A Proposal Manager’s Essential Checklists

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A Proposal Manager's Essential Checklists

Reusable Toolset for Successful Proposal Management and Coordination
Laminated Checklists with Dry Erase Marker

Proposal management can be stressful – usually due to insufficient resources and poorly defined process. Getting the right resources will always remain a challenge for any company – large or small – but we have a remedy for the process problems. These problems arise because even the most sophisticated companies have an insufficiently defined approach to proposal management that lacks the most basic and necessary tools: a set of checklists for every major proposal phase.

In most industries, checklists are part of the Standard Operating Procedures (SOPs), which serve as a common quality assurance measure to ensure consistent performance. No one who works with anything even moderately complex (such as building or maintaining a system) would fathom not using a checklist. Yet, in proposal management, we tend to rely on our memory and luck to consistently deliver the winning results.

The truth is, proper proposal management includes hundreds of little steps taken in a specific sequence. Some of them come as second nature, and others can be easily forgotten, leading to problems down the road. This is especially true for larger pursuits with multiple team members and contributors. When you do things from memory, even the most experienced proposal professionals are not immune to missing something. We are all human, and we may be “on” or “off” on any given day. Time passes between proposals so we forget our best practices, and what needs to be done.

To help make your job less stressful and your successes repeatable, we have developed a set of checklists for every key stage of the proposal process:

  • RFP Analysis.
  • Pre-Kick-Off Preparation.
  • Data Calls.
  • Day-to-Day Management.
  • Advance Preparation for the Reviews.
  • Tasks Immediately Before and After the Review.
  • Proposal Printing.
  • Proposal Delivery.

This is a set of heavy-duty laminated checklists that you can reuse with a dry-erase marker (included) to help you with every proposal you run. You can use them to plan and implement actions, and you can also customize these checklists by adding the items you need all the time. The checklists come in a three-ring binder that you can easily personalize. It includes blank tabs, enabling you to add your own reusable materials such as team contact information, additional checklists, even the local food delivery menus.

These checklists are an indispensable tool for anyone
involved in proposal management or coordination

They take proposal management to the level of practical implementation – showing you exactly what you need to do, so you can manage a proposal of any size and duration confidently and successfully. They are process-agnostic, useful no matter what process your organization uses. They are based on the latest best practices from the top Government contractors, and will work for any company – small or large. It took us years of lessons learned to develop and test-drive these checklists. You will easily make this money back with the first pursuit you run, saving countless hours for you and your team not having to wonder how to get started, and not having to encounter problems that could happen because of a single missed step.

These checklists will enable you to:

  • Increase your confidence as a proposal manager or proposal coordinator.
  • Reduce stress, as you will not have to experience the consequences of steps missed in your proposal process.
  • Make your successes repeatable, and enable you to continuously improve your performance.
  • Raise your professionalism by gaining exposure to the best-practices-based toolset, and get noticed by your management, teammates, and others, commanding more respect and higher pay.
  • Increase your win rates, because a better organized proposal is likely to yield a more competitive document.

Get A Proposal Manager’s Essential Checklists, and stack the deck in your favor. It is a small investment with a huge payoff.

Ready to Purchase?

You’ll receve the full course
with 12 1.5-Hour-Long Modules, 12 1-Hour-Long Q&A Sessions,
& 1 Manual with  Reusable Checklists & Other Tools

  Price: $97

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For additional questions: please call 301-384-3350 during normal business hours. If you’d like to pay by invoice, please email us. (NOTE: we will ship the product or send the downloadable link after we receive payment.)