
You only get one shot at a great proposal kickoff meeting, so make it count. Good kickoff meetings put the controls and processes in place to efficiently produce the proposal and motivate the team. By the end of a good kickoff meeting, participants must clearly understand the “who, what, when, where, why, and how” of efficiently developing the proposal and be prepared to start work. Do as much groundwork as possible to prepare for a great kickoff meeting before the RFP release. A comprehensive list of activities you can pick from to accelerate your preparedness follows. Kickoff meeting preparation tasks Prepare the kickoff meeting: Agenda Slide template Calendar invitations Physical or virtual meeting space Proposal planning and execution tasks Prepare the proposal: Schedule and milestones Assignment list (with a description of roles and responsibilities) Template to acquire/validate questions about the request for proposal (RFP) Plan to identify, assess, and mitigate … Continue reading Laying the groundwork for a great proposal kickoff