Common Proposal Team Roles and Responsibilities

The following Roles and Responsibilities are a guide. Depending on the size of your proposal team and the skill sets each person brings, some people may fill multiple roles. Role Responsibility Capture Manager Provides oversight to the entire proposal team, generally knows the most about the customer and shaping efforts done pre-proposal, and helped establish […]

3 Steps for Creating a COMPLIANT Proposal Outline

Avoiding Rewrites Saves Time and Money The initial high level bullets of your outline should be created by you (the proposal manager) or a trusted assistant (whose initial outline you will ensure is compliant). Don’t fall into the trap of just asking your writers and Subject Matter Experts (SMEs) to give you an outline for […]

The 3 Cardinal Rules of Proposal Outlines

You have your RFP in hand (finally!) and are eager to get started. You start writing immediately. A week of 12-hour workdays later you give your baby rough draft to your reviewers and they thrash it – it’s hard to grade, it doesn’t answer all the requirements in the RFP, and it’s non-compliant. So much […]

Stop Wasting Your Time, 3 RFP Preparation Tasks that Actually Help

As proposal consultants, we get paid time and materials to help companies manage and draft proposals. So for the most part, more work equals more company revenue for Trident. When a small business asks us to help with an RFP readiness assessment you can imagine the temptation to load them up with lots of pre-work […]