creatingeffectiveproposals英文版(完整版)
【正文】 ppropriate) ? Always keep extra copies onhand C O N S U L T I N G Proposal Process What to Do When There is No RFP Refer to the Opportunity Fact Sheet (OFS) filled out by the KPMG Partner/BDM/Sr. Manager ? Contains much of the information found in an RFP ? Serves as the RFP for the proposal Analyze the Business Opportunity outlined in the OFS just as you would an RFP ? Is there a pelling reason to bid? Rely on the KPMG contact’s knowledge about the client, the opportunity, and the petition C O N S U L T I N G Proposal Process Organizing the Proposal Response C O N S U L T I N G Proposal Process Proposal Roles/Responsibilities Partner – Works with BDM/Sales Lead to validate client needs。 works with Partner to create themes. Proposal Coordinator – Copies and distributes RFP/OFS。 manages version control for all sections。 approves proposed KPMG approach and final pricing。 sets schedule and delegates assignments。 don’t get angry or defensive Proposal should be scored to show strengths/weaknesses Reviewers should make specific and constructive ments Red Team debrief should occur 35 days before due date PostRed Team debrief new assignments are made ? often reduces size of proposal team C O N S U L T I N G Proposal Process Final Mgmt. (Gold Team) Review Final preproduction review ? Generally involves Partner, BDM, Proposal Manager ? 2nd Partner review required for bids of $500K and up Last oppor
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