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June 27, 2005

Proposal Team Materials

Let's say you've got a team of people working on a proposal. Before, during or shortly after your first proposal kickoff/planning meeting, each team member should receive a packet of materials that he/she can refer to over the course of the proposal preparation process. Here's what can go in that packet:

  • RFP/RFA. One of the things you can do to make it easier for your team members is to remove RFP sections that they don't need. They may actually refer to their copy of the RFP if it's not so large or formidable.

  • Proposal outline(s), including an annotated outline if you have one. The outline can indicate the person(s) responsible for each proposal section, or you can develop a separate listing of assignments.

  • Kickoff meeting notes or storyboard, including information on the major themes and discriminators that will be highlighted throughout your proposal.

  • Proposal schedule, including due dates of all draft and final sections, production schedule, major meetings and reviews, and other critical items that are time-sensitive.

  • Contact List. This should include the names, phone numbers (landline and cell), and e-mail addresses of all proposal team members.

Posted by Deborah at June 27, 2005 05:43 AM





Hi, I've just discovered your blog and am enjoying it. I manage bid responses and proposals too. I'm curious on one point; how long of a response time do you usually have for your projects? I usually have 10 business days. The longest I've had (for major, multi-operating-company global bids) has been 30 days.

Just curious. Thx -- Carolyn B.

Posted by: Carolyn B. at June 27, 2005 08:29 AM

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