Proposal Development Toolkit

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Participate in Business Development, develop and maintain contact with top decision makers at key clients, organize and lead pursuit teams, participate and lead aspects of the Proposal Development process, contribute to the development of proposal Pricing Strategies.

More Uses of the Proposal Development Toolkit:

  • Ensure you get to work on Agile Development Engineering teams, regularly support the transition of Research and Development concepts to highly complex operational systems, take part in Proposal Development and peer review across several divisions.

  • Participate and lead aspects of the Proposal Development process in connection to IT projects, and contribute to the development of proposal Pricing Strategies.

  • Execute quick technical feasibility assessments and Proposal Developments for the customers identified solutions.

  • Develop and maintain associations with client decision makers at current and prospective clients; participate and lead aspects of the Proposal Development process; contribute to the development of proposal response strategies.

  • Drive: anchor Proposal Development with cross linkages across multiple competency units to arrive at a coherent solution, unique Value Propositions with clear differentiators.

  • Establish: actively lead Proposal Development and ongoing pre sales meetings with potential new client organizations.

  • Contribute to organizations profitability by generating and cultivating new business opportunities and by providing Technical Support for deal Proposal Development.

  • Communicate funding/proposal opportunities to staff and support Proposal Development as appropriate mentoring, proposal review, budget preparation, etc.

  • Help lead Proposal Development and other new Business Development activities by leveraging existing relationships with C level executives.

  • Coordinate: work directly with customers to identify business requirements with sufficient detail and clarity to allow technical Proposal Development and scoping.

  • Pilot: leverage and maintain the repository of internal documentation to support Proposal Development efforts.

  • Develop, adapt, and/or update Proposal Development and Business Development team tools, trainings, and processes to meet evolving organization needs.

  • Support the Business Development team in capture/positioning, Proposal Development, and Business Development Knowledge Management.

  • Standardize: close collaboration with Proposal Development management, development/editorial, sales, marketing, and Product Management team to ensure multiple priorities are accomplished.

  • Be accountable for participating and leading aspects of the Proposal Development process; contributing to the development of proposal Pricing Strategies.

  • Confirm your enterprise coordinates with the sales team for outbound client communication, Relationship Building, Proposal Development and case study writing for B2B sales.

  • Lead Business Development efforts by supporting targeting, Proposal Development, Risk Management, and contracting processes.

  • Contribute to your organizations profitability by generating and cultivating new business opportunities and by providing Technical Support for deal Proposal Development.

  • Participate and lead aspects of the Proposal Development process and contribute to the development of proposal Pricing Strategies.

  • Support Business Development efforts through capture activities, Proposal Development and follow through.

  • Be accountable for managing executive customer and partner relationships and key business stakeholders; Contract Negotiation, Proposal Development, deal shaping, pricing, closing.

  • Steer: work in partnership with department investigators and Project Teams on Proposal Development, providing input on operational feasibility, study workflow, and Resource Requirements and availability.

  • Confirm your business ensures adherence to Proposal Development preparation guidelines, processes, methodologies, and associated business tools.

  • Develop and maintain contact with client decision makers at current and prospective clients; participate and lead aspects of the Proposal Development process; contribute to the development of proposal response strategies.

  • Govern: new business pursuit and Proposal Development skills as developing Value Proposition and pursuIT Strategy or writing.

  • Manage existing and creating new models to support estimating, affordability, life cycle cost, parametric analysis, and Proposal Development for total systems.

  • Support the Business Development and cost estimation teams in initial customer meetings, scope development and Proposal Development.

  • Confirm your strategy ensures the effective application of iterative Proposal Development techniques in support of the maturation of proposal sections.


Save time, empower your teams and effectively upgrade your processes with access to this practical Proposal Development Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Proposal Development related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Proposal Development specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Proposal Development Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Proposal Development improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are Risk Management tasks balanced centrally and locally?

  2. What are your key Proposal Development organizational performance measures, including key short and longer-term financial measures?

  3. An organizationally feasible system request is one that considers the mission, goals and objectives of the organization, key questions are: is the Proposal Development solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?

  4. To what extent would your organization benefit from being recognized as a award recipient?

  5. How do you manage Proposal Development risk?

  6. How do you verify the Proposal Development requirements quality?

  7. What are the Proposal Development investment costs?

  8. Is the final output clearly identified?

  9. What causes extra work or rework?

  10. How do you determine the key elements that affect Proposal Development workforce satisfaction, how are these elements determined for different workforce groups and segments?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Proposal Development book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Proposal Development self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Proposal Development Self-Assessment and Scorecard you will develop a clear picture of which Proposal Development areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Proposal Development Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Proposal Development projects with the 62 implementation resources:

  • 62 step-by-step Proposal Development Project Management Form Templates covering over 1500 Proposal Development project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Proposal Development project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Proposal Development project team have enough people to execute the Proposal Development project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Proposal Development project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Proposal Development Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Proposal Development project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Proposal Development project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Proposal Development project with this in-depth Proposal Development Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Proposal Development projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Proposal Development and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Proposal Development investments work better.

This Proposal Development All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.