TArticles tagged with: Briana Coleman

Proposal production checklists (Part 3 of 4)

As a follow up to Briana Coleman’s proposal production series, we’re sharing some helpful checklists and tools for you to use in planning your next proposal production plan. Download the MS Word documents and modify them to suit your company and proposals. Lohfeld Consulting Group – Production Resources Checklist Production Resource Checklist: When planning for your proposal’s production needs, confirm that you have all of the necessary resources to complete the production. These resources include staff, IT/facilities, network capabilities, and other necessities. What checklists do you find indispensable—and what war stories can you share to reinforce the need for checklists? Send your thoughts to me at BWingate@LohfeldConsulting.com, and I’ll share your advice in upcoming posts!

Proposal production checklists (Part 2 of 4)

As a follow up to Briana Coleman’s proposal production series, we’re sharing some helpful checklists and tools for you to use in planning your next proposal production effort. Download the MS Word documents and modify them to suit your company and proposals. Lohfeld Consulting Group – Printing Instructions Print/Assembly Instructions: Whether you are printing in-house or outsourcing this, you want to ensure that the printer fully understands your vision for the end product. Be specific about how you want the document printed and assembled. The attached document includes a sample instruction template. What checklists do you find indispensable—and what war stories can you share to reinforce the need for checklists? Send your thoughts to me at BWingate@LohfeldConsulting.com, and I’ll share your advice in upcoming posts!

Proposal production checklists (Part 1 of 4)

As a follow up to Briana Coleman’s proposal production series, we’re sharing some helpful checklists and tools for you to use in planning your next proposal production plan. Download the MS Word documents and modify them to suit your company and proposals. Lohfeld Consulting Group Proposal Production Checklist Production Checklist: Before you begin desktop publishing for the first time, develop a comprehensive production checklist. This checklist will serve to guide your desktop publisher on your vision of the final product, as well as guide you on production day to ensure you’ve done everything you need to do. The production checklist is like a compliance matrix for your production day—it’s easy to forget in the moment that the CEO must sign the SF1449, or that the labels on the box must show the solicitation number. Using a comprehensive checklist, customized for every job, ensures you’ll meet all requirements. I typically begin … Continue reading Proposal production checklists (Part 1 of 4) →

Confessions of a proposal production expert – delivery (Part 5 of 5)

All great proposal teams know the few golden rules of proposal development: Writers are more productive when they are fed. Whatever can go wrong, will go wrong. And… You can’t win if you don’t deliver on time! This week Briana Coleman, PPM.APMP shares her top 3 proposal delivery tips. Tip 1: Plan on delivering EARLY Founder and CEO of our company, Bob Lohfeld, once told me this story of his early days in the proposal business. The goal was to deliver a proposal from San Diego to Pasadena. Everything that could have gone wrong did go wrong—including not budgeting enough time to print. There was not enough time to drive the proposal to the destination, so the company chartered a private helicopter on the day it was due to take the 2-hour flight. As the helicopter approached the Pasadena area, the pilot turned around and asked, “So, where do you … Continue reading Confessions of a proposal production expert – delivery (Part 5 of 5) →