Sample Informal Proposal PDF

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Informal Proposal prepared by the student for the course...

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COVER LETTER

Andrea Jacobs English Professor Centennial College 941 Progress Avenue Toronto, ON M1G 3V4

COVER LETTER

Dear Ms. Jacobs: As the representative of the Sun life Financial we are courteously requesting a grant in the amount of $30,000 for our tools such as laptops and smartphones to be used by our employees during their business trips in order to stay connected with the company and increasing customer sales. As the largest financial company in Canada, serving 1000 of customers every day, we are conscious of changing the company procedure and are committed to growing and adapting our center to meet emerging needs. The new providing tools as discussed in further proposal will allow us to have several distinct benefits such as (1) Lunch and learn program will be conducted and different sessions will be provided for an employee to understand its purpose, (2) Increases communication with the company far away from it and better access to information. Our chair Person and CEO is passionate about this Lunch and Learn Program and eager it to promote it in an effort to be more general and traditionally able for all other surrounding communities that need these kind of services for their respected employees. We will follow up with you in ten days to answer any questions, and to see whether there is a chance to meet with you to discuss benefits of our proposal. Please feel free to contact Syeda Mehreen, our CEO of Sun life Financial, at (111) 111- 1111, or [email protected] Thank you for in advance for your consideration. Sincerely,

Syeda Mehreen President

ABSTRACT

The Chance for increasing the productivity and the mobility of Sun Life Financial proposes to request a model project for impacting less interaction within employees during business trips. It is a major intervention plan aimed at influencing less communication within employees. The ultimate goal of the Chance for increasing the productivity and the mobility is to reduce risk factors for loosing sales. With inadequate funds and resources, an organization approach which recruits the support and networking of the whole community, is most likely to have impact on this problem which reduces the profit and also the market price in the community. The program which are suggested will be taken into consideration as a part of sun life internal program which ultimately will affect the employees means of communication, documents which are produced at the end of the month or a year counting the retailing of total sales, transferring information from a long distance journey into the company’s database and many important aspects which will be beneficial for the company itself. This program is approved by the President and they are willing to put that into practice as soon as possible for better employee’s growth and sales. The chance of implementing this program is aimed at employee’s good will and is also in the favour of the company. By using this approach it will expand our services and representatives will also get a chance to deal with different kind of technology. Employee will be trained how to use this devices efficiently if they are not familiar with how to use them. This program is targeted to begin December 12, 2014.

Proposal for: Request, Supply and Demand RFP under ENGL 253 – 063

Department of Finance Sun Life Financial

November 13, 2014

Prepared By: Anchal Sharma, Syeda Mehreen, Rukshar Patel Sun Life Assurance Company of Canada 227 King Street South Waterloo, ON, N2J 1R2 www.sunlife.ca

TABLE OF CONTENTS

Contents BACKGROUND AND PURPOSES………………………………………………………………………….. PROPOSED PLAN AND BENEFITS………………………………………………………………………… 2 LUNCH AND LEARN...……………………………………………………………..…… 2 FEEDBACK……………………………………………………………………………..…… .2 EQUIPMENT PROVIDED…………………………………………………………..…. .2 SECURITY CONCERNS…………………………………………………………………… 2 TECHNICAL SUPPORT…………………………………………………………………… 2 BENEFITS....................................................................................…... 3 STAFFING AND QUALIFICATIONS……………………………………………………………….……… .3 COST………………………………………………………………………………………………………………… . 3 AUTHORIZATION…………………………………………………………………………………………..…. .3

Sun Life Financial November 10, 2014 Ms. Andrea Jacobs Centennial College 941 Progress Avenue Toronto, ON M1G 3V4 Dear Ms. Jacobs:

I write this letter to offer a solution to a recurring problem. The problem is that few representatives including me will be away for up to a week and during that time we will be making sales calls to the schools, colleges, and universities within Ontario. Sales representatives become frustrated because as it is difficult to connect with each other. I suggest that we should be provided with wireless laptops and smartphones so we will have enough devices to work with and therefore be able to connect without the hassle of damaged down communication. The advancement of wireless computer networks supported by 802.11 protocols has the prospective to change the way information is circulated and consumed. This wireless technology, popularly known as Wi-Fi, is used to link a large amount of devices and the Internet through the mechanism of transistor waves. These kind of computing devices can spontaneously move within a coverage area of wireless local area network (WLAN). Moving computers from one counter to another, room or one position to another, can simply change the structure of LAN and also can be reshaped. This correspondence outlines the comprehensive scope of a plan we propose, including main ideas, policies, procedures, identification of responsibilities, and the estimate cost. BAC KGROUND AND PUR POSES Considering the relevant work experience, education and specific skills SunLife Insurance team has 100 sales professionals that they share in common which guarantee that they are highly successful in their positions. However, sales performance among the team can vary if the representatives would not get sufficient devices to work with the customers to increase the sales during their travel or on a business trip. There is a gap of 75% between the maximum and minimum performance that highly concerns our SunLife Insurance Company. For example, considering the fast-paced mobile training it is vibrant that only access to e-mail is awfully insufficient for the growth of production and making employees better-informed. The arrangement of these devices such as wireless laptops, smartphones, tablets, along with their several software applications, makes it easier for workers to work collaboratively and businesses to connect internally with staff and their clients. These wireless technology lets people use company statistics and assets without being tied to a single location. Whether your staffs are roaming to meetings, out on sales calls, working from a client’s location or from home, mobile devices can support them to keep in touch, be resourceful, and make use of company assets.

