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Proposal Planning Goals

The purpose of proposal planning is to enable you to get it right the first time and to validate that you have prepared the right proposal.

  • While the Proposal Manager is responsible for proposal planning, it is a good idea for those impacted to also read and understand the parts of the process those plans are based on.
  • Proposal planning forces you to make decisions and think things through before you write, instead of writing and then re-writing until you figure it out.
See also:
Proposal start-up and logistics


  1. Plan before you write. Your plans should include:
    A Compliance Matrix
    Content Plan
    Teaming Plan
    Production Plan
  2. Write to the plan.
  3. Validate what you wrote against the plan.

You should be prepared in advance so that you can complete these plans within days of RFP release.

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