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N G Proposal Process Proposal Roles/Responsibilities Partner – Works with BDM/Sales Lead to validate client needs。 identifies and assigns proposal team resources。 reviews proposal prior to production。 sets schedule and delegates assignments。 owns the proposal creation process。 creates and enforces proposal calendar。 helps coordinate production/delivery effort. C O N S U L T I N G Proposal Process Proposal Planning Pieces Typical Proposal Outline – Executive Summary – Technical Approach/Work Plan/Project Schedule – Staffing Qualifications/Resumes – Project Management – Team Quals/Past Performance (project engagements) – Cost – Assumptions Proposal Contact List Calendar/Schedule Production Checklist C O N S U L T I N G Proposal Process Develop Outline with Assignments Use the proposal format section number of the RFP Mirror RFP section numbers/titles verbatim Include RFP requirements and evaluation criteria numbers for writer reference Filename RFP Sect. s Section Title Writer Draft Done Review Done X 1_exsumm Executive Summary Johnson C O N S U L T I N G Proposal Process Developing a Calendar/Schedule Key events: ? Proposal kickoff ? Storyboards section brainstorming sessions ? Draft questions about RFP due to client contact ? Final questions due to the client ? Drafts due (Blue Team, Red Team, Final) ? Final manager/Partner review(s) ? Work plan and costing due dates ? Final ed