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Desktop Publishing for Proposal Professionals

March 23, 2018 @ 9:00 am - 5:00 pm

This workshop teaches valuable skills in designing, laying out, and publishing proposals—presenting your company’s offer in the most professional light to the proposal evaluators. The course begins with a foundation in the tools and features MS Word offers to the desktop publisher, and shortcuts to increase speed and efficiency. The course advances into the selection of color palette and styles, tables of contents, headers and footers, and elements of design to ensure your document is attractive. It culminates in teaching how to publish the document and prepare it for delivery.

This course goes beyond the basics, addressing the core challenges of maintaining stabilization within documents while multiple authors contribute to proposal sections using different formatting styles.

 This workshop will provide practice files as we work our way through the building of a proposal volume. This workshop is 30 percent lecture, 60 percent exercises, and 10 percent discussion. It will learn how to design and assemble proposal documents to help your company win.

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 $50 off per attendee as an EARLYBIRD discount!

  • $695 per one attendee ($645 if registered 3 weeks before class date).
  • $625 per attendee when registering a team of 3 or more ($575 if registered 3 weeks before class date), discounts apply at the checkout.

Seating is limited. Do not delay registering.

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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.


“I’ve been DTP for four months now. This course was very beneficial by sharing tips and shortcuts. The material is extremely helpful as well.”

Nicole Heatwole, Executive Assistant, Booz Allen Hamilton

“I learned a lot of tricks that will save me tons of hours of formatting time. Thank you!”

Eva Gillespie-Larsen, Senior Proposal Writer, New Dawn Technologies

“I’ve been DTP for four months now. This course was very beneficial by sharing tips and shortcuts. The material is extremely helpful as well.”

Nicole Heatwole, Executive Assistant, Booz Allen Hamilton

Learning Objectives

The participants will learn and practice skills in:

  • Applying MS Word shortcuts to optimize and accelerate the desktop publishing process.
  • Create a color palette and design a compliant layout utilizing logos and other graphic media reinforcing your company’s brand.
  • Developing a proposal template.
  • Setting up and creating styles that are easy for contributors to apply.
  • Cleaning up the document to ensure multiple authors’ styles do not destabilize the document.
  • Understanding cut, copy, past, and paintbrush options efficiently.
  • Using the Section and Page Break features and understanding how they affect headers, footers, and outlining features.
  • Working with tables to convey information efficiently.
  • Inserting material from MS Excel, PowerPoint, Project, Adobe Acrobat, Illustrator, Photoshop, and other types of files.
  • Establishing an automated and hyper-linked Table of Contents (TOC) anywhere in the document, including several TOCs in the same document.
  • Creating other lists such as List of Figures, Compliance Matrix, Acronym List, and Index
  • Paginating the main page and sub-pages.
  • Preparing the document for submission.

Course Curriculum

Course curriculum

Module 1: Introduction

  • Introduction and learning objectives
  • Familiarization with what is possible in desktop publishing
  • Tips, Tricks, and Shortcuts
  • Moving through the document, split screen, and three ways to accomplish the same function
  • Toolbars and Rulers
    • Moving the Quick Access Toolbar
    • Populating Quick Access Toolbar with your favorite tools

Module 2: Creating the Outlined Template

  • Choosing a color palette
  • Comprehension and incorporation of the Solicitation Requirements
  • Styles
    • What is Normal
    • How does Normal affect styles
    • Creating and editing styles
    • Import styles into another or a new document
    • Displaying styles so other users can apply them
    • Cleaning up styles
  • Column Breaks
  • Page Breaks
  • Section Breaks

Module 3: Editing the Document

  • Table of Contents (TOC)—Part 1
    • Create your own based on your styles
  • Cut, Copy, Paste—Paintbrush
    • Using the Clipboard icon
    • Inserting text from another document
    • Inserting from Excel, PowerPoint and Adobe products
  • Tables
    • Sorting in a table
    • Formatting a table with styles
    • Create a table style
  • Preparing your graphics for insertion and inserting them into the document
  • Keeping graphics from “jumping”
  • Table of Contents (TOC)—Part 2
    • Inserting “context specific” TOCs in one document
    • Creating other lists: List of Figures, Compliance Matrix, Acronym List, and Index

Module 4: Publishing and Distribution Tips

  • Printing and binding
    • White Glove page check
    • Keeping the exact copy or proof copy for your company (CYA)
    • Preparing box label and receipt
    • Handling the receipt after the signature, attaching it to and archiving the Proof Copy, scanning, and making it a part of the electronic files
  • Creating PDF for uploading
  • Checking each page for legibility, errors, misprints, or degradation of graphics
  • CD, thumb drive or other electronic submissions files checks
  • Distribution List
    • Create file list all parties print and keep with Proof Copy
    • Copying of all electronic files onto storage media, including the “archive” or “old” versions, and the “raw” graphics

Module 5: Summary and Recap

  • Summary and recap
  • Additional resources


March 23, 2018
9:00 am - 5:00 pm
Event Category: