致胜的建议书(公司内部)

 

企业收益

l 领导层不单单重视定性的逻辑思维,更需要量化的数据支撑,您的建议书掌握到这一点了吗?

l 以领导层的视角,营销的理念,商业的思维,三个维度来打造制胜的建议书。

l 課程结构有序的四大部分:  A. 透过建议书达到的终极目的。B. 看透项目需求,可行性评估。C. 建议书的关键框架与内容。D. 提交建议书之后的追踪。

l 清晰的步骤,帮助逐步完善及优化建议书:审视项目需求的五个步骤。致胜建议书的八个关键内容结构。提交建议书前的五步检查。

l 实用方便的工具:项目需求检查表。可行性评估表。帮助高效完成准备工作,避免资源浪费,乱枪打鸟。

l 利用丰富的案例,帮助学员实际体验不同风格及场景的建议书。同时利用学员的实际案例,来练习并能直接带到实际工作中。

l 怎么站在领导和公司的立场来讲一个打动人心的故事

 

适合对象

l 建议书的菜鸟: 这是一个重要的打下坚实基础的课程。

l 建议书的老鸟: 你可能已经习惯于过去建议书的写作模式,这个课程是一个进一步系统化逻辑化,验证过去经验,并以新的视角来审视建议书写作的课程。

l 所有部门涉及内部项目申请建议书撰写的人员:包括销售,市场,产品研发,客服,财务,生产,人事,管理等工作相关的执行与管理人员

 

课时

2天

 

主要内容

A:建议书的准备工作

l 第一章:建议书要达到什么终极目的?

Ø 准备建议书过程中,经常遇见的困难与挑战

Ø 建议书,和项目(服务)或公司内部活动介绍,有何不同?

Ø 建议书的定义与范畴

Ø 希望透过建议书达成的目的

Ø 透过建议书我们想说服领导层什么?

Ø 建议书的三个C

 

l 第二章:项目怎么产生的?

Ø 项目来源的三种形式

Ø 三种不同来源形式的特点,优势和劣势

Ø 项目从哪里来的三个层级

Ø 从领导层和公司的角度了解项目立项的目的和过程

 

B:建议书的准备工作

l 第三章:看透项目需求

Ø 没有提供书面的项目需求书,要怎样应对?

Ø 项目需求的五步检查表

Ø 和商业目标挂钩为什么那么重要?

Ø 商业价值与个人价值

Ø 管理领导层的期望值

Ø 把握向领导层发问问题的机会

 

l 第四章:准备项目建议书前该有的检查清单

Ø 利用需求检查表,来检查必要的信息是否充分。

Ø 项目可行性评估表:

Ø 从三个维度来评估我们申请这个项目的机会有多大。

 

C:建议书内容写作

l 第五章:兼具功能性和情感性的建议书内容

Ø 致胜建议书结构的三大基本原则

Ø 建议书要站在领导层的角度去思考,而不是我们的角度。

Ø 功能性的架构要达到领导层哪些情感性的感受?

Ø 哪些内容能体现价值?

Ø 哪些内容能体现差异化?

Ø 哪些内容让领导层更放心?

Ø 满足功能与情感性需求的八个关键必要内容?

Ø 八个关键内容各自的目的?与要传递那些重要信息?

Ø 八个关键内容,应该要做的,与不应该要做的注意事项。

Ø 项目成功的关键要素,要怎样写?为什么很重要?

Ø 从哪几个方向去找我们的优势?

Ø 提交建议书前的最后五步检查工作

 

l 第六章:成功案例分享

 

D:提交建议书后的追踪工作

l 第七章:建议书阐述

Ø 宣讲建议书的重要性

Ø 宣讲建议书时怎样呈现重点?

 

l 第八章:练习与点评

Ø 实战演练:制定建议书与阐述

Ø 讲师点评

 

总结、提问与答疑

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Winning Proposal (Internal)

 

Benefits to Enterprises

l Management does not only value qualitative logical thinking, but also rely on quantitative data. Does your proposal obtain both of them?

l Creating wining proposals in 3 dimensions: management perspective, marketing concept and business thinking.

l Well-structured four parts of the course: A. the ultimate goal to achieve by proposal; B. thorough understand of project requirements and feasibility assessment; C. key framework and contents of proposal; D. follow up after proposal submitting.

l Clear steps to help improve and optimize proposal gradually: 5 steps of examining project requirements; 8 key contents of structuring wining proposals; 5 steps of checking before submitting proposal.

l Practical and convenient tools: project requirement checklist, feasibility assessment form. Help to conduct preparation effectively and avoid wasting resource or losing focus.

l Abundant cases help participants experience proposals with different styles and scenarios. Meanwhile, practice on participants’ actual cases to apply in work directly.

l How to tell an attractive story from management and company’s standpoint?

 

Target Participants

l For beginners with proposal: an crucial course to build solid foundation

l For experienced professionals with proposal: you may get used to your own writing style, this course provides further systematic and logic to verify your past experience, as well as to examine proposal writing from a new perspective.

l Personnel need to write internal proposals from all departments, including executive and managerial personnel in Sales, Marketing, R&D, Customer Service, Finance, Production, HR, Administration and etc.

 

Duration

2 Days

 

Course Outline

APreparation of Proposal

l Module 1: What’s the Ultimate Goal for Proposal to Achieve?

Ø Difficulties and challenges often encountered in preparation of proposal

Ø Differences between proposal and project (service) introduction or internal activity description

Ø Definition and scope of proposal

Ø Goals to achieve by proposal

Ø What to convince management by proposal?

Ø 3 “C”s of proposal

 

l Module 2: How to Create Project?

Ø 3 forms of project origins

Ø Characteristics, advantages and disadvantages of the 3 origin forms

Ø 3 levels where projects come from

Ø Understand the goal and process of project establishment from management and company point of view

 

BPreparation of Proposal

l Module 3: Thorough Understand of Project Requirements

Ø How to deal with the circumstance when written project requirements are not provided?

Ø 5-step checklist of project requirements

Ø Why connecting with commercial objectives are so important?

Ø Commercial values and personal values

Ø Expectations of management

Ø Seize opportunities to ask questions to management

 

l Module 4: Checklist for Preparation of Proposal

Ø Checklist of Requirements to check adequacy of necessary information

Ø Project Feasibility Assessment Form

Ø Assess opportunity of project application from 3 dimensions

 

CProposal Content Writing

l Module 5: Proposal with both Functional and Emotional Contents

Ø 3 basic principles of winning proposal structure

Ø Think from management perspective for proposal

Ø Which emotional perceptions of management should functional structure reach?

Ø Which contents can reflect value?

Ø Which contents can reflect differentiation?

Ø Which contents can assure management?

Ø 8 imperative contents satisfying both functional and emotional needs

Ø Respective purposes and messages to deliver of the 8 imperative contents

Ø Do’s and Don’ts of the 8 imperative contents

Ø How to write keys factors of project success? Why is it important?

Ø From which directions to find our advantages?

Ø The last 5 steps to check before submitting proposal

 

l Module 6: Successful Case Study

 

DFollow Up after Submitting Proposal

l Module 7: Proposal Presentation

Ø Importance of proposal presentation

Ø How to exhibit key points in proposal presentation?

 

l Module 8: Exercise and Comment

Ø Practical exercise: make proposal and proposal presentation

Ø Trainer’s comments

 

l Summary, Q&A

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