The graphics (visuals) we use in our sales and marketing presentations are often gathered from canned material we use in our written proposals. But most visuals in a written proposal are far too detailed, wordy, and difficult to read when used in an oral presentation.

You’ll be far better off, and you'll save time and resources, if the graphics for both your written and oral proposals are developed from the start to serve both purposes. Here are a few quick tips when preparing your proposals and presentations:

  • Establish a working meeting for your writing/production and presentation team early in the process to ensure that what’s written is optimized by the oral presentation.
  • Provide the presenters with everything they need to know before they prepare their first draft of any oral presentation.
  • Develop graphics for your written proposals knowing that they will also be used during the  oral presentation.
  • Understand that the graphics will be enhanced during oral presentation given non-verbal communication and other delivery techniques will have a measurable impact on evaluators.
  • Role-play to anticipate the evaluators’ questions and reactions through an effective simulation (make it fun so everyone is relaxed).

Additional Resources

eoecho.com | custom publishing: we provide proposal support that reduces the load on your staff when large proposals are due. In addition, we can provide two-person teams (writers, proposal managers, etc.) and the publishing support needed for both written and oral proposals. Ph: 804-915-7379

If you are in the Washington, DC area, consider this seminar ($65 per person) hosted by the APMP-NCA (Association of Proposal Management Professionals, National Capital Area Chapter):

May 23rd Roundtable
The Blended Bid: Synergizing the Written Proposal and Oral Presentation
APMP-NCA’s May Roundtable
Time: 5:30 – 8:30 PM
Fairview Park Marriott, Falls Church, VA