Loading Events

« All Events

  • This event has passed.

Advanced Proposal Management

November 14, 2017 - November 15, 2017

This class covers the spectrum of the most important topics, from preparing for a proposal effort and making a bid-no-bid decision, to orchestrating a great proposal kickoff, driving subject matter experts to produce winning content, exhibiting superb leadership and management skills, optimizing proposal team performance, getting the most from the proposal color reviews, and mitigating proposal risks at every stage to reduce stress and increase win probability (Pwin). The course also focuses on measuring and improving cost-efficiency and effectiveness of the proposal team.

This course takes proposal management to the next level, beyond the proposal process, and into the fine-tuning of the skills indispensable for a senior proposal manager.

This course is for those who have several years of experience with proposal management. It builds advanced skills by offering a deeper understanding of the theory and practice of proposal management, expanding abilities through best practices-based methodologies, and provides tool sets for immediate implementation. It is an interactive 2-day workshop that is 60 percent lecture, 20 percent exercises and case studies, and 20 percent discussion.

Location: Metro Park North Business Center, 7361 Calhoun Place, Suite 560, Rockville, MD 20855 (check our Visitor Guide for location details, driving directions, nearby hotels and restaurants, and more).

Course completion: By attending this class, you will receive 3 CEUs towards your APMP accreditation, or 3 PDUs towards your PMP. At the end of this course you will get a Certificate of Completion.

Who should attend this course: Proposal department directors, company executives and senior managers, capture managers, proposal managers, business developers, business owners, project personnel.

Course materials: Course workbook, handouts, templates, forms, and checklists.

Professional certification: This is a Core Curriculum Course that provides 2 units (2-days) towards Bid&Proposal Academy certification program for proposal professionals. To learn more about the program or enroll: www.ostglobalsolutions.com/certification

The experts who teach our business development, capture and proposal training are highly experienced currently practicing proposal professionals whose years of successful experience in Government acquisition and training allow them to offer valuable insights to our students. Our instructors can answer tough questions as they come up during the course. They can also tailor the material to their students’ specific challenges, and share their experience based on the most current realities. Check our instructor’s bios.

Registration and Fees

For team discounts please change quantity of attendees at the checkout and click “Recalculate” to get the discount. Register 3 weeks before class date and receive $100 off per attendee as an EARLYBIRD discount!

  • $1390 per one attendee ($1290 if registered 3 weeks before class date).
  • $1250 per attendee when registering a team of 3 or more ($1150 if registered 3 weeks before class date), discounts apply at the checkout.

Seating is limited. Do not delay registering.

Credit cards


Cancellations and rescheduling policy: Cancellation notification must be received 10 business days prior to the training date. Upon notification, your registration fee will be refunded less a $100 non-refundable processing fee. Any cancellations beyond the 10 business days are non-refundable, but the course fee can be applied towards another training course, webinar, or an OST Global Solutions training product. No refunds will be made for the cancellation of a rescheduled course. Attendee substitutions may be made at any time. Payment must be received prior to the course date. No-shows are liable for the full class fee.

For additional questions please call 301-384-3350 during normal business hours. If you’d like to pay by invoice please send an email to service@ostglobalsolutions.com (NOTE: the payment must be received prior to the course start date).

Would you like to take this class remotely? We have webcasting capability. Please send us an email at service@ostglobalsolutions.com if you’d like to attend a class via live webcast The date and time will be the same as the classroom training.


“After taking the Foundations [of Proposal Management], I was sold on the value that OST training and Olessia in particular can add to my organization and my career. The engaging style and “real-life” scenarios are helpful in understanding the concepts and helping to understand how you would implement the m when you get back to the office.

Mark Ryan, Director, Technical Services, KMC Mining

“The education and interaction I receive in this class is bringing me quickly up to speed and inspires me to go back to my company and do everything I can to make a difference.”

Pamela Henkel, Senior Proposal Specialist, Rockwell Collins

“This is my second class with OST. I have learned so much as an amateur proposal teammate and feel confident that I have been given the skills to succeed!

Megan Johns, Special Projects Manager, Child Care Aware of America

Learning Objectives

Upon course completion, the participants will have learned and be able to put into practice:

  • Understanding how to avoid proposal mistakes even mature companies make • Mastering tools and techniques for making a bid-no-bid decision.
  • Determining whether an RFP is wired.
  • Planning and managing proposal budget and resources.
  • Conducting a highly effective proposal kickoff.
  • Scaling the proposal process up and down for different size pursuits.
  • Applying the techniques to produce the most compelling proposal content that makes a winning difference.
  • Mastering rapid learning techniques in a new subject matter to provide ample guidance to subject matter experts who develop innovative solutions.
  • Initiating and facilitating rapid solution and section development for every part of the proposal.
  • Tracking volume and section progress and quality.
  • Applying leadership and proposal team building techniques to achieve optimum performance from proposal contributors.
  • Applying effective communication methods to the proposal team.
  • Getting results from difficult proposal team members.
  • Working effectively with remote participants.
  • Getting the most useful inputs from the color reviews.
  • Mastering techniques for quickly integrating reviewers’ input into the proposal.
  • Managing proposal risk.
  • Applying metrics for proposal effectiveness.
  • Conducting an effective lessons learned session.
  • Making use of personal and organizational proposal process optimization.

