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How To Write A Case Study To Support Your Business Proposals by Raymond King
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How To Write A Case Study To Support Your Business Proposals |
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Education
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When bidding or tendering for a project, a case study should be used only to support the business proposal therefore it should be kept relevant and under 1,000 words. Its purpose is to provide an illustrative overview of the approach, evaluation and resolution of a similar situation. A good example will include an innovative solution used to enhance delivery of products or services and will have some relevance to the current proposal. Include images, charts and data tables if appropriate. If cost savings can be proved as a result, this can be greatly influential. It is important to aim for clarity, without making assumptions about the recipient's knowledge level, and remove any jargon, which can confuse and annoy rather than impress! The case study, as well as the whole proposal, should be understood by an intelligent person who may not have specialist industry knowledge, as it may be passed between senior management in various sectors. The case study should illustrate barriers and how they were overcome and, perhaps, how or why an initiative may have failed to deliver, which can often be as important as perceived successes. The summary can relate the adjustments that were encompassed in the light of lessons learned. The analysis below can be used as a guide to constructing a supportive case study. Start with a brief summary of between 50 and 70 words, briefly covering three points: describe the challenge or objective; outline the approach taken; describe the process for deciding on personnel and resources to be employed on the project. Explain the background in approximately 100 words; include specific customer details if it is relevant and you have permission. Alternatively, refer to the customer in broad generic terms e.g. a major clearing bank or a large construction and civil engineering company. Include a simple bullet list of the job roles and responsibilities. Describe the challenges and how they were tackled in 200 to 400 words, listing up to six main issues that had to be addressed, following each challenge with its solution and focusing on the anticipated benefits. Highlight difficult problems or barriers that had to be overcome and if parters were involved, explain who did what. The outcomes and impact should be covered in approximately 150 words, ensuring that there is a clear 'before and after'. The reader should clear about how your actions made a real difference. Include cost savings and process efficiency gains as well as other key benefits obtained and ensure that key success factors are highlighted. Don't be afraid to reflect on what could have been done better. Use around 150 words to extol the experience gained with hindsight. There's a perception that case studies are often nothing more than PR exercises so mentioning outcomes that were not as predicted and areas for improvement will add honesty and integrity. A good way to round off a case study is to define what the follow-up steps are and how the situation is being monitored to ensure long-term efficacy of your solution, restricting this to between 50 and 100 words. It is always possible that questions will arise from a brief synopsis so the reader may be relieved to find details provided of someone from your organisation who is familiar the project in question and can field an inquiry. Provide their name, position, email address, and telephone number with the case study. Finally, list three or four key learning points that you would like the recipient to keep in mind, in roughly 100 words. A case study is a useful but small part of any tender for business. If you need more help with bids, tenders or proposals, there are a number of professional companies with experienced staff who can manage the proposal for you or, if you prefer a higher return on your investment, there are training companies who will train and support your staff in the creation and management of successful tenders. sport essays
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