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Guide to Effective Proposals and Invoices

GD245 Professional Design Practice
by

Lisa Langenhop

on 13 November 2013

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Transcript of Guide to Effective Proposals and Invoices

Guide to Effective Proposals
WHAT IS A PROPOSAL?
A proposal serves as an
outline of services and
payments
for a given client or project. Once agreed upon, it will function as an agreement or
contract
between the designer and the client.
WHY UTILIZE PROPOSALS?
As with all contracts, there is a
baseline of understanding
between both parties. Proposals allow clarity and direction, and will decrease the likelihood of discrepancies and negative interactions.
WHAT'S IN A PROPOSAL
THE BASICS
Company information
Branding
Contact info
Proposal

Word should be large and visible. The purpose of the document should be easy to ascertain.
Prospective Client Information
Company name and information
Contact information
WHAT'S IN A PROPOSAL
THE PROJECT SCOPE
Problem Statement
Restate and rephrase the client's needs, goals, and company identity
Project Scope
Bullet points or paragraph format
What are the final deliverables? (files, pages, designs, etc.)
What are the details of each deliverable? (size, users, requirements)
WHAT'S IN A PROPOSAL
THE PROJECT TIMELINE
Be realistic with your timeline
Consider other projects
Consider your personal schedule
Add a week to your estimate

Divide the project into phases or milestones for delivery


Include a call-out explaining that delays from the client will affect the overall timeline
WHAT'S IN A PROPOSAL
THE PROJECT COSTS
Include total estimation (see pricing lecture)

C
learly outline/breakdown the costs
Separate design fees from registration, image fees, external consulting fees, etc.
Separate each section of the project (logo cost, facebook set up cost, business card cost)

Include a payment schedule
If you break the project into phases, describe when payment for each phase is due
Outline initial payment (25-50% deposit)
Methods of payment : invoice, CC, trade
WHAT'S IN A PROPOSAL
OTHER CONTRACT DETAILS
Revision Allowance
Ex. Two revisions allowed per item, additional revisions billed at $30/hour
Scope Changes Allowance
Ex. If client changes the scope and no longer requires the services of *company*, 25% of the total bill will be charged to client.
Contract Consent
Require relevant parties to sign the proposal as a contract for services
WHAT'S IN A PROPOSAL
OPTIONAL/WHEN REQUIRED
Confidentiality clause

Company or designer bio

Case studies

Cover letter

Multiple contact points
Spell check and proofread

Have your employee/partner/friend/mom read for proofread it

Submit the proposal formally and professionally
Full transcript