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Writing Winning Proposals—Business Skills by Steve Theobald

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Chapter . Job Aid

Proposal Workplan Checklist

Use the following checklist to ensure that you have considered all of the tasks and factors in completing a proposal.

  • □ Secure appointment to conduct an informational interview about your potential client.

  • □ Research issues relevant to your prospect's business

    • trade journals

    • industry associations

    • Website searches.

  • □ Research issues relevant to your potential client's

    • trade journals

    • professional associations.

  • □ Conduct pre-proposal informational interview to determine:

    • size of opportunity

    • decision process (when made, who makes, and so forth)

    • earliest training session needed

    • political / sensitive issues.

  • □ Establish proposal due date.

  • □ Determine size and scope of proposal.

  • □ Develop a schedule and plan for proposal ...

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