Likewise to Commercial Proposal <\/strong>It is a document with information about the projects that your institution has already carried out over a certain period of time, ways of providing resources and delivery deadlines. It is used to improve the chances of converting prospects<\/em> <\/strong>in financiers<\/strong>.<\/p>\n\n\n\n Como se pode perceber pela descri\u00e7\u00e3o, a Proposta Comercial, apresenta mais um apelo de venda de um produto ou servi\u00e7o, que n\u00e3o deixa de ser tamb\u00e9m um processo de capta\u00e7\u00e3o de recursos para sua Institui\u00e7\u00e3o, sua Organiza\u00e7\u00e3o.<\/p>\n\n\n\n Therefore, it is essential to understand that there are significant differences between Portfolio <\/strong>It is Commercial Proposal<\/strong>, enquanto o primeiro \u00e9 mais conciso, objetivo e espec\u00edfico para uma apresenta\u00e7\u00e3o da institui\u00e7\u00e3o ou da organiza\u00e7\u00e3o, j\u00e1 a Proposta Comercial apresenta um conte\u00fado mais extenso, com maiores detalhes e riqueza de informa\u00e7\u00f5es sobre a Institui\u00e7\u00e3o, sobre quem ela \u00e9, sobre o que ela pretende fazer com os recursos doados, sobre sua experi\u00eancia anterior, seu expertise, sua capacidade t\u00e9cnica e como pretender apresentar, oferecer, transferir valor ao Financiador dos recursos investidos em seus projetos.<\/p>\n\n\n\n Likewise, I want to point out that I am not a big fan of the term Commercial Proposal<\/strong>, since, at first, it is not the main objective of Third Sector Organizations<\/strong> carry out marketing of products. So, I prefer to call it Fundraising Proposal<\/strong>, or Proposta de Doa\u00e7\u00e3o<\/strong>. But by convention, we will keep the name of Commercial Proposal<\/strong> and\/or Portfolio<\/strong>.<\/p>\n\n\n\n Now, another very important thing. In this publication, we will discuss a Modelo de Proposta Comercial<\/strong>, this model should not be confused with the Portfolio<\/strong>, which have different content and different formatting.<\/p>\n\n\n\n Well, regardless of what you call this documentation, it is extremely important for your Institution, as it is this documentation that you will present to the potential financier, let's say, \u201cthe business card\u201d<\/strong><\/em> de quem \u00e9 sua institui\u00e7\u00e3o, o que ela j\u00e1 fez, como ela fez, com qual recurso, em qual per\u00edodo de tempo e os resultados oriundos dessas atividades, objetivando convencer o financiador porque \u00e9 importante indicar recursos para seu projeto ou para sua institui\u00e7\u00e3o.<\/p>\n\n\n\n O Portf\u00f3lio\/Proposta Comercial <\/strong>It\u2019s very important when it comes to finding a financier. This document summarizes what your institution can offer, containing information about your experience with previous projects, and how, and in what form, you intend to deliver it.<\/p>\n\n\n\n During this process, professionals marketing<\/em>, financiers <\/em>It is donate <\/em>go through some important stages, ranging from prospec\u00e7\u00e3o <\/strong>at\u00e9 a indica\u00e7\u00e3o dos recursos para sua institui\u00e7\u00e3o ou projeto.<\/p>\n\n\n\n Given these steps, the Portf\u00f3lio\/Proposta Comercial<\/strong> play a very important role.<\/p>\n\n\n\n Before starting to prepare the Portf\u00f3lio\/Proposta Comercial<\/strong>, it is interesting that your institution's fundraisers take a few minutes to revisit its real objective and what paths will help to prepare good documentation.<\/p>\n\n\n\n Knowing or even remembering what the Portfolio <\/strong>It is very important, because in the daily rush, some aspects that make it different can be left aside.<\/p>\n\n\n\n O objetivo de um bom Portf\u00f3lio \u00e9 unir o interesse do Financier<\/strong>, known for fundraiser\/catcher<\/strong> <\/a>durante a etapa de prospec\u00e7\u00e3o, com o que a institui\u00e7\u00e3o pode realizar de melhor com aquele recurso, atendendo \u00e9 claro, sempre que poss\u00edvel, o interesse ou a expectativa do financiador.<\/p>\n\n\n\n Therefore, the use of a Portf\u00f3lio\/Proposta Comercial<\/strong> padronizadas n\u00e3o \u00e9 bem vista, pois elas deixam de lado a quest\u00e3o da personaliza\u00e7\u00e3o sobre o que o financiador est\u00e1 buscando, fator que pode acabar levando a n\u00e3o efetiva\u00e7\u00e3o da doa\u00e7\u00e3o.<\/p>\n\n\n\n In the rush to send the Portf\u00f3lio\/Proposta Comercial<\/strong> as soon as possible for the financier, the fundraiser may forget crucial points that will make the proposal more interesting for the financier.<\/p>\n\n\n\n Therefore, it is recommended that before starting to write the document, the person responsible for the institution, preferably someone with reasonable knowledge about it, and who has a certain sales acumen, to be able to convey a good image of the institution, organizing the materials that will help boost the proposal.<\/p>\n\n\n\n \u00c9 interessante verificar se j\u00e1 possui o arquivo do papel timbrado da institui\u00e7\u00e3o, se a logo est\u00e1 em alta resolu\u00e7\u00e3o e se os gr\u00e1ficos, tabelas e cronogramas produzidos em outros programas, como no Excel est\u00e3o f\u00e1ceis de serem inseridos na proposta.<\/p>\n\n\n\n Think about layout <\/em>before drafting the document is important, as it gives a professional look<\/strong> to the proposal, which will certainly attract even more attention from your prospect<\/em>.<\/p>\n\n\n\n If the proposal is delivered in print to the funder, it is worth investing in the institution's personalized folders to accommodate the document and also include presentation materials, such as a folder<\/strong>.<\/p>\n\n\n\n An objective and well-organized proposal will be much more likely to be appreciated by the funder and considered, perhaps to the detriment of less attractive ones. So, pay attention to content<\/strong>, at presentation <\/strong>and in layout<\/strong>, this way your chance of winning over the financier is great.<\/p>\n\n\n\n Therefore, it is interesting to start this organization in the first stage of the document, which includes the cover <\/strong>and the index<\/strong>.<\/p>\n\n\n\n Logo na capa, \u00e9 importante identificar a Institui\u00e7\u00e3o e o Financiador, iniciando o processo de personaliza\u00e7\u00e3o do Portf\u00f3lio, exatamente para aquele Financiador. Dessa forma o interesse dele em sua apresenta\u00e7\u00e3o aumentar\u00e1 consideravelmente. Por exemplo:<\/p>\n\n\n\n In addition to this information, you must enter the logo da institui\u00e7\u00e3o<\/strong>, se houver, e o escopo da campanha, tipo: Distribution of 20 thousand Dehydrated Vegetable Soups per week in the City of Cabrob\u00f3 das Aroeiras<\/span><\/strong>, (this is just an example\u2026 lol) <\/em>In the header, the contact details and address of the institution in the footer, if the institution does not already have a letterhead.<\/p>\n\n\n\n Once this step is complete, it\u2019s time to draft the proposal index.<\/p>\n\n\n\n In it, you will be presented with the prospect<\/em> all the subjects covered throughout the document, in a way that makes it easier to find the most important points.<\/p>\n\n\n\n At this stage, it will still be just a draft, as page numbers will only be included after the proposal is finalized.<\/p>\n\n\n\n As much as the funder knows your institution and its projects through meetings with the fundraising team and even through the research he has done on the subject, the Portf\u00f3lio\/Proposta Comercial<\/strong> <\/strong> It also serves to present to the prospect <\/em>as funcionalidades do que voc\u00ea est\u00e1 oferecendo a ele, mostrando os benef\u00edcios da execu\u00e7\u00e3o daquele projeto na sociedade e como o financiador tamb\u00e9m poder\u00e1 ser beneficiado com essa exposi\u00e7\u00e3o.