Category Results for Proposal Production

Confessions of a proposal production expert – desktop publishing (Part 1 of 5)

In a previous series on our Insights blog (search “Proposal production across the business development life cycle”), Briana Coleman, PPM.APMP explained the production best practices all companies should perform during each phase of the business development (BD) life cycle. In this series, she’ll dive deeper into production elements and share war stories and her favorite tips. These production elements include: Desktop publishing Graphic design Editing Printing and assembly Delivery Let’s begin with desktop publishing, the art of formatting a document to help communicate a message and for ease of reading. Tip 1: Start early Desktop publishing is not a race at the end. Think about the risks for page limits! As a desktop publisher, I’ve received documents 24 hours before they were due, with the instructions to “work my magic and cut five pages…” Don’t put that kind of pressure on your desktop publisher. Instead, begin desktop publishing and editing … Continue reading Confessions of a proposal production expert – desktop publishing (Part 1 of 5)

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Proposal production across the business development life cycle – phase 5 (Part 6 of 6)

In her previous post (Part 5 of 6), Briana Coleman, PPM.APMP discussed the key activities involved in Phase 4 of the typical business development (BD) life cycle: Phase 1 Opportunity identification and assessment Phase 2 Pursuit Phase 3 Pre-proposal preparation Phase 4 Proposal development Phase 5 Post-submittal In this post, Briana discusses the key production activities that you should perform in the final phase—Phase 5 Post-submittal. 1. Archive and shred! The production life cycle creates a lot of artifacts—both electronic and hard copy. Don’t forget to shred all versions of your proposal that you don’t need, and archive the ones you do. Create a central place in your office or on a network to store final proposals for in-house use or reference. Archive or delete versions of graphics in a place that is easily accessed by your graphic artists later. This may include putting a slug number on each graphic … Continue reading Proposal production across the business development life cycle – phase 5 (Part 6 of 6)

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Proposal production across the business development life cycle – phase 4 (Part 5 of 6)

In her previous post (Part 4 of 6), Briana Coleman, PPM.APMP discussed the key activities involved in Phase 3 of the typical business development (BD) life cycle: Phase 1 Opportunity identification and assessment Phase 2 Pursuit Phase 3 Pre-proposal preparation Phase 4 Proposal development Phase 5 Post-submittal In this post, Briana discusses the key production activities that you should perform in Phase 4 Proposal Preparation. Once you receive your final RFP, you can begin actually implementing your production plan. Below is a typical 30-day schedule to give you a sense of when you should begin each element of production. You’ll note that final production begins on DAY 1! By Day 2, you should be able to refine your templates to match the format/delivery requirements of your RFP. Note that I am saying refine, and not develop, because you will have already taken care of baseline templates in your pre-proposal phase. … Continue reading Proposal production across the business development life cycle – phase 4 (Part 5 of 6)

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Proposal production across the business development life cycle – phase 3 (Part 4 of 6)

In her previous post (Part 3 of 6), Briana Coleman, PPM.APMP discussed the key activities involved in Phases 1 and 2 of the typical business development (BD) life cycle: Phase 1 Opportunity identification and assessment Phase 2 Pursuit Phase 3 Pre-proposal preparation Phase 4 Proposal development Phase 5 Post-submittal In this post, she discusses the key production activities that you should perform in Phase 3 Pre-Proposal Preparation. 1. Begin drafting your production plan: proposal-specific In Phases 1 and 2 of the BD life cycle, you drafted a company production plan. In this phase, you’ll tailor that generic plan to your specific proposal and RFP. By this phase in the life cycle, you have likely received a draft RFP from the client, or you have put together a strawman RFP of your anticipated requirements. Using these draft documents, update your plan to reflect any nuances of the customer, e.g., specified font … Continue reading Proposal production across the business development life cycle – phase 3 (Part 4 of 6)

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