Wednesday, May 30, 2018

Creating Skimmable Proposal Content

Making your proposals skimmable and easy to navigate is the competitive advantage that no one is talking about. Yet the A/E professionals I talk to broadly agree on two things: (1) that clients don't read but skim their proposals and (2) that their proposals aren't very skimmable. Feedback from clients concurs. So what needs to be done is pretty clear.

What's not so clear, apparently, is how. That's what this post is about. I'd like to share several strategies I've found effective in helping technical professionals set their proposals apart by making them more readable and user friendly:

Set aggressive page limits. A key constraint to creating skimmable proposals is the prevalent verbosity in our profession. I could offer guidelines on writing shorter sentences (15-20 words is recommended) or shorter paragraphs (3-6 sentences or about 150 words). But the best way to combat wordiness is to limit the number of pages. Clients are increasingly setting page limits. For most proposals, 30 pages, excluding appendices and forms, should suffice.

Create a detailed content outline before writing starts. Poor writing usually results from a thinking problem. Even in a profession filled with smart people, when we write without first planning what needs to be said, we can end up looking pretty dumb on paper. The first step to better writing is to return to what you were taught in high school—outlining.

I advocate preparing a detailed content outline, not simply a "structural outline" that organizes your topics and sections. Start by identifying specifically what you need to say before determining how. The steps below will help, as will the following sample:

Do the "two-minute drill" to define your key messages. Imagine you only had two minutes to verbally summarize the essence of your proposal. What would you absolutely have to say in that time to make your best case for being selected? That's a good starting point for identifying your proposal's overall theme and key messages.

Your proposal theme is the basic story that you want to tell. It should be the client's story—how you envision making their project a success—not your firm's story. Yes, the RFP asks you to describe your qualifications and experience. But these are a means to an end (a successful project), not the focus of your proposal. From that story should emerge 3-5 key messages that will be prominently featured in your proposal.

List supporting points for each of your key messages. Your proposal outline starts by listing your key messages. These should be clear, compelling, and verifiable. So what additional information do you need to share to bolster your key messages? List all points that come to mind; you'll pare your list in the next step.

At this point, no sentences allowed, only bullet points. When you start by writing sentences without knowing where you're going, it often leads to the rambling wordiness characteristic of technical proposals. Using bullet points also speeds the creative process, because you can focus more on what needs to be said than how you're going to say it.

Organize supporting points based on importance. Assign each point listed to one of the following categories: (1) what you must say, (2) what you should say, and (3) what you could say. Put the points in the first category at the top of the list, then the second and the third—then eliminate most points that fall in the third category. This approach embraces the journalistic standard of the "inverted pyramid" where the most important information is placed first, followed by less important information in descending order. The inverted pyramid facilitates skimming.

Write the proposal narrative building out your outline. With a detailed content outline, you will find it much easier to write a more clear and compelling proposal narrative (this also greatly facilitates better writing as a team). The key thing here is not to diverge much from your outline. This is like a building where the structural components are still visible after final construction. Your outline should help you properly feature your most important messages (your structural elements). Don't let them get buried in the text!

Use my secret weapon: Boldface inline headings. (< example here!) This is one of the simplest techniques to improve skimmability. Chances are you've skimmed portions of this article based on the boldface highlights. These headings also comprise important structural elements (key points) that hold the narrative together. When I rewrite someone else's draft, I start by creating boldface inline headings. Everything flows from these points. Use this method to help improve the writing of a colleague who failed to outline first.

Try drawing it before writing about it. Figures, graphs, and simple tables greatly aid skimmability. They can also help your writing because of the thought process involved in converting a complex idea or work flow into an easy-to-understand graphic. I generally try to have at least one graphic element per page. This is not an arbitrary standard. The point is to avoid making the reviewer have to read to find the most critical points in your proposal story.

Make sure your graphic elements are easy on the eyes. Many I see are either too complex or have been reduced to too small a scale (often from CADD drawings) to be very helpful. Remember, these should improve skimmability, not serve as speed bumps!

By the way, the process described above is recommended for all your documents. When we overhauled how we did proposals at my former firm—making them more skimmable and easy to use—we started to get a few complaints from clients that our reports didn't measure up. So we applied the same concepts to all our work products. You can't go wrong making things easier for the client, can you?

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