<\/p>\n\n\n\n Therefore, it is important that during the presentation the recruiter includes personalized information in the proposal for your prospect<\/em>, showing him that the negotiation is meeting his expectations and needs.<\/p>\n\n\n\n During the production of content, the fundraiser must be careful to maintain clarity and avoid using very technical terms that could compromise the funder's understanding.<\/p>\n\n\n\n Another point that cannot be missing in a good proposal is the escopo do trabalho<\/em>, principalmente em um documento voltado para a desenvolvimento e execu\u00e7\u00e3o de um projeto.<\/p>\n\n\n\n At this stage, the fundraiser explains to the financier how project deliveries will be carried out and all the information regarding the number of hours dedicated and the number and level of professionals involved in carrying out the work.<\/p>\n\n\n\n So that information from the escopo de trabalho<\/em> are well organized and easy to understand for prospects<\/em>, it is interesting that the institution uses t\u00e1ticas de escaneabilidade<\/strong><\/em>, as bullet points<\/strong><\/em> para apresentar cada t\u00f3pico e destaque em negrito as keywords<\/strong> more important.<\/p>\n\n\n\n \u00c9 comum que os financiadores queiram resultados mais eficientes e no menor tempo poss\u00edvel, ao financiar um projeto.<\/p>\n\n\n\n \u00c9 fundamental ent\u00e3o que os angariadores alinhem bem essas expectativas com o financiador j\u00e1 durante os primeiros encontros na prospec\u00e7\u00e3o, e documentem isso no cronograma apresentado na proposta.<\/p>\n\n\n\n Insira tabelas ou gr\u00e1ficos para mostrar de forma clara ao financiador as datas em que cada etapa do projeto a ser executado ser\u00e3o realizadas.<\/p>\n\n\n\n \u00c9 importante que essas datas sejam realmente poss\u00edveis de serem cumpridas, pois se o intuito \u00e9 impressionar o financiador para que ele seja convencido da doa\u00e7\u00e3o, voc\u00ea poder\u00e1 ter futuramente muitos problemas se n\u00e3o cumprir os prazos ou os escopos acordados. A clareza e a sinceridade devem ser a base de toda essa rela\u00e7\u00e3o.<\/p>\n\n\n\n Create one Portf\u00f3lio\/Proposta Comercial<\/strong><\/strong> It is a time-consuming and detailed task. To help you with this mission, we created a complete and editable 100% template in presentation format (Canva<\/a>, Google Slides<\/a> It is Power point<\/a>, PDF<\/a>)<\/span><\/em><\/strong>.<\/p>\n\n\n\n To receive the free proposal template, click here<\/a><\/strong>i<\/strong><\/a>.<\/p>\n\n\n\n Saliento aqui que, hoje, com o advento das plataformas de tecnologia para designer, qualquer pessoa com o m\u00ednimo de conhecimento pode criar, desenvolver, construir e copiar sua Proposta Comercial, seu Portf\u00f3lio, sua Carta de Apresenta\u00e7\u00e3o, Curr\u00edculo e etc. D\u00e1 para fazer quase tudo, bem dizer. Um plataforma excelente para isso \u00e9 o CANVA<\/strong>. Assim, deixei logo abaixo uma s\u00e9rie de links de modelos do Canva <\/strong><\/a>for each of your needs.<\/p>\n\n\n\n With all of this clearly and defined, it will be easier to put your ideas on paper, as most of the work has been done. At these times, remember that an adequate presentation is essential to convey even more confidence and security.<\/p>\n\n\n\n Therefore, use a letterhead and create a simple structure that can be followed as a standard in your other proposals, as follows:<\/p>\n\n\n\n The cover is the presentation of your proposal, as the first impression is important, it's worth taking care of it. It is important to include in this part the name of the Institution and the prospect<\/em>.<\/p>\n<\/div><\/div>\n\n\n\n This is where all the sections with the information that will appear in the proposal will be organized for handling. This is a simple but essential element, especially in voluminous proposals, with many pages.