A good business will look for ways to improve sales performance even if it is doing well. The employees will hear about many ways to do this. Some of these ways are obviously hatched in the minds of corporate executives because they would not work in the real world. This is not the case with business process documentation.
The idea behind business process documentation is simple. The employees involved in the value chain of the business can make sure each employee is following company procedures. A salesman who forgets to mention something like an extended warranty, for example, may just be forgetful. At other times, he may be doing it because he does not wish to follow the policy. The documentation process will let the employer know. It will also let them know if the employee has done everything to sell the plan and the sales itself simply are not working. Usually, this occurs across a wide number of a company’s employees.
To start the process, one needs to make sure a new procedure is in place and that the staff has the resources to carry it out. Although paper has its role in documentation, it is not necessary. Many of the documents can be kept on computer to save time and reduce the need for an officer’s paper consumption. Make sure to give the employee’s enough time to fill out the paperwork during their allotted time. Do not stack it onto the tasks of an already busy employee.
If a business is not sure that business process documentation will improve sales performance, they should try it for a brief time. If it turns out to be an empty and time consuming process they do not have to continue on that path. They should not do so either. Continuing the procedure would waste its money.
A good business proposal template has two major sections. The first is the executive summary and the second is your supporting data. This basic structure is essential for making sure that your proposal is going to promote the approach you are proposing and answer all the questions your customer had in their request for proposal (RFP).
The executive summary provides accurate details about the benefits of your company’s approach. It should detail how you would be able to deliver the profitable business ideas your customer set out in their RFP. Make sure that this section highlights answers to any of the major questions they had previously stated in the RFP. Remember that many customers will want to compare the various proposals so having a good quality synopsis in your summary is an excellent way of ensuring your proposal is comparatively better than your competition.
The remaining sections are all considered supporting information. They provide all the in-depth detail about who actually complete the work, what sort of management techniques to be used to direct your workers, the breakdown of work duties, initial cost estimates, where delivery will actually occur, production methods, initial action plans, milestones, reporting techniques and payment expectations. Additional sections may also be added.
As you can imagine, this supporting information can become quite bulky. You should however still try to keep it concise and really reference any bulky data that you can include as part of an appendix. This is especially useful for data relating to budgetary costs, action plans, etc.
Finally, review your business proposal template repeatedly. The evaluation criteria in your RFP will set out the basic scoring system you should use. Always make sure that customer needs are being highlighted, especially in the executive summary. Try to cut out as much extraneous information which does not contribute to the benefits you want to highlight.