Now in this video we're going to show
you how to create a mining industry
related proposal using Proposal Kit.
Proposal Kit includes templates for all
kinds of industries so every Proposal
Pack including the general design themes,
the mining specific design themes, any
design theme has a couple samples that
are mining related. The Wizard software
has layouts for a handful of mining
related project layouts such as pitching a
startup for a mine, an investment
proposal, mining safety, environmental
studies and so on. So we'll show you how
to find all that material on how to
create a mining related proposal. Now we
are going to illustrate this with our
Mining #3 design theme. That
will illustrate this as well for how to
write a mining industry proposal. If you
just go to the homepage, go to the
articles link on the home page and go
down to the mining article you'll scroll
down and you'll see that the article
has links off to samples,
mining samples such as the mining safety
sample, transportation, importing,
exporting, environmental, expression of
interest for mining project. Also, links
to design themes. Now we add design
themes all the time so we've probably
got more design themes on the website
than you're seeing this in this video
over time. But we're going to illustrate
this with the Mining #3 design
theme. Now you can use any of our
hundreds of design themes, you just pick
a design theme that fits the graphic
style you like. So Mining #3 is a
newer proposal design theme so the pages
of the Word document are going to look
like this with this background design,
this color scheme. It's got a nice earthy
color scheme and you can swap out the
background graphics the photos on any of
these design themes as well. So say if
you're mining isn't gold related,
maybe it's another ore or something else.
If you have a background graphic you can
just replace this one in the design
theme. Other mining-related design
themes have just different colors and
photos in the backgrounds.
You'll notice they all have the same
layout for the text so the
Recommendation, the Cost Summary and
so on.
Mining #1, that's more
of a line art design. So you just pick a
graphic design theme that you personally
like. Maybe you're doing
transportation for the mining industry.
We have different design themes for
transportation that will work just fine. If
you're doing an
environmental study or impact statement
you might want to use an
environmental design theme. If you're
doing mining related to the energy
sector you might want to use an
energy design theme instead. So the
design theme doesn't matter, any design
theme will work. So we have Mining #3
selected as our design theme. So
whichever design theme you purchase will
be the one that's selected and you can
purchase multiple design themes. Most
people just get one or two sometimes. Now
once you've got the Wizard software set
up we're going to illustrate this with
our Wizard software. You can still get to
all the samples and use the stock
templates on other platforms without the
Wizard such as on a Mac. On a Mac you
just won't have the Wizard software.
Okay, so every time we're going to create a
document you can go into the button
#2 Document Projects
and you can give this any title you want.
We're going to turn off Excel Dynamic Links
just for purposes of the demo to make it a
little simpler. Excel Dynamic Links
is an Expert Edition feature that will
link the cost tables in the templates
to Excel spreadsheets so you can use
Excel spreadsheets to do your
calculations. And you click the Pick
Documents button and that will go into
the main screen for finding all of the
samples and selecting all the layouts
and this is where you'll find mining
related content. So the first screen
you'll see are the most common templates.
Cover Letter, Title Page, Table of
Contents, Executive Summary, Back Page.
Those are pretty common for every
proposal and then the body pages you'll
select based on your specific
situation. Whether are you doing a
mining startup business plan, an
environmental study, pitching a mining
project, doing a mining safety proposal.
Whatever your situation you've
got thousands of templates to pick from
to make up the body of the proposal. And
the samples and the mining layouts will
show our specific sets of those chapters.
And if you want to find mining specific
categories of templates we'll show you
those first. You can click on this Add
Templates tab. This drop-down. And we have
things broken up by categories. So this
is another way to search through the
thousands of templates to find templates
specific to your situation. So if you
scroll down the list you'll see Energy/
Resources/Mining. Three pages of
templates. Click that. Now you can check
off chapters that are specific to mining,
energy and resources. You can just click
Next and look at all three pages.
Now to see actual samples we can go to
the View Samples tab. Now there's 200
samples that cover a wide range of
industries. If we want to look at
specific ones for mining a quick way to
find those is just click the Search
Samples button and type in one word that
you're looking for. So I'll just do
'mining' and I should find at least a
couple samples. So we have an Expression
of Interest for mining and a Mining
Safety sample proposal. Now these samples
are completed documents that other
people have written and if you select
one from the list you can view the PDF.
