Now we'll illustrate a second feasibility study for a completely different situation and we're going to illustrate this with a different design theme. You'll note we have hundreds and hundreds of design themes but only the one or ones you've purchased you'll have access to in this drop down list.
We just happen to have all of our styles here for demo purposes. We're going to illustrate this with a more general purpose design theme Classic #21 and we're going to illustrate a feasibility for a business startup. Just like before whenever we're going to create a document click the Document Projects button.
We'll Add a New Project. Go into the Pick Documents screen and we're going to import another feasibility study layout we've already pre-created in the Quick Start list. I can either do a search on the word feasibility or I can scroll down alphabetical order through all the layouts.
I'm going to pick this Feasibility Study for Business Startup. You'll see again it starts with the Title Page, Table of Contents, same as before, Back Page. But now the interior pages are different for this feasibility study.
You can pick chapters that are related to specific industries if you need to tailor this to something say medical or construction, real estate, environmental. It doesn't matter, you've got access to thousands of templates to customize this list of chapters with. You'll do that through these Add Templates and Search by Name tabs.
You can see after we've imported that list you'll see a few of these checked in the screen and if we needed to add chapters for specific industries or situations we can scroll down. We can look at lists of chapters for all sorts of different things. We can use the Search by Name if we need a Mission Statement or a particular financial topic, some data information.
Any word you can think of we might have chapter for. Just search for that here. That is how you customize and build up your list of chapters.
Okay, now that we're done selecting our chapters for this feasibility study click the OK button. Now we're back on the project screen and you'll see we have it set to Study again as our main title page graphic. Like the Company Data and Client Data screens again this is going to be your information you type in.
This is what gets merged into the front and back covers and so on. Client Data, we're leaving this blank for now but if you filled this in this would be merged into the front cover for example. When we're all done again we click the OK, Save Project button.
Sit back and wait for the Wizard to assemble the document. All right, now this feasibility study document has been generated. Let's take a look at this and you can see now the design theme is different.
This is the Classic #21 design and could be a good general purpose business design because it invokes that idea of business growth or movement in design of the logo and background graphics. Again, you can swap out these graphics and background pictures with your own. There's a Table of Contents and you can see it's got a different set of interior pages.
Now this type of feasibility study might be a precursor to doing a full business plan and you could actually convert this feasibility study into a business plan by just adding some additional chapters to it to flesh out the business plan version of this. You can see the chapters ready to fill in. Operating Costs now again, just like we a different financial topic in the previous feasibility study example this document uses two financial related templates.
Operating Costs and Income Projection. There are a lot more financial topics you can pick from in the Proposal Pack when you're generating documents and any one of them that has a table with numbers is going to have an associated Excel spreadsheet we can open up the Income Projection calculator that's been copied into our project. It'll actually fill these in with the current year and out a couple more years in this case.
It's got some default line items so now these are just up to you to now start filling in line items and totals in the basic version. Just like I mentioned before this is just going to be an independent Excel spreadsheet for you to do some calculations in and then you would type in the totals into the Word documents for the presentation version. Using the Pro Kit the Proposal Kit Professional you could turn on the dynamic linking feature and actually link these cells directly to the table cells and doing your calculations in Excel will auto update the Word document.
So that is available again in the Professional edition. We just scroll down to the end of this example and that is all there is to creating a feasibility study document in the Proposal Kit. You just select a specific design theme, select a set of chapters to match and generate a document and then you have a template ready to fill in.