Every proposal writing effort needs a Proposal Manager. The Proposal Manager could be a person overseeing the writing efforts of a number of writers, a single person writing the entire proposal, or a combination of the two. An experienced Proposal Manager can write most sections of a proposal, but usually does not have the knowledge and expertise required to write the technical approach.
The Proposal Schedule should be prepared by the Proposal manager. Proposal writing schedules vary in complexity depending on the size of the proposal. A generic proposal schedule in Microsoft Word Format and Microsoft Access Format are presented below.
Microsoft Word Format
Proposal Schedule
Sales Opportunity Number: 001
Agency:
Title:
Proposal Manager:
Due Date:
Copies:
Delivery Instructions:
| Tasks |
Person Responsible |
Start Date |
Due Date |
| Deconstruct the RFP and Develop High Level Outline |
Proposal Manager |
|
|
| Develop Requirements Matrix |
Proposal Manager |
|
|
| Further Develop Outline, Designate Team, and Assemble Library Material |
Proposal Manager |
|
|
| Hold Initial Proposal Meeting |
Proposal Manager |
|
|
| Develop Detailed Outline |
Proposal Manager |
|
|
| Review Outline with Proposal Team |
Proposal Manager |
|
|
| Revise Outline and Distribute to Team |
Proposal Manager |
|
|
| Meet with Technical Writers to Expand Technical Approach Outline |
Proposal Manager |
|
|
| Write First Draft of Executive Summary |
CEO, VP of Sales, Program Manager |
|
|
| Write First Draft of Management Plan |
Proposal Manager |
|
|
| Write First Draft of Personnel Chapter |
Proposal Manager |
|
|
| Write First Draft of Corporate Experience Chapter |
Proposal Manager |
|
|
| Write First Draft of Technical Approach Section __ |
Technical Writer 1 |
|
|
| Write First Draft of Technical Approach Section __ |
Technical Writer 2 |
|
|
| ..... |
|
|
|
| Write First draft of Technical Approach Section __ |
Subcontractor A |
|
|
| Write First draft of Technical Approach Section __ |
Subcontractor B |
|
|
| ..... |
|
|
|
| Assemble First Draft of Complete Proposal and Distribute to Review Team |
Proposal Manager |
|
|
| Review Proposal Distribute Comments to Chapter Writers |
Review Team |
|
|
| Write Second Draft of Chapter/Section __ |
Assigned Person/Subcontractor |
|
|
| Write Second Draft of Chapter/Section __ |
Assigned Person/Subcontractor |
|
|
| ..... |
|
|
|
| Assemble Second Draft of Proposal and Distribute to Review Team |
Proposal Manager |
|
|
| Review Proposal |
Review Team |
|
|
| Make Final Revisions, Format for Desktop Publishing, and Perform Q/A |
Proposal Manager |
|
|
| Perform Final Edit, Proofread, and Q/A Check |
Proposal Manager |
|
|
| Print and Make Final Q/A Check |
Proposal Manager |
|
|
| Deliver Proposal (1 Day Before Due Date) |
Proposal Manager |
|
|
Microsoft Access Format
Click here for Proposal Schedule
INSERT LINK
