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Online Seminar

Designing research and creating proposals - offering and selling the right solution

Why do you need to know this?

Metaphorically a proposal leads to an engagement and to marriage. Proposals demonstrate an agency understands the client and is the right partner for a working relationship. At the very least a proposal is a sales pitch and should use good sales techniques as well as forming the contract and action plan for the research.

Proposals should contain a workable initial sample design.

If you have either a briefing document from the client - or the chance to discuss the research face to face, you can learn a great deal about their preferences for research style and the type of proposal they are looking for.

Course content
  • Redefining a business problem as a research problem
  • How to write research objectives
  • Methodologies to consider
  • Domains or research to consider
  • 10 steps to structuring a sample
  • Step by step guide to running a project
  • Managing face to face briefing meetings
  • Writing a proposal - the ultimate template
  • Analysing client preferences to build better rapport
  • Keeping it Adult and collaborative (minimising the politics)
  • A proposal review Checklist
What will you know and be able to do at the end of this Seminar?

You will be able to confidently handle briefing meetings and understand client needs. You'll have a proposal template to adapt, and tools for designing research objectives and samples. You'll be able to review your own and others' proposals, and adapt the proposal to the client's mindset.

Materials and exercises
  • Optional Pre-course Exercise - understanding your insecurities in dealing with clients
  • Course notes
  • Post- seminar coaching - using SMART objectives, apply a checklist to a proposal to improve it

The seminar is delivered using screen sharing and audio so its fully interactive.

Time and cost

Seminar length 50 mins

Cost £40

contact Joanna