<\/p>\n<\/div><\/div>\n\n\n\n A introdu\u00e7\u00e3o da proposta deve ser concisa e simples, evitando confus\u00f5es ou d\u00favidas iniciais. Nessa se\u00e7\u00e3o \u00e9 onde ser\u00e1 brevemente descrita sobre a institui\u00e7\u00e3o, sua experi\u00eancia e forma objetiva como prop\u00f5e realizar seu projeto ou suas atividades, contido nas pr\u00f3ximas p\u00e1ginas da proposta.<\/p>\n<\/div><\/div>\n\n\n\n Provavelmente \u00e9 uma das partes mais importantes de todo documento. Trata-se da se\u00e7\u00e3o em que a Institui\u00e7\u00e3o explicar\u00e1 de que forma o financiador tomar\u00e1 uma decis\u00e3o acertada ao apoiar o seu projeto.<\/p>\n\n\n\n This is where it must be clear to the financier why he should choose your institution. In addition to describing the specific solution for each potential activity, the argument must also include the institution's differentiators and its strengths.<\/p>\n\n\n\n \u00c9 recomendado que a argumenta\u00e7\u00e3o seja baseada em dados concretos e informa\u00e7\u00f5es precisas, como infogr\u00e1ficos de indicadores-chave pertinentes ao projeto ou n\u00fameros importantes da institui\u00e7\u00e3o.<\/p>\n<\/div><\/div>\n\n\n\n Depois da argumenta\u00e7\u00e3o vem o detalhamento de projeto, como ser\u00e1 realizada cada a\u00e7\u00e3o, a metodologia aplicada no servi\u00e7o e a estrat\u00e9gia a curto e m\u00e9dio prazo (or even long term, depending on the type of proposal)<\/em>.<\/p>\n\n\n\n Uma solu\u00e7\u00e3o bem descrita envolve o escopo citado acima no artigo, assim como a proje\u00e7\u00e3o de dados como o resultado que espera-se alcan\u00e7ar no per\u00edodo determinado.<\/p>\n<\/div><\/div>\n\n\n\n Ap\u00f3s a descri\u00e7\u00e3o com precis\u00e3o dos servi\u00e7os que ser\u00e3o prestados, \u00e9 importante para o futuro financiador entender o tempo gasto em cada etapa, assim como os prazos de entrega para cada produto.<\/p>\n<\/div><\/div>\n\n\n\n As the name suggests, after detailing the entire service, it's time to talk about how much it will cost the financier.<\/p>\n\n\n\n \u00c9 fundamental que a Institui\u00e7\u00e3o aja com transpar\u00eancia e honestidade na hora de apresentar os valores, para que n\u00e3o haja nenhuma surpresa do financiador quando for fechar o acordo ou em alguma etapa adiante da negocia\u00e7\u00e3o.<\/p>\n<\/div><\/div>\n\n\n\n Hora de encerrar a proposta e garantir mais uma inser\u00e7\u00e3o de marketing e branding pessoal. Of course, these topics are just a few suggestions and you can change them according to your needs, always trying to make your proposal objective and clear.<\/p>\n<\/div><\/div>\n\n\n\n Check out some good practices that will further improve the quality of your proposal!<\/p>\n\n\n\n The fundraiser visited the financier and they agreed at the end of the meeting that the proposal would be forwarded on a certain date.<\/p>\n\n\n\n However, upon arriving at the institution, the funder is faced with a series of tasks and ends up delaying sending the proposal to the funder.<\/p>\n\n\n\n Although this situation is quite common, as the routine in the fundraising area is quite hectic, the seller needs to organize himself so that the proposal reaches his financier on the agreed date, demonstrating that the Institution has "word"<\/em>.<\/p>\n\n\n\n In cases of unforeseen events that make it impossible to deliver the document on the agreed date, the funder must communicate with the financier and notify them of the delay, coming forward and apologizing for the inconvenience.<\/p>\n\n\n\n As discussed previously, sincerity and clarity<\/strong> These are the keys to good capture.<\/p>\n\n\n\n As much as funders know your institution, it is interesting to highlight in the proposal a brief description of its work and activities, as well as its differences.<\/p>\n\n\n\n At this stage, it is also worth sharing the portf\u00f3lio <\/strong><\/em>and the actions of the Institution.<\/p>\n\n\n\n So that the document does not become long, the tip is linkar<\/strong><\/em> to pages on the internet where financiers can check this information in full.