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 – editing checklist Editing Checklist: A supplement to your company’s style guide, this tool is useful for your editor to ensure that all elements of the proposal meet specific quality standards…literally, to check that all of your i’s are dotted and t’s are crossed. 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!
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)
A compliance matrix can serve multiple purposes. It’s an internal document that keeps your entire proposal team on the same page regarding compliance and ensures your proposal meets all requirements. It includes every shall, must, and will requirement in the entire RFP. It’s an organized listing of all requirements in RFP Sections L, M, C, Contract Data Requirements Lists (CDRL), and other sections of the RFP that contain requirements. In these days of boilerplated and recycled RFPs, developing a compliance matrix helps in finding disconnects between RFP sections and documents. Common disconnects include discrepancies between Section L and Section M contents, nonsensical soft- or hard-copy formatting instructions, discrepancies in technical requirements between Section C and technical attachments, and legacy information from a previous procurement, e.g., inaccurate dates or out-of-date requirements. It serves as a navigation and checklist tool for proposal managers, volume leads, proposal developers/writers, and internal proposal reviewers (as … Continue reading 7 Reasons to develop a compliance matrix
Your kick-off meeting planning process should involve identifying the location, handling logistics, designing the agenda, preparing distribution materials, and inviting the right people. Use a checklist (see our 12 Required Kick-off Meeting Elements blog post) to track all required items. Confirm the meeting time, date, and logistics as the RFP due date approaches. This is an important meeting that sets the tone for final proposal preparation activities – obtain a conference room that will accommodate a large meeting comfortably. Create the list of invitees, and send e-mail meeting invitations to them to hold the projected date and time on their calendars. Ensure you invite core capture and proposal team members as well as a member of your senior management to start the meeting and provide a motivational talk to the team. Create the Kick-off Meeting Agenda and plan to cover the following topics: Proposal overview – describe the client’s needs … Continue reading 10 Topics to include in your kick-off meeting agenda