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:

Join the 72,369 other professionals who are part of our extended family.

Customer Login


Create your own draft RFP

When customer's release a draft RFP, it makes it considerably easier to prepare ahead of the final RFP release. When they don't release a draft RFP, it is still just as important to prepare ahead of RFP release, but much harder to know exactly what information you need and what format to present it in. This alone is a big reason why many companies make the mistake of waiting until RFP release before putting pen to paper. If the customer doesn't release a draft RFP, you should consider making one yourself.

The exercise of creating your own draft RFP will force you to seek answers to key questions. How extensive will the scope of work be? Will there be a past performance review? Will it be a "best value" procurement or a price shoot-out? What will be the most important evaluation considerations?

You'll need to ask the customer these questions. In fact, you'll need to ask more than one person at the customer, since one person won't know all the answers and some may have conflicting opinions. Don't worry so much whether their answers match the final RFP exactly --- the differences can often tell you as much about the customers actual preferences and level of internal consensus as would similarities. The key is that it gets you talking to the customer and helps you develop an understanding about what it is they want, separate from what makes it into writing. You should specifically target developing an understanding of what problems the customer would like to see this procurement solve.

Going through the effort of creating your own draft RFP also gives you a rallying point for collecting information. For example, you can begin to identify relevant projects and collect contact data based on a high level understanding of the scope of work. You can begin determining your win themes as soon as you develop an understanding of the customer's evaluation considerations and preferences.

You can also begin doing competitive assessments based on your strengths and weaknesses while you can still ask the customer about what they consider important and their familiarity with your competition. And don't forget to do a critical self-examination. Does the client know you? What is your past performance record? Get this directly from the client and not from your project staff. Don't drink your own bath water --- no one wants to admit when they've had problems with their customer. Identifying problems early give you a chance to correct them, enables you to prepare your win themes and written material as a defense, and in the worst case might lead you to walk away from a bid that you cannot win.

Finally, make sure that your internally developed draft RFP is a written document, and not just someone's "understanding" of the customer's requirement. A written document can be distributed and the level of customer understanding assessed. It can be verified with others who know the customer. And when the final RFP is released, it can be compared, telling you what to keep, what to change, and providing additional insight into the customer.



Return the Favor!

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






The hundreds of articles in our free library are derived from The CapturePlanning.com MustWin Process and other 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.


Our Premium Content:
Individual tutorials and guides to help you develop business and write proposals or full access memberships for those who seriously want to win:

MustWin Step-by-Step Process for Capturing Leads
How to Survive Your First Business Proposal
How to Write an Executive Summary
Proposal Format and Samples Package
Quick and Dirty Guide for Writing a Last Minute Proposal
Business Proposal Sample Makeover - Before and After
How to Write a Management Plan
509 Questions to Answer in Your Proposals
Business Development for Project Managers & Engineers
Business Start-Up Planning Workbook
51 Tips for Microsoft Word

Get them all at a discounted price with a membership!

Free Article Topics:
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
Proposal Process & Procedures
Proposal Training
Business Proposal Software
Business Proposal Tips
Business Proposal Graphics
Oral Proposals and Presentations
Marketing & Business Development
Sales Letters & Copy Writing
Bid/No-Bid Decisions
Government Contracting
Request for Proposals (RFP)
Small Business Innovation Research (SBIR)
Small Business Development & Startup
Management & Career Center
Just for Fun...


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

Copyright © 2007. Please review the Terms of Use prior to copying or distributing.