Description
Business Capture – Post-RFP Proposal Planning is designed to organize the work, responsibilities and timeline for an orderly and effective approach wo a winning proposal. Avoid the too-often chaotic proposal development process by following a structured approach.
SCOPE:
- Consultant will consolidate necessary artifacts from the Capture Process to inform the relevant sections of the proposal volumes.
- Customer Analysis
- Competitor Analysis
- Teaming Analysis
- Win Strategy: Themes, Discriminators, strengths, weaknesses & principal action items
- Price to Win Results
- Offering and Solution Strategy
- Consultant will collaborate with the assigned Proposal Manager to outline the key RFP Requirements:
- Proposal Deliverables
- Evaluation Criteria
- Technical Scope
- Management Scope
- Pricing and Basis of Estimate
- Other Commercial Consideration (e.g., contracting / OCI / security)
- Consultant will collaborate with the assigned Proposal Manager to outline the key Proposal Elements:
- Scope and Volume Definition
- Specific Instructions
- Core Proposal Responsibilities – Volume Leads, Section Leads, Commercial Leads
- Preliminary Proposal Development Schedule
- Includes 2-3 Proposal Schedule working sessions of 30 – 45 minutes
- Content Development
- “Color” Review timing
- Management Review and Delivery
DELIVERABLES/OUTPUTS:
- Proposal Planning slide deck (Keynote / MS PowerPoint exported into PDF, 10-25 slides)
- Responsibilities and Writing Assignments
- Proposal Development Schedule (MS Project .mpp)
TIMING: This work typically requires 1 week to complete. A specific timeframe for execution will be agreed between Client and Consultant after purchase.
ASSUMPTIONS
- Client has undertaken a Business Capture process that has produced the required background knowledge and materials
- Client has RFP documents and related instructions / requirements
- Client has identified Proposal Team (Manager & Writing Leads)
- Client will provide constructive feedback and guidance in reviews
- Client will review & accept Deliverables with 5 business days of final submission
- Client will provide relevant source materials & data, licensed, company and brand assets & guidelines, etc.
- Out-of-scope or additional requests will require a separate Engagement
