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Creating a Proposal

Your guide to creating a proposal that stands out

Writing a proposal that outlines and describes your presentation or session is a key first step when you seek to speak to an audience or facilitate a session for an organization.

Steps to writing a proposal

The proposal-writing process is rather extensive. Here is a list of everything you will need to get started:

Session abstract, including an overview, session description and what attendees can expect from your session. For example, include:
  • Details on how you identified the issue or challenge
  • The approach used to solve the issue or challenge
  • The outcomes achieved
  • Your recommendations going forward
  • Data sources
  • Details on how you’d conduct a group discussion if submitting as a facilitator

Three learning objectives, describing measurable outcomes. Each learning objective should be a concise sentence that begins with a measurable and observable verb.

Session education levels, such as:
  • Basic – Designed to provide a general understanding of a topic or knowledge area
  • Intermediate – Designed to develop a working knowledge of a topic or a knowledge area or build on a basic curriculum
  • Advanced – Designed to develop in-depth expertise in a topic or knowledge area
Your proposal should focus on audience needs and should not promote a product or service.

Proposal Writing Guidelines

The following guidelines will help optimize your proposal:
  1. The topic: Ensure that your topic and framing are relevant, that the topic is geared toward medical practice managers and that it provides actionable information for attendees to use in their work. Keep in mind that participants learn not only from successes, but also from lessons gleaned from failed efforts.
  2. The outline: The title of the session must reflect the session description, which in turn must accurately reflect the learning objectives. The three items must work together to set up the supporting details.
  3. The details: Include enough detail to support your overall learning objectives. Proposals that provide enough supporting detail to help reviewers envision the session’s intent are more compelling.

Please Reference Blooms Taxanomy

Best Practices in Proposal Writing

Keep the following best practices in mind when writing your proposal:
  • Envision your target audience.
  • Identify a topic that is timely, relevant, engaging and valuable to the audience.
  • The topic and the session’s contents should help attendees improve the way they work.
  • Provide relevant, actionable conclusions.
  • Provide enough data and/or examples to support the proposal.
  • Think through the ideal delivery approach, given the topic and audience.


What else do you need help with?
Design  Deliverability

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