Packs, wizard, and Estimate templates helped me to organize my thoughts and allowed me to focus on the substance of the proposals, rather than the logistics of creating them. We are now able to produce high-quality proposals very efficiently."
Proposal Development Checklist Use the Proposal Development Checklist as starting point for creating your own checklist suited to your business and workflow. Alter the tables and items as you see fit. The purpose of this checklist is to help you create highly personalized client centered proposal that stands much higher chance of success than generic product or service cookie cutter style proposal. Meet with the client and collect the RFP and any other required forms. If you are responding to an RFP analyze for all requirements using the following table to keep track of basic RFP requirements formatting length etc. There are also RFP Cross Reference and Compliance Matrix templates for use in your proposal to show adherence to the key RFP requirements of the project. Make proposal development assignments to your staff. In the table that follows this checklist note who is responsible for each task in the proposal development. Research the client industry and competing bidders.
Determine the clients needs wishes budget and time requirements. Gather client information. Gather project information and requirements. Gather your company product service and management team information. Make preliminary selection of Proposal Pack templates to be used in the proposal. The templates include boilerplate text and instructions you can use to help determine what types of information to gather and questions to ask your client and yourself when writing your content. You can choose from more than templates. Very small proposals can use as few as three templates; very large proposals can use almost every one. The average business proposal will use ten to fifteen templates. Selection of Proposal Pack templates depends on the types of information required for presentation to the client. Start with the Cover Letter Title Page Executive Summary and Cost Summary. Then continue selecting templates as needed. The included collection of Proposal Pack templates will cover most proposals be they small or large; product or service proposals; technical or non technical; for general business grants or governmental work. The templates include everything from resumes to business plans. Determine who at the clients company will be reading reviewing the proposal. proposal may be read by many people all with their own ideas of what they want to see in the proposal and how they want to see it. This is one reason that you may want to include lot of summary information followed by detailed information along with cross reference tables and easy to follow matrices and other helpful material. Entire books have been written on how to prepare proposal that meets readers needs and expectations. you may want to consult one if youd like more help designing your proposal. Determine which of the products and or services you offer can most benefit the client. Determine exactly how your product services will meet the specific needs of this client.
Determine the tangible results the project should provide in the end. Identify legal issues. Discuss nondisclosure and contract requirements with legal counsel as needed. Develop rough drafts of all legal documents. Determine cost estimates budgets and long term Total Cost of Ownership Decide if you should still respond to the RFP based on your analysis of the clients needs and your capabilities. Gather all your proposal materials. Pick the templates to use from the Proposal Pack collection. Use the optional Proposal Pack Wizard to help select the documents to use for each proposal. Generate your proposal framework either by copying all the needed Proposal Pack templates to new folder on your hard drive or by using the Proposal Pack Wizard to do so. You can choose to append all of the selected templates creating one large document or you may decide to keep them separate if multiple people are writing the final proposal pieces.
Double check your proposal writing assignments and due dates. Update schedules if needed. For complex proposals consider using scheduler software. Fill in the Proposal Pack templates with your proposal content. Describe the clients needs and the benefits theyll realize by working with you and tie everything together with related information. Summarize in the various summary templates Executive Summary Cost Summary Project then add any required appendix material. If youre responding to an RFP create proposal that exactly matches the stated requirements. If the requirements say double spaced then double space your proposal. If they specify no more than ten pages do not make it longer. Do not add material that was not requested; do not leave out even the smallest detail that was asked for. Failure to deliver proposal exactly as requested down to the smallest detail can get the entire proposal disqualified. Assume that lot of proposals will be submitted and make yours easy to understand and follow. Use summaries up front and at the end assuming the RFP criteria allow If you are submitting proposal with no stated RFP guidelines you have much more flexibility in writing the proposal and can include whatever information you deem important. Edit proof and reorganize the proposal as needed. If any proposal material was copied from past proposals or from other company information double check to be sure that all client references are correct. It is very bad form to include another clients name in proposal. Assign second proofreader to edit proof and reorganize as needed.
Package and deliver the proposal. Deliver as many paper copies as requested plus couple of Consider following up with PDF electronic copy by mail. If you are responding to an RFP it probably has specific delivery guidelines you must follow. Follow up with personal contact to make sure the complete proposal was received with all required copies delivered. Follow up with the proposal recipients to ask or answer additional questions. Use the Follow up Letter template to request an interview and chance to resubmit an updated proposal if the proposal was rejected or the grant was not awarded. Schedule post proposal interview. If you didnt win the proposal find out why. Use the Post Proposal Analysis Checklist to help analyze the results. Resubmit an updated proposal if allowed.
Proposal Information " Proposal title" Proposal #. Proposal number RFP #. Internal Deadline. Submission Deadline. Client Name. Company name
Address. Address Address City State or province Zip or postal code Phone. Phone number Fax. Fax number E mail. Email address Primary Contact. First name Last name. Job title Secondary Contact. Proposal Description. Description of proposal
Other Bidders. List of other companies bidding on the project RFP Format & Delivery Guidelines Maximum Pages. Formatting Requirements. Copies to Deliver. Delivery Requirements.
Proposal Writer #1. Name Assignment. Due Date. Completed. Proposal Writer #2. Name Assignment. Due Date. Completed.