Set Up Your Proposal Process for Success

Format: Live webinar (on-demand recording available on April 16th)
Duration: Approx. 90 minutes
Instructor: Carrie Ann Williams, Andana Consulting
NCMA Certifications: 1.5 CPEs
APTAC Certifications: 0.75 ATC
APTAC BOK: C.9 Bids and Solicitations

*Your registration includes access to the on-demand recording.

Have you started writing a proposal with an excited team only to be pushing up against the submission deadline? Or you’ve been tracking the opportunity for months and had a solid capture plan in place, but it came out well before you expected.

Solicitations don’t always hit your desk at the perfect time, and even the best teams aren’t always available to draft great content. But, with a solid process in place, your firm can maximize the internal resources and provide the right guidance to your proposal writing team to get everyone on the right track and meet the submission deadlines.

In this session, proposal manager Carrie Ann Williams will provide an overview of the process and tactics to develop a successful, compliant proposal, including:

  • Go/No-Go Decisions
  • Alignment of solicitation requirements
  • Overview of proposal strategy and win theme creation
  • Development of a compliance matrix
  • Hosting of a productive Kick-Off meeting
  • Development of a proposal schedule
  • Outlining of writing assignments
  • Gathering of data to create an impact

Target audience: business owners, product/service team members, business development and marketing professionals, proposal managers and anyone involved in the creation of a response to a solicitation. This webinar is particularly valuable for those who respond to solicitations that have qualifications and technical approach components.

Meet Your Insrtructor:

Carrie Ann Williams

CARRIE ANN WILLIAMS. As the principal of the award-winning firm, Andana Consulting, Carrie Ann Williams, CPSM works with organizations to guide proposal development and create amazing marketing content.

For more than 18 years, she has worked with organizations to track, pursue, position, and propose on local, state and federal government solicitations – and private organizations too. When not leading proposal strategy, she guides firms to develop their marketing game plan – starting with a strategic workshop, moving through research and analysis, resulting in clear marketing goals and an implementation plan of tactics to reach them.

Carrie Ann is also known for leading interactive, insightful and actionable training workshops and presentations providing insight into marketing and business development strategies for professional services firms. Her sessions have taken her across the country to train companies and organizations, including local and national events for SAME, SMPS, AIA, and NVSBE.

When not working at Andana, she and her husband are busy at their home – Willow Spring Farm – restoring the pre-civil war log cabin and maintaining the 36-acre farm in Maryland.

She is active with Society of American Military Engineers (SAME), the Society for Marketing Professional Services, Urban Land Institute, and the American Institute of Architects. Recognitions include the Young Member Award from SAME Baltimore and the SAME Regional Vice President’s Medal. A Certified Professional Services Marketer, Carrie Ann has an undergraduate degree in English Literature and a Master of Business Administration degree. Carrie Ann is also “Inbound Certified” and “Content Marketing Certified” from HubSpot.


Apr 09 2020


1:00 pm - 2:30 pm

Local Time

  • Timezone: America/New_York
  • Date: Apr 09 2020
  • Time: 1:00 pm - 2:30 pm