Jump to content
Premium Content

Kickoff Meeting Planning Worksheet

Kickoff meetings require preparation in order to be effective.

You should anticipate what you need to have, distribute, or present at the meeting so you will be ready.

Things to do before the meeting:

See also:
Proposal start-up and logistics
  • Create proposal directories/workspaces
  • Initialize the directories with templates and/or other files
  • Distribute the RFP
  • Prepare any training materials or other handouts
  • Invite attendees

Things to bring to the meeting:

  • Extra copies of the RFP
  • Draft proposal plans including:

Schedule
Assignments
Compliance matrix/outline
Budget/charge numbers
Production Plan
Quality Validation Plan

  • Templates

Section
Past Performance
Resumes

  • Instructions

File access
Procedures
Configuration Management
 

 


 

Let's discuss your challenges with preparing proposals and winning new business...

Access to premium content items is limited to PropLIBRARY Subscribers

A subscription to PropLIBRARY unlocks hundreds of premium content items including recipes, forms, checklists, and more to make it easy to turn our recommendations into winning proposals. Subscribers can also use MustWin Now, our online proposal content planning tool.

Sign up for our free newsletter and get a free 46-page eBook titled "Turning Your Proposals Into a Competitive Advantage" with selected articles from PropLIBRARY.

You'll be joining nearly a hundred thousand professionals.

Sign up
Not now
×
×
  • Create New...