2025 Training Catalog

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Managing Strategic Proposals OnDemand

A new online, on-demand course to help learners understand the roles, responsibilities, techniques, and tools needed to manage a complete proposal development process from kickoff to submittal. • Comprehensive, on-demand modules addressing all aspects of proposal management • Engaged and interactive learning

• Exercises and quizzes to confirm learning and retention • Applies toward Shipley Business Winning Certification

Course Description Using a case study scenario: • Learn the roles and responsibilities of an effective Proposal Manager • Understand leadership competencies necessary to be successful • Learn to develop a comprehensive Proposal Management Plan (PMP) • Apply outlines, agendas, and tools for managing effective proposal reviews • Learn to collaborate with all sales/capture team members to produce a winning proposal OnDemand Advantages • Learn at your own pace • Revisit prior modules, as needed • Practice key principles with case study exercises • Test understanding with quizzes and a final exam • Work toward Shipley Business Winning Certification • Earn APMP CEUs and PMP PDU units

Featured Modules Managing the Proposal Planning Phase Session Objective: Based on industry best practices, understand the importance of planning and the necessity to develop a comprehensive Proposal Management Plan (PMP). • The Roles and Responsibilities of an Effective Proposal Manager • Primary roles and attributes for success • Proposal Manager leadership competencies • Case Study Review – Clarify understanding of the opportunity and requirements • The Proposal Management Plan – Know all elements of an effective plan and how to communicate the plan • Purpose of the PMP • Managing the Elements of the PMP: Compliance matrix, proposal outline, proposal schedule • The Proposal Manager Toolkit

• Proposal Manager Workbook • Executive Summary Organizer • Color Team Tools

Copyright Shipley Associates.

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