<\/p>\n\n\n\n As important as preparing the proposal is reviewing all the content before sending it to the funder.<\/p>\n\n\n\n Carefully reading all topics, reviewing graphs and tables, correcting grammar and spelling is an excellent way to prevent incorrect data from being shared with the financier.<\/p>\n\n\n\n Also ensuring that nothing ends up compromising the quality of your proposal.<\/p>\n\n\n\n This tip is very important so that all the work involved in preparing a good proposal is not wasted.<\/p>\n\n\n\n When sending the document to the funder, it is important to communicate the following day to confirm that he received the file, if he was able to evaluate the material, if he has any questions and to schedule a next date with him to resume contact if he has not yet appreciated the proposal. .<\/p>\n\n\n\n The fundraiser must always maintain contact with the financier until the proposal is accepted or rejected.<\/p>\n\n\n\n Mas \u00e9 preciso ficar atento para n\u00e3o parecer inconveniente ligando ou enviando e-mails diariamente ao financiador. A melhor forma \u00e9 sempre combinar com o financiador ou seu preposto os dias e hor\u00e1rios que ele consiga conversar sobre o assunto.<\/p>\n\n\n\n There are financiers who take longer to provide feedback, as they depend on the analysis and approval of other people, so one way to maintain a good relationship is by respecting each person's time and always being available to clarify doubts about the proposal.<\/p>\n\n\n\n O processo de efetiva\u00e7\u00e3o de uma doa\u00e7\u00e3o \u00e9 bastante complexo e precisa de muito empenho dos captadores para que seja conclu\u00eddo com sucesso.<\/p>\n\n\n\n O Portf\u00f3lio\/Proposta Comercial<\/strong><\/strong> It is a very important link between the Institution and the financier, which is why it needs special attention.<\/p>\n\n\n\n Below are Portfolio Models or Commercial Proposals that can be accessed on the internet, I just had the trouble of organizing them here for your information. I also clarify that these models presented below are only a source of information and guidance and should not, under any circumstances, be copied in part or in their entirety.<\/p>\n\n\n\n Success to everyone in your recruitment.<\/p>\n\n\n\n![\"\"](\"https:\/\/rubenssantana.com\/wp-content\/uploads\/2021\/08\/proposta-comercial.jpg\")
<\/a><\/figure><\/div>\n\n\n\nPORTFOLIO <\/strong><\/h2>\n\n\n\n
Know the objective of Portf\u00f3lio\/Proposta Comercial<\/strong> <\/strong><\/h2>\n\n\n\n
How to make a Portf\u00f3lio\/Proposta Comercial<\/strong> <\/strong><\/h2>\n\n\n\n
Starting the proposal<\/strong><\/h2>\n\n\n\n
Desenvolva a apresenta\u00e7\u00e3o do projeto<\/strong><\/h2>\n\n\n\n
Share with prospect <\/em>o escopo de trabalho<\/strong><\/h2>\n\n\n\n
Schedule of work<\/strong><\/h2>\n\n\n\n
Proposal template<\/strong><\/h2>\n\n\n\n
<\/strong><\/li><\/ol>\n\n\n\nStart producing a proposal template<\/strong><\/h2>\n\n\n\n
<\/figure>1. Cover<\/strong><\/h3>\n\n\n\n
<\/figure>2. Index<\/strong><\/h3>\n\n\n\n
<\/figure>3. Introduction<\/strong><\/h3>\n\n\n\n
<\/figure>4. Argumentation<\/strong><\/h3>\n\n\n\n
<\/figure>5. Solution<\/strong><\/h3>\n\n\n\n
<\/figure>6. Schedule<\/strong><\/h3>\n\n\n\n
<\/figure>7. Values<\/strong><\/h3>\n\n\n\n
<\/figure>8. Conclusion<\/strong><\/h3>\n\n\n\n
Nessa parte voc\u00ea poder\u00e1 explorar um pouco mais sobre a experi\u00eancia e a expertise dos seus times, incluir depoimentos de outros financiadores ou de usu\u00e1rios finais do seu projeto.<\/p>\n\n\n\nMore tips for making a good proposal<\/strong><\/h2>\n\n\n\n
Meet the proposal submission deadline <\/strong><\/h3>\n\n\n\n
Talk about the history of the institution<\/strong><\/h3>\n\n\n\n
Review the proposal before sending it to the funder<\/strong><\/h3>\n\n\n\n
Fa\u00e7a um follow up com os financiador<\/strong><\/h3>\n\n\n\n