TArticles tagged with: Pre-proposal Preparation Phase

2-Step process for finalizing your proposal solution

If you can’t explain it simply, you don’t understand it well enough. –Albert Einstein During the Pursuit Phase, your Capture Team should have developed a solution that addresses your client’s needs and provides a clear basis for award. The Capture Team continually refined and tested this solution with the client during the Pre-proposal Preparation Phase all the way up to final RFP release. With significant effort directed at the solution during these phases, it is important to spend time immediately after final RFP release and before conducting the kick-off meeting to review the proposed solution against the final RFP contents, make any necessary adjustments to finalize your solution, and ensure that your team is ready to start final proposal development. Review the requirements in the final RFP to determine if the implementation plan, price strategies, teaming relationships, technical feasibility, and cost competitiveness you developed during the Pre-proposal Preparation Phase address … Continue reading 2-Step process for finalizing your proposal solution

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7 Reasons to develop a compliance matrix

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Section C and technical attachments, and legacy information from a previous procurement, e.g., inaccurate dates or out-of-date requirements.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

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10 Topics to include in your kick-off meeting agenda

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

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12 Required kick-off meeting elements

Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results. –Andrew Carnegie You should design all aspects of your kick-off meeting to motivate your team, communicate your proposal plan, and set the overall tone for how your proposal team will operate. Though the kick-off meeting typically occurs a few days after RFP release, planning for the kick-off meeting prior to RFP release saves time once the RFP drops – a major advantage for your team. Once actual post-RFP proposal preparation begins, having already planned the kick-off meeting saves important time that you can use to review the RFP, validate pre-proposal products, and prepare final writing plans and writers’ packages. The planning process involves identifying the meeting location, handling logistics, designing the agenda, preparing distribution materials, and inviting the … Continue reading 12 Required kick-off meeting elements

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