2025 Training Catalog

™

We Empower Learning™

888.772.9467 Planning, Kickoff, and Reviews

888.772.9467

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

Managing Strategic Proposals OnDemand

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

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 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

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

Shipley Training Catalog

w w w . s h i p l e y w i n s . c o m