PART VII | LESSON 30: THE PROPOSAL MATERIAL HANDLING ACADEMY

Lesson 30 Worksheet: The Proposal

Recall first, from memory. Then run the completeness drill against the eight deliverables, then the limitation rewrite, then your Riverside package.

Recall

Short answers, from memory.

1. A proposal isn't a sales document. What is it, and what's its one job?

2. Where do system limitations live in the proposal, and what are the three standards for how they're written?

3. What does the gated no-advance model require before you pass a gate with open items, and who reviews the checklist before release?

Proposal-Completeness Drill

A draft proposal crosses your desk. It contains: a system layout with dimensions, an equipment list with models and quantities, the Product Spec Calc outputs, a paragraph in the system description mentioning the weight limit, and a two-page executive summary. Check the draft against the eight deliverables. Mark each one present or missing, and for anything present but done wrong, write what's wrong on the line.

DeliverablePresent / MissingIf present but wrong, what's wrong?
1. System Layout PM
2. MTBH Table PM
3. Conveyor BOM PM
4. System Limitations PM
5. Assumptions and Exceptions PM
6. Cost Drivers PM
7. Calculations PM
8. Maintenance Requirements PM

The Limitation Rewrite

Fix the wording and the placement, not just one of them.

SCENARIO

A proposal you're reviewing states, in the fourth paragraph of the system description, that "the system is optimized for packages up to about 28 pounds." A business buyer is about to sign. Rewrite the limitation the way the standard requires, name where it belongs, and write one sentence on what the softening costs after installation.

RIVERSIDE PROJECT NOTES: THE PROPOSAL PACKAGE