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Refresh a Proposal Template for Corporate Credibility

Provide a concise written note with layout and content recommendations to modernise our proposal template for HR/Procurement audiences. Your guidance will let our in-house designer execute a reusable, winning template.

ADVICE   WRITTEN

WHAT WE NEED YOUR HELP WITH

Give actionable notes to create a reusable, modern proposal template primarily layout guidance, plus content tips on showcasing impact, pricing, and credibility to HR leads.

WHERE WE ARE TODAY

Sweet Life is a 10-year-old NPO and SA’s largest online diabetes community

Aside from a very simple design tweak (adding borders), we haven’t changed our proposal template in years. 

Our internal designer can assist, but needs a clear brief and we’re too close to the current template to brief well. 

We’re preparing a 90-minute workplace-diabetes training proposal for HR execs at large corporations and worry the current template lacks polish for that target.

OUR SPECIFIC QUESTIONS

  • Structure & Sections: Which elements/sections drive higher acceptance rates?  
  • Design Refresh: Does design need a full refresh or subtle upgrades, and what exactly should we brief our designer to do?  
  • Proof & Pricing: How should we showcase impact, pricing, and credibility to corporate HR leads? 
  • Professionalism Check: Is the current template professional enough for large-corporate HR/procurement expectations?

HOW YOUR HELP WILL IMPACT US

A more compelling template could unlock new corporate partnerships and funding opportunities, extending runway before the next redesign.

THE RIGHT VOLUNTEER

  • Someone with a design and marketing/sales background
  • Someone who has worked in corporate environments and knows what HR/Learning and Procurement teams are looking for.
  • Ideally someone who has sold into corporate environments and knows what HR / procurement teams look for

HOW WE WILL CONNECT AND WORK TOGETHER


Engagement at a glance

Format: Asynchronous, written advice
Deliverable: Clear notes/documents we can hand to our designer which will help us do a redesign
Submission: Upload your file directly to the workspace (PDF or Google Doc link both fine)

ADDITIONAL RESOURCES

1. A recent proposal for a print guidebook:
guidebook.pdf

2. A proposal for our chatbot: 
Sweet Life Chatbot Aspen 2025.pdf

SHARE YOUR EXPERT ANSWER

Tone & format tips
  • Keep language plain and actionable, avoid jargon where possible.
  • Use clear headings, concise explanations, and practical next-step checklists where helpful. 
  • Use bullet points and numbered steps rather than long paragraphs.
  • Include links to any frameworks, templates, or external resources you reference
When ready, upload it to the workspace. 
Sweet Life Diabetes Community logo

CAUSE

Sweet Life Diabetes Community

MISSION

Inform, inspire and connect South Africans with diabetes empowering them to live healthy, happy lives through clear answers and supportive community.

CATEGORY

HEALTH & MATERNAL CARE

WHAT WE DO

- Test diverse formats and languages to deliver accessible diabetes education nationwide.
- Answer every diabetes question and cultivate a peer community for sharing experiences and support.
- Elevate diabetes into mainstream media by crafting discussion-worthy stories for radio and TV.

IMPACT LOCATION

South Africa

YEAR FOUNDED

2001

FIND OUT MORE