Here is a list of all the features you can use in the MustWin Now Requirement Cross-Referencing tool and how to use them. They can be combined with the other tools in many different, creative ways to help you with your proposals. If you want to explore you can use this list to make sure you know how it works. If you find something isn't self explanatory or confusing, just let us know and we'll walk you through it.
To work through the script, select an RFP. Which one hardly matters. Since the goal is to try every feature without impacting a real pursuit, think of this as training and remove the pursuit you create by following the script when you are done.
Once the RFP has been imported and you've finished creating the proposal outline, you are ready to cross-reference the RFP requirements to your proposal outline. This will enable MustWin Now to show which RFP requirements are relevant when you view a section of your proposal. For each section in your proposal outline you can simply drag and drop the relevant RFP requirements over to the landing zone. This goes very quickly. In addition to the RFP requirements, you can use this tool to map the insights from the Win Strategies Tool to the proposal outline.
|1||Link an RFP requirement to a proposal section||Select a proposal section from the list in the left column. When it opens, you will see a box that you can drag RFP items to. We recommend that you start with the RFP content instructions. Then cross-reference the evaluation criteria. Finally cross-reference the performance requirements. It is not unusual to need to modify your proposal outline you go. This is because the current outline you have may not have anticipated every requirement. You can switch back and forth between the Outline Tool and the Cross-Reference Tool as needed until you get the outline just right and all of the requirements that will impact proposal writing cross-referenced to it.|
|2||Link a win strategy to a proposal section||Click the green "Matrix mode" box on the left column and select "Map win strategies". Now the win strategies appear instead of the RFP requirements. Just like with the RFP requirements, you can drag and drop your win strategies to the proposal sections where they should be written about. Once you understand how this works, you can use the process of completing the Pursuit Capture Q&A Forms, Proposal Input Forms, and Win Strategies Tool in combination with the Cross-Reference Tool to drive winning strategies into the proposal before it is even written.|
|3||Edit the win strategy instructions||This is a convenience feature for when you think of something related to the win strategies before you have completed the RFP requirement cross-referencing. Click on a proposal section. Under where it says "Instructions for Proposal Writers", click the red "Content Planning Tool" link. This will take you to a page where you can edit, delete, or add new instructions. To get back to the cross-referencing tool, click the "Go to.." button on the top right and select "Requirement Cross-Referencing" from the drop down menu.|
|4||Add a note to a proposal section||Select a proposal section and scroll to the bottom. There is a box that says "Notes". Type anything that may be useful in the text box.|
|5||Change which sections appear on the left sidebar.||Click the green "Show me…" button at the type and choose whether you want to view "Proposal Sections in sequence", "Proposal Sections with notes", or "Unlinked proposal sections". If you use the notes function, then displaying sections with notes may be useful. Displaying unlinked proposal sections will show you sections that have no relevant RFP requirements linked to them. There can be reasons to create a proposal section based on something you'd like to say that wasn't in the RFP. But it could also indicate an oversight. Displaying unlinked sections can help you ensure that none of your proposal sections got overlooked during cross-referencing.|