2025 Training Catalog

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Managing Strategic Proposals OnDemand

Featured Modules This on-demand course consists modules of various lengths to complete on your own timeline, for up to a year from your registration date. To help you understand the practical application of writing principles, you will work on a case study and applying tools and techniques. • Overview of Proposal Development • Introduction to POWeR—understand how this process works for you • Planning the Proposal

• Characteristics of Effective Proposals • Organizing Proposal Section for Easy Evaluation • Writing with Customer Focus • Executive Summaries • Examining and Revising Proposal Content • Improving Readibility

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

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 are accessible and downloadable 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 is provided with the course materials • All tools and templates associated with proposal writing are downloadable for your use in the course and on future projects

Completion Criteria • Active Participation and completion are required to receive a certificate

• Submission of all quizzes and exercises • A minimum score of 80% on the final exam Who Should Attend:

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

Proposal Managersm, Proposal Writers, Proposal Contributors, Proposal Coordinators, Capture Managers, Opportunity Managers, Subject Matter Experts, and Project Managers Involved in Proposal Writing

Shipley Training Catalog

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