How We Work

We partner with our clients to leverage YOUR technical expertise and knowledge of your customer, and OUR expertise and knowledge of proposal development.

We use repeatable processes, and proven, successful tools, adapting them to each environment and the specific needs of each proposal.

Proposal Schedule

Feature: We set a development schedule early in the effort that defines all milestones and keeps the proposal on track at all times.

Benefit: Everyone knows what happens when—and how much time they have to carry out their assignments.

Our Client’s Role: We expect you to work with us to implement and enforce this schedule.

Outlines and Compliance Matrixes

Feature: We prepare a proposal outline defining content, assigning responsibility for each section, and prepare a compliance matrix that includes all RFP requirements.

Benefit: A structured writing environment is in place for all, and roles are clear. The document will start out compliant and stay that way throughout its development.

Our Client’s Role: We ask you to work within the structure of the outline and compliance matrix and not deviate from it.

Proposal Strategy

Feature: We work with your capture manager to chair theming and proposal strategy meetings with all stakeholders at the start of the effort.

Benefit: Overall win themes and strategies are identified to drive all solutions and approaches. Everyone is “on the same page” with the message to your customer.

Our Client’s Role: We count on you to know your customer, the program, and the competition, and to work with us to devise a strategy for winning the business so that we can tell your story.

Proposal Writing Tools

Feature: We offer a proprietary writing template tool, if you are not using one, to define the contents of each section and subsection of the proposal.

Benefit: A closely defined structure to populate with data facilitates our interactive work with your staff to build the story.

Our Client’s Role: We need your SMEs to work with us to devise solutions and agree on approaches and strategies. We will tell the story in a compliant, responsive, persuasive, and clear way, but it’s YOUR story.

Click Here to see a sample writing template

Version Control

Feature: We learn and follow the protocols for your inhouse system or we implement one that works within your electronic or virtual environment.

Benefit: No delay-causing mix-ups occur with the in-process text. The proposal manager or coordinator has complete control of the master version of the text, and all contributors can view and review it.

Our Client’s Role: We need you to follow the file sharing rules at all times so that no rogue versions of the text appear to confuse the team or delay development.

Graphic Design

Feature: We develop a compliant document layout and suggest graphic concepts along with early text drafts to illustrate the proposal.

Benefit: Effective visuals allow the team, and ultimately the customer, to understand and appreciate the features and benefits of the offer.

Our Client’s Role: We ask your staff to work closely with our artists to define concepts and ideas for illustration.

Team Reviews

Feature: We organize, operate, and provide feedback from review teams, such as Pink Teams and Red Teams, as a key step in developing the proposal.

Benefit: Experts who evaluate themes, compliance, responsiveness, clarity, solutions and approaches, and consistency across the volumes help improve the proposal.

Our Client’s Role: We need you to be open to new ideas and perspectives and consider how they may improve your offer.

Proposal Production

Feature: If needed, we establish templates and styles to meet RFP and client requirements, and desktop publish the final document, incorporating all final changes to text and graphics and adding required front matter.

Benefit: The proposal meets all delivery requirements, is consistent and complete, and is attractively presented and packaged.

Our Client’s Role: We ask you to sign off on all final changes, give us time to prepare a quality-assured product, and then do a final check.