captureplanning.com Learn about proposal writing and business development



How to get the most out of our web site:
CapturePlanning.com is a huge resource for learning about business development and how to win proposals.

Fill in the box below so we can keep you up-to-date with the latest best practices for winning more business.

Enter Your Email Address:


We get a lot of inspiration from the CapturePlanning.com Group on LinkedIn. You can to if you join us there. It's free!


The proposal lifecycle (realist’s version)

The RFP just came out. A couple of days ago. We didn’t tell you because we weren’t sure we were going to bid it. But we want to pursue it so now we’re trying to put a team together. First we have to decide which solution we’re going to bid. We just wanted to give you a heads up so you can be prepared. Oh, you want a copy of the RFP? I’ll see if I can get you one. How long will it take you to write the proposal?

A week after the RFP (on a 30 day schedule) was released you have the RFP, a draft outline, and the key players around a table for a kickoff meeting. All except the subcontractors, who are responsible for critical sections. You hash out assignments and give the authors three days to complete the storyboard forms you pass out. You get your first objections that there’s not enough time that it would be better if they just wrote their sections. You stick to your guns and explain why the storyboards are important.

Three days later, only half of the storyboards are done. The storyboard review meeting, instead of reviewing the plan for writing the proposal becomes a discussion about assignments and competing priorities. The storyboards are complete a day or two later and section writing starts. You give the authors four days for writing. When you check progress two days later, you find:

  • Most people have set the storyboard’s aside and are not using them as a map of the section
  • A couple of people haven’t even started yet
  • One section has changed the solution and not told anyone else
  • At least one person doesn’t like the flow of the RFP and has come up with a better way to organize their section.

Four days later only some of the sections are ready. You have three days to read them, edit them, and prepare for the Red Team review.

On the day of the Red Team, you have a draft of most sections. In a couple, you’ve only got the outline from the storyboard. The Red Team participant from one of the subcontractors shows up with their section. In addition to only being halfway complete, the half you have doesn’t fully address the RFP requirements.

The Red Team takes two days and gives the proposal a passing grade.

25 Four days after the proposal is at a stage you would consider a decent first draft. You distribute copies of the “Final Draft” to give participants a last chance to make changes. You give them two days. An executive decides that one of the sections needs to be re-written. Changes drift in over the next three days.

You begin final production, except for the section being re-written, applying formatting templates and inserting graphics. The re-written section comes in the day the proposal is due. You format it roughly and let it pass without graphics. When you produce the final formatted copy for QA prior to shipping, the same executive wants to review the other sections. You strenuously object, but are overruled. The executive promises to limit the review to typos and things that are “critical”. An hour before the proposal is due, with the rest of it packed into boxes, the executive hands over the last changes. They include wording changes and overlook a typo or two you saw when packing the proposal but didn’t say anything about. With only 45 minutes ago, a car leaves to deliver the proposal. You pray that they don’t get a speeding ticket (or worse) and blow the delivery.

They make the delivery and don’t bother to tell you until the next day. You’re not concerned because someone else has an RFP they want “some help” with…


PS: In an alternate version, the proposal gets extended 6 times, ends up taking 4 months, with the final answers to questions coming in the week that it is (finally) due.



Return the Favor! Show the author of this article some love and appreciation by posting a link to it, tweeting it, or emailing a friend and telling them about it. Thanks!



PropLIBRARY is our professional-grade tool for accelerating, inspiring, guiding, and improving your proposals

The PropLIBRARY Knowledgebase provides step-by-step guidance to help you:

  • Get ready to win before the RFP is even released
  • Develop win strategies
  • Plan, write, and produce a winning proposal
  • Base proposal quality on what it takes to win
  • Comes with online training!

>> Click here to learn more about the features and benefits of using PropLIBRARY






The hundreds of articles in our free library are derived from The CapturePlanning.com MustWin Process and the documents that we sell. The articles discuss the theory and foundations of the techniques we have developed. But if you want our templates, forms, and process documentation that turn theory into documents and tools ready to be put to work, you should consider our premium content.


Premium Content:
PropLIBRARY: Our Tool For Winning Business Leads

How to Write an Executive Summary
How to Write a Management Plan
Proposal Format and Samples Package
Business Proposal Sample Makeover: Before and After
509 Questions to Answer in Your Proposals
Quick and Dirty Guide for Writing a Last Minute Proposal
Business Development for Project Managers & Engineers
How to Survive Your First Business Proposal

Save by getting our Discount Package!

More Free Articles:
Proposal Writing
How to Write a Business Proposal
How to Write an Executive Summary
Proposal Writing for Professional Services
Proposal Management
Win Strategies and Themes
Red Teams & Proposal Quality Validation
How to Create a Proposal Compliance Matrix
Proposal Process & Procedures
Process Implementation & Acceptance
Proposal Storyboards
Proposal Training
Proposal Software
Proposal Tips
Proposal Graphics
Oral Proposals and Presentations
Marketing and Business Development
Relationship Marketing and Customer Contacts
RFP Readiness and Lead Qualification
Sales Letters & Copy Writing
Bid/No-Bid Decisions
Government Contracting
Request for Proposals (RFP)
Small Business Innovation Research (SBIR)
Small Business Development & Startup


Miscellaneous
Home
About Us
Privacy Policy
Site Terms of Usage
Contact/Send Us Feedback

Copyright © 2011. Please review the Terms of Use prior to copying or distributing.