TArticles tagged with: templates

13 must-have data elements for proposal resume templates

Over the years, I’ve developed a proposal resume contents template that combines requested resume contents from hundreds of government requests for proposals (RFP). Here are the items I typically include in a master resume – which can then be cut down and tailored as needed. Full name Education (degree, major, school) Years of related experience (e.g., software development, project management – whatever the employee’s core skills include) Security clearance (with pertinent details) Professional experience (title, company, location, dates position held) Position description (with pertinent details) Certifications (with pertinent details) Publications (with pertinent details) Professional associations (with pertinent details) Continuing education (with pertinent details) Awards (with pertinent details) Software/hardware experience (with pertinent details) Any other categories relevant to your industry/niche marketplace Additionally, I always format the master resumes using MS Word styles for tailoring quickly to RFP specifications. I also set up a regular schedule (typically once to twice a year) … Continue reading 13 must-have data elements for proposal resume templates →

12 important tips for developing proposal schedules

At each Kickoff Meeting, I provide the final proposal schedule to the proposal team; however, much effort goes into getting to the final schedule. Here are some tips to help your proposal schedule development efforts. Maintain templates of standard, achievable, detailed proposal schedules for 5-, 10-, 15-, and 30-day turnarounds – or whatever the typical turnaround times are for your industry and clients. Once you have the templates developed, you can tweak them for particular efforts and know that you’ve already accounted for all the required drafts, reviews, editing, production, etc. Develop your final proposal schedule backward from the submission date, and develop your schedule forward from RFP receipt, including time to finalize your outline, schedule, templates, kickoff meeting materials, storyboards or annotated outlines, etc. Minimize sequential tasks – maximize parallel tasks. Don’t make every action dependent on the preceding action. Realistically estimate the time required for specific tasks – … Continue reading 12 important tips for developing proposal schedules →

38 must-have templates and boilerplate repository artifacts

Having managed both government and commercial proposals for 25 years as a one-person proposal shop for small to large companies, proposal center director, and proposal management consultant, I’ve developed a checklist of “standard” proposal repository templates and boilerplate I believe are vital to getting proposals out the door efficiently – and less “painfully” for organizations of all sizes. Templates Cover letter templates Commitment letter templates Standard forms templates Teaming agreement templates Non-disclosure agreement templates Lessons-learned debrief templates Compliance matrix templates Storyboard templates Features/benefits/theme statement worksheets Capture forms Graphics logs Kick-off meeting forms and templates Color team forms and templates Pre-submission checklists Proposal team contact list templates Proposal schedule templates Resume templates Past performance templates Proposal document templates Mailing label templates Delivery receipt templates Binder covers and spines templates Divider tab sets CD labels and inserts templates Boilerplate/data documents Awards, certifications, and accreditations Acronym lists Logos, graphics, and graphics style guide … Continue reading 38 must-have templates and boilerplate repository artifacts →