Best Practices Make Perfect

Now that you've selected a company and a cause, you're ready to build a case behind your proposal! One the next few pages, you'll find some best practices and key criteria to consider.

Ask for specifics. A proposal should “state as clearly as possible the course of action” that the proponent believes “the company should follow” [3] as an advisory “request” for company action. Rule 14a-8(a).

Demonstrate relevance. A proposal should be relevant to the company receiving it. Rule 14a-8(i)(5). [4]

Evaluate implementation. A proposal should not ask for actions already implemented by the company. Rule 14a-8(i)(10).

Good to know: you can embed public links, like this Typeform, to make data capture a breeze!