Writing Winning Proposals—Business Skills

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 ...