Sun Life Financial Mobile devices can also change the way your company organizes business - new technologies direct to new means of working, and new products and facilities which can be provided to your clients. They make your crew well-organized, more inventive, and more appreciated to your clients. We can increase the potential sales output by a factor of several hundred percent – if they can define what it is that makes their best performance dynamic than their average and bottom performers. Such an increase in sales would not increase the sales personnel. PROPOSED PLAN AND BENEFITS On the basis of previously conducted survey organized by the HR Department, we came across this conclusion that the following plan will beneficial for the company’s well-being. The details are as follow: LUNCH AND LEARN Providing the employees in-depth explanation during lunch and learn program, how the advantages of wireless can help the organization save money and increase productivity, and by increasing the mobility and collaboration amongst the employee will create positive and more effective solutions. Along with that we will also clarify that how the distribution of wireless equipment’s will be a better solution for roaming on site without losing your connection, and also employee’s will have full access to company’s database and will be in touch 24/7. FEEDBACK Each employee will be required to fill out a suggestion form in order to identify the need of an equipment to buy in numbers, and also conclude the total number of users who need to have access to the network outside the premises. This will help us to regulate the overall access authorizations to company’s database. EQUIPMENT PROVIDED Each employee will receive one wireless laptop and smartphone containing software’s, learning modules, and printed copies for that particular software. SECURITY CONCERNS WEP encryption is best used for keeping the files safe which are sent over internet. It is essentially a complicated software algorithm that scrambles data as it’s sent unscrambles it as soon as it’s received. Also, VPN (Virtual private network) another secure network when combined along with other tactics makes wireless connection extremely secure. So, if someone interrupts the transmission, the data is protected. TECHNICAL SUPPORT The equipment’s provided to each employee will be fully insured under their insurance provided by the company. However, all other technical issues will be dealt professionally by technical professionals of the wireless network providers.

Company Name Here

Sun Life Financial BENEFITS OUTLINE The following benefits outline corresponds to five major business benefits: 1. 2. 3. 4. 5.

Increased mobility and collaboration Improved responsiveness Better access to information Enhanced employees access and interaction More flexible network that allows new and temporary users to have a rapid access.

STAFFING AND QUALIFICATIONS Sun life Insurance has earned a reputation as a local header in the field of sales and marketing department by offering sales at reasonable price and ongoing support to other businesses and organizations in Toronto. Our sales professionals Kevin Dougherty, Rick Headrick, Robert Dumas holds Master of Business Administration from the Rotman School of Management at the University of Toronto, and an ICDD designation from the institution of Corporate Directors, Bachelor of Commerce and LL.B from the University of Saskatchewan, degree in Acturial Mathematics from the University of Manitoba respectively. All the members of the Sun life Insurance Company have an understanding of government agencies and businesses such as Inuit Canada Limited, Morning Star Canada.

Over more than 70% of our clients report a significant improvement in the quality of sales insurance and a considerable reduction in the time it takes to process them and sell them successfully. For employee comments and evaluation surveys please refer to our website. www.sunlife.ca/Surveys. A full employee satisfaction survey will be taken at the end of the business trip with improved use of equipment’s and experience the employees will have in terms of wireless laptops and smartphones.

COST The total cost of the supplying tools such as smartphones, wireless laptops, Wi-Fi sticks including a workshop for the representatives who were away for some days, consultations, and ongoing support services, is $30,000. All other personal clothing is advised to carry them on a trip.

AUTHORIZATION Our Professional approach to supply technical tools has been implemented to a high degree of employee satisfaction and omp anyNa e r e to will enhance your efforts to improve the quality of the way the sales are being processed inC our company. I me lookH forward discussing the details of these proposals with you and answering any questions you may have regarding my suggested offer for representatives. The effective solution to the suggested proposal will be taken into effect from Nov 12 2014. Sincerely,

REFERENCES 

Adam Matei, S. (2009). The Effect of Formal and Informal Social Capital on Diffusion of Wireless Encryption Practices: A Case Study. The Journal of Community Informatics, 5. Retrieved November 12, 2014, from http://cijournal.net/index.php/ciej/article/view/356/442

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Fritz, J. (n.d.). Sample Cover Letter for a Grant Proposal. Retrieved November 12, 2014, from http://nonprofit.about.com/od/foundationfunding grants/a/coverletters_2.htm

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What Is an Example of an Informal Written Proposal? (n.d.). Retrieved November 13th, 2014, from http://examples.yourdictionary.com/what-isexample-informal-written-proposal.html

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