Generative AI for Proposal Professionals – LIVE ONLINE Training | May 21-23, 2024 (~4.5 hours per day over 3 days)
May 21, 2024 @ 12:00 pm – May 23, 2024 @ 4:30 pm EDT
LIVE instructor-led online class
Date: May 21-23, 2024 (3-day class)
Time: 12:00-4:30 pm EDT
Location: Online, LIVE, Instructor-Led
Generative AI is changing how proposal professionals manage new business pursuits and write competitive proposals.
Now is the time to reskill your business development workforce and train them to use these new AI tools to increase your competitive advantage.
This class will give you hands-on experience perfecting your AI-assisted capture and proposal development skills. You’ll learn how to design, build, and test AI prompts; create prompt workflows to create proposal outlines; develop proposal technical and management solutions; create feature/benefit/proof tables; evaluate and score proposals; and create real proposal content by accessing past proposals, capture plans, customer interview reports and other documents stored in your private data library.
When you complete this class, you’ll be a proficient user of AI-assisted tools to manage and create real proposal content, and you’ll never go back to the “old ways” of building proposals.
What you will learn
- How to use different AI models
- Understand the capabilities and limitations of AI models
- How to engineer quality prompts that work across multiple AI platforms
- How to create, maintain, and manage your company’s private data libraries of past proposals, capture plans, technical documents, etc.
- How to use enterprise AI tools to respond to government RFPs
Who should attend
- Company Executives
- Project Managers
- Market Research Professionals
- Competitive Intelligence Professionals
- Business Development Professionals
- Capture Management Professionals
- Technical Professionals
- Proposal Management Teams
- Proposal Managers
- Volume Leads
- Subject Matter Experts
- Proposal Writers
- Graphic Artists
- Orals Coaches
- Proposal Color Team Reviewers
(Eligible for 12 APMP CEUs)
- $795 per student includes all training materials, handouts, and live instructor-led training. No discounts are available.
- A temporary license (class time + 7 days) to access the Training Tenant in our multi-tenant Generative AI Proposal Development Center (PDC)
Generative AI Class Schedule
ONLINE / Day 1 (~4 hours)
Introduction to AI-Assisted Proposal Development
Develop an in-depth understanding of the capabilities of Generative AI—as well as its current limitations—with custom content, demonstrations, and exercises. You’ll test drive different AI models and learn how to use AI tools to write proposal content, develop technical solutions, build PowerPoint briefings, and automate proposal reviews. You’ll also learn techniques for using single prompts and chain-of-thought prompts that help you quickly converge on desired outcomes.
We’ll also discuss why AI models hallucinate, their limitations, and how to manage data security in enterprise models.
By the end of the first session, you’ll be skilled in using basic AI tools and will be able to use your new AI skills to create an AI Responsible Use Policy for your company.
ONLINE / Day 2 (~4 hours)
Enterprise AI Platforms and Prompt Engineering for Proposal Development
On Day 2, we’ll transition from open AI to private enterprise AI platforms to create proposal content.
We’ll focus on demystifying prompt engineering. We’ll show you how to create well-designed prompts that work in enterprise AI platforms and how to improve the quality of your prompts. We’ll explore prompt flows, including hidden system prompts and retrieval augmented generation (RAG) data calls, and how your AI platform can access your company’s private data library.
We’ll dive into how to set up and maintain a secure company private data library with a myriad of company artifacts (e.g., capture plans, customer data, past proposals, proprietary solutions, past performance, resumes, etc.).
You’ll learn how to set up a shareable Prompt Library of reusable prompts.
By the end of the second session, you will be writing your own prompts, skillfully creating new proposal content and designing continuity of thought prompts to build custom workflows that are essential creating real proposal content.
ONLINE / Day 3 (~4 hours)
Lohfeld Generative AI Proposal Development Center
On Day 3, you’ll work in the Training Tenant in our Multi-Tenant GenAI Proposal Development Center to respond to a real government RFP. You’ll generate proposal outlines, executive summaries, technical and management solutions, proposal evaluation strengths, and first drafts of proposal content. You will also:
- Review your draft proposal content with AI-assisted tools and learn how to use AI tools to recommend content improvements.
- Use our private data library of past proposals and other proposal artifacts to help build proposal content.
- Test your in-class prompts, as well as those included in the AI platform and proprietary Lohfeld prompts.
Your temporary Training Tenant license will last ~7 days after the class. You can continue using the Training Tenant to develop additional prompts for your personal prompt library during this time. All prompts and work products will be deleted after 7 days, and the Training Tenant will be reinitialized to prevent proprietary data exposure.
By the end of the third session, you will be using AI tools to confidently assist capture teams, help SME’s create high-scoring solutions and write proposal content better and more quickly than ever before. You will be prepared to be an AI trailblazer and accelerate your company’s adoption of AI technology.
About your Instructor
Generative AI Training Specialist
Principal Consultant, Generative AI and Capture Management Training Specialist, Strength-Based Winning® Instructor
Bruce has been a savvy business development, capture management, and proposal development practitioner for 30 years. Newly arrived at Lohfeld Consulting in 2023, he has stepped into the role of lead instructor for Lohfeld’s Generative AI for Proposal Professionals classes as well as instructor for capture management and consulting advisor. Bruce comes to Lohfeld Consulting from SAIC, where he was the Senior Vice President for Business Development for their $3B National Security and Space Sector.
Bruce is a retired Lt. Col. from the USAF Reserve, previously an active-duty USAF officer. He is an NSA-certified cryptologic engineer. Bruce has a Master of Science degree in Electrical Engineering from the Massachusetts Institute of Technology (MIT), and his technical background includes business analytics, satellite communications, RF propagation, signals intelligence, and systems engineering. Bruce has worked on solicitations for numerous Federal Government Agencies, focusing on the Intelligence Community (IC) and Department of Defense (DoD). Bruce holds Association of Proposal Management Professionals (APMP) Foundation certification and Program Management Institute (PMI) Program Management Professional (PMP) certification.
Cancellations and Transfers
Student substitutions are permitted at any time up to the start of the class (please notify your instructor so s(he) can forward the invitation to the substituted student).
Fourteen (14) days or more prior to the start of the class: No charges will be incurred for canceling or transfer of class registration.
Thirteen (13) days or fewer prior to the start of the class: The full tuition is due. There is no credit available to transfer or refund. If rescheduling, an additional payment in the amount of the new registration will also be due.
Student No Show
If a student fails to attend class, the full tuition is due, and there is no credit available to transfer or refund.
Refunds are made upon request only for registrations canceled fourteen (14) calendar days, or more, prior to the class start date.
No recordings of Lohfeld Consulting Group classes are permitted or available.