Proposals 101
A combined exploration of RFx analysis, bid team structure, and proposal development.
Course Overview
Client relationships are extremely important. However, in many instances, you will still need to compete for the work. Developing a winning proposal is an important skill that takes determination and know-how.
Course Objectives
Build or increase familiarity of the life cycle of a pursuit – from the moment the RFx arrives to debrief after contract award.
Learn how to identify key aspects and uncover additional intel to improve chances of winning.
| Duration: | 2.0 hours |
| Course level: | All levels |
| Course type: | Group-learning session (in person, or virtual) with live exercises |
| Prerequisites: | None |
| Who should attend: | Anyone who leads or participates on a bid team to develop proposal documents in response to an RFx. |
| Format: | Interactive discussion with live activities and Q&A throughout |
What you will learn:
This workshop will demonstrate how to:
- Dissect an RFP to determine bid / no bid
- Build a bid infrastructure (tools and templates, team members)
- Go beyond obvious requirements and look for hints
- Exploit key words
- Interact with Procurement to request changes and clarifications
- Incorporate amendments
- Set up your response
- Write the executive summary and cover letter
- Read and review
- Ensure compliance
- Prepare for Orals
- Examine outcomes through debriefs
Learners are encouraged to bring their pain points, questions, and leading practices to the session for discussion.
What you will receive:
- Detailed reference sheet highlighting course material
Your Instructor
Founder, Pier Blue Consulting
Stephanie Marsh
Stephanie founded Pier Blue, a consultancy focused on writing, editing and writing training. As a writer, Stephanie delivers succinct messages that audiences will understand and enjoy reading. As an editor, she helps writers make their content clear, concise, compelling, and grammatically correct.
Stephanie shares her knowledge in training environments, as well as one-on-one sessions, to help individuals maximize their writing potential.
CognitiveSeven and Pier Blue have partnered to expand our offerings of high-quality courses to you.
Proposals 101
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