An Informal proposal Background Information Here is a brief review of the scenario; also review the full information provided in the exam section of Organizing, Illustrating, and Researching Your Material.

Phoenix Advertising, with its main headquarters in Charlotte, North Carolina, serves clients that include banks, insurance companies, and retail chains. You’re vice president of human resources management at Phoenix. You report directly to Gregory S. Forest, the company president.

You’ve already investigated the branch and provided a report on the problems there and your recommendations for managing them (for study units Organizing, Researching, and Illustrating Your Material and Writing the Report). Mr. Forest has reviewed that report and now wants you to present to the executive team a specific proposal developing one of the recommendations you gave. Following are the primary problems covered in the scenario but also carefully review the underlying causes you discovered in your investigation (which you created from your imagination).

In the last three months, two of the top management peoples an art director and an account executive have left the branch. Each left for a position with a competing agency.

Three of the graphic designers and four of the copywriters are threatening to quit because they feel their creative efforts are being rejected or revised without consultation. They want to be part of a collaborative team, not produce work that the art directors and account executives evaluate arbitrarily.

In an attempt to show increased profitability, the branch

is accepting all potential clients without evaluating the accounts in terms of current project workload. As a result, without being given any notice and without compensation for the additional hours, all employees are working long hours several days each week. Employee morale and productivity seem to be decreasing with each passing day.

An Informal proposal Background Information Process Step 1

Choose one of the problems. Use your brainstorming notes and the investigative report for the recommendations you listed to solve that problem. Brainstorm further about the reasons for and causes of that one problem by delving even further into the ìwhysî of that problem. As you did previously, list several questions and review the answers you’ve discovered. Explore those answers in greater depth to determine the fundamental causes of the problem. (Think of the problem as a set of symptoms of an illness that you need to treat. What disease is causing the symptoms? What areas of the body are affected by the disease?)

An Informal proposal Background Information Step 2

Free write further on each recommendation you made in your investigative report for resolving this problem. Ask yourself questions about what must change, what you must make happen with the employees and departments at Roanoke to solve the problem so it won’t reoccur. Remember that your primary goal for the proposal is to revitalize the employees and departments in order to restore the Roanoke branch to full productivity. Use as a starting point any of the following that apply to the problem you’ve chosen:

What can the executive team do to reverse the down- ward spiral of employee morale and increased workload requiring overtime?

How can the executive team help the Roanoke branch retain its current clients and gain new ones?

Is training needed for employees and/or managers? If so, what types of training are required? How can the executive team accomplish training over time to minimize the impact on business?

What can be done to streamline or reorganize the office procedures or to incorporate new technology to improve productivity? What training/support will then be needed to enable the office employees to embrace the changes and succeed?

Make sure you’ve done enough exploring in Step 1 to guide your creative efforts toward the changes you’ll make in Step 2. You want to ensure permanent change, so you must understand the exact nature of the causes in order to develop a detailed, logical solution.

An Informal proposal Background Information Step 3

Wait a day or two before you review your prewriting, so you can return with fresh eyes to the project. Mark the information you’ll use in your proposal and free write as needed to develop your ideas on resolving the situation and accomplishing your goal. Break the overall plan into individual parts or actions so you can develop each step in the process separately, organizing a logical flow for each phase from beginning to end.

How much time is needed to accomplish each component or stage of your plan?

Are there steps that must be completed before another phase can begin?

How long will it take to complete each step?

How will it impact the daily operations of the branch and headquarters?

An Informal proposal Background Information Step 4

Now review the people at Roanoke and across Phoenix Advertising who you’ll need to accomplish each part of your plan. Your proposal must use people from within the company don’t hire outside personnel. Create names and job titles as well as qualifications to fit your plan. Review your list of steps and ask yourself:

Who at Phoenix Advertising and/or the Roanoke branch has the experience, training, and qualifications to achieve this stage of my plan? What proves he or she is the one for the particular phase?

What exactly do I want that person to do to accomplish this step? When? How?

Who oversees the implementation of each phase?

What progress reports must be provided to the executive team and when?

What’s my part in the proposed plan of action?

An Informal proposal Background Information Step 5

Your next step is to itemize the costs involved in accomplish- ing each component of your plan as you outlined it in Step 3. You may need to research the current costs of additional employees, training/motivational programs, or technology. The Internet or even phone calls to representative companies in the Yellow Pages can provide useful information. Your figures should have some real basis. Remember to factor in costs such as the following:

The number of employees involved in each phase

The loss of employee time from completing regular obligations of the current job

Any travel or materials/workbooks needed for training

Create appropriate budgetary categories related to the stages of your plan. Establish an overall cost for each phase and within each phase itemize the different costs involved. Itemizing is important to provide clear support for your numbers and line items the executive team can review if the total cost for the proposal is too much for the company’s budget.

An Informal proposal Background Information Step 6

Organize your prewriting from Steps 1ñ5 using the following main headings:

Introduction

Background

Proposal

Schedule

Staffing

Budget

Request for Authorization

An Informal proposal Background Information Step 7

Following the outline in Step 6, write a 2ñ5 page draft of your proposal in letter format. Use single spacing (unless the format requires more spacing), bold for headings, and italics for subheadings.

Introduction. Your Introduction is the only section not labeled with a heading. As your opening paragraph, it must begin with an interesting hook, contain your qualifications to prepare this proposal, and summarize the general problem and the benefits of your plan.

Background. The Background section must persuade the executive team that a dire need exists. Summarize the field investigation of your chosen problem and describe the causes of that problem. Include specific numbers and percentages (facts and figures) with explanations to show how you determined each contributed to the problem. Your reasons must be based on the facts you uncovered, not the feelings of employees at the branch. End this section with a bulleted list of the key phases (stages) you’ll develop in the proposal section to solve the causes. Phrase each stage as a key action goal.

Proposal. In your Proposal section, develop the steps needed to solve the problem. Use a phrase or word for each goal you listed in the Background section and italicize it. (You’ll use the same phrases or words in the Schedule and Budget sections.) Then write at least one paragraph for each goal, outlining what actions are involved in that phase. Develop detailed, clear-cut solutions to the underlying issues and causes you identified in the Background section.

Schedule. Your Schedule section must use the italicized words to outline the phases described in the Background and Proposal. Use column format.

Staffing. The Staffing section describes, in paragraph form, the specific people, their qualifications, and their assignments as related to each phase of the proposed solution.

Budget. Your budget section must itemize the primary steps of your plan. Use a table format with your own headings for each column. The first column will use the phases from the project outlined in the Proposal and Schedule sections. Be sure to show under each major phase the related costs for accomplishing it.

Request for Authorization. The Authorization section must suggest a time frame for approval of your plan. Since this section is also the last thing the executive team will read, persuasively provide assurance that your proposal will achieve your goal. Summarize the problems and describe the benefits of your plan for the Roanoke branch, their clients, and Phoenix Advertising as a whole.

An Informal proposal Background Information Step 8

As you write, follow the ABC is for constructing your paragraphs. Allow your first draft to sit for several days before you revise it. During that time, review those sections of the study units discussing various aspects of writing, revising, and editing, such as

Correct, varied construction of sentences

Coherence

Appropriate word choice for purpose and audience

Grammar, spelling, and punctuation

After revising and editing your first draft as best as you can, ask another person to read your proposal aloud. Listen for awkward phrases, missing words, and unclear sentence flow. Also ask for the reader’s feedback on clarity, logical flow, and so on. Finally, refer to the evaluation criteria and Step 7 as you give your work one final review before you complete your final draft.