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How to protect your ideas

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I have  a picture of my friend Brian fishing on the lakes of New Hampshire in New England and each time I have to  write a business proposal I take it out of my photo album, pinch out the creases and place it on my desk. 

It serves as inspiration.

 

I remember the summer of my contentment when  the photograph was taken, and my wonder at how Brian could rake in  fish after fish while my line remained inert and lifeless. "It's all in the attitude," he laughed rolling  in another whopper of a salmon. 

 

That was the Kodak moment I captured. And that is the moment I have framed on my desk. I defer to that picture because I think that attitude  is also the secret of  writing a winning business proposal. Like fishing, I suppose it requires a bit of hope and a whole lot of unyielding  faith  in the enterprise; that the proposal you spend hours hammering out will be as enticing for the client as any good bait.

 

That's not always the case and I learnt this lesson the hard way. In the early days, I used to chase every piece of business that came my way. I was selective-how do I say this tactfully- like a dog in heat. For days after I sent out a proposal I would stew in anticipation. Hopeful, I would wait for the call back sometimes even jumping the broom and calling the client  myself but that was until  two earthquakes hit my psyche all within the same month. 

 

At the time a prospective client called requesting a proposal for a PR strategy. It was a large company with a successful product and a stale image. I was overjoyed at the prospect of winning this potentially lucrative contract.  Naively -okay I confess stupidly,- I  responded by writing a detailed account of my ideas.  15 hours and 4 boxes of mixed Chinese chicken later, I had conceptualized  what I  instinctively knew was an exciting and  targeted PR proposal.  The client called the following week, and I was told that the  proposal they had wanted asap  was being placed on hold. "The budget is tight now, but we'll give you a call when we're ready."  Three weeks later the very same company started a campaign that bore a horrific twin-like resemblance to my own and I knew I had been taken for the worst kind of ride. The incident shattered  the last bastion of my innocence.

 

It is never easy to take the long view of things, especially  in a culture of 10-second sound bites and  instant messaging service. But in  a process as slow and complex as growing my  own business, I know that the ability to  learn from my mistakes would always have to be my anchor.

 

Writing winning proposals will forever be an important part of acquiring new  business and retaining old clients. I understand its importance: a good proposal sets apart from my competition, it  increases my hit rate on getting the businesses I want, it allows the name of my business to get out there, and it position me as a consultant of choice. 

 

But I no longer believe that the proposals I write should be  a detailed blueprint that contains all my ideas, but something more like an artist's sketch, a  document that is sufficient to sell the idea -the concept of what I am  proposing. 

 

Before I start writing,  I try to  gather information about the clients needs, expectations and  problems. Then I write briefly the project's objective statement, developing  in turn the project's concept, time line, evaluation plan, and  budget. Most importantly in all my proposals I let my client know  that I understand what they are trying to achieve. Armed with the proposal I develop the attitude-or maybe it is in  writing the proposal  that the attitude comes-, and this is my favourite 'go get 'em' line; "we have the solution to your problems, our proposal demonstrates this, now can we do business?" 

 

Thankfully, now, the answer is invariably yes!

 

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Judette, this hits home for me because now I am on my own I have to find business and I have begun the process of writing proposals. I came across one on the internet that had a legal notice attached to it notifying the recipient that the proposal was copyrighted and could not be duplicated. I wonder if this is something I could use and if it could indeed protect my ideas. I certainly do not want to experience what you did. What are your thoughts on this?
# Posted By Laura | 6/17/09 8:09 PM
I must also admit like Judette 12 years ago when I started consulting I wrote two proposals and experienced very similar outcomes with companies implementing my proposal without me as part of the deal. You can use a note in your proposal as well as mail a copy back to yourself, but as Judette describes the best way to capture the business is just to give them an overview or proposal outline addressing the key issues of meeting the clients needs and teasing them with just enough expert and savvy information to have them sign on the dotted line. If not they will surely try to take you for a ride.

A consultant's stock in trade is time and advice! Unfortunately a large percentage of business people here do not respect the rights you have to your intellectual property.

Another methodology I have used which has been very successful for me has been to have Companies / Businesses write to me requesting submission of a proposal with some guidelines further to meeting and discussions as a documented paper trail as to your dealings for future reference if a dispute arises over IP.

A client who is not willing to put it in writing is probably not going to give you any business anyway so just walk away. Other opportunities will come.
# Posted By Aleeyah Amanda Ali | 6/17/09 8:34 PM
Very interesting topic Judette. I've had similar experiences at my previous agency where after presenting numerous ideas for a campaign to an existing client, who rejected them all, the exact concepts surfaced in the media bearing an uncanny resemblance to what was proposed, even though we attached a notice of copyright to all presentations. Another unscrupulous business owner - nothing shocking there. But what shocked me the most was the response from my boss when I asked how come this was allowed to happen. He merely said that our market in Trinidad is too small and close-knit so we don't want to offend anyone or burn any bridges...Huh? Excuuse me? i thought our creative ideas were our currencyin this business? And i know such a blatant infringement on intellectual property would not be tolerated in other parts of the world.

Ohh well, what i've come to realise is that, sure, we get paid for our ideas but we don't really own them (as much as we would like to) and the more we let them go, the more we will push ourselves to come up with even better ones.
# Posted By Sheldon G Pierre | 6/19/09 4:20 PM
Hi Judette, I am not to clear on Proposals but can you tell me if it can be copyrighted? There must be some way to protect you intellectual property as far as proposals are concerned, is there not? There must be ways to hold inconsiderate and conniving business practitioners accountable for their unethical practices!
# Posted By Adanna | 6/22/09 9:03 PM
Adanna, I think Aliyah hit the proverbial nail right on the top when she said leave a paper trail and mail the proposal to yourself but Sheldon is also on point as well.

My guess Sheldon is that your boss had a real fear that if he took up the issue with the Company he would never be be asked to bid again. Hence his " Trinidad is too small" quote.

I think that 'don't steal my ideas' is too much a silly concept if there aren't real serious consequences. Recently my friend, fashion designer Claudia Pegus, saw her one of her dresses replicated in exact detail on someone's facebook. The FB profile owner claimed the dress as her own. Claudia threatened legal action and the picture was immediately taken down.

I think there is a a whole culture shift that is needed I think. And I am shifting my thoughts away from proposal writing here because I think the problem of copy right is epidemic. There is a whole new generation that gets away with 'stealing' music, ideas, text, photos and its perfectly okay. Here's the other trend that is disturbing too the 'thief' looks cool and the originator of the idea looks stodgy. Am I showing my age? I'm not sure . What I do know is there are no easy answers.
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