Every PDF will have an introduction
page kind of describing the sample, the
list of chapters that make up that
sample, whatever graphic design theme the
sample was made in. Your design theme
will be whichever design theme you've
purchased so that could be different. So
you'll see the sample starts out with a
Cover Letter, the front Title Page. Now
this is using our Mining #2
design. You'll see things like
Prepared For, Prepared By, the title. Those
are merged in by the software into the
template. Our table of contents, our list
of chapters that were selected and then
each chapter actually filled in with
content. Now if one of our samples just
happens to be close to your
situation and you want to reuse this text
and just modify the text and make your
own editable version of one of these
samples the wizard will do that for you
easily. You just click the second button
Import Content from Selected Sample. Now
when you do that it will load your
project. Notice we have 0 templates
selected. Import Content from Selected
Sample will import all of the
chapters for that document
and it will check this box saying
'loading content from sample' that will
cause the Wizard to give you the same
exact set of chapters and when it
generates the Word document for you it
will load in the actual text of that
sample. Now if you want the same list of
chapters but you want our general
purpose boilerplate text that you're
going to just completely replace with
your own you can uncheck that box. So
another way to get chapters into your
project is to go over to this Quick Start
tab and we have 600 layouts versus the
200 that are in the samples list. So the
difference here is the 200 in the
samples, those are filled in with real
content whereas in the Quick Start lists
these are lists of chapters that people
have used for various projects but they
don't have that persons actual
content they wrote. So you can find more
layouts over here and the ones we have
in the sample lists are over here as
well. So here we found 5 layouts that are
mining related. A mining safety proposal
the expression of interest. These are
actually the same ones as in the sample
tab but there's also a few other. Mining
assessment report, investment funding
proposal layouts, a production proposal.
So whatever one of these suits you as
your starting point close to
your situation you can select this. So
maybe a mining investment funding
proposal. If you highlight any of these
that will tell you here the list of
chapters that will load into your
project. So this Mining Investment
Funding Proposal is fairly long. It's got
25 pages of chapters. Now you can adjust
this list once you load it. So once you
highlight a list you click this Import
Topics from List button it will load
your project with these chapters.
And notice we already have 14 selected
because we imported the sample. We could
override that with these 25. We could
even combine these two lists together.
These are just ways to get you a list of
mining related chapters into your
project. Now once we have chapters
selected we can always look at
them selected by clicking this view
button. And this will show us all the
chapters we currently have selected for
a project. So we can highlight any of
these if we want to say remove a chapter
that really doesn't suit our purposes we
can remove a chapter. We can add
different chapters. Now remember we
selected that sample to import the
content from so each of these pages when
it gets built into our project will
actually have the sample content pulled
in. So we can add additional pages. So
let's go back to the Add Templates and
we'll go find the mining related topics
again.
And you can see that out of the 14 we
have selected some of these are already
checked off. So let's say we need to add
a page to talk about the Environmental
Impact.
And we want to add a Return on
Investment. Now when we add new chapters
you're going to get the fill in the blank
versions because obviously someone
didn't fill in these chapters for that
sample. We're adding brand new
chapters in to tailor the list more to
what our situation is. So now we've added
two more chapters. We're up to 16 and note
the Novice Edition of the Wizard that
comes with our basic Proposal Packs will
limit you to a 10 page document.
So a lot of our samples and Quick Start
lists are longer than 10 pages. Usually
on purpose because we give people a
wider variety of topics to think about
that they might not have realized might
be useful and then they can trim down
that list to ten or less. So just because
you see more than 10 pages and your limit
is 10 in the Novice Edition that's
really meant for you to trim that down
to 10 or less. Now if you upgrade to the
Professional [Expert] Edition there's no limit on
the number of chapters. You could build a
document a hundred or more pages long.
Okay, so now let's look at our list again.
We found that - we've added in here if
we want to change the order of these
let's say we want to move the
Environmental Impact down the list a
little bit. Let's say we want to move
the Return on investment up a little bit
under Investment. Now once we've
selected our chapters, we've got them
ordered the way we want we click the Ok,
Use Selected Templates button. That will
get us out of this Pick Documents screen
and back to our project screen. And we'll
click the merge company data. We're just
going to turn off the Excel spreadsheets
for now. Now in the Company Data and
Client Data. This is the data that's
going to get merged into your document
when the Wizard
builds it. So Company Data is usually the
person who is writing the proposal. So
we've got this loaded with our
information here. Client Data, this is
going to be who you're writing the
proposal to. So I'll just fill this in
with some dummy data. Okay, so we filled
in the Client Data with some fictional
information. Clicked Okay. So now the
Company Data is filled in, Client Data is
filled in. Pick Documents is filled in.
There's other features in here for more
complex development of proposals. These
are more Expert Edition features. Other Data,
that's used more for our contract tags
and custom tags. Multiple Choice database
is an Expert Edition feature if you need
to have multiple collections of data
that you can pick from to get dropped
into pages. That's more of an advanced
feature if you need more database
features. So we have our data selected.
I'm going to click the Ok, Save Project
button as this is when the Wizard
actually builds you your custom Word
document in the design theme you've
selected applying all the customizations
that you've made to it. Now we just wait
for the Wizard to create the document.
Okay, now the Wizard has generated that
document. We'll open it up and take a
look at it. And you can see it is merged
in the name and address information and you
see the design theme in the background.
Now it looks a little faded here. That's
just because Microsoft Word fades out
background graphics that are in the
header. When you print this or save to
PDF the full color version comes out. You just
double-click the header and that's the
actual look of your final PDF or printed
version.
And you can see it merged in the names
addresses, our project name. And the
Wizard has lots of options to change the
Proposal graphic to something else. If it
needs to say Report or Study or Business
Plan or so on. And you can see the list
of all of our chapters we selected. See
our Return on Investment, Environmental
Impact were our custom chapters we've
added. And as we scroll down you can see
it's merged in our name into the data.
Whatever name you put into the Company
Data or Client Data screens is going to get
merged in here instead. So this would
actually be your name. And as we scroll
down you can see it pulled in the
content of the sample into our Word
document in our design theme. And now you
can edit all of this and get it ready to
submit. Now this is one of those Expert
Edition features the Dynamic Excel
Spreadsheet Linking. All of these cells
would be linked to an actual spreadsheet
so you do your calculations in the
spreadsheet and that would auto update
into the Word document. That's an Expert
Edition feature so in the Novice Edition
you would just have these stock tables
you just edit manually.
And you can see there's our complete
document ready to edit. And when
you're done editing your documents you
can save as PDF or just save as PDF
right within the Word document. You can
see it created a PDF version. If we
scroll down now you see the full color
design and a PDF version ready to email
or upload. So that is how you create a
mining related proposal in Proposal Kit.
I'll illustrate one more document. We'll just
change the design theme.
We're going to illustrate our Safety #4
design theme so you can see how to
create a mining-related document in a
design theme that's not one of our
mining specific design themes. I'll just
add a new project.
Search the lists for mining-related
import lists and we'll select the
Mining Safety Proposal. Now because this
Mining Safety Proposal also is a sample
when we import it from the Quick Start
list it will let us know. And we can say
Yes, let's import the actual content from
the Mining Safety Proposal. And we'll
just uncheck the merge data so you can
see how it gets built with just blank
tags so you can just edit them in the
document after it's been created. Okay,
now our second document has been generated.
We'll take a look at that. So you can see
now with the merge data unchecked you
can see the actual tags and these are
just text you can just manually type
over. This is a good way to create
templates where you want the tags left
in because maybe you're going to be
using them later as a reusable template
for example. And you can see the actual
sample content has been loaded in and
now you'll see this is in the Safety #4
design theme instead of a mining design
theme. Since it's a safety proposal you
know you don't have to use a mining
specific graphic design theme.
And you can see the sample content has been
loaded in. We have the design theme, all
pages are ready for us to start editing.
Now when you finish editing and you save
this as a PDF, just like before, you can
see the full color of the background
design will show through. So that is how
you create mining industry related
documents, proposals, reports, studies,
plans and so on using Proposal Kit. Let
us know what you think in the comments
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