Before you begin proposal writing, you should prepare a proposal content plan that accounts for everything that should go into the proposal and how it should be presented. Here is some inspiration for writing the instructions that should go into your proposal content plan.
Decide what type of guidance you can provide
Provide instructions that tell proposal writers what to offer or say
Provide instructions to guide the writers to figure out what to offer or say
Provide details the writers will need or options to consider
Provide instructions that identify the details others should find and include
Provide instructions to proposal writers regarding the key points they should make
How to achieve the best score against the evaluation criteria
The results of your approach/how the customer will benefit
Your strengths
Your differentiators
Things they should prove
Information/data they can use when making proof points
Providing instructions related to positioning
How they should introduce the section, offering, etc.
How to present things
How to talk about features, issues
What to emphasize or focus on
Why you’ve chosen this approach or made trade-offs
Competitive positioning, ghosting, or comparison
What matters
The impact
Provide instructions related to anticipated customer fears, concerns, and risks
What are they aware of
What are they not aware of
What you plan to do about it (risk identification/mitigation methodology)
Provide instructions for research they should do or things writers need to figure out
Qualifications
Certifications
Related details
Names to name
Capacities
Amounts
Dates or schedules
Provide instructions related to using graphics in this section
Guidance or examples regarding the use of graphics and tables
Suggestions for graphics to use
Instructions for them to figure out what graphics to use
Describe the conclusion you want the reader to reach
Provide instructions to help the writers figure out what to offer or how to fulfill the requirements
What we should offer/do/deliver
Achieving RFP compliance
Features/benefits/proof
What to include
Phases or steps in your proposed approach
Components of your offering
Capabilities
Solution architecture
People, processes, and tools to propose
Roles that project staff or stakeholders will play
Who, what, where, how, when, and why
Deliverables
Estimates
Availability or use of resources
Provide instructions related to proposal concerns
Assumptions
Limits in what can be done or amounts
Issues
Dependencies
Proposal risks
Mitigations
Definitions
RFP interpretation
Alignment with the pricing or other proposal sections
Provide instructions related to discussing your experience/ past performance/ citation/ testimonials
Relevant project experience
Details about experience
Important things about your performance
Stories/Anecdotes
Accomplishments
Testimonials
Instructions related to proposal writing
Writing from the customer’s perspective
Conventions
Procedures to follow
Style guidance
Instructions related to contracting
Procurement rules and advice
Relevant FAR Clauses and what to do about them