™
We Empower Learning™
888.772.9467 Planning, Kickoff, and Reviews
Managing Proposal Development and Post- Submittal Activities Session Objective: Provide leadership at each phase of proposal development and through contract award. • Review kickoff meeting agendas and best practices • Common Proposal Manager Challenges – meeting deadlines; teaming requirements • Conducting daily and ad hoc stand-up status meetings • Facilitating the Red Team review • Conducting and applying lessons learned • Wrap-Up
Session Objectives: Plan for proposal kickoff by establishing win themes and writers’ packages. • Develop win strategies based on sales/capture planning information and assessment • Know the customer hot buttons and your discriminators • Prepare writers’ packages for all proposal contributors • Help shape or create a DRAFT executive summary— understand its purpose • Prepare for and facilitate a proposal kickoff meeting • Prepare for and conduct a Pink Team (Review #1) review session • Validate the bid decision—Are we positioned to win
®
®
Certificate of Completion ®
Shipley Associates certifies that Name
Has completed training in
Managing Strategic Proposals Shipley OnDemand
Instructor: Brad Douglas
www.shipleywins.com
Workshop Material • All course materials will be accessible through the ShipleyOnline © Learning Management System • Each module is based on best practices and topics in the Shipley Proposal Guide ; an electronic copy of this guide will be provided with the course materials • The course content will be downloadable for your use • Shipley Proposal Manager Workbook (MS Office tools)
Completion Criteria • Active participation and completion are required for a certificate • Submission of all quizzes and exercises • A minimum score of 80% on the final exam Who Should Attend: • Anyone who is responsible for managing a proposal effort and overseeing proposal contributors
Copyright Shipley Associates.
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Shipley Training Catalog
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