Course Curriculum

Day 1 highlights

Module 1: Introduction
– Introductions and learning objectives.
– Recap: Overview of the proposal process from an advanced big-picture perspective.

Module 2: Preparing for the Proposal Effort
– Top proposal mistakes even mature companies make, and how to avoid them.
– Tools and techniques for making a bid-no-bid decision.
– Tell-tale signs for when the RFP is wired.
– The most important and often missed step before initiating a proposal effort.
– How to plan for proposal resources to manage your team to the budget, and ensure adequate resources for proper proposal quality.
– Typical failures and complications at the proposal preparation stage and how to navigate through them successfully. determine correct and incorrect courses of actions as applicable to a real-life scenario.
Exercise: Develop a proposal resource plan.

Module 3: Orchestrating a Great Proposal Kickoff
– Psychology of a great proposal kickoff.
– Determining appropriate size and level of proposal kickoff.
– Scaling the proposal process up and down for pursuits of different sizes, including proposal teams with more than 50 participants.
– Tailoring proposal process to the specific pursuit.
– Planning just-in-time training sessions.
– Preparing the kickoff handouts for best communication and team integration.
– Advanced techniques for reaching the nine kickoff goals.
– Typical failures and complications at the kickoff stage and how to navigate through them successfully
Case Study: Determine correct and incorrect courses of actions as applicable to a real-life scenario.

Module 4: Driving the Team to Produce Winning Content
– Rising beyond the administrative task of running the proposal process.
– Six steps to owning proposal content and making a winning difference.
– Techniques for becoming an expert at being an expert in any proposal’s subject matter.
– Professional techniques for interviewing subject matter experts and capturing content effectively.
– How to provide ample direction and guidance to subject matter experts.
– Typical failures and complications at the content development stage and how to navigate through them successfully.
Exercise: Practice rapid learning techniques and determine content quality.

Day 2 highlights

Module 5: Overseeing the Development of Winning Volumes and Sections
– How to initiate and facilitate rapid solution and section development sessions.
– Paying attention to the cost volume – one of the most important parts of your bid.
– Managing simultaneous orals and proposal processes.
– Getting to the winning content: executive summary, management, technical, past performance, resumes, and other sections.
– Tracking volume and section progress and quality.
Exercises: Compare proposal and non-proposal resume. Build an optimized past performance template.

Module 6: Proposal Leadership
– Advanced skills for leading a proposal team effectively on a daily basis.
– Team-building techniques.
– Key management skills that distinguish great proposal managers from the rest.
– Keeping the excitement, motivation, and momentum for your proposal team.
– Methods of effective communication with the proposal team.
– How to coach and train your proposal team.
– How to get results from difficult proposal team members.
– How to work effectively with remote participants.
– Mastering data calls.
– Typical failures and complications of proposal leadership, and how to successfully navigate through them.
Exercise: Practice proposal team building techniques.

Module 7: Getting the Most from the Proposal Color Review Teams
– Rules of thumb for selecting the right number and types of reviews.
– Setting the right tone for the review regardless of your company’s review process.
– Preparing directions for reviewers.
– Various methods for conducting reviews and their suitability for your proposal.
– Techniques for quickly integrating reviewers’ input into your proposal.
– How to get the most useful input from reviewers.
– Typical failures and complications as related to proposal color reviews, and how to successfully navigate through them.
Discussion: Troubleshooting organizational review processes and identifying improvements.

Module 8: Improving Proposal Performance
– Troubleshooting your proposal development plan and proposal risk management.
– Navigating through difficult proposal interfaces.
– Facilitating smooth transition from capture to proposal team.
– Transitioning from story boards to draft.
– Scaling the proposal effort up and down depending on the natural lifecycle.
– Effective management of proposal budget.
– Metrics for proposal effectiveness.
– Conducting an effective lessons learned session.
– Personal and organizational proposal process optimization.
Exercise: Allocate resources based on the proposal lifecycle, and identify risk areas.

Module 9: Summary
– Additional resources and bibliography.
– Summary.
– Recap.


November 14, 2017
November 15, 2017
Event Category: