Want FREE Templates on Digital Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

  Please register (it's free!) or login to view the remaining preview.
If you are logged in, your referral link [?] is automatically included below.
EMBED CODE (Copy and Paste)


BENEFITS OF DOCUMENT

  1. Provides a comprehensive sales and marketing guide
  2. Covers all aspects of best practices in sales and marketing from process to tools.
  3. Serves as a toolkit and checklist that can be customized to opportunities from $100K to $billions.

DOCUMENT DESCRIPTION

The guide is a complete process and documentation guide to the creation of winning and profitable proposals. The guide outlines all possible stages and steps - with supporting tools, techniques, deliverables, and guidelines. The process outline and Table of Contents is included below.

TABLE OF CONTENTS

Introduction

U WIN, Methodology

Opportunity Stage

Task 1 -- Deploy U Business Strategy
Task 2 -- Analyse Short-Range Opportunity
Task 3 -- Implement Capture Plan
Task 4 -- Analyse U, Client & Competitors
Task 5 -- Plan Early Program
Task 6 -- Complete Instructions to Coordinate Proposal Development
Task 7 -- Develop Selling Points
Task 8 -- Conduct Green Team Review

Bid Stage

Task 9 -- Confirm Opportunity Analysis
Task 10 -- Update Capture Plan
Task 11 -- Analyse Proposal Request
Task 12 -- Update U, Client & Competitors Analysis
Task 13 -- Plan Final Program
Task 14 -- Update Instructions to Coordinate Proposal Development
Task 15 -- Create Expanded Proposal Outline
Task 16 -- Develop Proposal
Task 17 -- Conduct Red Team Review
Task 18 -- Edit & Publish Proposal

Confirmation Stage

Task 19 -- Market & Respond to Client
Task 20 -- Perform Due Diligence
Task 21 -- Complete Project

Cost Program

Price Program

Delegation of Financial Authority

U Business Strategy

U Win Guidelines, Samples & Techniques

Quality-Based Partnerships Guidelines (Task 3.1 and Task 10.4)
Benchmarking Guidelines (Task 4.10)
Storyboarding Guidelines (Task 6.2, 15.3, 15.4, 15.5, 15.6, 15.7, 15.8, and
15.13)
U WIN, Case Study Sample (Tasks 4.13, 4.14, 7.3, 7.4, 7.5, and 7.6)
Production Standards Sample (Task 6.5 and 14.3)
Writing Standards Sample (Task 6.6 and 14.3)
Graphic Standards Sample (Task 6.7 and 14.3)
Brainstorming Technique (Tasks 3.1, 4.2, 4.13, 4.14, 5.11, 5.18, 5.22, 7.1,
7.2, 7.3, 10.4, 11.4, 11.9, 15.3, 15.4, 15.5, 15.6, 19.9, and 20.3

Glossary of Terms

U WIN, Deliverables

Local Business Strategy (Task 1.2)

Proposal Directive (Task 2.2)
Bid/No-Bid Analysis (Tasks 2.13 and 2.18)
Project Book (Task 2.18)

Capture Plan (Task 3.1)

Position Action Plan (Task 4.7)
Win Strategy (Task 4.13)
Proposal Major Themes (Task 4.14)

Technical Baseline (Task 5.11)
Management Baseline (Task 5.22)
Baseline Action Plan (Task 5.23)

Project Standards, Processes, & Procedures (Task 6.8)

Draft Executive Summary (Task 7.5)

Green Team Evaluation Grid (Task 8.5)
Green Team Follow-up Plan (Task 8.7)
Updated Proposal Directive (Task 8.10)

Bid/No-Bid Analysis (Tasks 9.14 and 9.16)
Communiqués (Task 9.22)

Letters of Intent/Non-Disclosure Statements/Teaming Agreements (Task
10.2)
Updated Capture Plan (Task 10.4)

Bond Requests (Task 11.3)
Questions (Task 11.4)
Letter of Intent to Bid (Task 11.8)
Top-Level Outline (Task 11.9)

Updated Position Action Plan (Task 12.5)
Updated Win Strategy (Task 12.11)
Updated Major Proposal Themes (Task 12.12)

Updated Technical Baseline (Task 13.9)
Updated Management Baseline (Task 13.18)
Updated Baseline Action Plan (Task 13.20)

Updated Project Standards, Processes, & Procedures (Task 14.3)



Expanded Proposal Outline (Task 15.5)
Updated Executive Summary (Task 15.16)

Proposal Volume(s) Compliance Matrix(ces) (Task 16.7)
Proposal Volume(s) (Task 16.8)

Red Team Evaluation Grid (Task 17.5)
Red Team Follow-Up Plan (Task 17.7)
Final Draft Proposal/Final draft Compliance Matrix(ces) (Task 17.10)

Final Proposal (Task 18.4)I

Closing Plan (Task 19.5)
Clarifications to Client Questions (Task 19.6)
Orals/Demonstration (Task 19.8)
BAFO Volume(s)/Revised Program Costs (A tracking tool Report)/Lowest Program
Price Pro-Track Report)/Assumptions (Task 19.10)

Analysis Deliverables (Task 20.18)
Staffing Deliverables (Task 20.10)
Contract (Task 20.11)
Transition Plans (Task 20.12)

Performance Evaluations (Task 21.1)
Post Proposal Project Review (Task 21.10)
Quarterly Report (Task 21.14)

Baseline Program Costs (A tracking tool Reports)/Assumptions (Cost.8)

Baseline Program Price (Pro-Track Report)/Assumptions (Price.7)

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Sales and Marketing Proposal Guide Word document

 

Sales and Marketing Proposal Guide

Sold by Ulis Transformation Solutions Inc. (this author has 3 documents)

$199.00

ALL FEES INCLUDED
Add to Cart
  

This business document is categorized under the function(s):

It applies to All Industries

File Type: Word (doc)

File Size: 3.5 MB

Number of Pages: 389

Related Topic(s): Proposal Writing & Development

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

This product contains a supplemental DOC document.

Initial upload date (first version): Mar 8, 2019
Most recent version published: Mar 11, 2019

Ask the Author a Question

Must be logged in Click here to log in






CUSTOMER TESTIMONIALS




SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.



Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.



CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

17-page Word document and supporting Excel workbook
$50.00
Author: andrewhynson
65-page Word document
$48.00
Excel workbook
$30.00
Author: Watermark
78-slide PowerPoint deck
$79.99
28-slide PowerPoint deck
$39.00
Author: PPT Lab
40-slide PowerPoint deck
$30.00
Author: processman

 
RELATED TOPICS

TOP 10 TOPICS

Become your organization's resident expert on...

Digital Transformation
 
Strategy Development
 
Organizational Design (OD)
 
Performance Management
 
Post-merger Integration (PMI)
 
Business Transformation
 
Organizational Culture (OC)
 
Change Management
Interested in something else? Browse our 350+ Business Toolkits of best practices, each focused on a specific management topic.