This video shows how Proposal Kit is used to write proposals for non-profit organizations and NGOs. You can write proposals to respond to RFPs from private organizations and government for projects, grants, etc. You can write a startup business plan, a case study or report as well.
Read this related article: How to Write a Proposal for a Non-Profit Organization
Watch this related video: How to Write a Grant Proposal
In this video we're going to show how to create a proposal for a nonprofit organization or NGO for example. The Proposal Kit and Proposal Packs work for any type of business, any type of proposal. So for an NGO or non-profit type proposal structurally the documents are the same as any other kind of proposal.
But you might make some changes to the lists of actual chapters you may include to cover additional information that might be more suited for an NGO or nonprofit proposal. We're going to illustrate with a couple different design themes. Any of our hundreds of design themes can be used.
We're going to illustrate this first one with our Community #1 design theme. Whichever design theme you've purchased will be your default design. When you're ready to start creating a document you'll click the Document Projects button and click the Pick Documents.
Now this screen is where you are going to select all the chapters that are going to make up your proposal. There's thousands of chapter templates. You'll see the most commonly used 40 chapters here on the first screen.
You can get access to all couple thousand chapters through these dropdowns. It'll show you different pages of chapters. You can use Search by Name, you can pull up samples and use the same list of chapters as samples that are included.
You can use the Quick Start menu. It will show all of these options by default like Cover Letter, Title Page, Table of Contents, an Executive Summary, Back Page those are going to be pretty common for just about any kind of proposal. Now if you're pitching a project, selling a product or service or you're responding to an RFP or a grant with a specific set of instructions that's going to define what body chapters you're going to include.
Those body chapters will include anything from all the details talking about your organization, your funding needs, your financial information, details about the project or the products or services and so on. If you click the View Samples tab we have hundreds of samples of completed proposals included. A number of those are going to be nonprofit and NGO related.
We can click the Nonprofit/NGO category. That'll narrow the list of a couple hundred samples down to say sixteen. These are just other people who have written a proposal using our package and they've given us that proposal to use as an example.
So these examples are just an illustration of what some other people have done. You're not limited to what you see in these samples. So we'll just start with the general purpose Nonprofit Support Sample.
We can actually import the text of these samples just by clicking this button here and you see this is a short NGO proposal. Its just got a Title Page, Executive Summary and Implementation Plan, Company History. We can supplement that short list of pages with any other pages.
So if we need to talk about the Goals and Objectives, we're going to talk about how the project is going to be evaluated. If you need to talk about the Financial Information about our company and so on. We can add chapters if we want to see some chapters that are more specific to nonprofit proposals that are commonly used.
We have the thousands of chapter templates organized by subcategories. If you need to talk about your Staff, what your Mission Statement is. If you have Letters of Support you want to include in the proposal and so on.
Once we've selected the chapters we want for a proposal, you can see this list is the small number of pages that were pulled in from the sample and the extra ones we checked off. We can reorder these so if we want to move Financial Information after our Company History for example. Once we're done selecting the chapters for a proposal we can click out of this screen.
We can give our project a title. This title is just for our own information. If you are responding to an RFP or a grant you may have been given instructions to follow.
Those instructions may give you an idea of the kind of topics you need to talk about in the proposal and that will guide you to what kind of chapters you will add in that previous screen. Once you're done selecting your chapters and you fill in your name and address information you're ready to build your document. Okay, now it's generated that document.
We'll open it up take a look at it. This is using our Community #1 graphic design theme. If we had filled in the Company Data and Client Data screens that data would be merged into these tags here.
You can see this design theme just has these photographs and you can swap out all these logos and photographs as well. So you can see all the chapters and stock text from the sample got pulled in and we would just start editing this as a normal word document to finish filling in all the details. We're going to switch design themes and show a different kind of nonprofit proposal.
We have hundreds and hundreds of design themes. So whichever one or ones you've purchased will be selectable in the drop-down list here. Most people just get one design that matches the type of business they are in or that looks good with their logo.
So we've switched to the Education #3 design theme. This is actually good for nonprofit schools things like that for children. We have many design themes to pick from that cover all sorts of different types of situations.
We have energy, green design themes, education, healthcare, medical and so on. You can also make your own custom design themes with the Professional Edition. We're going to start a new project and this time in the Pick Documents screen we're going to go over to the Quick Start list.
This is a longer list of hundreds and hundreds of additional layouts and these layouts here are just lists of chapters that hundreds of companies that we've worked with have used for their specific proposals. These are layouts in the system for anybody to use as their starting point. Again, we have these organized by many different types of situations.
So we'll just click the NGO Nonprofit list. That narrows the list down quite a bit and again these are just examples to get started with. We're going to pick a school funding request layout and it'll tell you right here how many chapters and what chapters are in this particular layout.
We'll import that into our project. This loaded our project with 19 pages plus this one happens to have some sample content as well. You can see the list of chapters and we can reorder these chapters.
We can add additional chapters we can remove templates and so on. Even though this list has 19 chapters you still have the full list of 2000+ to pick from to customize this list to match your situation more specifically. We're just going to go with this premade list.
Again, if you enter the Company Data and Client Data screens, we've left this one blank, but any data you enter in here gets merged into the document during this document assembly time. Once we save the project the Wizard will build this document and it will get built in whatever design theme you purchased. Okay, now it's generated this document.
You can see it pulled in the actual sample text into the Cover Letter and this is using our Education #3 graphic design theme. You can see the list of chapters that we selected for this NGO proposal and now it's ready to just start editing in Word and finished filling in. Customizing the text and our financial information, funding information, how you will use the funds, future funding.
These are some common chapters used in nonprofit grant funding proposals and so on. We'll illustrate one last design and type of proposal. We're going to use our Environmental #5 design theme.
We're going to select a Climate Change Research Proposal and again you see the list of chapters that is selected. Using these other tabs we can customize that list of chapters so for example we can go to the Environmental pages of chapters. Let's say we need to add a Literature Review chapter and we want to talk about Conservation.
You can see out of the thousands of chapters there are pages that are environmental/green specific that you can add right from this drop-down. Any situation you want to find chapters for out of the thousands you can come down to these dropdowns. If you want to look at grant specific chapters, maybe you want to add a chapter about your Tax Status or you want to add a Funding Request page.
Maybe a page about how you're going to fund your project in the future, how you're going to use the funds. Now we're up to 22 pages and just like before once we save the project it will build our Word document. Okay, now we've generated this document and you can see the Environmental #5 design theme.
The list of chapters we customized for this climate change report proposal. So that is how you can use Proposal Kit and any combination of hundreds of design themes, hundreds of proposal layouts that are pre-made into the software. Examples, the library of thousands of chapter templates to create an unlimited combination of proposals for any kind of situation including nonprofits and NGOs.