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How do you go about influencing the customer’s RFP to give your company an advantage? When you start thinking about it and peeling back all the layers, it can seem quite complex. There's a lot to consider. And where should you start? Here is a simple formula that’s easy to memorize and can help you cover all the important aspects of the problem. Who. Who is the customer? Who is the decision maker? Who needs help? Who can make changes to the RFP? Who is playing the contracts role? Who is in charg

Imagine that when the RFP is released, the customer already knows you, and they trust you and your capabilities because you've demonstrated that you have insight into what can help them. You've shown them how to get what they need. Along the way, you’ve made recommendations to ensure the RFP doesn’t contain anything that would be a problem for you, as well as inserting some things that give you an advantage. Most importantly, you’ve gained some insight into the outcomes they are trying to achiev

The proposal process is not about efficient repetition. It is not even primarily about managing the steps that go into creating a proposal. The proposal process is about problem solving, starting with figuring out what it will take to win. It is about solving the problems that arise while trying to win your proposal. Each time you execute the proposal process you will encounter new, unanticipated problems that mostly result from the customer asking for new things, or asking for old things in new

Most proposal processes, whether they realize it or not, are about the flow of information. You could create a proposal process just by looking at how information needs to be discovered, transformed, and handed off from one person or step to the next. It works even better if you start at the end, with a winning proposal, and work backwards to define the flow of information needed to arrive at it. But it can get pretty complicated, especially when you take the enormous amount of flexibility requi

Proposal theme statements are how you articulate why the customer should select you. They deliver your message, tell your story, and flow through the proposal document. They provide the big picture and define what your proposal means. Themes may be incorporated into headings, tag lines, text boxes, or just be the main point of a paragraph. They are the message and there are many ways to deliver it. You need to be able to articulate your proposal win themes so that you can build the proposal arou

A sound proposal process not only increases efficiency and improves win rates, it is also one of the few things that can give people working on a proposal hope that the next proposal won't be so bad. Proposal specialists make everything about the process. And that's a good thing. Until they take it too far. The problem isn't having "too much process." It's growing your process in ways that reduce effectiveness. The proposal process must be effectively implemented. This is where people struggle.

Take a step back from what you think you know about proposal management, if only for a minute. What you can learn from this grid is what information people need, and where to create information products that flow it to them. But studying it can also provide some other insights: Process, tools, and techniques combine and have a big impact on your ability to flow information and manage issues. It’s easy to fixate on a problem in the moment and think a tool can solve it. But your needs change over

It sounds so obvious that few companies bother to define it. But if you want to maximize your win rate, it’s worth giving some attention to how you define proposal success. You can't intentionally seek proposal success or consistently achieve it if you're just guessing at what it is. Let's start by looking at some common but counterproductive ways that people try to define proposal success: Anything that wins! During the proposal phase you haven't won or lost, so it doesn't help you any to use t

As soon the introduction to a proposal is written, it becomes obvious whether it's going good or bad. Right from the start. The first draft of the introduction tells you a lot about the maturity of a company's proposal process. Writing a good introduction demonstrates what you know about what the customer really wants. If you can't write that, then you don't know what you're proposing. And if the introduction consists of nothing more than information that can be found in the RFP, you know that t

Take a moment and ask yourself why you're interested in reducing the amount of proposal writing. It could be because you're out of time. Or have strict page limits. Or have other priorities and want to reduce the effort required by a proposal. This is where I'd normally jump in with an ROI calculation that shows that the impact on your win rate of doing a proposal well makes it mathematically worth it. However, today I'm going to skip that and take an unjudgmental look at what it takes to reduce

Each and every paragraph in your proposal should make a point. Every sentence within those paragraphs should have its own point. And those points should not be about you. They should not simply describe. They should never make unsubstantiated claims of greatness. You should provide the information the customer needs, while pointing out why you are the customer’s best alternative. But what should you talk about to make those points? How do you go beyond answering an RFP requirement to make your p

What can you expect? You can expect more. We’ve added a community on top of the massive amount of content we’ve created. We’re also opening up our platform to other authors. So over time you’ll see a lot more online training and events posted. Service providers, consultants, and trainers will be available to you. All of it is delivered in an updated, easier to use interface. This was a massive refresh. The online training has also been updated, and the downloads are more accessible. An all-new e

In a past life I helped a company create a new proposal department. The company was part of a billion dollar government contractor. They had a history of business units not accepting process guidance from the proposal group. It’s not an uncommon problem. Does it sound familiar? The old proposal group kept saying things like, “If they’d only submit their drafts on time” or “if they’d only listen to us.” What they meant was “If they’d only do what they’re told.” They thought the solution was for s

Within the MustWin Process Architecture we divide the organizational layer into the following areas: Executive, Approaches, and Resources. The organizational layer forms a context that impacts your ability to win bids. But it can’t necessarily be accounted for as inputs to the process. It’s not part of the process flow, but it impacts every step of the process flow. It is roughly analogous to style in writing, only it’s the management style of the environment your process operates in.  Your win

What you should write about? How should you present it? How do you know if it's correct? Before you jump into proposal writing, you need a plan. And you need to validate that plan to prevent rework. Why this goal is important If you think the best way to figure out what to write about in your proposal is to start writing, you may be making a colossal mistake. The mistake is that you’re skipping the part where you “figure it out.” You are thinking by writing about it.  Responding to an RFP is not

Nearly all of the examples of selling in writing that we see in life teach us the wrong ways to write for proposals. From the ads on TV and the junk mail we receive, to the ads in publications. Even the materials handed to us by other companies are written completely wrong for proposals. And yet, when people sit down to write a proposal, they can’t help but emulate what they’ve seen when others try to sell in writing. Even what we learn in school about writing is wrong for proposals. When you wr

Figuring out what should go into your proposal is the most important part of the proposal process. It usually starts with an Request for Proposals (RFP) that can be intimidating if you don't know how to read it. To prepare your proposal, you need more than an outline or a compliance matrix to figure out what to write. You need to take into consideration the instructions in the RFP, how the customer will evaluate your proposal, what you will offer, and what you know about the customer, opportunit

To write a proposal, you must overcome eight challenges. You can’t avoid them. You can’t skip any of them. You just have to face them. To help out, we’ve included links to many other articles we’ve written that are relevant to the individual challenges: Complying with the RFP. First you have to read it and understand it. Then you have to cross-reference all the requirements across the various sections. Even if your assignment is for a single section, there may be requirements in other sections t

It’s not a certain style. It’s not a great layout. It’s not enough time to do proofreading or to have one more draft. It's not even what words you should use. What you need is to know what to write about, the means to make sure it happens, and some way to know if what was written is what you want. What you really need is to: Collect the right intelligence. In order to do the best job of proposing the best outcomes for the customer, you need to have an information advantage. Collecting the right

Proposal content planning should give a lot of guidance to proposal writers regarding what to write and how to present it. They should be able to follow the content plan like a set of instructions, that they can follow to create the right proposal on the very first draft. You can anticipate many of the things that will need to be addressed in your future proposals, based on the nature of the work that you do and how you manage it. The problem is that unless every RFP really is the same, and not