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Files posted by Carl Dickson
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Pipeline Assessment Webinar Slides
By Carl Dickson in Free Files
Here on the slides from the Pipeline Assessment webinar we hosted on Wednesday, April 15, 2015.
449 downloads
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PropLIBRARY Solutions Catalog
By Carl Dickson in Free Files
This is more than just a brochure you can download and share with others. It is a blueprint for how to enhance the business development effectiveness of your entire organization.
2,857 downloads
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Proposal Content Planning Cheat Sheet
By Carl Dickson in MustWin Process
Use this cheat sheet to help craft better instructions for your proposal writers and provide guidance before they write their proposal sections, instead of trying to fix your proposals after they’ve been written.
1 download
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Proposal Content Planning Guide
By Carl Dickson in MustWin Process
Our approach to Proposal Content Planning. This material was extracted from the MustWin Workbook to use in a training course we delivered.
240 downloads
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Proposal Format Guide
By Carl Dickson in Other Documents
The most frequent question we get asked is "what should my proposal look like?" This is closely followed by "can I see a sample of a proposal?" Even though we tell people that winning proposals are built from the ground up to meet the concerns of specific customers and not by following samples, people still crave them.
173 downloads
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Proposal Quality Assessment Criteria
By Carl Dickson in Other Documents
This document provides a set of criteria can be used in several ways to assess the quality of a proposal. They can be used to:
Assess a past proposal to establish a benchmark to measure progress by.
Assess a collection of past proposals for benchmarking purposes.
Collect metrics on proposal quality (by establishing numerical grades for each criteria).
Identify areas of concern and focus for future improvement.
Assess the trend towards improved or diminished quality over time.
This set of criteria does not focus on:
Whether the offering is compliant, effective, or what the customer really wants
Typographical accuracy and proof reading
Pricing and contractual terms
Style and design choices
By excluding the offering and pricing, this set of assessment criteria focuses on the proposal itself, and not the overall offering or its likelihood of winning.
Before using these criteria to assess a current proposal prior to submission, they should be customized to include criteria related to the items above. We recommend the Proposal Quality Validation methodology for assessing current proposals because it does include these criteria. The Proposal Quality Validation methodology is part of the MustWin Process and the details for implementing it are contained in the PropLIBRARY Knowledgebase.
98 downloads
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Proposal Sample Makeover: Before & After
By Carl Dickson in Other Documents
See a real proposal, and discover what we like about it and what is wrong with it. You get much more than just a sample. You'll get our extensive review comments to help you understand how to apply the lessons learned. We take the original proposal and give it a makeover. You get to see the original proposal as well as the new and greatly improved version that we created.
764 downloads
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Proposal Sight Reading Presentation
By Carl Dickson in Free Files
Sight reading is something musicians do when they play a song they don't know and haven't practiced with music they've never before seen. It's extremely difficult. If you are asking your proposal reviewers to conduct site reading, your review process is probably flawed and you can't expect the best performance from your reviewers. Nonetheless the vast majority of proposal reviews are conducted this way. Being able to size up a proposal at a first glance is a useful skill to have. Here is the presentation from a webinar we have on August 22nd, 2012 showing some of our techniques and the tricks we've picked up over the years that can help you do a better job of instantly assessing the quality of proposal.
1,439 downloads
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Proposal Specialist Assessment Tool
By Carl Dickson in Other Documents
More goes into selecting someone for a proposal related position than most people realize. The normal titles, like proposal manager, bid manager, proposal writer, editor, or capture manager only tell part of the story. What can really impact your needs may never show on a position description. You need someone who is going to be compatible with the way your organization approaches its proposals, and someone whose personal approach is compatible with your needs. How do you find someone who is the right match?
This sample tool can be used to assess a candidates ability to review and edit proposals. Instead of simply checking to see whether they catch all the problems, it helps you see what the candidate focuses on, which can help you determine whether the candidate is a good match for what you need.
164 downloads
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Proposal Startup Information Checklist
By Carl Dickson in MustWin Process
When we created the MustWin Process, we showed you how to make the most of the time before RFP release and get into position to be ready to win. But what if you are starting at RFP release and "no bid" is not an option? We've recommended that you combine the pre-RFP questions, goals, and action items into a single list to quickly assess what you know and what you don't.
Now we've done all that work for you by creating a master checklist of proposal startup information. And we've turned it into a new ebook so you can download it and use it separate from the rest of the MustWin Process. You can use it to guide your pre-RFP pursuit, as a bid/no bid tool, as a bid strategy tool, and as a proposal startup accelerator. If you can't implement a formal process, at least you can pull out this handy checklist and improve your chances of winning.
96 downloads
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Quick and Dirty Guide to Writing a Last Minute Proposal
By Carl Dickson in Other Documents
Simple and practical guidance for people who must complete a proposal against a tight deadline, with little or no advance preparation. Enough said.
116 downloads
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RFP for Civic Center Master Plan
By Carl Dickson in Proposals
This is the Request for Proposals (RFP) issued by the City of Piedmont, California, that some of the sample proposals were based on.
12 downloads
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Sample Grant Proposal
By Carl Dickson in Proposals
This is a grant proposal submitted to the Air Force Office of Scientific Research, Bolling AFB. It was submitted by a professor at Tulane University for research into Radical Intermediates of Haloacetic Acids.
17 downloads
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Sample of a mutual non-disclosure agreement
By Carl Dickson in Agreements
A mutual non-disclosure agreement is often used between companies when they begin to discuss teaming on a bid. Here is an example of one. We have not reviewed the content of this document to determine whether this is an effective agreement. We are linking to it as a service for any educational value it may have.
27 downloads
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Sample Proposal Introductions
By Carl Dickson in Other Documents
A dozen versions of the same paragraph, with more than 50 things done wrong and how to correct them.
144 downloads
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Technical Proposal Executive Summary
By Carl Dickson in Proposals
This is the Executive Summary from a proposal for the Presidio Parkway Project. It was submitted by a consortium named Golden Link Partners in 2010.
105 downloads
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Understanding What It Takes to Win
By Carl Dickson in MustWin Process
Slides from the Understanding What It Takes to Win course
93 downloads
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Webinar Slides: Getting Ahead of the RFP
By Carl Dickson in Free Files
On Wednesday, September 12th, 2012, we hosted a webinar to introduce David Lowe of isiFederal, a company that helps companies develop business with the U.S. Government. He addressed the roles, buying motives, and what the customer needs to hear from you so that you can get ahead of the RFP and influence the key decision makers. Here are the slides from his presentation. It's not the same without the audio, but there's still a lot of good information in them.
1,807 downloads
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Whitepaper: Proposal Quality Validation
By Carl Dickson in Free Files
Red Teams are Obsolete! Why, after decades of trying, is no one able to have consistently effective Red Teams? Find out why the color team model is broken and can't be fixed.
3,022 downloads
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Whitepaper: Real World Teaming Tips
By Carl Dickson in Free Files
This is our 11 page white paper with 65 tips for successful teaming. We've covered the subject from the prime contractor's perspective and the sub contractor's perspective. We've even thrown in small vs. large business considerations. This is powerful stuff. We even had to put warning label on it.
1,929 downloads
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Whitepaper: Reengineering The Proposal Process
By Carl Dickson in Free Files
If you are tired of ineffective Red Teams and submitting proposals
you know could be so much better, please join us in changing
everything the industry thinks it knows about the proposal process
4,660 downloads
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