Appendix B—Proposal Review Checklist
• Does the proposal comply with all the technical/administrative requirements? Is it responsive to the customer’s needs? • Does your offer address the customer’s issues? Emphasize your strengths? Mitigate your weaknesses? Ghost the competition? Does the proposal effectively sell your offer? Do all theme statements include key features and benefits? Are your sales messages clear? Technical, management, and cost messages? Do all themes answer the question “So what?” Does the proposal clearly state why the client should choose your company?
❏ Compliance
❏ Themes
• Is the proposal organized according to the bid request? • Do all volumes and sections have summaries? • Do all sections, subsections, and topics have headings? • Are the most important ideas stated first?
❏ Organization
• Does the proposal contain meaningful visuals? • Do the key visuals reflect your strategy? Do they illustrate the major features and benefits of your offer? • Are visuals clear and uncluttered? Do they stand alone? Does each visual have an action caption? • Do pages have a clean, professional appearance? • Does the proposal use lists, white space, headings, emphasis techniques, and double-column text?
❏ Visuals
❏ Appearance
❏ Accuracy
• Are the facts correct? Data accurate?
• Is the writing clear? Concise? To the point? Active, not passive? Are there any extraneous words, sentences, facts, or data?
❏ Clarity
• Does the proposal contain any obvious boilerplate? • Has all boilerplate been tailored?
❏ Boilerplate
• Have you conducted a Red Team review? • Polished the draft? • Conducted final compliance checks?
❏ Reviews
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