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Proposal Graphics Conceptualization and Design Workshop

April 12, 2018 @ 9:00 am - 5:00 pm

It is impossible to imagine modern sales and marketing without visual elements—and proposals are no different. Graphics serve as one of the most important proposal persuasion elements.

Professional graphics artists are not the only ones who need to learn how to conceptualize and design persuasive proposal graphics. It also happens to be an indispensable skill for capture managers, proposal managers, and proposal writers.

Desktop publishers and even editors will benefit greatly from expanding their professional range and earning potential. This course will also help those who do not have the luxury of working with a professional graphic artist and have to design graphics on their own.

Everything necessary to come up with the graphics idea thatconveys your solution in a customer-centric way to contributeto the persuasive power of your proposal.

Instead of focusing on how to use graphics tools, this course provides information on everything necessary to come up with the graphics idea that conveys your solution in a customer-centric way to contribute to the persuasive power of your proposal, and ensure that your graphics have a professional look and feel.

This course is 40 percent lecture, 50 percent practice, and 10 percent discussion. You will learn the entire process of creating visuals for your solution, from managing the graphics process to conceptualizing and designing large, graphics-intensive items like cover pages and spines.

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.

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.


“I am very new to proposals and I have discovered it’s a whole new world! This class has helped me understand the process/method needed to work through in order to develop effective graphics that support the proposal text/content. Both instructors were extremely knowledgeable and helpful. The discussion was very open and enlightening.”

Jill Mease, Graphic Designer, SNC IMS

“I have only been the graphics go-to person in my department for a couple of months, so this class really gave me a better understanding of getting to the message – how to create an effective graphic that has purpose and deeper meaning for the customer.

August Pitt, SMS

“I’ve only worked in proposals for five months. I’ve done marketing graphics in the past. I took this class so I can learn more in depth on how to create attractive graphics, spacing, what visual design I should use for a specific proposal and conceptualizing the graphics. I will improve the material by using the correct software and following the correct format while making it visually appealing.”

Lilian Tabash, Proposal Graphic Artist, EGT

Learning Objectives

The participants will learn and practice skills in:

  • Choosing the right type of visual to represent your information
  • Planning space for graphics and visuals in the document
  • Allocating resources to account for graphic conceptualization, creation, and rendering
  • Conceptualizing infographics and customer-centric representations of your solution
  • Using basic design principles to create attractive graphics
  • Finding and using graphics templates and stock art
  • Developing powerful action captions to increase persuasiveness of the graphics
  • Creating large, graphic-intensive proposal elements such as covers and spines
  • Editing graphics to ensure a professional finish
  • Inserting and calling out a graphic in the proposal.

Course Curriculum

Course highlights

Module 1: Introduction

  • Introductions and learning objectives
  • Introduction to graphics and their importance in a proposal

Module 2: Preparing for Graphics Development

  • Types of visuals in the proposal
  • Ideal proportion of graphics and text
  • Resource planning for graphics development
  • Graphics management process in a large, graphics-intensive proposal
  • Rules and free resources for setting up a customer-centric graphics template and palette
  • Establishing graphics sizes and mockups
  • Exercise: Select a graphics template and palette for the proposal.

Module 3: Easy Principles of Graphics Conceptualization

  • Three steps to conceptualizing graphics
  • Unlocking the creative process
  • Sources of inspiration and ideas
  • Types of graphic representation, including an infographic representing your entire solution
  • Developing customer-focused, persuasive action captions
  • Determining the purpose for the graphic
  • Exercise: Apply three steps to conceptualize a graphic and its action caption.

Module 4: Designing the Graphics

  • Seven cardinal graphics rules
  • Four design methods for creating graphics
  • Sources of graphics templates and stock art
  • How to select and apply graphics templates and stock art to ensure professional results
  • Graphics tools and their capabilities and benefits
  • Using PowerPoint and other commonly available tools to render professional graphics
  • Basic design techniques and shortcuts in PowerPoint
  • Exercise: Create the first draft of the conceptualized graphic using the available resources.

Module 5: Finishing Touches

  • Design principles such as alignment, proportion, and balance
  • Editing your graphics to create a professional look and feel
  • Designing vignettes, pull-quotes, focus boxes, tables, and other visuals
  • Exercise: Apply finishing touches to a graphic.

Module 6: Creating Covers and Spines

  • Setting up covers
  • Preparing cover text
  • Selecting photos and images for covers
  • Designing spines
  • Designing CD covers
  • Printing and applying CD covers
  • Exercise: Design a proposal cover.

Module 7: Graphics in the Proposal Document

  • Preparing the graphics for insertion in the proposal
  • Graphics file types and sizes
  • Placing graphics on the page
  • Rules for referencing graphics in the proposal
  • Exercise: Insert a graphic and its action caption in the proposal.

Module 8: Summary and Recap


April 12, 2018
9:00 am - 5:00 pm
Event Category: