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Writing a proposal.

A guide for preparing a thought-through recommendation for a meeting.

When you bring a new idea or a problem to a meeting, it can be tempting to just turn up and ask the group what they think. However, this can lead to long, unstructured debates that drain time and energy.

This guide helps you work through your ideas before the meeting starts. By structuring your thoughts into a clear, one-page proposal, you can present a recommendation along with the other choices you considered. Your colleagues can immediately focus on reviewing your logic and making a firm decision.

Process.

A good proposal follows a predictable journey.

TitleHeadline
BackgroundWhat happened before this?
FrictionWhat's the problem I need to fix?
Decision questionWhat exactly am I asking the group to decide?
Options consideredWhat are the choices?
Key requirementsWhat matters most here?
Pros and consHow do the choices compare?
RecommendationWhat is my recommended choice?
WhyWhy does this option win?
Review triggersWhen should we look at this again?
Next stepsWhat happens next?

Detailed explanations.

BackgroundWhat happened before this?
ExplanationExplain the history, how things got to this point. Include boundaries like budgets, deadlines, or legal constraints. Map out the current environment clearly.
What to ask yourselfWhat has changed recently to bring this to a head? Have you tried to fix this before? What are the fixed limits?
FrictionWhat's the problem I need to fix?
ExplanationFocus on the gap between where things are now and where they need to be. Clearly state the specific pressure point, inefficiency, or pain that makes a decision necessary.
What to ask yourselfWhat is the specific pain you are feeling? If you do absolutely nothing, what happens next?
Decision questionWhat exactly am I asking the group to decide?
ExplanationA clear, concrete question that forces a real choice. Aim for a high-level strategic question rather than a low-level task. For example, don't ask which software to buy; ask how to solve the underlying problem.
What to ask yourselfStart with "Should we…" or "How can we…"? Check: Am I accidentally just asking for permission on a minor task?

Detailed explanations.

Options consideredWhat are the choices?
ExplanationLay out the genuine, distinct alternatives. Present at least two or three realistic and diverse paths, including the option of doing nothing.
What to ask yourselfWhat are three entirely different ways to solve this? What does "doing nothing" look like? Is there a more radical option I haven't considered?
Key requirementsWhat matters most here?
ExplanationThese are the objective standards you are using to judge the options. Define what a "good" outcome looks like using criteria like cost, speed, quality.
What to ask yourselfWhat are the absolute non-negotiables (e.g., must cost less than £500, or must be done by Friday)? Do we value speed, cost, or quality more?
Pros and consHow do the choices compare?
ExplanationObjectively score each alternative against your key requirements. Highlight the strengths, weaknesses, and trade-offs of each choice, to see where different options fall short.
What to ask yourselfHow does each option hold up against the constraints? What do we give up if we choose a different option?
RecommendationWhat is my recommendation?
ExplanationState your recommendation in one clear, short sentence. Do not sit on the fence or offer multiple answers. Use an active voice.
What to ask yourselfIf I had to make this choice alone today, what exactly would I do?

Detailed explanations.

WhyWhy does this option win?
ExplanationState the exact logic behind your recommendation. Show the deciding factor based on the requirements.
What to ask yourselfWhat was the ultimate deciding factor(s)? How do I explain this choice simply to someone who isn't in the meeting?
Review triggersWhen should we look at this again?
ExplanationName the specific signs, data changes, or dates that would prove the decision isn't working as intended, prompting a formal rethink.
What to ask yourselfWhat would have to happen for us to realise this choice was wrong? What specific conditions or metrics should we look out for?
Next stepsWhat's still left to do?
ExplanationList the immediate tasks needed to kick-start your solution if the group approves your proposal.
What to ask yourselfWho will own the first actions? What is the very next task?