Tips and Tricks for Proposal Proofreading

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Proof for Compliance First

Begin with the RFP, not grammar. Verify page limits, fonts, margins, forms, file names, and submission steps. Build a one-page checklist and map responses to exact requirements with matching headings. Confirm every “shall” is answered and easy to find. Grammar and polish come second—non-compliance costs points fast.

Standardize Names, Numbers, and Acronyms

Create a mini style sheet (capitalization, hyphenation, acronyms, units, dates). Run targeted searches for double spaces, inconsistent dashes, stray smart quotes, and % spacing. Confirm client/project names, licenses, and dollar figures against source records. Spell out acronyms on first use and keep them consistent throughout.

Two-Pass Method: Story, Then Surface

Pass 1: read for logic and flow—do headings promise what paragraphs deliver; do win themes recur; are transitions clear? Pass 2: line-edit in PDF at ~125% zoom to catch wraps, spacing, widows/orphans, and figure/table references. Test links, check callout styles, and export a clean final with controlled file naming.

suggested KPIs for this topic

These KPIs help you run Twennie’s Proofreading Super-Method — a structured, energetic, multi-proofreader approach that catches far more errors than isolated, last-minute checks. They focus on scheduling, team structure, content-type review, standards, and visual design.

scheduling & resourcing proofreading

  • Schedule proofreading time in the kickoff — not at the end — using the 30-person-minutes-per-page rule.
  • Allocate the correct number of proofreaders based on proposal length and effort level.
  • Ensure proofreading has a calendar slot for every participant (no squeezing it between meetings).
  • Cut time appropriately for “usual” proposals and consolidate for minimal-effort submissions.
  • Track whether final-hour proofreading crises decrease over time (they should).

proofreader recruitment & readiness

  • Maintain a roster of proofreaders from admin, support roles, and non-billable staff.
  • Train each proofreader in the Super-Method and Twennie’s graphic design principles.
  • Confirm each proofreader has the required uninterrupted time for their portion.
  • Recognize and reward strong proofreaders to reinforce participation.
  • Create continuity by using the same proofreaders across proposals when possible.

structured content-type review (the super-method core)

  • Prepare a list of content types (spelling, grammar, alignment, headings, images, terminology, etc.).
  • Assign each proofreader to review ONE content type at a time — never full pages.
  • Ensure every content type card is completed twice (initial + secondary check).
  • Track which categories repeatedly generate errors to target training.
  • Require that all content-type cards are finished before calling proofreading complete.

standards, terminology & consistency cards

  • Create reusable cards for each content type with written standards (terminology, units, naming conventions).
  • Ensure proofreaders refer to standards while reviewing so decisions remain consistent.
  • Add temporary proposal-specific standards to dry-erase card backs.
  • Check consistency across related documents (work plan → fee spreadsheet → Gantt chart).
  • Review terminology cards quarterly to capture changes from recent proposals.

graphic design & layout checks (contrast, alignment, repetition, proximity)

  • Apply CRAP principles (Contrast, Repetition, Alignment, Proximity) during proofreading — not just design.
  • Ensure headings, callouts, bullets, and spacing follow a consistent visual hierarchy.
  • Verify alignment of images, tables, text blocks, icons, and boxed elements.
  • Check that contrast is strong enough for skimability and accessibility.
  • Use proximity to group related information and separate unrelated ideas visually.

session facilitation, energy & morale

  • Facilitate the session actively — keep people moving, switching cards, and staying engaged.
  • Use small energizers (music, citrus, candy rewards, bell or “boo-yah” moments).
  • Turn proofreading into a fun, collaborative event instead of solitary drudgery.
  • Track participant feedback and refine the session to increase enjoyment.
  • Recognize proofreaders publicly for their role in producing a polished proposal.