Workflow Templates for Other: Business Proposal Checklist

Identify the problem or opportunity

Define the purpose of the proposal

Identify the target audience

Set clear goals and objectives

Conduct market research

Identify market trends

Identify competition

Analyze strengths, weaknesses, opportunities, and threats (SWOT analysis)

Analyze financials and projections

Outline the proposal structure

Include an executive summary

Describe the solution or idea

Describe the benefits and advantages

Describe the implementation plan

Include a timeline

Include a budget

Include a contingency plan

Choose an appropriate format

Use clear and concise language

Include visuals to enhance understanding

Ensure consistent formatting and branding

Use appropriate tone and style

Review for accuracy and completeness

Ensure all requirements are met

Get feedback and revise as needed

Proofread and edit for grammar and spelling errors

Finalize and prepare for submission

Include any supporting documents or references

Include a bibliography or works cited page

Include any additional materials that may be relevant.

Business Proposal Checklist